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Cliniko logo ClinikoMedical, dental and allied health clinics software

AI automation inside Cliniko.

Give clinic staff a joined view of approved Cliniko work, then prepare follow-ups for review.

Confirmation worklist

An illustrative Microsoft Teams thread for Cliniko: Tom W. asks, Horizon works through Cliniko and Microsoft Teams, and returns: One recall and confirmation worklist.
Cliniko · Medical, dental and allied health clinics
TW Tom W.8:41 AM @Horizon, which patients are due for recall this week and which appointments are still unconfirmed?
HorizonAPP8:41 AMOn it. Checking Cliniko now.Patients and appointments checked in ClinikoCross-checked and compiled into one list
One recall and confirmation worklist.

Intake summary

An illustrative Microsoft Teams thread for Cliniko: Priya N. asks, Horizon works through Cliniko and Microsoft Teams, holds every change for review, and returns: A checked intake summary and draft follow-up.
Cliniko · Medical, dental and allied health clinics
PN Priya N.9:12 AM @Horizon, check this intake form for missing answers and prepare a front-desk follow-up.
HorizonAPP9:12 AMOn it. You approve before anything is saved.The approved details read from this threadMissing items listed for follow-upNothing saved in Cliniko until you approve
A checked intake summary and draft follow-up.

Billing worklist

An illustrative Microsoft Teams thread for Cliniko: Marcus D. asks, Horizon works through Cliniko and Microsoft Teams, holds every change for review, and returns: A billing worklist with review-ready messages.
Cliniko · Medical, dental and allied health clinics
MD Marcus D.11:26 AM @Horizon, summarise today's open invoices and draft the messages for staff review.
HorizonAPP11:26 AMOn it. You approve before anything is saved.Invoices checked in ClinikoDraft messages prepared for ClinikoNothing saved in Cliniko until you approve
A billing worklist with review-ready messages.
The connection

How does Horizon actually get into Cliniko?

Horizon connects through Cliniko's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ClinikoYour approved records
01 · See

What Horizon can see

Patients, appointments, recalls, forms, notes, invoices, payments, communications and available times.

02 · Prepare

What Horizon can prepare

Horizon shows your team appointments, patient details and other supported updates for staff review before anything is saved or sent.

03 · Start

How work can start

Horizon checks Cliniko on the schedule the clinic agrees and only acts on records the connection can see.

What we confirmed about the Cliniko connection

  • The connection sees only what its dedicated Cliniko user can see, so permissions can be kept narrow.
  • Available appointment times follow the clinic's own online booking settings.
  • The public material supports scheduled checks, not a promise that every change appears instantly.

Checked against official Cliniko information on .

Day to day

Use Cliniko without jumping between systems.

Cliniko stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Practice manager8:42 AM “Which patients are due for recall this week and which appointments are still unconfirmed?” One recall and confirmation worklist.
Clinician11:18 AM “Check this intake form for missing answers and prepare a front-desk follow-up.” A checked intake summary and draft follow-up.
Reception3:06 PM “Summarise today's open invoices and draft the messages for staff review.” A billing worklist with review-ready messages.
Common questions

Using Horizon with Cliniko, answered.

What could our team ask Horizon to do with Cliniko?
Give clinic staff a joined view of approved Cliniko work, then prepare follow-ups for review. Typical results include one recall and confirmation worklist, a checked intake summary and draft follow-up, and a billing worklist with review-ready messages.
Can our team use Cliniko from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Cliniko information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Cliniko with Outlook, SharePoint or our other software?
Yes. We design one workflow around Cliniko and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Cliniko, not just answer questions?
Yes, where Cliniko supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Cliniko?
We start with one useful, controlled request such as: @Horizon, which patients are due for recall this week and which appointments are still unconfirmed? The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Cliniko administrator creates access for the connection. We limit it to the records and actions needed for the agreed workflow.
Does Horizon replace Cliniko?
No. Cliniko remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Cliniko workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing

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