How it works

Every workflow, and exactly why it isn't already covered.

We checked what Cliniko, Nookal, and Halaxy already do natively before building anything, so we're not selling you a rebuild of a feature you're already paying for.

Build first, on every clinic

The universal pillars

True regardless of which booking system you run. None of the three cover any of this natively.

EPC and referral expiry tracking

Medicare Enhanced Primary Care plans cap at 5 sessions a year, and GP referrals expire. We track session count and expiry date per patient and prompt before it lapses, so fewer patients drop off simply because paperwork ran out. Confirmed buildable on Cliniko and Halaxy today. We verify per system before promising it.

One dashboard for how your clinic is retaining patients

Your booking system reports on bookings and invoices. We build the view that shows retention and growth: reply rates, recall conversion, no-show trend, in one place, so you can see what's actually moving.

Messaging that fits each patient

We work out each patient's own no-show pattern from their appointment history. Patients who tend to miss appointments get the fuller follow-up sequence. Reliable patients get a lighter touch, layered on top of whatever your PMS already sends.

A regular check on how your clinic looks online

A recurring look at your online presence: review count and rating against local competitors, how easy your site is to book from, the local search basics, with clear recommendations, not just a report nobody reads.

Faster replies to new enquiries

A web or booking-widget enquiry gets an immediate, specific reply about your own services and pricing. Straightforward questions get answered right away. Anything unclear gets a quick human check first.

The PMS-specific gap-fillers

We only promise these once we know which booking system you run, because the honest answer changes depending on the system, and we'd rather tell you that upfront than get caught out mid-pitch.

CapabilityClinikoNookalHalaxy
Pre-appointment remindersNative, day-onlyNative, 24hr + same-dayNative, 1- or 2-way
No-show follow-upNative, semi-autoNative, per appt typeNative (Follow-ups)
Recall and reactivationManual, real gapNative, automatedNative, automated
Cancellation waitlist backfillNot found, real gapNative, automatedNot found, real gap
Review generationNot found, real gapNot found, real gapNot found, real gap
Hour-level urgent remindersDay-only, real gapNativeNative

Based on our own audit of each platform's documented features. Where a row shows "native," we build alongside it, not instead of it. If you're on PracSuite or another system, we'll run this same check for you before quoting anything.

Process

How we actually build it

The same four steps for every clinic. What changes between tiers is which workflows are in scope, not how carefully any of them get built.

01

Audit

We check what your specific booking system already does natively, and whether it's actually switched on and being used. A lot of clinics are already paying for automation that's sitting unused. This check is a one-time cost, bundled into the setup fee, and it's never used to justify the monthly retainer.

02

Build

Workflows connect directly to your booking system so nothing needs re-entering by hand. They run on clear rules, not a model guessing what to do, so the same trigger produces the same result every time. Typical build window for a Starter tier is 5 to 7 business days.

03

Test run

Every workflow is tested against real appointment and patient data from your system before it goes live. Not launched blind and fixed later.

04

Monitor

The retainer covers ongoing monitoring and maintenance. If something breaks, or a workflow needs adjusting as your clinic changes, that's on us to catch and fix, not a support ticket you have to chase.

Ready when you are

Let's map the gaps for your system.

15 minutes. Tell us which booking system you're on and we'll tell you exactly what's real for you.

Book a 15-min call →

No pitch deck. No obligation. Just the numbers.