Create or open your MyHealthFollowup account
Sign in to MyHealthFollowup and open the dashboard. If you are setting up a new clinic, create the clinic workspace first so the Cliniko key is connected to the right account.
Cliniko connection guide
Connect Cliniko in a few clear steps.
MyHealthFollowup connects to Cliniko with a clinic-provided API key. Once connected, the app can read the appointment, patient, practitioner, preference, and clinic fields needed for automated emails and patient campaigns without manual exports or external workflow tools.
The setup usually takes a few minutes. Keep Cliniko open in one tab and MyHealthFollowup open in another so you can create the key and paste it straight into the dashboard.
Create a Cliniko API key
In Cliniko, open My info under your name. If API keys are not enabled for your user yet, turn on the setting that allows you to create and use API keys, update the user, and complete the identity check.
Name and copy the key
Open Manage API keys, add a new API key, and name it MyHealthFollowup so it is easy to recognise later. Copy the key straight away, because Cliniko only shows it once.
Paste it into MyHealthFollowup
Return to MyHealthFollowup, open the setup dashboard, paste the Cliniko API key into the Cliniko connection field, and click Connect Cliniko.
Review the synced clinic details
Once the key is verified, MyHealthFollowup loads the clinic details needed for email rules and campaign audiences. You can then complete clinic fields, create templates, build automations, and sync opted-in patients for Campaigns.
Cliniko also provides its own detailed API key guide if you want to follow their screenshots while creating the key: Generate a Cliniko API key.
What gets synced
Enough Cliniko data to automate emails safely.
This is not a full patient-record migration. Cliniko remains where your clinic manages appointments and patient records. MyHealthFollowup syncs or checks the details needed to build, schedule, send, skip, and review clinic emails.
Clinic metadataBusiness details, appointment types, active practitioners, and the Cliniko account name used to confirm the connection.
Appointment dataAppointment IDs, timing, status, appointment type, practitioner, and patient references needed to match automation rules.
Patient send detailsThe patient name, email address, and relevant communication preference fields needed to prepare or skip scheduled email safely.
Campaign audiencePatient names, email addresses, marketing preferences, and the Cliniko details needed to filter and prepare a consent-aware campaign audience.
Delivery outcomesScheduled, sent, skipped, failed, cancelled, and retried message states are recorded in MyHealthFollowup so the clinic can monitor what happened.
Why connect Cliniko
Keep appointments and patient records where staff already use them.
No manual patient exports or duplicate email lists.
Appointments and patient records stay in Cliniko.
Rules and campaign audiences can use location, appointment type, practitioner, and medical alert filters.
Cancelled appointments and unusable email details are checked before sending.
Access and safety
You stay in control of the connection.
Use a Cliniko user account that has access to the clinic data your automations need.
Only share API keys with software vendors you trust.
If you ever need to revoke access, archive the MyHealthFollowup API key from Cliniko.
MyHealthFollowup does not store the Cliniko API key in browser storage.
Ready to connect Cliniko?