Step-by-step setup guide and data flow overview for UK private clinics. Connect your Cliniko account in under 10 minutes and start syncing AI-powered blood test reports directly into patient records.
UKCA marked medical device software registered with the MHRA.
HaemoSync integrates with Cliniko via a secure API connection to enhance blood testing workflows within UK private clinics. The integration enables clinics to streamline the entire lifecycle of blood test management, from patient data retrieval through to AI-powered report generation and structured clinical follow-up documentation. By connecting HaemoSync to your existing Cliniko account, you create a seamless bridge between your practice management system and an intelligent clinical reporting layer.
The core purpose of this integration is to eliminate the manual processes that typically surround blood test reporting in private practice settings. Rather than requiring clinicians to manually review raw laboratory data, compose narrative reports, and then separately document follow-up recommendations, HaemoSync automates each of these steps while maintaining full clinician oversight and approval at every stage.
Once connected, HaemoSync retrieves authorised patient demographic data from Cliniko, ingests laboratory results from supported UK laboratories including Alderley Lighthouse Labs and Inuvi, and then applies its AI engine to generate structured clinician-ready interpretation reports and patient-ready PDF summaries. These finalised reports, once approved by the treating clinician, are synced back into the corresponding patient record within Cliniko, creating a complete and auditable documentation trail.
The integration is designed to respect existing clinical workflows. HaemoSync functions as a clinical intelligence layer that sits above your Cliniko installation. It does not replace Cliniko, nor does it alter any existing patient records or appointment structures. Every action taken by HaemoSync within the Cliniko ecosystem is logged, versioned, and traceable through a comprehensive audit trail.
Integration at a glance: HaemoSync connects to Cliniko via secure API to retrieve patient data, process laboratory results with AI, generate structured clinical reports, and sync finalised documentation back into patient records. Full setup takes under 10 minutes.
Understanding exactly what data moves between HaemoSync and Cliniko is essential for clinical governance and regulatory compliance. The integration has been designed with the principle of minimum necessary access, meaning HaemoSync only requests and retrieves the specific data fields required to perform its clinical reporting function.
When the integration is active, HaemoSync retrieves the following data from your Cliniko account:
Once the clinical reporting process is complete and the treating clinician has approved the generated report, the following data is synced back into the patient record within Cliniko:
Important: HaemoSync does NOT modify, overwrite, or delete any core Cliniko records. All synced data is appended as new entries within the patient file. Existing clinical notes, appointment records, and patient demographics within Cliniko remain untouched at all times.
The integration operates within clearly defined data boundaries. HaemoSync does not access financial records, billing information, insurance details, or any Cliniko data unrelated to the clinical reporting workflow. The scope of data access is configured during the initial setup process and can be adjusted at any time by the clinic administrator through the HaemoSync dashboard.
The HaemoSync-Cliniko integration follows a structured, six-stage workflow. Each stage is designed to maintain data integrity, ensure clinician oversight, and produce auditable clinical documentation. Below is a detailed walkthrough of the end-to-end data flow.
The clinic administrator initiates the connection from the HaemoSync Integrations dashboard. A secure API authorisation flow is triggered, during which the administrator grants HaemoSync permission to access specific data fields within their Cliniko account. This is a one-time setup process that establishes the encrypted communication channel between both platforms.
When a blood test workflow is initiated, HaemoSync retrieves the relevant patient demographic data from Cliniko. Only the data fields explicitly authorised during setup are accessed. This retrieval happens in real-time via encrypted API calls, ensuring that patient information is always current and accurate.
Laboratory results are received by HaemoSync through its supported laboratory integrations. Currently, HaemoSync supports direct ingestion from Alderley Lighthouse Labs and Inuvi, with additional laboratory integrations on the development roadmap. Results are automatically matched to the corresponding patient record using secure identifiers.
