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Integrate DocuSign with Cliniko

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

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About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

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 ways to Integrate DocuSign + Cliniko

  • DocuSign Integration DocuSign Integration

    Cliniko + DocuSign

    Send Envelope in DocuSign when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    DocuSign Integration New or Updated Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Cliniko + DocuSign

    Create Signature Request to DocuSign from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    DocuSign Integration New or Updated Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Cliniko + DocuSign

    Send Envelope in DocuSign when Cancelled individual appointment is added to cliniko Read More...
    Close
    When this happens...
    DocuSign Integration Cancelled individual appointment
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration DocuSign Integration

    Cliniko + DocuSign

    Create Signature Request from DocuSign from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    DocuSign Integration Cancelled individual appointment
     
    Then do this...
    DocuSign Integration Create Signature Request
  • DocuSign Integration DocuSign Integration

    Cliniko + DocuSign

    Send Envelope in DocuSign when Deleted individual appointment is added to cliniko Read More...
    Close
    When this happens...
    DocuSign Integration Deleted individual appointment
     
    Then do this...
    DocuSign Integration Send Envelope
  • DocuSign Integration {{item.actionAppName}} Integration

    DocuSign + {{item.actionAppName}}

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

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

    Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • 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 Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • 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 DocuSign & Cliniko Integrations Work

  1. Step 1: Choose DocuSign 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 DocuSign to Cliniko.

    (2 minutes)

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

Integration of DocuSign and Cliniko

When it comes to business, the healthcare industry has its own set of problems. In this article, I will discuss the problems in the healthcare industry and how DocuSign and Cliniko allow them to be spved easily.

DocuSign is a secure electronic signature service that allows users to sign documents and transactions from a computer, tablet or mobile device. The company was founded in 2003 by Keith Krach, John McAfee, Jeff Marrazzo, Ron Hirson, and Eric Yarnell. DocuSign is rated as one of the fastest growing companies in the US. It was selected as one of Forbes Top 100 Best Small Companies for 2012, 2013, and 2014. In 2013, Business Insider ranked DocuSign at number 2 on its list of “12 Startups You Need To Watch”. In 2015, TechCrunch listed DocuSign as #9 on its list of “The 20 Most Innovative Enterprise Companies”. The company also received an award for “Best Enterprise Technpogy Innovation” from Frost & Sullivan (Frost & Sullivan.

DocuSign is the perfect spution for the healthcare industry. As the healthcare industry continues to grow over the years, there are several issues that arise. According to a study conducted by McKesson Corporation, more than 80% of healthcare facilities have multiple paper-based workflows (McKesson Corporation. This is a major problem because it causes delay in treatment due to paper-based processes. Also, it can be very costly on both sides if there are any errors in the paper-based workflow. For example, if a provider orders the wrong medicine or dosage for a patient, it may cause more harm than good. There are many other issues that can arise if there are any mistakes made during paper-based workflows.

DocuSign has been implemented into hospitals such as Children’s Hospital of Pennsylvania (COP. and Kaiser Permanente in order to eliminate these issues (Children’s Hospital of Pennsylvania. In COP alone, the staff uses DocuSign to send lab results to doctors anywhere in the world within minutes (Children’s Hospital of Pennsylvania. Even though paper-based workflows are still present in some hospitals like Children’s Hospital of Pennsylvania and Kaiser Permanente, they are used less frequently than before thanks to DocuSign. The nurses can now send information from their tablets or computers rather than going to the doctor and handing him/her a piece of paper about a specific patient. Also, the doctors can access information about their patients through their mobile devices instead of having to go through paperwork.

As seen above, there were major problems with using paper-based workflows in the healthcare industry. Some of these problems included delays in treatment due to paper-based systems, costs associated with miscommunication between providers and patients, and risks associated with making mistakes due to paper-based systems. However, thanks to the implementation of DocuSign into hospitals such as Children’s Hospital of Pennsylvania and Kaiser Permanente, there is now a way for all these problems to be avoided. With DocuSign, you can send information via computers or tablets without printing out any forms which makes it easier for providers and patients alike. If there are any mistakes made during these transactions, they can be easily tracked back due to the digital signatures attached to them. The digital signatures provide accountability for all actions taken during these transactions due to the fact that once you sign on a document via DocuSign, you cannot change anything on that document without invalidating your own signature. This means that all information sent out via DocuSign is always accurate and safe because it cannot be altered without being noticed by others. Overall, DocuSign is the perfect spution for the healthcare industry because it provides information faster and safer than ever before.

Overall, DocuSign and Cliniko are two well-known companies that help improve the business world today. By using DocuSign or Cliniko for your business or healthcare industry, you will be able to provide better services for your clients or patients while improving the overall business performance.

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