This video explains how Cliniko integrates with GoHighLevel through Practice Autopilot™ to automate patient recalls, reactivations, cancellations, DNAs, reviews and ongoing patient communication for private healthcare clinics.
Viewers will learn:
- How the Cliniko → Autopilot sync works, including the near real-time 2-minute integration delay
- How patients are automatically segmented into:
- Active Patients (patients with future appointments booked)
- Dormant Patients (patients without follow-up appointments)
- Why recalls and reactivations are one of the most powerful features of Practice Autopilot™
- How automated workflows help reduce dormant patients and keep diaries fuller
- How recall codes such as:
- R6W (6-week recall)
- R12M (12-month recall)
automatically trigger customised patient journeys
- Why Medical Alerts in Cliniko are used to control recall workflows
- How automated SMS and email reminders are sent when patients fall off their treatment plan
- How the system handles different patient scenarios, including:
- Loyal routine care patients
- DNA (Did Not Attend) patients
- Frequent cancellers
- Discharged patients
- One-off treatment patients
- How DNA and cancellation workflows work with greater urgency to encourage rebooking
- How discharge and “no recall” pathways differ
- How review requests and Google review links can be automated
- How clinics can stop all communications instantly using “#NoRecall”
- How all email and SMS templates can be fully customised to reflect each clinic’s branding, tone and messaging
- How workflows can be adapted for specific treatments such as:
- Routine podiatry
- Nail surgery
- Verruca treatments
- Orthotics
- Biomechanics follow-ups
- How clinics can create completely bespoke automations using custom Cliniko tags
- How the built-in Practice Autopilot™ Helpdesk and Knowledge Base support users with setup and troubleshooting
- How email templates, colours, logos and branding can be edited without technical knowledge
- Real-world examples of how Foot Medic™ Cardiff uses these workflows successfully in practice
The video also demonstrates the wider philosophy behind Practice Autopilot™ - using automation to improve patient retention, reduce lost revenue from cancellations and DNAs, increase reviews, and create more consistent patient follow-up without adding extra admin work for clinic teams.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article