CRM for Allied Health and Physiotherapy

Allied health runs on a pathway, not a sales funnel. A patient arrives by referral or self-refers, has an assessment, then works through a course of treatment to discharge. A CRM that understands that pathway keeps clinical and admin work flowing without the double handling.

A pathway that fits your practice

Referral received, assessment booked, active treatment, review, discharged. When your pipeline mirrors the real course of care, everyone in the practice knows where each patient sits and what comes next.

Referrals, consent, and health fund details

GP referral letters, consent to treat, and health fund information can be captured through a branded portal before the first session. That reduces admin at reception and makes sure the clinician has what they need on day one.

Track the clinical detail

Beyond the patient, you can track injuries, treatment plans, and sessions as their own records, linked together, so the clinical picture is complete without leaving your main system.