Cliniko integration setup
Snapforms allows clinics and allied health practitioners to create secure digital forms for patient registration, intake, referrals, signed consent, assessments and more.
With the Cliniko practice management integration, Snapforms can automatically add and update patient files in Cliniko using the information provided in your patients’ form responses.
How does the Cliniko integration work?
- When a patient submits a completed form, it’s automatically synced to their file in your Cliniko account.
- Got a new patient? No problem! Once they submit an intake, registration, or referral form, a new patient file is automatically created in your Cliniko account with all their details filled in.
- Existing patient files can also be automatically updated via forms that are connected to Cliniko.
- For both new and existing patient files, a PDF copy of the form is saved in their Cliniko patient file.
How to set up the Cliniko integration
Before you start
This guide assumes you’ve already created your online form using the drag-and-drop form builder. Please ensure your form has all the fields required for adding and updating patient files in Cliniko.
If you’re new to Snapforms, we recommend you check out our 10-minute getting started video or have a look through our help guides to learn how to set up your form.
Obtain a Cliniko API key
To connect Snapforms to Cliniko, you will need to generate an API key via your Cliniko account. Please refer to Cliniko’s help article for instructions.
Once you’ve obtained the API key, log into Snapforms and configure the following integration settings on your form.
Configure the form integration settings
- Open your form in edit mode and select the Form Settings tab.
- Select Integrations > Cliniko.
- If this is the first connection, click the click here link to display the API Key field.
- Copy/paste the access token into the API key field and click Save. This API key is now saved and can be used across different forms.
- Enable the integration actions you require.
- In the Field Mapping section, select the form fields that correspond with each of the Cliniko fields. Note: First Name, Last Name, and at least one of DOB, Email, Phone or Mobile are the minimum required mappings. For greater accuracy of data matching, you can add more field mappings.
- To add more field mappings, click Add Another Field, then select the form field from the list and map to the corresponding Cliniko field.
- Once complete, scroll to the top and click Save.
Cliniko integration actions explained
| Action | Enable this if you want to… |
| Create a new Cliniko patient from form response if one doesn’t already exist | Create new patient files in Cliniko using the mapped fields from the form responses. |
| If a patient exists in Cliniko update their details with the answers from this form | Update existing patient files in Cliniko using the mapped fields from the form responses. |
| Attach a PDF document to the Cliniko patient file | Attach a PDF document that looks exactly like your online form (including the responses populated within the fields) to the patient file in Cliniko.
If you prefer to design your own PDF template or use a pre-made fillable PDF, click Add/edit PDF templates for this form (blue link) and follow the instructions in the PDF templates guide.
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Populating two form fields into one Cliniko patient field
There may be a situation where you need to populate two form fields into a single field in Cliniko, for example in the ‘Notes’ field.
To do this, you can simply map two different form fields, in the order you want them to appear, to the same Cliniko field. Example below:
Choice field options must match Cliniko values
When mapping your form fields to Cliniko fields, it’s important to note that the following fields require specific responses to successfully transfer the data to the Cliniko patient file.
| Cliniko field name | Snapforms field options must include one or more of the following values: |
| Referral Source Type |
Tip: To allow form users to provide specifics about a referral source that is not listed, i.e. Other, you will need to add a text field to your form and map this field to the ‘Referral Source Notes’ field in Cliniko. |
Troubleshooting
If the integration fails to create or update a file in your patient management system, you can check the integration result and logs in the form’s responses.
- In the Forms List, on the form click Actions > View Responses.
- For more details, click View/Download.
- Scroll to the bottom of the response details to the integration logs.
If you’re unable to resolve any issues, please get in touch with us for assistance.