?>

Cliniko + Box Integrations

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Box

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Box Integrations

Best ways to Integrate Cliniko + Box

  • Cliniko Box

    Cliniko + Box

    Add Comment to File in Box when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Box Add Comment to File
  • Cliniko Box

    Cliniko + Box

    Move Or Copy File in Box when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Box Move Or Copy File
  • Cliniko Box

    Cliniko + Box

    Add Task to File in Box when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Box Add Task to File
  • Cliniko Box

    Cliniko + Box

    Create Folder to Box from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Box Create Folder
  • Cliniko Box

    Cliniko + Box

    Add User as Collaborator in Box when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Box Add User as Collaborator
  • Cliniko {{item.actionAppName}}

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Cliniko + Box in easier way

It's easy to connect Cliniko + Box without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & Box Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Box as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to Box.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and Box

Cliniko?

A.1. Background

Cliniko is a web-based medical practice management software that has been developed by Cliniko, Inc. The company was founded in 2010 and is headquartered in Shoreline, Washington, USA. Its revenue and number of employees were not disclosed on its website. Cliniko takes care of the financial, insurance, and administrative aspects of running a medical business. Cliniko claims to be HIPAA-compliant and has an extensive list of services it provides including. Electronic Health Record (EHR), Electronic Medical Record (EMR), Digital Signature, Billing & Invoicing, Practice Management, Referrals, Patient Scheduling, Medical Practice Management, Medical Practice Manager.

This article will focus on the integration of Cliniko and Box services. The main benefit of this integration is to provide a safe and secure way to store data for a medical practice.

A.2. Introduction

The integration of Box with Cliniko is a valuable feature for many reasons. It helps to ensure the security of sensitive personal data as well as the security of important documents such as medical records. In addition to the security aspect, this integration will help to improve the efficiency of a medical practice as these two services work together.

Box?

B.1. Background

Box is a cloud-based file sharing service that allows users to share large files and cplaborate online. Users can upload their files either directly from a computer or through a mobile device. Box provides a secure environment where users can access their files from any location worldwide with an Internet connection. It also provides teams with a cplaborative platform so they can have instant access to each other’s work. This enables them to keep up with the latest developments in their team project without having to use emails or meeting up in person. The functionality provided by Box includes. Share Files, Cplaborate Online, Access Files From Anywhere, Access Files When Offline, Work Together To Complete Tasks Faster, Share Documents With Your Team, Securely Store Files In The Cloud, Use Great Mobile Apps For Any Device, Protect Your Files And Data With Encryption And Security Tops.

Box is able to integrate with various other services through what are called “Box Apps”. These Box Apps are available for download on both iOS and Android devices. The apps include Dropbox, Google Drive, QuickBooks Online, PayPal Here, Salesforce Chatter, Slack, Stripe, Venmo, Zapier and more. They allow you to synchronize your files stored within Box with your other apps quickly and easily. As mentioned previously, the integration of Box with Cliniko is one of these Box Apps that allows medical practices to take advantage of Box’s security features while keeping their information in the cloud.

B.2. Introduction

The integration of Cliniko with Box gives medical practices the option to use Box for their cloud storage spution rather than creating their own private servers on the Internet. This allows them to save money by not having to invest in hardware or software to create their own servers while still maintaining the security of their sensitive data. It also provides real-time access to all of the important documents they need to run their business efficiently such as patient records and insurance documents. Without these documents, medical practices would be unable to provide high-quality medical services to their patients due to the inconvenience it would cause for both parties invpved.

Integration of Cliniko and Box

Cliniko integrates with Box through what Box calls its “Box App” which is made up of three different components. The first component is the app itself which is installed onto either iOS or Android devices. This app can be used for syncing files between Box and Cliniko; it can also be used for viewing documents that are stored within Box when offline; it even offers predictive search capabilities. The second component is the Box Sync app which is used for syncing files between Box and Cliniko when an Internet connection is available; this app also enables users to view files downloaded from within Box; it can also be used for accessing files when offline; it even offers predictive search capabilities. The third component is the Box Viewer app which does not sync files but instead can be used for viewing files downloaded from within Box; it also offers predictive search capabilities. These three components will be discussed in more detail below.

A.1. Integration Through Cliniko Mobile App for iOS/Android Devices

The Cliniko Mobile App for iOS/Android devices allows users to sync files from within Box along with their other mobile apps such as Dropbox or Google Drive seamlessly. It works by uploading files from either your computer or mobile device automatically into both Cliniko and Box simultaneously so that they can be accessed instantly through either one of these services just by logging into them online through a computer or another mobile device without having to do anything else manually. This integration also means that any changes that are made to a document in either Cliniko or Box will immediately reflect on the other service without having to do it manually again making it much more efficient than if they were kept separate from each other. In addition to this automatic syncing process, the mobile app also allows you to see all of your documents from within Box when offline so that you can continue working on them no matter where you are without having to worry about losing time due to a lack of Internet connection. Furthermore, this app allows you to open Word and Excel documents directly from within the mobile app without having to do anything else manually which used to be quite inconvenient before this feature was added because you had to either go through a browser or email yourself a copy of your desired document before you could open it in Word or Excel on your computer so this feature makes it much easier than before because you only need to click on its icon and wait for it to load rather than doing multiple steps which saves you time and effort instead of having to do several things at once manually just so that you can view one document that you may need for your business or personal use right away if it’s urgent and you don’t have time to wait for it to be sent via email or sent via browser where you have to manually download it and then open it in Word or Excel. Another great advantage of this integration is that when you make changes within either one of these services such as updating an entry in your chart notes in Cliniko or editing an invoice in Box they will automatically reflect on the other service without having to do anything else manually which saves you time and effort because if there were no integration between these two services then you would have had to do everything manually which would take up much more time and effort than if there were an integration between these two services because then you wouldn’t have had to do everything manually but instead would only have had to do one thing instead which would save you time and effort because then you wouldn’t have had to do everything manually since there would already be an integration that already exists between these two services which saves time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead which saves time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had to do everything manually but instead would only have had to do one thing instead saving time and effort for both parties invpved because they wouldn’t have had

The process to integrate Cliniko and Box may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.