Cliniceo

Cliniceo account with Ledsak CRM. The integration allows seamless data exchange between your clinic management system and CRM for improved lead tracking and conversion.

1. Overview

Cliniceo is a powerful clinic management platform. When integrated with Ledsak CRM, it allows automatic syncing of patient data, payment completion status, and clinic information to enhance lead lifecycle tracking.

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2. Accessing Cliniceo Integration Settings in Ledsak

To begin the integration:

1. Log into your Ledsak CRM dashboard.

2. Navigate to Integrations > Cliniceo.

3. You will find fields to input your Cliniceo credentials and configure clinic-specific details.

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3. Cliniceo Integration Fields

A. Account Name

• Assign a unique name to this Cliniceo integration instance.

• This helps in identifying and managing multiple accounts if applicable.

B. Cliniceo Name

• Add a descriptive name that represents your Cliniceo account or clinic.

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4. API Credentials

To enable API communication between Ledsak and Cliniceo, provide the following credentials:

A. API Key

• Location: Log in to your Cliniceo account → Go to Settings > API Access → Copy the API Key.

B. Business Key

• Location: Available in Cliniceo’s API Access section alongside the API Key.

C. API Secret

• Location: Also located in the API Access section in Cliniceo.

⚠️ Ensure all keys are kept confidential. Do not share your keys publicly.

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5. Adding Clinics

Configure one or more clinics from Cliniceo by providing:

A. Cliniceo Clinic ID

• This ID uniquely identifies a clinic registered in your Cliniceo account.

• Retrieve this from the clinic settings inside Cliniceo.

B. Select Clinic Branch

• Choose the appropriate branch within Ledsak that corresponds to the Cliniceo clinic.

🔄 You can repeat this process to map multiple clinics.

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6. Lead Conversion Mapping

To ensure that lead progress is tracked effectively based on payment status:

Select Lead Conversion Stage

• Choose the stage in Ledsak CRM that should be automatically assigned when a payment is marked as completed in Cliniceo.

• Example: “Converted”, “Client”, or “Payment Complete”.

This setting ensures leads are automatically updated in Ledsak based on real activity in Cliniceo.

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7. Activation

Is Activate?

• Checkbox the switch to activate or deactivate the integration.

• If activated, data will start syncing between Cliniceo and Ledsak CRM based on your settings.

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8. Related Documents

You may refer to the following for more detailed API and workflow documentation:

• Ledsak.ai Help Center

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9. Support

If you encounter any issues during the integration:

• Contact Ledsak Support at: [e-mail]