Standard services:

Systems & Software Setup
  • Software setup, audits, clean-up, and tailored configuration

  • New business startups & current business refining

  • Calendar sync + multi-location appointment mapping

  • Digital file organisation (Google Drive, Workspace, Dropbox)

  • Payment integrations (AfterPay, PayPal, ApplePay)

  • Dictation integration setup (Dragon, Heidi, Scribie, etc.)

Workflow Automation & Backend Builds
  • Referral → form → booking automations (Zapier, Google Forms, Jotform)

  • Cancellation waitlist & auto-fill systems

  • New patient onboarding flows (automated & manual)

  • Intake form creation + secure delivery workflows

  • Email automation, templates & sequencing

  • Admin task automation & workflow training

  • Shared team workflows for handover & task tracking

  • File-into-software automations for letters

Templates, SOPs & Practice Resources
  • SOPs for reception/admin teams

  • Referral tracking spreadsheets

  • Cancellation & follow-up scripts

  • Payment collection workflows

  • No-show follow-up templates

  • KPI dashboards for clinic managers

  • Intake & welcome email templates

  • Waitlist & pre-screening templates

  • Virtual receptionist starter packs

  • IT support handbooks

  • Doctor onboarding handbooks

  • File storage solutions

  • File naming conventions + digital filing systems

  • Legal compliance documents

  • Digital handover kits for new staff or casuals

  • Email templates, phone diversion systems

Letter Writing & Formatting Support
  • Letter templates for medical specialists

  • Consultation summary templates

  • Combined letter formatting & workflow integration

  • Customisable letter templates by specialty

  • Complete branding

  • Staff letter training & proofing workflows

  • Signature setup & letterhead formatting

Referrals, Marketing & Growth Tools
  • Referral source tracking & GP database building

  • GP outreach templates & intro letters

  • Simple email marketing setup (Mailchimp, Gmail, Outlook)

  • Service flyers & intake packs

  • Branded intake & pre-booking forms

  • Patient communication strategies (SMS/email sequences)

  • Soft marketing support for new clinic launches & rebrands

  • Custom patient feedback & review workflows

Training, Strategy & Consulting

  • Staff onboarding & training walkthroughs (via Loom or live)

  • “Practice rescue” consulting, full system audit & redesign

  • Virtual backend consulting for new clinics & Telehealth setups

  • Project-based service setup

  • Ongoing support or hourly fix-it packages

  • System mapping & future-proofing consults

Delivery:

Single Solutions

Perfect for clinics that need one solid solution or want to test the waters. These are high-impact, one-off services. Choose items that you need. Examples - 

  • Referral tracking setup

  • Software automation cleanup

  • New patient intake system

  • Waitlist & cancellation flow

  • Medical letter template setup

  • Google Drive + file naming structure

  • Staff handover kit build

  • Email marketing setup

Custom Packages

These packages are designed for clinics that want multiple systems handled at once, without needing full admin takeover.

Examples of popular bundles:

  • New Practice Starter
    - Intake forms, referral flow, booking setup, basic file system, MBS guides, templates and legal compliance

  • Admin Burnout Relief
    - Automation audit, task reallocation, staff SOPs, patient comms

  • Growth & Referrals
    - Referral tracking, GP outreach tools, KPI dashboard, follow-up workflows

Packages are built around what you need, not locked templates.

Total Practice Solution

This is the Admin Support Model in full force. No staff hiring. No management required.

 

  • Daily patient comms

  • Booking & scheduling

  • Letters & file handling

  • Payment tracking

  • Custom portal or app

  • Monthly performance check-ins

  • Everything included or selections included, tailored to your needs

 

Tools I work with:

Practice Management Software I work with:

  • Halaxy

  • Cliniko

  • CorePlus

  • Medirecords

  • Genie Solutions / Gentu

  • Best Practice (BP)

  • Zedmed

  • MedicalDirector

  • Shexie

  • Foxo (secure messaging)

  • HealthEngine / HotDoc (booking + marketing)

  • Coviu / HealthDirect VCC (Telehealth platforms)

  • TidyHQ (team/project management for medical groups)

Automation, Forms & Backend Systems

 

  • Google Workspace (Forms, Sheets, Docs, Drive, Gmail, Calendar)

  • Zapier (cross-platform automations)

  • Jotform / Typeform / Cognito Forms

  • Trello / Asana / ClickUp (workflow/project tracking)

  • Notion (client portals, systems documentation)

  • Calendly / Setmore (external bookings)

  • Dropbox / OneDrive / SharePoint

  • Slack / Google Chat / MS Teams (internal comms)

 

 

AI & Smart Tools

 

  • ChatGPT (letter support, system logic, smart replies)

  • Otter.ai / Scribie (transcription + meeting notes)

  • Speech-to-text / dictation tools (Dragon, Heidi, MacOS tools)

  • Chatbase (custom-trained bots for clinics)

  • Tidio / Crisp / Wix Chat (website chatbots)

  • AI email responder logic (via Zapier, Gmail, GPT plugins)

 

Writing, Branding & Design

  • Canva (flyers, service packs, branding)

  • Mailchimp (email marketing + GP outreach)

  • Google Sites / Wix / Squarespace / Super.so (web presence)

  • PDF escape / Smallpdf / PDF XChange (forms & edits)

  • Adobe Express / Illustrator (if advanced branding needed)

Virtual admin support model:

Patient Communication

 

  • Answering enquiries (via email, SMS, or web form)

  • New patient screening & onboarding

  • Referral checks + triage

  • Reminder messages and no-show follow-ups

  • Cancellation management with waitlist rebooking

 

Practice Management

 

  • Daily appointment oversight

  • Calendar optimisation

  • Halaxy/HotDoc/Cliniko/Genie bookings

  • Secure form sharing & results handling

  • Payment tracking + invoice follow-up

  • File uploads, letter formatting, and dispatch

 

Custom Digital Portal or App

 

  • Branded interface for your practice

  • Secure access for patient info, bookings, documents

  • Forms, feedback, onboarding, and workflows in one place

  • Can be used by patients, you, or other providers as needed

  • Available via desktop + mobile

 

Backend Strategy & Growth

  • Referral tracking & marketing outreach

  • Workflow audits + continuous improvements

  • System upgrades as your business grows

  • Personalised dashboard for your operations

  • Monthly reporting & performance metrics

Want to adjust as you go?

Absolutely. Everything I offer is built to be

Scalable, Modular, Tailored to your specialty and workflow.

Add/reduce as required.