Integrate Daylite with Cliniko

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

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About Daylite

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

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.

Cliniko Integrations

Best Daylite and Cliniko Integrations

  • Daylite Integration Cliniko Integration

    Daylite + Cliniko

    Create Contact to cliniko from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Cliniko Integration Create Contact
  • Daylite Integration Cliniko Integration

    Daylite + Cliniko

    Create Patient to cliniko from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Cliniko Integration Create Patient
  • Daylite Integration Cliniko Integration

    Daylite + Cliniko

    Create Contact to cliniko from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Cliniko Integration Create Contact
  • Daylite Integration Cliniko Integration

    Daylite + Cliniko

    Create Patient to cliniko from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Cliniko Integration Create Patient
  • Daylite Integration Cliniko Integration

    Daylite + Cliniko

    Create Contact to cliniko from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Opportunity
     
    Then do this...
    Cliniko Integration Create Contact
  • Daylite Integration {{item.actionAppName}} Integration

    Daylite + {{item.actionAppName}}

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

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

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • 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.

    Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How Daylite & Cliniko Integrations Work

  1. Step 1: Choose Daylite 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 Cliniko 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 Daylite to Cliniko.

    (2 minutes)

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

Integration of Daylite and Cliniko

Daylite?

Daylite is a software that is a part of the enterprise class of products. This software is used for time management, invoicing, project management, and contacts. The Daylite application enables its users to manage their time, contacts, and invoices. It also allows one to create and assign projects and tasks to others. In addition, it offers a support service for the company.

Cliniko?

Cliniko is a web-based ERP software which is used for managing the administrative side of medical practices. It provides a way to keep track of your patients and allows you to schedule appointments, take payments, and communicate with your patients. Cliniko can be integrated with Daylite to help medical practices. Cliniko allows medical professionals to contrp the billing process. Moreover, it helps them keep track of their patients’ information, such as their medical history or lab test results.

Integration of Daylite and Cliniko

Cliniko offers advanced features that allow medical professionals to manage their work more efficiently. This application is designed to make managing a medical practice easier both from an administrative point of view. One main feature this software offers is the ability to offer patients same-day appointments when they call in before 3pm. The software creates a calendar for each patient and keeps track of their appointment status. It automatically notifies the patients about upcoming appointments and sends reminders 24 hours ahead of the scheduled appointment time. Another useful feature of Cliniko is that it allows the user to create payment plans for patients who cannot afford to pay upfront for their treatment. Cliniko allows medical practices to send emails directly to their patients. It also has an online scheduler which enables the medical practitioners to schedule appointments with their patients right from their computer or mobile phone. Cliniko gives you an opportunity to send bulk emails to your clients or doctors in your practice. You can build up mailing lists and send appropriate emails to your clients and doctors depending on their rpe in the company.

Benefits of Integration of Daylite and Cliniko

The integration of Daylite and Cliniko can provide many benefits for both businesses. By combining these two applications, one can manage his or her time effectively by keeping track of his or her important business tasks on one platform. Integrating these two applications can benefit Cliniko because it will become more efficient. Medical practices will be able to use all of the features that Cliniko offers as well as all the features that Daylite offers. Combining these two applications will save time for both businesses by eliminating duplication of efforts. For example, if a patient calls the office about his or her insurance coverage, the receptionist does not have to calculate how much insurance will pay in order to give the patient an estimate on how much they will have to pay out of pocket. Instead, a staff member uses Cliniko to find out how much money the insurance pays and then enters the information into the billing system via Daylite. By combining both applications, the staff will be able to calculate how much each patient owes faster than before. This will reduce wait times for patients who are calling in about their account balance or insurance coverage, saving valuable time for everyone invpved in providing medical care in this manner.

Cliniko and Daylite are two great applications that can be used together to improve operations for any medical practice. We recommend integrating them to save time and money, especially when working with patients who need medical attention right away. With both applications working together, you will be able to get patient information from Cliniko into Daylite faster than ever before and create more efficient billing procedures.

The process to integrate Daylite and Cliniko 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.