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Integrate Cliniko with Chargebee

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

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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 Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

Chargebee Integrations

Best ways to Integrate Cliniko + Chargebee

  • Cliniko Integration Chargebee Integration

    Cliniko + Chargebee

    Resume Subscription in Chargebee when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Chargebee Integration Resume Subscription
  • Cliniko Integration Chargebee Integration

    Cliniko + Chargebee

    Pause Subscription in Chargebee when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Chargebee Integration Pause Subscription
  • Cliniko Integration Chargebee Integration

    Cliniko + Chargebee

    Change Next Billing Date in Chargebee when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Chargebee Integration Change Next Billing Date
  • Cliniko Integration Chargebee Integration

    Cliniko + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Chargebee Integration Record Offline Payment for an Invoice
  • Cliniko Integration Chargebee Integration

    Cliniko + Chargebee

    Create Customer to Chargebee from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Chargebee Integration Create Customer
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

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

It's easy to connect Cliniko + Chargebee 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.

  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

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

How Cliniko & Chargebee 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 Chargebee 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 Chargebee.

    (2 minutes)

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

Integration of Cliniko and Chargebee

In this report, I will be discussing the benefits of integrating Cliniko and Chargebee. Cliniko is a medical practice management software that allows doctors to manage patient information, appointment scheduling, billing, and much more (Cliniko, 2018. Chargebee is a subscriptions management SaaS product that allows companies to automate their subscription payments and recurring billing (Chargebee, 2018. The integration between these two products will allow practices, like yours, to save time on managing all of your patients’ information and also automate the payment process for your services. In conclusion, integrating Cliniko and Chargebee will allow you to save time and money by automating the payment process.

Integration of Cliniko and Chargebee

In order to integrate Cliniko and Chargebee, you will need to sign up for an account with both companies. The integration process is very simple and easy to do. To begin the process, login to chargebee.com and click on “Integrations” on the left hand side and then click “Add Integration” at the bottom of the page. Under the heading “Service Integrations” search for Cliniko. Click on Cliniko and then click “Connect”. You will now see a screen that has the API Key from Cliniko. Copy the API Key into a text document so that you can use it later when you connect Cliniko with Chargebee. Once you have copied the API key, click on “Configure” and enter in your Cliniko credentials. Click on “Save” once you have entered in your information. Next, you will see a screen that says “Payment Methods”. This is where you will choose if you want to enable payments through Chargebee or not. If you want to enable payments through Chargebee, then click on the “Enable” button here and skip ahead to step 5. Otherwise, if you do not want to enable payments through Chargebee, then click on “Skip”. Now we are going to go back to Cliniko and copy the “Client ID” and “Secret Key” from Cliniko. These values are found in the same location as the API key. Copy these values into a text document as well so that you can use them later in Chargebee. Now return to Chargebee and paste in the Client ID, Secret Key, and API Key from Cliniko into their corresponding fields on Chargebee. Click on “Save” after you have done this. Your integration is now updated!

Benefits of Integration of Cliniko and Chargebee

In today’s world, automation is everything. By integrating Cliniko and Chargebee together, there are many benefits for practices like yours such as:

  • No More Manual Data Entry from Patients. By integrating Cliniko into your practice, patients can now create accounts which will automatically pull their data into your practice. Patients can also sign up for reminders about appointments.
  • Automated Invoicing. By integrating Cliniko into your practice, invoices can be automatically sent out to patients whenever they receive a bill from your practice (Cliniko.
  • Calculation of Invoice Amount Based on Services Received. By integrating Cliniko into your practice, the invoice amount can now be calculated based on the services received by each patient instead of manually entering in each service provided (Cliniko. This makes it easier for doctors to manage their patients’ bills because it does not take as much time or effort as it would without integration with Chargebee.
  • Save Time Managing Payment Processing. By integrating Chargebee into your practice, payments can be automatically processed instead of having to manually enter in each payment made (Chargebee. This saves time by allowing payments to be processed automatically when they come in rather than paying staff to manually enter each payment into your system (Cliniko.
  • Improved Customer Experience. By integrating Cliniko and Chargebee together, patients are able to get appointment reminders automatically sent to them through email so they know when their next appointment is (Cliniko. This helps improve customer experience because patients can never forget when their next appointment is with their doctor through an automated reminder system.

The integration of Cliniko and Chargebee together will help reduce costs for practices like yours by automating many different processes related to patient billing. Integration with Chargebee also allows for better customer experiences for clients who may otherwise forget appointments due to lack of notification or poor reminders from your office. By implementing this integration into your practice, many processes will be automated which will allow for more time for doctors like yourself to focus on things other than processing payments or manually entering information into your practice management system.

The process to integrate Cliniko and Chargebee 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.