Patient relationships handled with clinical precision.
Medical clinics, specialist practitioners, allied health and healthcare service providers. The Healthcare blueprint follows the patient from enquiry through treatment to discharge.
Sound familiar?
No-shows with no follow-up
Missed appointments disappear instead of triggering a rebooking sequence.
Referral sources untracked
You can’t see which GPs or partners actually send you patients.
Billing separate from care
Invoicing lives in another system, so accounts chase what the front desk already resolved.
What installs when you pick Healthcare.
Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.
Pipeline stages Patient Journey
- 1New Enquiry
- 2Insurance/Funding Verified
- 3Intake Form Sent
- 4Intake Form Completed
- 5Initial Consultation Scheduled
- 6Initial Consultation Completed
- 7Treatment Plan Agreed
- 8Active Treatment
- 9Recall/Review Due
- 10Discharged/Closed
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Patient Source | dropdown |
| Health Fund | text |
| Medicare Number (AU) | text |
| AHPRA Number (AU) | text |
| Bulk Billed | yes/no |
| MBS Item Number | text |
Records it adds extra record types beside contacts, deals and jobs
- Patients
- Appointments
- Prescriptions
- Medical Records
- Referrals
Built for how healthcare actually works.
- SMS reminders cut no-shows without anyone making the call
- Referral sources tracked so you can see where patients come from
- Invoicing, bulk billing and gap amounts tied to the treatment record
- Multi-tenant isolation keeps patient data inside your own tenant
Blueprints stack. Run Healthcare alongside any other blueprint in the same workspace, and switch later without losing records.
Your healthcare workspace, live in about two minutes.
Pick the Healthcare blueprint during signup and start the 21-day free trial. No card needed to look around.