Setting up Cliniko Integration
Important Reminder: Prior to initiating the integration process, it is crucial to ensure that the email addresses used in both Cliniko and Patientnotes are identical.
Follow these steps to successfully set up the integration:
Step 1: Start by establishing an organization on Patientnotes. Visit this link to create one: Create Organization on Patientnotes. To learn more visit our organisation setup guide
Step 2: Configure Cliniko by obtaining an API key. To do this, log into Cliniko, access "My Info" and proceed to "Manage API keys" section where you can generate the required API key.
Step 3: Return to Patientnotes and navigate to your organization page. Choose “Cliniko configuration” from the options available on this page and input the generated API key.
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Once the initial API key is installed you will you a green tick and the hidden API key for your login.
Step 4 Adding additional user API keys
You will need to ask your team members to create an API key using step 2 above and provide you with the API key to insert into PatientNotes for them
Note- whilst initially your additional users may have a red icon alert allow up to 5 minutes for the system to link.
Icon Legend
✅ practitioner is correctly mapped to Cliniko and has a valid API Key
⚠️ practitioner is mapped to Cliniko but does not have a valid API Key
❌ practitioner is not mapped to Cliniko (check API key and Cliniko email login address matches PatientNotes logion address)
Step 5
Finalize by exiting the organization page and clicking on the Patientnotes dashboard. You should now be able to view patients integrated into your dashboard and start your sessions.
TROUBLESHOOTING:
- if you do not see your dashboard then please check your email username matches the username you login to Cliniko
- if the send the Cliniko button is disabled your organisation owner if required to add in your API key- follow the steps above and provide the API key to your admin owner to assist with setup.
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Frequently asked questions
How does PatientNotes work?
Individual signs up, patient consents, session is recorded, transcribed, AI Model used to generate a draft of your clinical notes, then context gained to create a Patient Summary and any needed letters to medical professionals.
I've been told I can't use ChatGPT with patient information, is it ok to use this?
ChatGPT isn't safe to use with patient information. Data entered into ChatGPT is retained for wider language learning models and often patient information is being entered into ChatGPT without consent. PatientNotes is different. Explicit consent from the patient is required for each session. Transcripts are heavily protected with layers of encryption and strict policies, stored in Sydney in Google's HIPAA compliant data center, and automatically deleted after 30 days.
Is a special microphone required?
Most practitioners start using their default laptop microphone, however for the best results we recommend having a dedicated USB microphone on your desk. Omnidirectional USB microphones work great. Read all about our microphone recommendations on our microphone support page.
Can I use PatientNotes on my mobile phone?
Yes. Navigate to patientnotes.app on your web browser, login, and away you go. Recording works great on mobile devices and on most devices will continue even when the screen locks.
Where are PatientNotes servers located?
PatientNotes runs on servers located in Sydney, Australia. We have plans to have dedicated servers in each country with data stored locally for each user where possible eg. If a user sets their country to United States, their data will reside in the United States.
Does PatientNotes use encryption?
Absolutely. Security and Privacy is critical to protecting personal information. We encrypt all information in transit and at rest. Read more on our Security page.
Is the use of AI in healthcare safe and reliable?
We think of AI as an assistant to the medical practitioner rather than replacing the practitioner in any way. The role of our AI systems are to help produce a draft for the practitioner. Beyond that, it’s up to the practitioner to make the required changes to ensure that the notes are accurate before adding them to a patient record. More broadly, we believe AI has an incredible ability to analyse large amount of data and assist humans, but anything it produces must be validated by a qualified medical professional.
Can AI replace human doctors or healthcare providers?
No. Machines can’t replace doctors or healthcare professionals.
Does the system generate a diagnosis?
The system is fine tuned to not provide a diagnosis and focus just on the facts that were inputted by the healthcare provider during the consultation.
Does PatientNotes comply with all Australia privacy and data retention acts and legislation?
Yes. In Australia we comply with the Privacy Act 1988, Health Records Act 2001 (Victoria) and other national legislation with regards to the storage of personal information. Privacy and Security is critical to our business and we take both incredibly seriously. An important design consideration that we have built into the system is to remove data that isn’t needed anymore, which is why all patient information is automatically deleted after 30 days.
Is PatientNotes HIPAA Compliant?
PatientNotes is fully HIPAA compliant. A Business Associate Agreement (BAA) is available to all US customers. To request a BAA, please contact compliance@patientnotes.app
Do I really need to proofread the drafts PatientNotes produces?
Proofreading clinical notes and letters is of utmost importance to ensure their accuracy and reliability as a representation of the supplied information. Mistakes or inaccuracies in medical documentation can have serious consequences, leading to misdiagnosis, incorrect treatment plans, and compromised patient care. Thorough proofreading allows healthcare professionals to review and correct any errors, inconsistencies, or missing information, ensuring that the final notes and letters are a true reflection of the patient's condition and the provided information. This attention to detail enhances communication, promotes patient safety, and facilitates effective collaboration among healthcare teams.