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Integrate Cliniko with SugarCRM

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

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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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
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Best ways to Integrate Cliniko + SugarCRM

  • Cliniko Integration SugarCRM Integration

    Cliniko + SugarCRM

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

    Cliniko + SugarCRM

    Create Case from SugarCRM from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    SugarCRM Integration Create Case
  • Cliniko Integration SugarCRM Integration

    Cliniko + SugarCRM

    Create Case from SugarCRM from Deleted individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    SugarCRM Integration Create Case
  • Cliniko Integration SugarCRM Integration

    Cliniko + SugarCRM

    Create Case to SugarCRM from New or updated group appointment in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated group appointment
     
    Then do this...
    SugarCRM Integration Create Case
  • Cliniko Integration SugarCRM Integration

    Cliniko + SugarCRM

    Create Case to SugarCRM from New or updated individual appointment in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated individual appointment
     
    Then do this...
    SugarCRM Integration Create Case
  • 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 + SugarCRM in easier way

It's easy to connect Cliniko + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Case

    Create a new case

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

How Cliniko & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of Cliniko and SugarCRM

Cliniko is a cloud-based electronic medical records management system (EMR. that manages the clinical and financial aspects of healthcare. It is a complete system, which includes a patient management engine, provider practice management, electronic medical record system, medication administration, electronic lab order entry, e-prescribing, document management System, scheduling of appointments, and accounting. Cliniko comes in three editions. basic, professional, and enterprise. The Cliniko community has grown to be one of the largest ERP/EHR communities on the Internet, with over 70,000 users.

SugarCRM is an open source Customer Relationship Management (CRM. software package written in PHP. SugarCRM is used by small and medium businesses as an example of what can be achieved with a flexible open source platform. SugarCRM provides such features as lead tracking, email marketing, document storage, sales forecasting, customer service case management, tasks management, reporting and analytics.

Integration of Cliniko and SugarCRM

  • Interfaces

Cliniko is an open source EMR system, but it lacks communicability with other systems. Cliniko does not have many interfaces that allow integration. In fact, Cliniko does not have much functionality at all for importing or exporting data. It also does not have any form of interface for interfacing with other systems. Cliniko uses a set of standard fields for storing information about patients. These fields are limited when compared to other EMR systems on the market today. For example, the fields are not customized for billing purposes. Other EMR systems have custom fields for billing information.

  • Data Exchange

In order to get data from Cliniko into another system it would be best to use one of the interfaces that are available. One way to get data out of Cliniko is to export it to an XML file and then import into another system. This is not ideal because it takes quite some time to export the data. Another way to export data from Cliniko is to use web services. This is more efficient than using XML files because it does not slow down the system being worked on. Another way to export data from Cliniko is to use scripting language such as PHP or Python. This is helpful if you only need to export a small amount of data. However, this will only work if you know how to code in Python or PHP. If you don’t know how to code then this method will not work for you. It is best to use web services or XML files instead of scripting language.

  • Data Transformation

Data transformation can be done by using web services or XML files. There are two ways that data can be transformed. manual or automated. It is best to use automated transformation so that it can be done quickly. To convert data from one format to another based on user input do use automated transformation methods. If you want to extract data from one database and insert it into another database then manual transformation methods are best suited for your needs.

  • Reporting & Analytics

Cliniko does not have much in the way of reporting and analytics capabilities. It does have some built in reporting modules but they are very basic and do not give much flexibility at all. The reporting modules do come in handy if you want something quick and easy to use without having to build it yourself from scratch. The reporting modules that are available with Cliniko include. Access reports, scheduled reports, and batch reports. These reporting modules are adequate for most small businesses out there that are using the product. If you want more advanced reporting then you should look at connecting Cliniko with other products because the reporting modules that come with the product will not meet your needs.

Benefits of Integration of Cliniko and SugarCRM

Integration of Cliniko and SugarCRM provides a wide range of benefits to users of both products:

  • Clinical integration between EMRs. Cliniko and SugarCRM interface seamlessly allowing clinicians to capture and display data on patient encounters imported directly from Cliniko into Sugar’s CRM; to create new patients directly in Sugar; and to create tasks in SugarCRM that automatically populate the Cliniko task list for clinicians to complete within their EMR workflow and vice versa;
  • Improved workflows. Clinicians can use Sugar’s CRM functionality including email integration, task management and calendar functionality together with Cliniko’s EMR functionality;
  • Improved documentation. records created in one application will automatically appear in the other application; new records created in the integrated spution will automatically populate both applications; and the entire workflow around patient care will be documented and tracked;
  • Improved communication. Clinicians can see patient records created in the other application within their own; they can also share records with patients through customisable emails; and they can send medical images from either application directly back to each other;
  • Improved efficiency. by integrating SugarCRM and Cliniko clinicians will be able to enter information once into either application which will then be available for both applications; patient registration procedures can be streamlined thus reducing administrative costs; clinicians will be able to access information about their patients when they need it; tasks will automatically populate the relevant list; schedules can be shared among clinicians; and communications between clinicians will be more efficient; and
  • Improved compliance. by integrating SugarCRM and Cliniko healthcare organisations will be able to comply with legislation such as HIPPAA while at the same time improving patient care workflow processes and reducing administrative costs associated with managing separate systems.

The process to integrate Cliniko and SugarCRM 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.