Cliniko Product Change Summary
Summarize product changes in Cliniko with Claude and refresh the product record.
Cliniko Appointment Notes Agent
Generate appointment summaries and write them back to Cliniko.
How this workflow works
Step 1
Individual Appointment Updated•Cliniko
This trigger fires whenever an existing individual appointment is updated in Cliniko.
Step 2
Create Message•Claude
Sends a user prompt (and optional parameters) to a specified Claude model and returns the AI-generated response.
Step 3
Update Individual Appointment•Cliniko
Updates details of an existing individual appointment.
Individual Appointment Updated
Cliniko
Create Message
Claude
Update Individual Appointment
Cliniko
When an individual appointment is updated in Cliniko, have Claude review the appointment context and draft a polished follow-up note, care summary, or internal reminder. Update the appointment record in Cliniko with the finalized guidance so staff can act quickly without rereading the full history.
Connect Cliniko + Claude to Automate these Workflows
Cliniko Contact Cleanup Review
Use Claude to review updated contacts and standardize follow-up notes.
Cliniko Appointment Follow-Up Draft
Draft follow-up guidance for completed appointment updates using Claude.
Cliniko Patient to Claude Triage
Analyze new patient records with Claude and update Cliniko with the result.
Cliniko Product Change Analyst
Summarize product updates with Claude and refresh Cliniko notes.
Cliniko Contact Quality Agent
Clean up updated contacts with Claude and standardize the record.
Cliniko Appointment Notes Agent
Generate appointment summaries and write them back to Cliniko.
Cliniko New Patient Intake Copilot
Use Claude to triage new patients and keep Cliniko records actionable.
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