Practice Workflows
Automation Centre
31 workflows that save allied health practices 20+ hours per week. From intake to invoicing, every repetitive task handled.
6 categories · 31 automations
Admin Automation
Streamline front-desk operations, intake processing, and appointment management.
Web Enquiry Forms
Auto-qualify enquiries and reply instantly. Book qualified leads.
Appointment Reminders
Predict no-shows and send smart reminders. Auto-rebook slots.
Referral Intake Normalisation
Turn faxes and emails into clean referrals. Validate and route.
Digital Intake + Eligibility Check
Mobile intake with instant eligibility. Sync to EMR.
Client Communication
Automated patient messaging, follow-ups, and re-engagement sequences.
Cancellation Slot Broadcasting
Alert best-fit patients when a slot opens. Auto-book quickly.
Missed Call Recovery Loop
Auto-text or email after missed calls. Recover bookings fast.
Care Plan Adherence Nudges
Timely nudges and content per plan. Improve completion.
No-Show Reactivation
Re-engage no-shows automatically. Offer easy rescheduling.
Retention Sequences
Check in on lapsed patients. Win back visits.
Condition-Specific Education
Send targeted education automatically. Improve understanding.
New Patient Onboarding
Welcome sequences and first-visit prep. Set expectations.
Operational Efficiency
Clinical workflows, note-taking, scheduling, and compliance automation.
Practitioner Note-taking
Turn session audio into structured notes. Ready for review.
Outcome Measures & PROMs Collection
Send PROMs automatically and track trends. Surface insights.
Inventory Management
Monitor usage and set reorder points. Raise purchase tasks early.
New Practitioner Onboarding
Automate training, access and paperwork. Faster ramp.
Staff Scheduling Optimization
Sync roster updates instantly. Notify staff and patients.
Compliance Reporting
Track expiries and remind and log renewals.
Exercise Prescription Delivery
Send personalised exercises instantly. Track compliance.
Treatment Outcome Tracking
Track progress systematically. Document outcomes clearly.
Waiting List Management
Fill cancellations fast. Maximise clinic efficiency.
Marketing Admin
Review generation, referral nurture, and content automation.
Automated Review Requests
Find happy patients and ask at the right time. Grow reviews.
Referral Partner Nurture Sequence
Keep referrers warm with updates and thanks. Timely follow-ups.
Content Generation
Publish helpful posts automatically. Stay active.
Service Package Upsells
Suggest relevant add-ons. Increase average session value.
Finance Admin
Invoice reminders, insurance claims, and refund processing.
Invoice & Payment Reminders
Send polite reminders and plans automatically. Cut receivables.
Insurance Claim Submission
Create, submit and track claims. Surface issues earlier.
Refund & Credit Automation
Calculate credits and process refunds fast. Sync systems.
Automated Intake Forms
Pre-fill intake data. Reduce appointment prep time.
Intelligence & Reporting
Business analytics, revenue attribution, and patient lifetime value.
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