The HaemoSync AI engine analyses the ingested laboratory data against clinical reference ranges and generates a structured interpretation report. This includes biomarker-by-biomarker analysis, identification of out-of-range values, contextual clinical commentary, and structured follow-up recommendations. The AI output is formatted as both a clinician-ready report and a patient-ready PDF summary.
Before any report is synced back to Cliniko, it must be reviewed and approved by the treating clinician. This mandatory approval step ensures that no AI-generated content reaches the patient record without qualified clinical oversight. Clinicians can edit, annotate, or amend the generated report before finalisation.
Once approved, the finalised report is securely synced back into the corresponding patient record within Cliniko. The report is appended as a new document attachment, along with structured clinical notes and an audit trail reference. The original Cliniko patient record remains unmodified.
This six-stage workflow ensures that every blood test processed through HaemoSync follows a consistent, auditable path from laboratory result to documented clinical action. The integration maintains a complete version history for each report, enabling clinics to trace any document back to its source data and approval chain.
Connecting HaemoSync to your Cliniko account is a straightforward process that can be completed by any team member with Cliniko administrator access. The entire setup typically takes under 10 minutes and does not require any technical expertise or developer involvement. Follow the steps below to establish the integration.
Register for a HaemoSync account at haemosync.com. You will receive a confirmation email with login credentials for your clinic dashboard. If your clinic already has an account, log in with your existing credentials and proceed to step two.
Once logged in, navigate to the Integrations section within your HaemoSync dashboard. This is accessible from the main navigation sidebar under Settings. The Integrations tab displays all available connections, including Cliniko, supported laboratories, and any future integrations.
Select the Connect Cliniko option from the available integrations list. HaemoSync will initiate a secure authorisation flow. You will see a summary of the data permissions being requested before proceeding to the next step.
You will be redirected to the Cliniko authorisation page. Review the permissions requested by HaemoSync and confirm the connection. Only the minimum required data fields are requested, in line with data minimisation principles. You must have administrator-level access in Cliniko to complete this step.
After returning to HaemoSync, review and confirm the specific data permissions within your dashboard. You retain full control over which patient data fields are accessible to HaemoSync. Permissions can be adjusted or revoked at any time from the Integrations settings page.
Use the built-in test sync feature to verify the connection is working correctly. HaemoSync provides a demo patient workflow that allows you to simulate the full data flow, from retrieval through to report generation and sync-back, without affecting any live patient data.
Once testing is complete and you are satisfied with the connection, confirm activation. Your HaemoSync-Cliniko integration is now live and ready for clinical use. You can begin processing blood tests through the integrated workflow immediately.
Estimated setup time: Under 10 minutes. No technical expertise or developer involvement required. Cliniko administrator access is the only prerequisite.
Data security and regulatory compliance are foundational to the HaemoSync platform. The Cliniko integration has been designed and built to meet the standards expected of a regulated medical device operating within the UK healthcare environment. Below is a detailed summary of the security measures and compliance certifications that govern the integration.
HaemoSync is classified and marked as a UKCA compliant medical device. This certification confirms that the software meets the essential requirements for safety and performance as defined by UK medical device regulations, including appropriate risk management and clinical evaluation processes.
HaemoSync is registered with the Medicines and Healthcare products Regulatory Agency (MHRA) under registration number 2025112801448253 as a Class I Medical Device under UK MDR 2002. This registration is a mandatory requirement for medical device software operating within the United Kingdom.
All data processing within the HaemoSync-Cliniko integration follows GDPR-conscious practices. Patient data is processed on a lawful basis, with clear data processing agreements in place. Data minimisation principles are applied throughout, ensuring only the minimum necessary data is accessed and retained for the clinical reporting function.
HaemoSync operates within a secure, enterprise-grade hosting environment with UK-based data residency. The infrastructure is designed to meet the availability and resilience standards expected of healthcare technology platforms, including redundancy, backup, and disaster recovery capabilities.
