Patient relationships handled with clinical precision.
Medical clinics, specialist practitioners, allied health and healthcare service providers. Install the Healthcare blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
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 the moment you pick it.
Pipeline stages
- Referral Received
- Initial Consultation Booked
- Treatment Plan Proposed
- Treatment In Progress
- Follow-Up & Review
- Discharged & Billed
Custom fields
- Referral Source — reference
- Treatment Type — dropdown
- Next Appointment — date
Starter catalog
- Initial Consultation
- Standard Treatment Session
- Comprehensive Assessment Report
Every item flows into quotes, invoices and deal values automatically.
Built for how healthcare actually works.
- SMS reminders cut no-shows automatically
- Referral-source tracking shows where patients come from
- Invoicing and payments tied to the treatment record
- Strict multi-tenant isolation keeps patient data locked down
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Healthcare alongside any other template in the same workspace, and swap anytime without losing records.
Your healthcare workspace, live in ~2 minutes.
Pick the Healthcare blueprint during signup and start the 21-day free trial — no card required to look around.