• DATA
  • HISTORY
  • ENTRY
  • REVIEW

How to update patient medical records with your AI

Connect Cliniko to your AI client to manage patient profiles and clinical documentation in one place.

Ask AI about this page

Short answer

How can I update patient records using AI?

Your AI pulls existing patient data and previous notes to provide context, then writes new clinical entries to Cliniko. You'll get updated profiles and a complete history of treatment notes.

The outcomes

Where your data lands

The AI handles the data entry and retrieval so you can stay focused on the patient.

DATA

Updated patient profiles

The AI pulls current patient details to ensure you have the right context. You can then modify specific fields in the record.

HISTORY

Complete clinical context

Your agent reads through previous treatment notes to summarize past visits. This gives you a clear view of the patient's history.

ENTRY

New treatment notes

New clinical entries are saved to the patient record immediately. This keeps your documentation current without manual typing.

REVIEW

Human oversight

You review the information the AI prepares. This ensures all clinical notes meet your professional standards before they are finalized.

The workflow

What your AI does when the request arrives.

The AI moves between reading existing data and writing new clinical entries.

  1. Find the patient

    The AI searches for the specific individual in your Cliniko database to pull their current profile.

    get_patient

  2. Review history

    The agent looks up the patient's previous clinical entries to understand their medical background.

    list_treatment_notes

  3. Update details

    You can change contact info or specific patient fields by telling your AI what to modify.

    update_patient

  4. Save notes

    The AI writes the new session summary or treatment plan into the patient's record.

    create_treatment_note

Try it

Copy these to start.

Use these prompts to trigger actions in Cliniko.

Starting points

Replace the bracketed names with your actual patient names or specific details.

Cliniko Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_6vWS1B0Gz63kRlIytnpUl7Q2Ohj5s9b4oQUnrwFI/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Cliniko capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cliniko-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6vWS1B0Gz63kRlIytnpUl7Q2Ohj5s9b4oQUnrwFI/mcp"
    }
  }
}
Copy into chat04

  • Get the profile for patient [Name] so I can see their details.

  • Show me the last three treatment notes for [Name].

  • Update [Name]'s phone number to [Phone Number].

  • Create a new treatment note for [Name] stating that the patient reported improved mobility.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Cliniko once, then ask.

Log in once to link your account. Your credentials stay encrypted on our side, and you can immediately start talking to your AI about your patient data.

Connect Cliniko to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete patient records?

    No. The AI can only retrieve, update, or create new notes and patient information.

  • 02

    Does the AI automatically save notes without me seeing them?

    No. You should always review the information the AI prepares before confirming the update.

  • 03

    Can I use this to schedule appointments?

    No. This connector is limited to managing patient profiles and clinical documentation.

  • 04

    Can the AI change a patient's medical history?

    The AI can create new notes, but it cannot edit or delete existing treatment notes.

  • 05

    How does the AI know which patient I am talking about?

    You tell the AI the patient's name, and it uses that to find the correct record in Cliniko.

  • More questions about Cliniko? See everything the Cliniko Connector can do

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