All data transmitted between HaemoSync and Cliniko is encrypted in transit using industry-standard TLS encryption protocols. API keys and authentication tokens are securely stored and never exposed in client-side code or log files. At-rest encryption is applied to all stored patient data within the HaemoSync platform.
HaemoSync implements granular role-based access control (RBAC) to ensure that team members only have access to the functionality and data appropriate to their role. Clinic administrators can define and manage user roles, assign permissions, and audit access patterns from within the HaemoSync dashboard.
No AI-generated report is synced to Cliniko without explicit approval from a qualified clinician. This mandatory approval step is a core safety feature of the HaemoSync platform, ensuring that all clinical content reaching the patient record has been reviewed by a qualified healthcare professional prior to distribution.
HaemoSync places full governance control with the clinic. The integration has been designed so that clinic administrators retain complete authority over data access, user permissions, and report distribution at all times. This governance model ensures that the integration operates within the boundaries defined by each individual clinic, respecting internal policies and regulatory requirements.
Clinic administrators control exactly which data fields HaemoSync can access within Cliniko. Permissions are configured during initial setup and can be reviewed, modified, or revoked at any time from the HaemoSync Integrations settings page. If permissions are revoked, HaemoSync immediately ceases all data retrieval from the affected Cliniko account. The revocation process is instantaneous and does not require any action from the Cliniko side beyond the HaemoSync dashboard.
HaemoSync supports multiple user roles within each clinic account, allowing administrators to define appropriate access levels for different team members. Available roles include clinic administrator, clinician, and support staff, each with distinct permissions governing what actions they can perform within the platform. For example, only users assigned the clinician role can approve and finalise reports for sync-back to Cliniko. Support staff may view report status but cannot modify or approve clinical content.
The release of reports into the Cliniko patient record is controlled by the clinician approval workflow. No report can be synced back to Cliniko without explicit clinician sign-off. This control extends to patient-ready PDF summaries, which also require clinician approval before they can be distributed. Clinics can additionally configure whether reports are automatically synced upon approval or require a separate manual confirmation step, providing an additional layer of control for organisations with more stringent internal governance requirements.
Governance principle: HaemoSync operates as a tool under the clinic's control. The clinic determines what data is shared, who can access the platform, and when reports are released. HaemoSync does not take autonomous action on patient data without explicit authorisation from an appropriate user within the clinic.
If you encounter any issues during the setup or operation of the HaemoSync-Cliniko integration, the following troubleshooting steps address the most commonly reported scenarios. If the issue persists after following these steps, please contact the HaemoSync support team directly.
Verify that the Cliniko authorisation step was completed successfully. Navigate to your Cliniko account settings and confirm that HaemoSync appears in the list of authorised third-party applications. If it does not appear, return to the HaemoSync Integrations tab and reinitiate the connection flow.
The user initiating the connection must have administrator-level access within Cliniko. Standard user accounts do not have the permissions required to authorise third-party API integrations. Confirm your access level with your Cliniko account administrator before attempting the connection.
If the authorisation flow times out or returns an error, clear your browser cache and attempt the connection again. Ensure that your network does not block outbound connections to the Cliniko API endpoints. If you are operating behind a corporate firewall or VPN, verify that the necessary domains are whitelisted.
Confirm that the report has been approved by a clinician within HaemoSync. Reports in draft or pending approval status are not synced to Cliniko. Check the report status within the HaemoSync Reports dashboard to verify the current state of each document.
If patient data retrieved from Cliniko does not match expected values, verify the data permissions configured within HaemoSync. Ensure that the correct data fields are enabled and that the patient record exists and is active within your Cliniko account.
If you need to re-authorise the connection for any reason, such as after a change in Cliniko administrator credentials or following a permissions update, navigate to the HaemoSync Integrations tab, disconnect the existing Cliniko connection, and then follow the standard setup process again from step three. All previously synced data will remain intact within both platforms.
For any issues not addressed above, or for assistance with complex configuration requirements, please contact the HaemoSync support team:
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