Industry
Clinics & NDIS providers
Clinics and NDIS providers carry a documentation load that scales with every new client. Most of it is structured enough to run itself.
Where the week goes
Intake re-typed twice
Clients fill a form, then someone keys the same details into the practice software.
No-shows eat capacity
Reminders go out inconsistently, and nobody has time to rebook the gap the same day.
Compliance paperwork drifts
Service agreements, consent, and progress notes get chased manually and slip under load.
The three we usually build first
Digital intake to practice software
One form creates the client record, files the consent, and flags anything missing.
Reminder and no-show recovery
Staged reminders, then an automatic rebooking offer when someone doesn't show.
Documentation checklists
Agreements and reviews created on schedule with escalation before a deadline passes.
Tools we connect
- Cliniko
- Halaxy
- Power Diary
- Microsoft 365
- Xero
- SMS
What that looks like
Providers typically recover the equivalent of a part-time admin day each week on intake and reminders alone.
See the case studiesBook a free audit
Thirty minutes on your workflows, then a written plan of the automations worth building first.
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