How to integrate Cetra with Cliniko.
The integration between Cetra Health and Cliniko allows healthcare professionals to automatically record handout activity directly in the Cliniko patient record whenever a resource is sent through Cetra Health. The result is a streamlined workflow that improves documentation accuracy, saves valuable time for practitioners and administrators, and provides a clear audit trail of patient education materials shared during care.
Step 1: Generate a Cliniko API key
To connect Cetra Health with Cliniko, you first need to generate an API key from your Cliniko account. This key allows Cetra Health to securely send information to the patient record in Cliniko.
Log in to your Cliniko account.
Click on My Info (this can be found in the bottom left hand corner of a screen).
Scroll down the page until you find the API Keys section.
Click Manage API Keys.
Important note: You must have Practitioner or Administrator permissions in Cliniko to generate an API key.
If you do not see the Manage API Keys button, it means your account does not currently have the required permissions. In this case, please contact your Cliniko account administrator and ask them to update your user role so you can create an API key.
Once you have access to the API Keys section, you will be able to generate a key that can be used to connect Cetra Health with your Cliniko account.
Step 2: Create and copy your API key
Once you have access to the API Keys section, you can generate a new key for the Cetra Health integration.
Click the Manage API Keys button.
Select Add an API Key.
You will be asked to give the key a name. We recommend naming it “Cetra Health” so it’s easy to identify later.
Click Create API Key.
Cliniko will then generate your new API key.
Important note: The API key will only be shown once, immediately after it is created, so please ensure you copy it.
Step 3: Connect Cliniko in Cetra Health
Now that you have copied your Cliniko API key, the next step is to connect your Cliniko account inside Cetra Health.
Log in to your Cetra Health account.
Open the ‘Profile’ section.
Scroll down until you see the ‘Integrations’ section.
Click Enable Cliniko Integration.
Paste the API key you copied from Cliniko into the field provided.
Click Connect.
Once connected, Cetra Health will be able to securely communicate with your Cliniko account so that handouts sent to patients can automatically be logged in their Cliniko patient record.
Step 4: Open Cetra Health from a Patient Record in Cliniko
Once the integration is connected, you can launch Cetra Health directly from a patient’s record in Cliniko.
Log in to Cliniko and go to ‘Patients’.
Open the patient record for the person you want to send a handout to.
In the top right-hand corner, click the ‘Open in’ button.
From the dropdown menu, select ‘Cetra Health’.
This will open your Cetra Health account directly to the Handout Library, allowing you to quickly select and send a handout to the patient. The integration ensures the handout activity can be logged automatically in the patient’s Cliniko record.
