The full automation playbook for Australian medical & allied health practices

Never lose another lead

Auto-contacts overdue patients for checkups/reviews.

Flags patients nearing their EPC session limit so the practice rebooks before they lapse.

A same-day text asks happy patients for a Google review while the visit’s still fresh.

Patients get their home exercise program with videos on their phone straight after the session.

A short survey after each visit flags unhappy patients before they leave a bad review.

A missed call during a busy desk gets an instant text back instead of the caller trying elsewhere.

Patients on a care plan get an automatic nudge to book their review before it lapses.

Flags patients referred to a specialist who haven’t booked yet, so reception can follow up.

Care instructions and follow-up info land on the patient’s phone automatically after they leave.

Patients overdue for a skin check or chronic-disease review get an automatic reminder to rebook.

Quote faster, get paid faster

Medicare / HICAPS / private-health claiming at point of care.

Card-on-file charges the no-show fee automatically — reception never has that awkward call.

Patients see their out-of-pocket cost by SMS before they arrive — no surprises at the desk.

Service agreements, session notes and NDIS invoices generate from the one booking.

Checks Medicare and concession eligibility before the visit so billing is right first time.

In-demand slots require a small deposit at booking, which cuts casual no-shows.

DVA claims submit at point of care instead of a manual batch at the end of the week.

Instalment reminders for payment plans go out automatically instead of reception chasing by hand.

A calendar that runs itself

Self-book plus SMS reminders that cut no-shows and free reception.

Patients confirm, cancel or reschedule by replying to the text — no phone call needed.

The moment a slot opens, the waitlist gets an SMS offer — first to reply gets it.

Booking a telehealth slot auto-emails the video link — no manual link-chasing before the call.

Six- and twelve-month hygiene recalls go out automatically, filling the book with no phone campaign.

Patients reply to the reminder text to move their own appointment — no call to reception.

Urgent cases jump the waitlist automatically when flagged, instead of relying on memory.

Booking flow matches the visit reason to the right length automatically, so the day doesn’t run over.

One calendar syncs practitioners and rooms across every clinic site — no double-booking.

Patients log in to move their own appointment within the rules you set — no call needed.

Kill the admin & data entry

Ambient scribe drafts notes from the consult.

Forms completed before arrival — cleaner records, less reception time.

Incoming referrals route straight to the right practitioner’s queue, not a shared inbox.

Drafts the referral letter from the consult notes in seconds — you review and send.

Incoming pathology, imaging and specialist letters file straight into the right record.

HICAPS, Medicare and card takings match against bookings automatically at close of day.

Rosters build from booked sessions and timesheets flow straight to payroll.

Patients upload referrals and imaging themselves before the visit instead of emailing reception.

Drafts SOAP notes from the session so practitioners finish charting before the patient leaves.

Flags gloves, local anaesthetic and other consumables for reorder before you run out mid-week.

Drafts routine emails — reminders, policy updates, supplier queries — from a one-line brief.

Stop answering the same questions

Answers after-hours calls, books straightforward appointments and pages on-call for urgent ones.

Answers bulk-billing, parking and opening-hours questions instantly, day or night.

Visitors book the right appointment type themselves by chatting, day or night, no phone call.

Walk-in patients get a text with their real wait time instead of sitting and wondering.

Know your numbers without the paperwork

Utilisation, revenue-per-practitioner and no-show rate refresh automatically — no manual export.

Flags patients with repeat no-shows so reception can call ahead or require a deposit.

Pain scores and outcome measures chart automatically across visits — proof of progress.

Tracks each client’s MHCP session count and referral expiry so nobody bills past the limit.

Shows which GPs and referrers actually send patients, so you know who to thank and follow up.

Shows which rooms sit empty at which hours, so you know where to add sessions or practitioners.

Matches every HICAPS and Medicare payment against bookings for the month in one report.