AI Agent Integration for Cliniko

Cliniko has revolutionized health practice management, but getting its valuable data into the flow of your team's daily work remains a challenge—until now. By integrating Cliniko with Runbear’s AI agent platform, you can turn team chat into a powerful, unified command center for your practice. Imagine accessing and acting on Cliniko insights from Slack or Teams with a simple chat message, or automating the tedious parts of reporting, scheduling, and documentation. This article explores how smart AI agents supercharge Cliniko workflows and transform your team's collaboration.

About Cliniko

Cliniko is a leading cloud-based health practice management platform, used by clinics and allied health professionals worldwide to streamline their operations. Its robust features enable teams to schedule appointments, manage patient records, process billing, handle telehealth consultations, and generate insightful practice reports—all from a single, secure online system. Cliniko’s intuitive design appeals to healthcare teams seeking to reduce admin overhead, improve compliance, and ensure every practitioner has the latest information to provide excellent patient care. Widely adopted across physiotherapy, chiropractic, psychology, and multi-location clinics, Cliniko’s comprehensive approach helps teams of all sizes run more efficiently and collaboratively while maintaining regulatory standards.

Use Cases in Practice

Cliniko offers comprehensive tools for managing appointments, patient records, and billing—but many clinics find that information stays locked inside the app, creating workflow bottlenecks. With a Runbear AI agent embedded in Slack or Teams, your Cliniko data becomes instantly accessible, actionable, and shareable with the whole team.

Here’s how the four use cases outlined above work in practice:

1. Daily Patient Summaries in Slack: Each morning, the AI agent fetches the day’s appointments or critical patient updates from Cliniko, then posts a clear, actionable summary right into your team’s channel. Instead of logging into dashboards or chasing practitioners for updates, your team simply starts the day with a single message that highlights key patients, late cancellations, new referrals, or tasks requiring attention. This keeps your practitioners focused and aligned from the moment they open Slack.

2. Instant Access to Cliniko Data: Whether a team member needs to double-check today’s appointments or review treatment history for an upcoming telehealth session, the AI agent can surface that information instantly on request. For example, anyone in the clinic can ask, “Show me all outstanding invoices this week,” or “List upcoming patient birthdays,” and get a direct answer from Cliniko in Slack—increasing team speed and reducing context-switching.

3. Automated KPI & Revenue Reporting: Instead of someone manually exporting data or running reports at month’s end, schedule your AI agent to fetch Cliniko reports—like billing trends, practitioner productivity, or cancelled appointments—convert them into easy-to-read charts, and post them regularly. Team leaders gain real-time insights that power smarter decisions, mirroring the impact described in How to Automate KPI Reporting.

4. Effortless Documentation Requests: When clinicians or admin staff need latest treatment notes or a summary of patient interactions, a quick message in Slack triggers the AI agent to fetch and deliver that info securely from Cliniko, trimming manual admin time and driving compliance. If your team handles complex workflows—like summarizing visit notes—you can also connect these capabilities with techniques described in Save Time on Documentation: Turn Slack Conversations into Google Docs.

By streamlining these common processes, your team minimizes workflow friction and keeps Cliniko’s benefits at the center of care, without extra clicks or information silos.

Cliniko vs Cliniko + AI Agent: Key Differences

Integrating Runbear AI agents with Cliniko transforms team workflows from manual, siloed tasks to collaborative, automated processes directly within Slack, Teams, or Discord. Practices move from hunting for information and pulling reports alone, to having an intelligent teammate that proactively fetches, analyzes, and delivers Cliniko insights—right when and where your team needs them.

Here’s how using Cliniko with and without Runbear compares across key capabilities:

Implementation Considerations

Deploying a Cliniko + Runbear workflow does require attention to practical details. Teams should plan for initial setup—connecting Cliniko securely to Runbear and configuring AI agent permissions to avoid unauthorized data access. Staff training is essential so everyone confidently communicates with the AI agent and understands what data it can retrieve. Consider privacy laws (like HIPAA/GDPR) and ensure strong data governance policies when sharing patient information in team channels. While Runbear removes much of the technical integration burden, teams still benefit from proactive change management—explaining the new workflow, onboarding users, and, if needed, defining boundaries for what information the AI agent shares. A cost-benefit analysis should weigh Runbear’s subscription cost against admin time saved and improved team productivity, especially in larger practices.

Get Started Today

Runbear brings a powerful layer of AI agent automation to Cliniko, unlocking smarter healthcare team workflows that were once out of reach. By making Cliniko data accessible, actionable, and collaborative in Slack or Teams, your practice can minimize admin hassle, boost transparency, and keep everyone focused on high-quality patient care. Ready to transform your Cliniko experience? Bring a smart AI agent into your team chat and experience a more connected, productive, and resilient team—start your integration today.