Connect Cliniko to Microsoft Excel and create healthcare automations

Automated Task Creation for Appointment Scheduling and Follow-Ups:  

When a new appointment is scheduled or completed in Cliniko, Microsoft Excel automatically updates a spreadsheet with client details and follow-up actions (e.g., sending reminders or scheduling next appointments). This ensures practitioners have up-to-date information and follow-up tasks are clearly defined, enhancing client management and satisfaction.

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Financial Reporting for Billing and Invoicing:  

When a payment is processed or an invoice is generated in Cliniko, Microsoft Excel updates financial spreadsheets with billing details. This automation helps in maintaining accurate financial records, streamlining the billing process, and ensuring timely invoicing and payments, thereby improving financial management.

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Data Analysis for Patient Trends and Outcomes:  

When patient data is entered or updated in Cliniko, Microsoft Excel automatically compiles and analyzes this data to identify trends and outcomes. This empowers healthcare providers to make data-driven decisions, improve treatment plans, and enhance overall patient care by having actionable insights readily available.