Systems don’t talk to each other
Data is moved by hand between accounting, the website and the clinic dashboard.
API Access
Connect Clineo to your systems.
Connect your in-house software to Clineo with secure API keys. Integrate your data and automate repetitive work.
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Accounting integrationclineo_live_••••7f3a
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ActiveLet it talk to your own system
Your data doesn’t have to stay inside Clineo.
Connect your own applications with a secure API key. Integrate appointment, patient or finance data in a controlled way.
Familiar problems
Why does data get stuck in one system?
Larger organizations run several systems; if data is locked in one place, the same work gets done twice.
Repetitive work keeps growing
The same record is entered in several places, and the margin for error grows.
Access is granted without control
A full-permission account gets shared just to build an integration.
What changes
Before and after.
You use the same data instead of carrying it between systems by hand.
Today
Data is moved by hand
Time is lost and errors creep in.
With Clineo
Secure API key — You connect your own applications with a key and integrate appointment, patient or finance data.
Today
The same work is repeated
The load grows as you scale.
With Clineo
Programmatic automation — You solve repetitive tasks in code, using documented endpoints.
Today
Uncontrolled permissions
More access is granted than needed.
With Clineo
Controlled access — You limit which data can be accessed and monitor usage.
Why Clineo
Connect your systems to each other.
API access is for enterprise integrations; access depends on permissions.
Secure key
Control access with an API key.
Integration
Set up data exchange with your own systems.
Controlled access
Limit which data can be accessed.
Automation
Handle repetitive work programmatically.
Documented
Use the endpoints with documentation.
Enterprise scale
Suits multi-system setups.
How it works
API in four steps.
API access is for enterprise integrations; access depends on permissions.
Generate a key
Create a secure API key.
Grant permissions
Limit the data it can access.
Connect
Integrate with your own system.
Monitor
Track usage.
Note: API access is exclusive to the enterprise plan; integration scope and security settings are defined together.
Works together with
Which modules does it connect with?
The API connects Clineo to the rest of your organization’s software.
Zapier & Make
an alternative for automation without code
IP Restriction
limit access at the network level too
Security
review the permission and access model
Custom Reports
bring data into enterprise reporting
Dedicated Account Manager
define the integration scope together
AI assistant
Neo works in the dashboard; the API is a separate job.
Neo helps you inside the user interface; system integrations run through the API. One doesn’t replace the other.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
The first step is to be clear about what you want to connect; the most common starting points are accounting or website integration. Once the scope is clear, you generate a secure key, limit the data it can access and set up the connection. In an enterprise setup we define the scope and security settings together, so you start with the right limits from day one. Testing the integration with a few requests before going live is the safest way to see that the data flows as expected. Running one small flow end to end before expanding the scope is the most solid approach.
FAQ
API Access FAQ
If your answer isn’t here, you can ask us directly in the demo call.
Ask in the demoWhich plan includes API access?
API Access is exclusive to the Clineo Enterprise plan. Integration scope and security settings are defined together.
Which data can I access?
You limit the accessible data per key. Appointment, patient and finance data are integrated in a controlled way.
Is there documentation?
You use the endpoints with documentation. In an enterprise setup we review the scope and sample flows together.
Can I integrate without writing code?
Yes. With the Zapier and Make connection you can build automations without technical knowledge; the API is for deeper integrations.
Can I revoke a key?
Yes. You manage keys in one place, retire them when needed and monitor their usage.
Is there a rate limit?
In an enterprise setup, scope and terms of use are defined together. Discussing your needs up front makes for a more solid integration.
Ready when you are
Connect your systems to each other.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.