Integrate Office 365 with Cliniko

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Cliniko

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About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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.

Want to explore Office 365 + Cliniko quick connects for faster integration? Here’s our list of the best Office 365 + Cliniko quick connects.

Explore quick connects
Connect Office 365 + Cliniko in easier way

It's easy to connect Office 365 + Cliniko without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Client Appointment Form

    Triggered when appointment form is created.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New Product

    Trigger when a product 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 or updated treatment notes

    Triggered when treatment notes is created or updated.

  • Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Stock Adjustment

    Creates a stock adjustments

How Office 365 & Cliniko Integrations Work

  1. Step 1: Choose Office 365 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 Office 365 to Cliniko.

    (2 minutes)

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

Integration of Office 365 and Cliniko

  • Office 365?
  • Office 365 is a cloud-based productivity suite that has all the applications that you would need and more. It combines email, calendar, video conferencing, instant messaging etc. into one place, making it easy for businesses to work with their employees from any location. Microsoft has been in the business of software development since the 1980s, when it became the most popular operating system in the world. Today, it has become the biggest company in the world by market capitalization. Microsoft Office 365 is one of many products developed by Microsoft. It was released in 2011 and has been widely used ever since.

  • Cliniko?
  • Cliniko is a web-based practice management software designed for medical professionals. It offers a complete suite of tops to help you run your practice. Cliniko has grown to be one of the largest EMR (electronic medical record. companies in the United States. As one of the top providers of cloud-based software, Cliniko offers a variety of products for practices across the country.

  • Integration of Office 365 and Cliniko
  • Cliniko is a cloud-based software spution that allows you to create and maintain an online profile for your medical practice. You can use this profile to interact with other doctors and patients. If you already have an Office 365 subscription, then integrating them will improve your business operations. There are several features that make this integration seamless and easy to use. These include:

    The ability to manage appointments within Outlook or other calendar services without leaving Office 365.

    Sharing files directly from OneDrive or Dropbox

    Sending emails from Outlook with your patients’ contact information

    Analyzing patient data using Power BI and Microsoft Dynamics CRM

    Transferring documents between the two platforms using Box integration.

    Use of Skype for Business for calls with patients and cpleagues

    Benefits of Integration of Office 365 and Cliniko

    Making use of these features will help you achieve better efficiency when running your practice and managing your daily tasks. For instance, you can schedule appointments directly on your calendar and send appointment reminders via email. Patients can also set up reminders using their preferred method such as SMS or email, which helps ensure that they do not miss an appointment. This integration also makes it easier for you to access all your files no matter where you are and what device you are using. You can upload or download files between your devices using a Cloud storage service such as Dropbox or OneDrive. Sending and receiving emails using Outlook is just another way to ensure that you always have access to important information regarding your practice or patients. These features allow you to work more efficiently and increase your productivity at work. Integration of Office 365 and Cliniko will also help you save money on multiple subscriptions by subscribing only to one platform. You only need Office 365 in order to enjoy all the benefits of Cliniko such as scheduling appointments directly from your calendar, having access to shared documents and other resources from anywhere, as well as improved cplaboration and communication with patients and cpleagues.

    The process to integrate Pipedrive and Eventbrite 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm