KCS - How to Connect Clio to Medilenz

Objective:

  • Set up the Clio Medilenz integration
  • Connect Medilenz to Clio

Environment:

  • Clio Web App
  • Medilenz

Additional Information:

For more information on the Medilenz integration, click here

Procedure:

  1. In Clio, select Settings
  2. Click Apps
  3. Select Filter
  4. Type Medilenz in to the search bar
  5. Click Add Application
  6. You will see a screen from Medilenz that requests you to authorize Medilenz to access your data on Clio
  7. Click Authorize
  8. Click Allow Access

 

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