Practice management integration
Cliniko Integration
Octavise connects to Cliniko so authorised healthcare practices can view practice performance, revenue, appointments, services, practitioners, and advertising context in one dashboard.
About this integration
Octavise uses Cliniko data to create aggregated business reporting for healthcare practices. The dashboard is designed to help owners understand appointment volume, patient growth, revenue, service demand, practitioner performance, and operational trends without switching between systems.
Data retrieved
- Appointment counts and appointment status
- Booking-created dates for ads comparison
- Revenue and invoice totals
- Practitioner performance
- Business and location performance
- Service and appointment type performance
- Cancellation and no-show metrics
- New and returning patient counts
- Forward bookings where available
Purpose
- Practice performance reporting
- Revenue and appointment analysis
- Service, practitioner, and business insights
- Advertising comparison using booking-created dates
- Business intelligence and operational monitoring
Access and privacy
Octavise uses read-only access to Cliniko data for dashboard reporting and analytics. Appointments, invoices, patients, practitioners, businesses, services, and appointment types are used only where required to produce authorised business metrics.
Octavise does not create, update, delete, or modify Cliniko records. Patient names, email addresses, phone numbers, full dates of birth, addresses, clinical notes, and individual clinical records are not stored in the Octavise dashboard.
Where patient continuity is required for metrics such as new and returning patients, Octavise uses pseudonymised or hashed identifiers rather than direct patient identifiers.
For advertising attribution, Octavise reads the IP address that Cliniko records against online bookings (a field on Cliniko's appointment record) so that a booking can be matched to an advertising click. This is a read-only fetch; the address is held under a hashed patient identifier and retained while the customer's account is active, as described in the Privacy Policy.
For full details on how data is collected, stored, used, and protected, please refer to our Privacy Policy.