Integrating with Cliniko will allow you to create a new patient, and open new patients, straight from Cliniko.
⚠️ To integrate with Cliniko you should have generated an API key with Cliniko and have the appropriate security role (either Owner or Admin) in Parchment
1. Generate API Key In Cliniko
1. In order to link Parchment with Cliniko, you firstly need to generate an API key from Cliniko. Click "Settings"
2. Click "Users & practitioners"
3. Click on yourself as the user generating the API key
4. Click Manage API keys.
5. Click "Add an API key"
6. On the API Key Type, select Parchment for your records
7. Copy the API key that appears in its entirety and click Done. It only shows once. So. You need to save a copy of it. Be very careful with this as it means other applications can access your account. This should be inputted into Parchment then removed.
2. Add API Key To Parchment
8. Head Over To Parchment, Click Settings
9. Click Organisation & Edit
10. Find the Cliniko Dropdown
11. Copy your API Key
12. Click Submit
13. You will then see a success message, meaning your accounts are linked
3. Add Open-In Button In Cliniko
14. The last step is to set up your Open In button in Cliniko, go to Settings > Integrations
15. Add the app name Parchment eScripts, and the below URL, copied exactly:
16. Click Save. You may now Open Patients in Parchment from Cliniko's Patient Page