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

01

Digital intake to practice software

One form creates the client record, files the consent, and flags anything missing.

02

Reminder and no-show recovery

Staged reminders, then an automatic rebooking offer when someone doesn't show.

03

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 studies

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Thirty minutes on your workflows, then a written plan of the automations worth building first.

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