Workflow Automation

Stop paying clinicians to do admin.

Client intake, recalls, insurance checks, internal handoffs , the repetitive work that drains reception and clinician time. We map it, automate it, and give you the hours back.

Four high-leverage workflows

Where automation pays back first.

We audit your existing processes, identify the 3–5 highest-ROI automations, and ship them within 30 days. No multi-year transformation projects.

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Client Intake Automation

New clients waste 15 minutes on paper forms.

Pre-visit digital intake sent by SMS/email. Data syncs to your PMS before the client arrives. Medicare, private health, allergies, consent , all captured and structured.

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Recall & No-Show Reduction

Empty chairs cost hundreds per slot.

Multi-channel reminder sequences (SMS → email → voice) with smart rescheduling links. Clinics typically see no-shows drop 35–55%.

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Insurance & Billing Checks

Eligibility checks eat reception time.

Automated HICAPS/Medicare eligibility verification before appointments. Co-pay estimates sent to client ahead of time, reducing billing surprises.

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Internal Handoffs

Referrals and test results get lost in inboxes.

Workflow automations route internal tasks , pathology follow-ups, specialist referrals, prescription renewals , with audit trails and escalation rules.

Built on Zapier/Make or custom Next.js backends depending on volume
Integrates with Cliniko, Nookal, HotDoc, Genie, Best Practice, Medical Director
Data stays on Australian infrastructure , APP-aligned
Fallback-to-human rules on every automation

Find out how many hours you're losing to manual work.

30-minute workflow audit. We'll identify the top 3 automations worth shipping and give you a fixed quote.

Get your free clinic visibility report