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Setup guide

Connect Cliniko to RIFT

Setup time: about 5 minutes · Read-only · Disconnect any time

RIFT connects to Cliniko with a single API key. Create the key in Cliniko, paste it into RIFT, and your practice's billing leak report runs from live data - appointments never invoiced, invoices still unpaid, and no-show or cancellation fees never raised. The connection is read-only: nothing in your Cliniko account is ever changed.

Before you start

Setup steps

1

Create an API key in Cliniko

In Cliniko, open My Info > Manage API keys and create a new key. Copy it - Cliniko only shows a key in full when it is created.

The key inherits your Cliniko permissions, and RIFT only ever reads with it. Treatment notes, letters and attachments are never requested.

2

Paste the key into RIFT

For a first free report: go to rift.rapidintelligence.com.au/try, choose Cliniko, and paste the key. The report runs on screen in minutes; for larger practices it is emailed when the analysis finishes. The key is used for that one pull and discarded - it is never stored.

For an ongoing connection: in RIFT, open Settings > Data source, choose Connect Cliniko, and paste the key. RIFT validates it with Cliniko immediately and confirms the connection.

3

Review your leak report

RIFT pulls the billing side of your account and builds the leak report. A connected clinic then stays current automatically: RIFT re-syncs from Cliniko daily, so an uninvoiced session surfaces in the week it happened rather than at the next audit.

What syncs

RIFT reads appointments, invoices and their line items, practitioners, and patient cases (where Cliniko keeps referrals, session limits, expiry dates and third-party payers). Clinical notes, treatment notes, letters and attachments are excluded outright - RIFT never requests them. The sync is strictly read-only: RIFT holds no permission path that writes to Cliniko.

Some honest edges of the Cliniko API worth knowing: individual payment records and Medicare or health-fund claim outcomes are not exposed by the API, so RIFT tracks an invoice as outstanding until Cliniko marks it paid. Draft invoices are also invisible to the API, so a session with only a draft invoice reads as uninvoiced. Full detail is in how the Cliniko connection works.

Disconnecting

Two ways, both immediate. In RIFT: Settings > Data source > Disconnect - daily syncs stop until a new key is added. Or in Cliniko: delete the API key under My Info > Manage API keys, which cuts off RIFT's access instantly, no conversation required.

Security and privacy

API keys are held encrypted and never appear in logs. Data is processed and hosted in Australia, and patient information never leaves the analysis pipeline. Details: Trust & Security, Privacy Policy and the data agreement.

Need a hand?

Email contact@rapidintelligence.com.au - replies come from the person who built the integration.

See what your practice never collected

The first leak report is free: paste a read-only Cliniko API key and see every category of uncollected money in your practice data over the last 12 months, on screen in minutes.

Get your free leak report