Cliniko Integration: How Does It Work?
Shine Colcol
June 22, 2025โข9 min read
Fact checked by Dr. Ben Condon
What is the Cliniko Integration?
The Cliniko and Heidi Health integration brings AI-powered clinical documentation directly into any clinic and allied health workflow. Whether youโre a physio, OT, speech therapist, or social worker, Heidi automatically transcribes clinical sessions into structured, file-ready notes.
Heidi even produces ancillary documents like letters back to referrers, assessment reports, and patient instructions or summaries. Then, thanks to the integration, one click is all it takes to push all of your clinical documentation to Cliniko instantly.
Why Clinicians Love the Cliniko Integration with Heidi
Heidiโs deep integration with Cliniko supports clinics and allied health providers worldwide to drastically reduce the time they spend on documentation. This integration offers a comprehensive AI-supported documentation solution that helps clinicians have more time for patient care and achieve a healthier work-life balance.
Here are the main reasons clinicians love the Cliniko integration with Heidi:
Effortlessly Syncs Notes and Documents
The Heidi and Cliniko integration provides two-way synchronization between your AI scribe and patient management system. Appointment details are automatically pulled from Cliniko and displayed in your schedule in Heidi.
Then, once youโve transcribed the session and completed your notes, documentation is pushed right back to the corresponding episode of care in Cliniko. You can also send items straight from Heidi (like a session summary or referral letter) to minimize double-handling.
Deliver Warmer, More Attentive Care
Effective allied health care relies on strong therapeutic relationships built through genuine human connection. Heidi enables you to maintain eye contact, actively listen, and engage fully with your patients in every session, without the distraction of typing or manual note-taking.
Whether youโre delivering CBT, manual therapy, or conducting a nutrition assessment, Heidi captures every detail and nuance of your interaction.
Works Wherever You Do
Many allied health providers deliver care in non-traditional settings. Heidiโs mobile app and telehealth capabilities ensure that your AI scribe is available for home visits, in school settings, at sporting events, and for virtual care. The Cliniko integration means that you'll never be stuck late finishing notes after a day in the community, as documentation is already complete and ready to save in the patient record.
Improves Documentation Quality
Heidi mirrors Clinikoโs focus on direct clinical care and practice management. Customizable shared team templates support greater standardization of documentation across providers.
Plus, more timely completion of notes with improved accuracy and detail enhances compliance and documentation quality. Managers also often report that Heidi significantly reduces the time and cost involved in training new clinicians in organizational documentation practices.
Globally Compliant
Heidi meets or even exceeds regional privacy and security standards across the globe. A true international solution, our AI scribe complies with HIPAA, GDPR, APP, PIPEDA and is NHS-compliant. Audio is never stored, and data processing occurs in your local region to ensure compliance. Data is encrypted in transit and at rest as well, so you can rest assured that information moving between Cliniko and Heidi is always safe and secure.
Real-time notes, real-world impact: In one of the worldโs largest clinical rollouts of ambient AI, Heidi has been proven to:
- Reduce time spent per consult on documentation by 51%
- Increase note quality satisfaction by 38%
- Decrease documentation-related stress by 58%
- Boost confidence in documentation accuracy by 33%
- Reduce after-hours admin by 61%
- Improve work-life balance satisfaction by 45%
Clinicians consistently tell us itโs not just about eliminating administrative burden and minimizing cognitive load, but itโs also about being more present with their patients and reclaiming their time.
How does the Cliniko Integration Work?
The Cliniko integration with Heidi enables providers to simultaneously access the full benefits of both platforms without any time-consuming transferring of data back and forth. Hereโs how it works:
Step 1: Set Up Integration in Heidi
Log in to your Heidi account and navigate to the Integrations menu under Settings. Select Cliniko from the dropdown list (activating your 30-day free trial of the Together plan, if required). Follow the instructions for generating an API key in Cliniko and then enter the key in Heidi to complete the integration.
Step 2: Select an Appointment From Your List
Your appointments in Cliniko automatically show up in the sessions schedule in Heidi. Select the appointment youโre about to conduct from the synchronized appointment list. If desired, you can upload patient history to the Context tab of Heidi, which will be utilized in notes and documents for the current session.
Step 3: Transcribe Your Session
Press โStartโ to begin real-time transcription of your session. Conduct the appointment as usual while Heidi quietly runs in the background, processing everything thatโs said (you can pause and resume transcription as needed). Press โStopโ and Heidi automatically generates a structured note.
Step 4: Review and Edit the Note
Review Heidiโs note for accuracy and completeness. Edits or additions are made easily by typing or dictation. You can also use Ask Heidi to adjust the note and produce additional documents with simple prompts or by utilizing any of the specialty-appropriate templates from the Template Community.
Step 5: Push to Cliniko
When youโre satisfied with your notes and documents, press โPush note to Clinikoโ and your documentation instantly appears in the patientโs Cliniko record. Log in to Cliniko when you are ready to save and finalize the note. Copies of documents can also be emailed directly from Heidi to third parties to minimize double-handling.
Getting Started with Heidi for Cliniko
Activating the integration within Heidi is all you need to do to get started with the Cliniko integration. Once complete, you can continue your existing workflow on both platforms, with information seamlessly syncing between them.
The best way to try the Cliniko integration with Heidi is via the 30-day free trial. This no-obligation trial lets you experience the full benefits of AI scribing integrated with your favorite practice management system. Get started today to see why clinicians worldwide trust Heidi to support over 1.5 million patient sessions every week.
FAQs About Cliniko Integration
What are the setup requirements for the Cliniko integration with Heidi?
There are no complicated setup procedures or onboarding requirements for the Cliniko integration with Heidi. Because the different Heidi modes all sync, you can transcribe sessions on your preferred device and then easily push documentation to Cliniko. For step-by-step instructions, check out our detailed guide on setting up the Cliniko integration.
How much does it cost to integrate Heidi with Cliniko?
Heidiโs Together and Enterprise plans include the Cliniko integration at no additional cost. Thereโs no fee from Cliniko to use the integration. Youโll also have access to Team and Pro features within Heidi, such as customized templates to share within your organization.
Can I try the Cliniko integration with Heidi for free?
The 30-day free trial provides full access to the Cliniko integration and all of Heidiโs standard and advanced features. You can thoroughly test everything the integration offers. At the end of your trial, you can easily continue using Heidi with a free account or upgrade to the plan that best suits your needs.
How can I get the most out of Heidi when integrated with Cliniko?
Extensively utilizing Heidi is the best way to get the most out of the Cliniko integration. As soon as you press โStartโ at the beginning of each session, Heidi will capture the entirety of each encounter and let you adjust the note into whatever format you like. Once youโre familiar with Heidiโs core AI scribing capabilities, learn about more advanced features, such as building your own templates and utilizing practice support tools like Tasks and Coding.
โ
