Setup The Cliniko Integration
The Cliniko integration is free, and can be enabled regardless of which Oncord plan you are running. It's worth noting that in order to get proper value from all features of the integration, you should enable the Marketing functionality of Oncord.
An easy way to determine whether you have this plan enabled is to look for the "Marketing" heading in the sidebar of your Oncord Dashboard. Upgrading your plan is an easy, instant process. Simply contact us.
What Data is Synchronised?
The Cliniko integration works by synchronising the following information:
|From Oncord||From Cliniko|
Note: Because deletions are not reflected in either system, you may need to delete entries in both systems.
Contact Fields Synchronised
When a contact is syncrhonized with Cliniko, a blue Cliniko logo will display, allowing you to view their patient record. The following contact fields are also synchronized with Cliniko:
- First Name, Last Name.
- Address, Suburb, Postcode, State, Country.
- Email Address.
- Phone Number.
- SMS & Email Marketing Accepted Status.
- Date of Birth.
Appointment data is pulled into Oncord, and will appear in the relevant contact's activity feed. The following appointment data is synchronized with Oncord:
- Appointment Start & End Times.
- Whether a patient arrived at the Appointment.
- Whether a patient cancelled their Appointment.
- The Practitioner.
Enabling the Cliniko integration will add the following automation triggers within Oncord:
On an upcoming appointment:
Trigger an automation to trigger a specified number of hours prior to an appointment. You may further specify the appointment type and practitioner.
When a contact cancels their appointment:
Trigger an automation when a contact cancels their appointment. You may further specify the appointment type and practitioner.
When a contact did not arrive at their appointment:
Trigger an automation in the case that a contact does not arrive at their appointment. You may further specify the appointment type and practitioner.
When a contact finishes their appointment:
Trigger an automation in the case that a contact finishes their appointment. You may further specify the appointment type and practitioner.
Note: Oncord needs to sync at least one appointment before the appointment's type will appear as an automation trigger. If you've created a new appointment type within Cliniko and it hasn't appeared within yet, try creating a test appointment in Cliniko first, and then run a sync via Oncord Dashboard > Settings > Apps. After doing this, the new appointment type should appear in the Automations area.
Marketing Send Conditions
When sending an email or SMS campaign via Oncord, you can target your campaigns based on appointments (when the appointment was booked, the appointment type, and the practitioner).
When Does a Sync Happen?
You can choose to enable or disable automatic synchronisation within the Cliniko integration configuration page (Dashboard > Settings > Apps).
Oncord will batch-sync with Cliniko two minutes after an update takes place within Oncord.
For instance, if you updated a contact's email address at 2:00pm, and then their phone number at 2:03pm. Both changes would be reflected at 2:04pm within Cliniko.
If no update takes place within Oncord, a scheduled sync will take place after one day to download data from Cliniko.
Enable The Cliniko Integration
To enable the Cliniko integration;
Login to Oncord, select the "Settings" icon located at the bottom of the left-hand menu, and then select the "Apps"
Click the "Enable Integration" button in the Cliniko integration box, and follow the steps to allow Oncord to access your Cliniko account.