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Case study · Cliniko AI automation

60 minutes of patient onboarding, replaced by one sentence

A Perth functional medicine practice went from an hour of manual intake per patient to five minutes of reading and approving.

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60 minBefore
●
5 minAfter
●
2Sign-offs
●
1 dayBuild time

The practice

Effortless Superhuman

A physiotherapy and functional medicine practice in West Perth, Western Australia. Director Stephen Hooper combines physiotherapy, functional medicine, and CHEK holistic lifestyle coaching to run complex patient cases — DNA reports, gut microbiome panels, blood work, radiology, and intake histories all feeding into a single clinical picture.

The practice runs on Cliniko, the Australian-built practice-management platform used by allied health clinics across Australia, New Zealand, the UK, and beyond.

01 · The problem

The clinical thinking was the easy part

Every new patient triggered the same manual loop. Download documents from Cliniko. Upload them somewhere else. Reframe the analysis. Copy outputs into Word. Hyperlink supplements. Format. Format again. Functional medicine practitioners, integrative doctors, and naturopaths all know this bottleneck — the thinking takes twenty minutes, the typing takes an hour.

Stephen wanted to spend time spotting the upstream cause, asking the question conventional medicine missed, designing the treatment protocol that works. Instead, most of the hour went to document plumbing.

02 · What we built

One sentence in. Finished documents out.

We spent a day with Stephen and built a system around his clinical thinking — not a generic template. Claude Opus, a custom Claude Skill, a Cliniko MCP integration, and a set of hard clinical rules encoded from his practice.

Now he types a patient name. The system pulls their records from Cliniko, runs the analysis in his structure, and produces finished Word documents on his laptop. Executive summary. Treatment protocol. Meal plan. Supplement plan with live purchase links.

Delivery

One build day

One Claude Skill. One Cliniko MCP server. Fourteen tools wired. Eleven hard rules encoded. Running on real patients the following week.
Safety

Two human sign-offs

Nothing leaves the practitioner's device without their review — once after the clinical analysis, once after the client documents.
Ownership

The practitioner controls it

Stephen updates the system in plain English. No developer needed for day-to-day changes. The clinical rules are his, not ours.

03 · The shift

Stephen still does the work. He stopped doing the typing.

The clinical thinking, judgement, and final accountability stayed exactly where they were — with the practitioner. The AI handles the mechanical work. DNA report analysis, gut microbiome interpretation, blood work cross-referencing, treatment protocol generation — all produced in his voice, with his rules, requiring his sign-off.

The patient never receives anything without the practitioner reading and approving it twice. That hasn't changed, and won't.

04 · Who built this

Vertical AI

We're an AI automation agency based in Perth, Western Australia. We build AI systems for allied health clinics, functional medicine practices, and integrative healthcare providers — connecting directly to Cliniko and the tools practices already use.

Every build is shaped around the practitioner's clinical thinking, not a generic template. If your practice has the same problem Stephen had, book a demo and we'll show you what this looks like for your workflow.

FAQ

Common questions

Questions we hear from practice owners and allied health professionals. Book a demo if you don't see yours here.

The practitioner types a patient name. The system pulls their records from Cliniko, runs the clinical analysis, and produces finished documents. The practitioner reviews and signs off twice before anything reaches the patient.

Yes. Claude Opus reads and cross-references multiple document types in the same analysis — DNA, gut microbiome, bloods, radiology — and produces an integrated clinical picture.

Two mandatory human-in-the-loop checkpoints. Nothing leaves the practitioner's device without their sign-off. The clinical judgement stays with the practitioner — the AI handles the mechanical work.

Yes. The practitioner describes changes in plain English. No code editor or developer required for day-to-day adjustments.

The Effortless Superhuman build took one day working alongside the practitioner. The system was running on real patients the following week.

Yes. The system connects directly to Cliniko — pulling patient records and attached documents without the practitioner downloading anything manually. Cliniko is used by allied health practices across Australia, New Zealand, the UK and beyond.

No. Vertical AI is a Perth-based AI agency, but the build and support process works entirely remotely. We work with allied health clinics and functional medicine practices across Australia and internationally.

Your practice has the same problem

If your team spends more time on document plumbing than clinical thinking, we should talk.

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