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AI Automation Overview Page 03

Onboard new referrals with less handling than ever

splose's automated embeddable forms streamline client intake by seamlessly integrating online referrals into splose. Once embedded on your website, these forms direct referrals into splose, engaging the waitlist screener for efficient new client triaging.

This workflow can automatically prompt emails to both clients and staff, enhancing communication and reducing manual input. With additional features like automated waitlist tags, splose not only automates new client data entry but also significantly decreases administrative tasks, allowing your practice to focus more on client care and less on paperwork.

Embeddable forms

Efficient case tracking: ensuring optimal service delivery

Keep every case on track. splose's case tracking feature enables practices to track hours, appointments, and budget allocations for each referral. Case alerts automatically remind you when a case is expiring or budget utilisation reaches a certain threshold, ensuring services are provided within the appropriate scope and timeframe.

This proactive approach prevents the delivery of services beyond their authorised period or allocation, safeguarding you and your client, and making the most of resources. splose's case tracking feature is essential for maintaining accurate and timely service delivery.

AI Automation Overview Page 04