Clinic Membership integration

Connect Documenti to Clinic Membership

Start your Documenti trial from Settings, set your password, and add the £19/month bundle when you are ready.

How patient matching works

Documenti links inbound patients from Clinic Membership to the right clinical record — usually by email and phone.

How patient sync works

New and updated patients in Clinic Membership copy to Documenti — name, contact details, and membership VIP status.

How your daily list populates in Documenti

Bookings in Clinic Membership flow to Documenti’s daily list so clinicians see today’s patients without retyping.

Internal notes and Documenti

Short admin notes on the patient card in Clinic Membership copy to Documenti for reception–clinician handover.

Send a form to a patient

Patients receive branded form emails automatically once you publish forms in Documenti and set the send rules on each procedure.

VIP members in Documenti

Patients with an active membership in Clinic Membership are flagged VIP when their record syncs to Documenti.

What syncs between Clinic Membership and Documenti

Patients, appointments, tasks, VIP members, and internal notes — plus what stays in each system.