Automations for clinics
Connect two apps for clinics
Most clinics I talk to mention the same thing: invoices to patients and insurers get chased by hand. The app connection deals with it quietly while reception is handling walk-ins and referral letters. New orders, rows or contacts move between your tools on their own.
What this fixes for clinics
Invoices to patients and insurers get chased by hand. Nobody at a physiotherapy clinic with four clinicians and one receptionist signed up for that part of the job, and the app connection handles it.
What it looks like in practice
Imagine a physiotherapy clinic with four clinicians and one receptionist. Every new record in Cliniko used to be copied by hand into Xero. Now it appears there on its own within a minute, and if the sync ever fails you get a message.
How it works for clinics
Here is how the app connection runs day to day for clinics.
- We pick the two tools and what should move between them.
- I build the sync in n8n, Make or Zapier.
- New or changed records flow across automatically.
- Errors send you an alert instead of failing quietly.
- You get notes on how it works.
Tools it connects to
For clinics, I usually connect it to Jane App, Cliniko and Xero. It runs on n8n, Make and Zapier behind the scenes.
Questions from clinics
Does the app connection work with Jane App?
It depends on your Jane App plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is patient data handled?
For the app connection, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Will my patients notice anything?
Not directly. The app connection works in the background for your team. What patients notice is nothing different.
Want this for your clinic business?
Tell me how your clinic business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built