Everyone tells you to “go paperless.”
We build the intake
that finishes itself.
The new patient fills in the clipboard, reception types it in, and the practitioner reads it for the first time in the room. We build the systems that send the right form at booking, chase it until it’s done, check it, and file it in your practice software before anyone arrives. The first one is on us.
- Forms filed before arrival
- Nothing retyped
Booking to first appointment.
Three steps
nobody at reception does.
-
01
The booking sends the form
New patient, new service or a form that’s out of date: the right one goes out by text or email the moment the appointment is made.
-
02
The form gets finished
A polite chase if it’s still open two days out, another the day before, and a flag to the desk if it’s still blank on the morning.
-
03
The answers land in the file
Checked for the things that matter (allergies, referrals, consent), filed against the patient record, and summarised for the practitioner before the session.
The clipboard
was never the point.
Going paperless usually means the same form on an iPad, still filled in at the desk, still retyped, still read for the first time in the room. The point was never the paper. It was that the practitioner should walk in already knowing the history, the referral and the reason for the visit.
That only happens if the form is done, checked and filed before the patient gets there. So that’s the system.
For clinics and allied health.
Physio, dental,
psychology, GP.
Allied health
Injury history, referral details and funding type (private, plan-managed, insurer) captured and checked so the first session is treatment, not admin.
Session one starts on timeDental and medical
Medical history, medications, consent and identity done in advance and flagged for the clinician when something needs a look.
Flags before the chairPsychology and counselling
Intake and screening questionnaires completed privately at home, scored, and summarised for the practitioner with the care that context needs.
Private, then preparedStop typing in
the clipboard.
Built inside the practice software you already run, live in about two weeks, and the first one is free. Book the call and bring your current intake form.