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API guide · Healthcare, legal and real estate For partners and customers

iClinic API: what exists and how to use it with AI agents

iClinic is a Brazilian management software for clinics and medical practices, with scheduling, medical records and finance. API access is not open to any developer: it depends on being enabled for the clinic or on a partnership. When there is no API, the integration uses schedule exports and reports.

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API guide

What the iClinic API offers

Schedule

Time slots, appointments and confirmations for the professionals.

Patients

Patient records and contacts.

Visits

Records of the consultations held.

Finance

Receipts and payouts of the clinic.

Reports

Exports used to integrate with other systems.

How to access the iClinic API

  • For partners and customersWhen the API is enabled, credentials are provided for the clinic's account under iClinic's rules. The details are confirmed in the diagnosis.
  • Health data is sensitive personal data under LGPD, Brazil's data-protection law: the agent should not access medical records without need and a legal basis.
  • Messages to patients must not contain clinical information.
  • Keep a record of consent for contact by WhatsApp.

What an iTeam agent does with the iClinic API

Appointment confirmation

The agent confirms next-day appointments on WhatsApp and tells the front desk about cancellations so the slot can be offered.

Scheduling by chat

Patients ask for a time, and the agent offers the professional's free slots and records the booking after confirmation.

Return visit on time

The agent reminds patients who need a return visit, following the professional's guidance.

End-of-day close

Management receives the day's visits held, no-shows and receipts.

From the credential to the agent at work, with approval

01

Confirm the type of access

In the diagnosis, we check with the clinic and iClinic whether an API is enabled or whether the connection will use exports.

02

Configure credentials and rules

Credentials or export routines stay in the iTeam vault, with the agent limited to the schedule and contacts, and no medical records.

03

Test with the front desk

The front desk follows the first weeks and approves messages outside the script.

Questions

Questions about the iClinic API

Does iClinic have a public API?

Not an open one. When API access exists, it depends on being enabled or on a partnership with iClinic, and the conditions are set by them.

Do I need to code to use iClinic with iTeam?

No. The deployment team defines how to connect and sets up the routines with the clinic.

Does the agent read medical records?

Not by default. The recommended use is schedule, contacts and reminders. Medical records require legal review and consent.

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