Important Reminder: Prior to initiating the integration process, it is crucial to ensure that the email addresses used in both Cliniko and Patientnotes are identical.
Follow these steps to successfully set up the integration:
Step 1: Start by establishing an organization on Patientnotes. Visit this link to create one: Create Organization on Patientnotes. To learn more visit our organisation setup guide
Step 2: Configure Cliniko by obtaining an API key. To do this, log into Cliniko, access "My Info" and proceed to "Manage API keys" section where you can generate the required API key.
Step 3: Return to Patientnotes and navigate to your organization page. Choose “Cliniko configuration” from the options available on this page and input the generated API key.
Step 4: Incorporate practitioners into your organization on Patientnotes.
Finalize by exiting the organization page and clicking on the Patientnotes dashboard. You should now be able to view patients integrated into your dashboard.
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