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Patient Calls
Intavia answers naturally, understands the request, and gathers the details needed to help.
IntegrationsCliniko
Cliniko AI Receptionist
Intavia's AI receptionist connects to Cliniko to identify patients, check appointment context, check availability, create patient records, and help with bookings, reschedules, and cancellations where configured.
How it works
From patient call to Cliniko outcome
The integration keeps Cliniko as the source of truth while Intavia handles the conversation, checks context, and completes approved actions.
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Identity Verified
For patient-specific requests, Intavia checks the caller against your identity rules first.
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Cliniko Checked
Intavia checks patient records, appointment context, availability, businesses, and practitioners.
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Action or Handoff
Intavia completes approved Cliniko actions, or creates Intavia follow-up for your team.
Cliniko Actions
What your AI receptionist can handle in Cliniko
Patients get fast, personal, and reliable support. Your team gets fewer appointment requests and loose ends to chase after the call.
| Capability | Support | What this means |
|---|---|---|
| Patient lookup | Supported | Finds matching Cliniko patient records before appointment-specific help. |
| Appointment reads | Supported | Uses Cliniko appointment context for booking, changes, cancellation, and follow-up. |
| Availability checks | Supported | Checks Cliniko availability across configured businesses, practitioners, and appointment types. |
| Book appointments | Supported | Books Cliniko appointments through approved online-booking-aware flows. |
| Reschedule appointments | Supported | Moves appointments when the request matches your Cliniko setup and practice rules. |
| Cancel appointments | Supported | Cancels appointments when the verified request matches practice policy. |
| New-patient records | Supported | Collects required details and creates a Cliniko patient record. |
| Intavia follow-up | Supported | Creates call-related tasks, summaries, and handoff context inside Intavia for team review. |
Patient lookup
SupportedFinds matching Cliniko patient records before appointment-specific help.
Appointment reads
SupportedUses Cliniko appointment context for booking, changes, cancellation, and follow-up.
Availability checks
SupportedChecks Cliniko availability across configured businesses, practitioners, and appointment types.
Book appointments
SupportedBooks Cliniko appointments through approved online-booking-aware flows.
Reschedule appointments
SupportedMoves appointments when the request matches your Cliniko setup and practice rules.
Cancel appointments
SupportedCancels appointments when the verified request matches practice policy.
New-patient records
SupportedCollects required details and creates a Cliniko patient record.
Intavia follow-up
SupportedCreates call-related tasks, summaries, and handoff context inside Intavia for team review.
Setup & Onboarding
Mapped around the way your Cliniko clinic actually works.
Every clinic has its own businesses, appointment types, practitioners, daily availability, and booking rules. Intavia is set up around that structure so callers are guided through the right flow instead of a generic script.
Cliniko setup
Online-booking-aware setup
Built around your real Cliniko booking rules.
Connecting Cliniko securely
Checking online booking settings
Mapping businesses, practitioners, and appointment types
Agreeing what Intavia can complete
Call Handling
Deliver the fast, reassuring responses patients expect.
Every call is answered quickly and naturally. Patients get clear answers, simple appointment help, and a friendly experience that reflects your clinic.
Hi, you've reached Lakeside Clinic. How can I help?
Patient request understood
Identity verified
Cliniko context checked
Next step confirmed
Understand what each patient needs
Complete the next step where configured
Route calls based on your rules
Hi, you've reached Lakeside Clinic. How can I help?
Patient request understood
Identity verified
Cliniko context checked
Next step confirmed
Bookings & Appointment Changes
Bookings, reschedules, and cancellations handled over the phone.
Where configured, Intavia can book, reschedule, cancel, and update appointments, helping your team stay focused on patients instead of repetitive admin.
New bookings where configured
Rescheduling and cancellations where approved
Online-booking-aware Cliniko rules
Follow-Up Tasks
Call summaries and follow-ups, ready for your team.
After each call, Intavia can summarise what happened, notify the right staff, capture patient enquiries, and raise internal tasks, so your team knows what happened and what to do next.
Follow-up task
Call summary attached
Summary
Patient asked for information from their medical record. Intavia confirmed the team would call them back.
Task
Practice team to review the record and share the information safely.
Staff notifiedTask created
Call summaries and handoff context
Staff notifications for follow-up
Internal tasks your team can manage
Capture and nurture new enquiries
Follow-up task
Call summary attached
Summary
Patient asked for information from their medical record. Intavia confirmed the team would call them back.
Task
Practice team to review the record and share the information safely.
Staff notifiedTask created
Multi-Location Support
One front-office standard across every clinic location.
Whether you manage multiple Cliniko businesses or a growing group, Intavia can be configured around each location's phone setup, services, practitioners, and workflows, while giving teams clearer visibility across outcomes and follow-up.
Business-aware routing
Practitioner-specific availability
Appointment-type matching
Group-level outcome visibility
Transfers & Handoff
Knows when to handle it, and when to hand over.
Urgent, sensitive, unclear, or out-of-scope calls follow the escalation policies agreed during setup, so patients are routed safely and your team steps in when human judgement is needed.
Policy matched: urgent symptoms
Transfer in progress
Practice team notified
"I'm in severe pain after my procedure. Can I speak to someone?"
Intavia recognises the boundary, keeps the patient reassured, and connects them to the right person.
Patient
Intavia
Team
Urgent calls escalated to your team
Sensitive or unclear issues handled safely
Policies shaped around your preferences
Policy matched: urgent symptoms
Transfer in progress
Practice team notified
"I'm in severe pain after my procedure. Can I speak to someone?"
Intavia recognises the boundary, keeps the patient reassured, and connects them to the right person.
Patient
Intavia
Team
Cliniko integration
Map exactly what Intavia can handle for your Cliniko clinic.
Every Cliniko clinic works a little differently. We can help you map the businesses, appointment types, practitioners, handoff rules, and follow-up workflows before launch.
Frequently asked questions
Yes. Intavia connects to Cliniko so your AI receptionist can identify patients, check appointment context, check availability, book and change appointments where configured, create patient records, and hand off when a call needs the team. For the broader call-flow process, see how Intavia works.
Intavia answers the call, understands what the patient needs, verifies identity where patient-specific details are involved, then checks Cliniko for the relevant patient record, appointment context, availability, business, practitioner, or appointment type. Cliniko stays the source of truth, while Intavia completes approved actions or creates follow-up for the team.
Yes. Intavia can book appointments in Cliniko through approved booking flows, using your configured businesses, appointment types, practitioners, availability, and practice rules. For more on the wider workflow, see AI appointment booking by phone.
Yes. Intavia can reschedule or cancel Cliniko appointments when the patient is verified, the appointment is identified, and the request matches your clinic policy and Cliniko setup. If the request is unclear, sensitive, or outside your rules, Intavia hands off with the call context.
Yes. Intavia can collect the required details and create a Cliniko patient record, then continue into the right booking flow when the request is supported.
Cliniko online booking settings matter for the workflows Intavia should offer. During setup, Intavia is mapped around the businesses, practitioners, appointment types, and availability that should be available to callers.
Not currently. Intavia can create call summaries, handoff context, and follow-up tasks inside Intavia, but this page does not claim native Cliniko note writeback.
No. Intavia creates call-related tasks inside Intavia, rather than as native Cliniko tasks. This gives your team a clear place to review handoff, follow-up, and call outcomes without claiming unsupported Cliniko task workflows.
Cliniko integration work is scoped around your call volume, setup, and the workflows you want Intavia to complete. You can review the current plan structure on Intavia pricing, or compare other connected systems on the integrations page.