Connect Cliniko to Microsoft Excel (no code & HIPAA-compliant)
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Connect
Cliniko
to
Microsoft Excel
and create healthcare automations

Keragon enables you to connect  with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.

250+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way

Connect
Cliniko
and
Microsoft Excel
to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect
Cliniko
and
Microsoft Excel
with 300+ popular healthcare tools, in order to create streamlined automations for all your administrative and clinical needs - including your business-critical workflows that process sensitive patient data & PHI.

Common automation use cases

Patient Acquisition
Appointment Scheduling
Data Syncing
Team Notifications
Patient Intake
Patient Triage
Patient Feedback
Insurance & Billing
Prior Authorizations
Labs & ePrescribing
Care Coordination
Analytics & Reporting

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.

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.

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.

Available Actions & Triggers

You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through the APIs of both
Cliniko
and
Microsoft Excel
Cliniko actions & triggers
Microsoft Excel actions & triggers
  • Create table row
  • Get worksheets
  • Get tables
  • Update table row
  • Create session
  • Update row
  • Get workbooks
  • Add row
  • Get cells
  • Get OneDrive item
If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.
Alternatively, if you already have access to
Cliniko
's or
Microsoft Excel
's API documentation, you can use Keragon's universal HTTP connector and start working with the API data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-day data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

“Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly.”
Joey Young
President, Renew Hope and Healing