Healthcare Workflows on Cliniko, Powered by AI
Healthcare teams use DeskFerry to turn Cliniko into an automation engine. Connect in minutes, save hours every day.
Patient triage summary ready for nurse review:
Customer
“Coming in for a 3-week history of intermittent left-side chest discomfort, worse with effort, no radiation. No recent labs. Hx HTN, statin since 2019.”
Agent draft · in your tone
Triage summary: 64M with 3-wk exertional left-sided chest discomfort. Cardiac workup reasonable today (ECG + troponin + lipid panel · last A1C Jan 2024 = 5.8). Hx HTN well-controlled · statin compliant per pharmacy refills. No allergies. Recommend Dr. Choi see first.
How does Cliniko work for healthcare teams?
Cliniko works for healthcare teams as the engine behind a DeskFerry agent built around the workflows that actually consume your week.
- 01
Trigger fires
The agent reads context from Cliniko and the other systems your healthcare operation depends on, runs the routine work in the background, and surfaces only the cases that need a human decision.
- 02
For every new patient intake
Automate repetitive tasks and free up your healthcare team to focus on high-value strategic work.
- 03
Summarize the history-of-present-illness
Teams typically see significant reduction in admin task time once the agent is in production.
- 04
Surface relevant past visits
Setup is no-code, every action is auditable, and the agent is scoped to the rules your healthcare team defines — not a generic template applied to your business.
- 05
You approve
Anything under your confidence bar waits for a human.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1For every new patient intake
- 2Summarize the history-of-present-illness
- 3Surface relevant past visits
- 4Queue a triage note for the nurse
How it connects
Connect Cliniko. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Cliniko with one click, and healthcare runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ClinikoConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Cliniko + DeskFerry can do
Real Cliniko actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Cliniko when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Cliniko from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Cliniko when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Cliniko based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Cliniko to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Cliniko into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Cliniko with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Cliniko based on predefined authorization rules.
Triage summary: 64M with 3-wk exertional left-sided chest discomfort. Cardiac workup reasonable today (ECG + troponin + lipid panel · last A1C Jan 2024 = 5.8). Hx HTN well-controlled · statin compliant per pharmacy refills. No allergies. Recommend Dr. Choi see first.
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Dean Wallace · 64M9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket Intake · MRN 84-4421.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged Intake · MRN 84-4421 as the matching topic.
How it works
Get started in three steps
Step 01
Connect Cliniko
Authorize Cliniko in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Cliniko — project milestones, invoice events, or client status changes trigger AI actions. For healthcare teams, this typically means routing workflows from tools like Epic alongside Cliniko.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Cliniko while you focus on growth. Track efficiency gains live.
Start automating Healthcare for Cliniko
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
Is the Cliniko integration suitable for small healthcare businesses?
Yes. DeskFerry scales from solo operators to enterprise healthcare teams. Start with one Cliniko-powered automation for your healthcare workflows and expand as you see results — pricing and capacity grow with your healthcare business needs.
How does DeskFerry keep healthcare data secure when using Cliniko?
All data exchanged between Cliniko and DeskFerry during healthcare processing is encrypted in transit and at rest. We use OAuth for Cliniko access, maintain complete audit trails, and follow enterprise-grade security practices for healthcare compliance.
How quickly will my healthcare business see results from Cliniko automation?
Most healthcare businesses see measurable time savings within the first week of connecting Cliniko. The AI agent starts processing healthcare tasks the moment you activate the Cliniko integration — no training period or warm-up required.
What reporting does DeskFerry provide for healthcare tasks processed through Cliniko?
The dashboard shows healthcare-specific metrics for your Cliniko integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Cliniko-triggered healthcare automations perform and optimize over time.
How does Cliniko with DeskFerry help Healthcare teams handle prior-authorization and claim denial workflows that bleed revenue-cycle days?
DeskFerry uses Cliniko as a structured surface for the operational work behind prior-authorization and claim denial workflows that bleed revenue-cycle days. Instead of your healthcare team coordinating manually, the agent listens for the right Cliniko events, takes the next action, and escalates only when judgment is required — turning a recurring drain into a measurable workflow.
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