Working with private health patients in Peptalkr
Cliniko has private health insurance functionality, but this data isn't available through their API. This means Peptalkr can't automatically identify private health patients. The good news? You can easily work around this using appointment types or medical alerts.
If your clinic offers private health services, you'll want to identify these patients for targeted communication and marketing. Since Peptalkr can't access Cliniko's private health data directly, you'll need to use appointment types or medical alerts as identifiers.
This simple setup lets you manage private health appointments effectively in Peptalkr.
Option 1: Set up appointment types
Log in to Cliniko
Go to Settings > Appointment Types
Create new appointment types for private health services (e.g., "Private Health Dental Clean & Checkup")
Create as many as you need for your different services
👉🏻 Add a category (optional but recommended) Add an appointment category like "Private Health" to group these appointments together. This helps with:
Online booking organisation
Better targeting in Peptalkr
👉🏻 Create private health appointment types
Log in to Cliniko
Go to Settings > Appointment Types
Create new appointment types for private health services (e.g., "Private Health Dental Clean & Checkup")
Create as many as you need for your different services
Why to use appointment types for private health patients
Why to use appointment types for private health patients
Accurate targeting - Peptalkr can trigger emails or SMS based on these appointment types
Better organisation - Keep private health services distinct in Cliniko
Custom communication - Tailor messages specifically for private health patients
Expiry reminders - Send campaigns when private health extras are expiring to encourage bookings before they reset (or after they reset)
Tips for success
Tips for success
Keep names clear - Use descriptive names like "Private Health Physio Consult"
Train your team - Make sure everyone knows to use these appointment types for all private health bookings
Check regularly - Review your appointment reports to ensure bookings are using the correct types
Option 2: Use medical alerts
Alternatively, you can use medical alerts to tag private health patients. Learn more about using medical alerts.
👉🏻 Create a private health medical alert
Log in to Cliniko
Go to Settings > Medical Alerts
Create a new medical alert for private health (e.g., "Private Health")
Add this alert to relevant patient profiles
FAQs
Why doesn't Peptalkr automatically identify private health patients?
Why doesn't Peptalkr automatically identify private health patients?
Cliniko's API doesn't provide access to private health insurance data, so Peptalkr relies on appointment types or medical alerts for identification.
Can I use Cliniko's payment methods for this?
Can I use Cliniko's payment methods for this?
No, payment methods aren't available through the API, so they can't be used in Peptalkr triggers.
What if I forget to assign an appointment type or medical alert?
What if I forget to assign an appointment type or medical alert?
Peptalkr won't recognize the appointment as private health, and related triggers won't activate. Make it part of your booking process to avoid missing patients.