💡 To integrate with Cliniko, you'll need to be on the Practice tier (a 14-day free trial is available).
Video demo — set up and use Cliniko
Generate your Cliniko API key
You'll generate one API key in Cliniko, then use it to connect Cliniko to Heidi Scribe.
Log in to your Cliniko account.
Click the arrow next to your name in the bottom-left corner of the screen.
Click My Info.
Scroll down to the API keys section. Flip the switch labelled "Allow yourself to create and use API keys" to Yes.
Click Update user at the bottom of the page.
Cliniko will ask you to verify your identity with your password or passkey.
Once verified, the page will refresh. Under API keys, click Manage API keys.
On the API Keys page, click Add an API Key.
Give your API key a name. We recommend "Heidi Health" so you'll recognise it later.
Click Create API Key. You'll see a string of letters and numbers — that's your API key. Copy it now — Cliniko won't show it again. If you miss it, you can always create a new one.
💡 For more on Cliniko API keys, see Cliniko's own help article.
You're now ready to connect Cliniko to Heidi. Pick the relevant section below — or set up both.
Connect Heidi Scribe to Cliniko
With your API key copied, head to Heidi and navigate to Settings → EMR Integrations → Cliniko.
Click Set up Integration and paste in your API key.
Click Connect Integration.
Once connected, you'll see a confirmation screen. If you hit any errors, our support team is here to help.
If you're asked for a Practitioner ID
Some clinicians will be prompted for a Practitioner ID during set-up. To find yours in Cliniko:
Click Settings in the left menu bar.
Open Users & practitioners under "Our clinic".
Select yourself.
Click Edit their practitioner settings.
Your Practitioner ID is in the URL, between
/practitioners/and/edit.
Use Heidi Scribe with Cliniko
Open the Sessions panel from the left-hand menu.
In the Sessions panel, select the Schedule tab.
Click the calendar icon to choose a day. Today's sessions are shown by default.
Find the appointment you want and select the patient.
Conduct your consultation as normal.
Review and edit your note as needed.
When you're ready, click Push note to Cliniko. Heidi will create a new Treatment note in that patient's Cliniko file.
💡 Important: Only patients you open from the Schedule tab will have a "Push to Cliniko" button.
Creating and updating notes
The first time you push a note, Heidi creates a Treatment Note in Cliniko in draft status.
If you push the note again, Heidi will update the existing Treatment Note, as long as it's still in draft.
If the Cliniko Treatment Note has been finalised or archived, pushing again will create a new note instead.