Healthcare & Allied Health
Booking systems, clinical records, referrals, and billing rarely talk to each other in a health practice. We build the connections, so practitioners can focus on patients, not paperwork.
Book Free Audit →Common admin pain points we hear from health practices
- •New patient referral arrives → manually entered into booking system and clinical record
- •Appointment completed → invoice manually created and sent
- •Patient doesn't confirm → someone calls manually to chase
- •Recall dates → checked manually in the clinical record
Common automations for health practices
Appointment reminders
SMS and email reminders sent automatically 48 and 24 hours before appointments. Confirmation responses update the booking system.
Referral intake
Incoming referrals (email, fax-to-email, portal) automatically create patient records and schedule intake calls.
Post-appointment billing
Completed appointments trigger invoices in Xero or MYOB automatically, with the correct item numbers and fees already filled in.
Recall campaigns
Patients due for follow-up at a set interval receive automated outreach. Reception doesn't need to check records by hand.
New patient onboarding
Intake forms, welcome emails, and pre-appointment preparation instructions sent automatically at the right times.
Waitlist management
When an appointment is cancelled, the waitlist is notified automatically and the slot offered in sequence.
Tools we connect for health practices
We work within HIPAA and Australian Privacy Principles requirements. All integrations are scoped with data security and patient privacy as a primary constraint.
Give your practitioners back their time.
Book a free audit and see what your specific practice can automate.
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