All the tools you need to help you provide outstanding client care.
Reduce administrative burden. Easily create online forms with client responses automatically updated directly to their file.
- Create forms for multiple purposes with our drag and drop builder
- Collect signatures online
- Submitted forms pre-populate client information within Splose
- Email intake form links for clients to complete online
Enhance your customer experience and provide exceptional support with conversational messaging.
- Select a dedicated mobile number for your business
- Clients can reply via SMS any time
- Delivery status and sender details are displayed
- Inbound and outbound messages get logged in communications
Effortlessly create and manage Medicare and DVA plans, NDIS participant support plans and aged home care plans.
- Track NDIS participant budgets
- Manage face-to-face appointments and non-face-to-face billable activities like report writing and travel
- Record class passes and pre-payments
- Oversee Medicare care plans
Upload files from any device and organise them into folders or with a client file.
- Upload multiple files and continue working
- Drag and drop files and rename attachments
- Restore deleted files within 30 days
- Preview uploaded images and PDF documents
Rapidly create referral letters, reports and other communication with dynamically generated content using our letter maker.
- Build templates with placeholder fields
- Pre-populate letters with dynamic client details
- Attach signatures automatically
Never lose a progress note again with our auto-saving functionality.
- Attach files and documents to a progress note
- Email PDF notes to multiple recipients
- See all recent notes on a single screen
- Add multiple choice and check box fields to streamline writing
Upload your own images and body charts or use our library. Effortlessly draw diagrams and mark-up images.
- Draw using your finger, mouse or stylus
- Upload client photos and mark-up
- Included library of templates