How ClinicKonnect Works

Simplifying Practice Management with Seamless Integration

ClinicKonnect automates the syncing of your Cliniko data with your Keap (formerly Infusionsoft) account, streamlining your operations and enhancing patient care. Here’s how it works:

Continuous Sync Monitoring

ClinicKonnect (CK) actively monitors your Cliniko account for any changes. Whenever a change is detected – whether it’s a new patient, an appointment update, or any other modification – ClinicKonnect triggers an automatic sync to update Keap.

This ensures that your patient data and appointment details are always current and accurately reflected across both systems.

  • New Patient Data: Automatically sync new patient contacts from Cliniko to Keap, keeping all patient information centralized.
  • Appointment Details: Syncs all appointments, including dates, times, locations, and practitioner information, ensuring your calendar is always accurate.
  • Treatment Note Triggers: While treatment notes themselves are not synced to ensure patient privacy, ClinicKonnect allows you to create “Main Complaint” checkboxes within treatment notes. By clicking these checkboxes, you can trigger segmentation and automation inside Keap, enabling tailored follow-up and patient care based on specific treatment needs.

Automated Patient Journeys

ClinicKonnect enables you to automate key aspects of patient care and communication, creating a seamless experience for both you and your patients. Some examples include:

  • New Patient Onboarding: From the first appointment booking to follow-up reminders, ClinicKonnect guides new patients through a personalized onboarding journey.
  • Missed and Canceled Appointment Follow-Up: Automatically follow up with patients who miss or cancel appointments, encouraging them to reschedule.
  • Patient Re-Engagement: Identify lapsed patients and send targeted re-engagement campaigns to bring them back into your practice.

Customizable Automation Triggers

ClinicKonnect uses customizable triggers based on patient actions, such as:

  • Patient Tagging: Automatically tag patients based on their actions (e.g., booking an appointment, missing a visit), which can then trigger specific automated campaigns in Keap.
  • Follow-Up Automation: Set up automated follow-up sequences that are triggered by specific patient behaviors, such as missing an appointment or reaching a milestone in their treatment.

Multi-Practitioner Management

For practices with multiple practitioners, ClinicKonnect allows you to:

  • Track Patient Interactions Across Practitioners: Sync notes and appointment details for each patient, no matter which practitioner they see, ensuring continuity of care.
  • Manage Practitioner-Specific Data: Easily manage and sync data for multiple practitioners within a single platform, keeping everyone on the same page.

Enhanced Patient Experience

ClinicKonnect enhances patient care by automating routine communications and making sure your patients are always informed and engaged:

  • Automated Appointment Reminders: Ensure your patients never miss an appointment with timely, automated reminders sent via email or SMS.
  • Personalized Communication: Use the data synced from Cliniko to send personalized messages that resonate with your patients and keep them engaged in their care.

Custom Sync Options

While ClinicKonnect provides powerful standard syncing capabilities, it also offers customizable sync options to meet the specific needs of your practice. Whether you need to sync additional data points or create specialized automation workflows, ClinicKonnect can be tailored to fit your unique requirements.

See ClinicKonnect in Action

Ready to see how ClinicKonnect can transform your practice? Learn more about how our seamless integration can help you save time, reduce errors, and provide exceptional care to your patients.