If you're interested in trying out the Medipass platform, we've put together this quick guide to help you get started!

Connecting your Medipass account

First, head to Settings, and then Integrations:

Scroll down to the Medipass section:

Once there, you'll be able to actually set up the integration—more on that below! 👇 

Understanding the Medipass integration

The Medipass API key

The API key is a 32 character string that you get from Medipass. If you need help finding yours, they have a neat guide for you how to set up your Cliniko integration.

The Medipass payment allocation

This is how payments from Medipass will be recorded in Cliniko. It affects how payments show up on invoices and reports. You can select any payment allocation type that is right for you.

Click Save integrations settings and you're all done with that step! 🙌 

☝️Note: If you have entered any provider numbers in Medipass, you'll need to also be sure to enter them into Cliniko in order for the integration to work properly. To do that, head into your user settings and enter those numbers exactly as you have entered them into Medipass (so that they match):

Having your provider numbers in both Cliniko and Medipass will ensure that you can have a seamless experience when using both programs!

Next up, getting Medipass up and running for your patients!

Enabling Medipass for your patients

Patients who are new to Medipass will need to install the app on their phones and register for the service before you can enable it for them. It is available on both iOS and Android.

For existing Medipass patients, you can simply go to their page and the option to enable Medipass for them will be at the bottom under Health fund billing:

If you run into problems finding a patient's Medipass account, try confirming if their personal details on Medipass and Cliniko are up to date. 

Cliniko will search for patients by the following information:

  1. First name
  2. Last name
  3. Email
  4. Date of birth
  5. Mobile number

Disabling Medipass for a patient is simple, as well—simply click the Disable Medipass button:

Note: You can also conveniently find out if Medipass is enabled for a patient at the time of invoice creation. Cliniko will display it below the patient's name:

Processing payments

We've created a short video to demonstrate how simple it is to make a health fund claim with Medipass. It includes what the patients will see on their phones, too!

If you have any questions, please reach out to our support team via the chat button in the lower-right! 💬 

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