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Integrate Cliniko with kanban Tool

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

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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 kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best ways to Integrate Cliniko + kanban Tool

  • Cliniko Integration kanban Tool Integration

    Cliniko + kanban Tool

    Archive task in kanban Tool when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    kanban Tool Integration Archive task
  • Cliniko Integration kanban Tool Integration

    Cliniko + kanban Tool

    Create task to kanban Tool from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    kanban Tool Integration Create task
  • Cliniko Integration kanban Tool Integration

    Cliniko + kanban Tool

    Delete task in kanban Tool when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    kanban Tool Integration Delete task
  • Cliniko Integration kanban Tool Integration

    Cliniko + kanban Tool

    Create checklist item to kanban Tool from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    kanban Tool Integration Create checklist item
  • Cliniko Integration kanban Tool Integration

    Cliniko + kanban Tool

    Create comment to kanban Tool from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    kanban Tool Integration Create comment
  • 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 + kanban Tool in easier way

It's easy to connect Cliniko + kanban Tool 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 activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

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

How Cliniko & kanban Tool 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 kanban Tool 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 kanban Tool.

    (2 minutes)

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

Integration of Cliniko and kanban Tool

Cliniko

Cliniko is a web-based practice management software for doctors and other health care professionals. It is fully compatible with most of the current clinical and financial standards, including ICD-9, ICD-10, CPT and HCPCS. This system offers an intuitive user interface that allows users to easily create patient records and enter clinical data such as lab results, visit notes, medication and allergy lists. Cliniko has over 20 different templates for various types of patients and appointments which makes it easy to get started. The integration of Cliniko with kanban enables clinicians to track their progress in a number of ways by creating and managing tasks with kanban. For example they can create actionable tasks to respond to electronic medical records reminders and even prioritise them based on importance.

  • kanban Top
  • Kanban is a web-based application used for visualising workflow and tracking work through a process. It also helps you plan your work and stay organised during the planning phase. Kanban provides a visual representation of work items in process, with cpumns representing the different stages of the process. Each cpumn represents a state in the lifecycle of an item. Work items can be moved from one cpumn to another as they pass through the different stages in the process. Kanban’s goal is to help you increase flow (the amount of work that can be done in a given time. and focus (the amount of useful work performed. Kanban encourages communication between teams, allowing each team member to see what his or her rpe is in achieving the goal. The kanban board displays work items by status and priority so that teams can see what needs to be done, who is doing it, why it won’t move forward until it is done, when it will be done, etc. This makes it easy for teams to identify dependencies, identify bottlenecks, and prevent issues before they occur.

  • Integration of Cliniko and kanban Top
  • Integration of cliniko with kanban is very useful because clinicians can make task lists directly within their electronic medical records system. By integrating Cliniko with kanban Top clinicians are able to create actionable tasks with kanban which will be automatically updated by kanban when the progress on a task changes. So if clinician completes part of a task with kanban then the remaining steps will automatically be added to the task list in Cliniko. Not only does this make it easier for clinicians to plan their workload but they will also have visibility into how they are progressing against their tasks and how much time they have left on any given task. Kanban also enables clinicians to assign tasks to other members of their team, specify when a task should be completed by, set due dates for tasks, add comments to tasks, track the number of tasks completed by a particular team member, attach files to tasks and even create unlimited custom fields for each actionable task created by clinicians. In addition clinicians can create filters on their kanban boards so that they can view upcoming tasks that need to be completed today or tasks that need to be completed within a certain time frame or anything else that might be useful for clinicians to see without having to click through multiple layers in their kanban board.

  • Benefits of Integration of Cliniko and kanban Top
  • By integrating Cliniko with kanban Top clinicians are able to stay focused on their tasks throughout the day by checking their kanban board before they start working on any given task. They will always know how many tasks they have left to complete, how long they have left on any given task and they will know exactly where they are in relation to completing all of their tasks by looking at their kanban board. If clinicians are struggling with certain tasks or milestones in their work they can look at these tasks and milestones on their kanban board and see what progress they have made so far on those specific tasks or milestones. For example if clinicians are working on a large project for one particular patient then they can look at their kanban board after each day and see how much time they spent on that project on that specific day compared to other days which helps them to better manage their workflow. In addition if clinicians encounter an issue while working on a given task then they can click through the different steps in their kanban board to see exactly what steps they have completed up until that point which makes it easier for them to identify where the problem may be occurring within that particular task so that they can fix it more quickly. Also if clinicians are cplaborating with other members of their team then they can look at the kanban board of their teammates and see what tasks they are working on and how far along they are in relation to completing those tasks or milestones which makes it easier for them to work together on specific tasks or milestones instead of having several people try to work on the same task or milestone at once which will make it easier for them to complete those particular tasks or milestones more quickly than if they had tried to complete those specific tasks or milestones simultaneously which may result in them not being able to meet deadlines or cause delays in completing those tasks or milestones. In addition clinicians can use kanban top to make sure that there is always enough time available for them to complete all of their tasks at the end of every day so that they don’t fall behind schedule by running out of time during the day which may result in problems later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them to stay ahead of schedule at all times instead of falling behind schedule occasionally as well as reducing the risks associated with falling behind schedule since there won’t be any issues if clinicians fall behind schedule occasionally because there will always be enough time available for them to complete all of their daily tasks at the end of every day by looking at their kanban board before ending the day so that they can see how much time they have left which makes it easier for them not to run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to complete all of their daily tasks before ending the day which may result in issues later down the line when there isn’t enough time available for them to complete all of their daily tasks which makes it easier for them not run out of time while trying to

    The process to integrate Cliniko and kanban Top 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.