How to Automate Cliniko Patient Intake & Appointments with Gravity Forms

Allied health practitioners and clinics use Cliniko to manage appointments, clinical notes, and patient records. But when new patients must fill out paper forms in the waiting room or clinic staff must manually retype website registration forms, clinic operations slow down.

By integrating Gravity Forms with Cliniko, clinics can offer secure online patient intake and appointment booking that synchronizes directly with Cliniko in seconds—without third-party middleware fees.

Why Direct Cliniko Integration is Essential for Healthcare

• Patient Data Confidentiality: Medical intake data travels directly from your website to Cliniko via encrypted HTTPS, bypassing middleman automation databases.
• Zero Recurring Middleware Costs: High-volume clinics won’t exceed monthly task allowances.
• Real-Time Schedule Sync: Book appointments directly into available practitioner timetables.

Step-by-Step Clinic Setup

1. Connect WordPress with Cliniko

Install the Gravity Forms Cliniko Integration Add-on. Go to Forms → Settings → Cliniko, enter your regional Shard, and paste your API key.

2. Map Patient Registration Fields

Create a comprehensive patient registration form in Gravity Forms. Add a Cliniko feed and map patient demographics, emergency contact details, medical history notes, and appointment preferences.

3. Verify Live Intake

Submit a test registration. Within seconds, open Cliniko to verify the new patient record and scheduled consultation card ready for their first visit!