Back to home

Resource

10 Automations every allied health practice should have.

Specific tools, real prices, honest time savings. Built from the patterns we see across physio, chiro, GP, dental, and podiatry practices we work with.

Most of these are doable in a day or two. None require a developer. Total monthly cost if you implement all ten: $600–$900/mo for a single-practitioner practice. Total time saved: 15–25 hours/week across practitioners + reception (more for multi-practitioner practices).

We don't take affiliate commissions on any tool mentioned.

Quick win— 1–2 days
Medium— 1 week
Bigger build— 2–3 weeks
01

After-hours booking AI agent

Quick win

The pain: Patients try to book at 7pm. Reception's gone home. They check a competitor's site that has online booking and you lose them.

The fix: A 24/7 AI agent on your phones and website chat takes booking enquiries, checks calendar availability, and books straight into your practice management system. Confirms via SMS.

Tools

Smith.ai + HotDoc/HealthEngine integration

Typical cost

$285/mo

Impact

Recover ~20–30% of after-hours enquiries currently lost

02

Automated reminder + reschedule flow

Quick win

The pain: 10–15% no-show rate is the industry baseline. Each missed appointment is direct lost revenue you'll never get back.

The fix: Day-before SMS confirm, morning-of reminder, one-tap reschedule link. Patients who can't make it self-reschedule instead of ghosting.

Tools

Cliniko, Power Diary, or Halaxy (built-in) or Make.com

Typical cost

Often included; otherwise ~$29/mo

Impact

30–50% drop in no-shows

03

AI scribe for clinical notes

Medium

The pain: Practitioners spending 15–30 minutes per session writing SOAP notes after the fact. Hours per day not seeing patients.

The fix: Voice recording during the session is auto-transcribed into structured SOAP format and filed in the patient record. Practitioner reviews and signs off — usually under 2 minutes per session.

Tools

Heidi Health, Lyrebird Health (AU-based), or Lindy

Typical cost

$60–$120/mo per practitioner

Impact

Saves 15–25 minutes per consultation

04

Bulk-billing eligibility pre-check

Medium

The pain: Patients book expecting bulk billing, turn up, and there's a confusing conversation at reception. Awkward for everyone.

The fix: Pre-booking quiz that determines eligibility. Patient sees their out-of-pocket cost upfront. No surprises on the day.

Tools

Tally form + Make.com + your practice management

Typical cost

$30–$50/mo

Impact

Eliminates ~3–5 hours/week of reception confusion

05

Digital intake form with auto-CRM

Quick win

The pain: New patient fills paper forms in the waiting room. Receptionist retypes into the system. Errors, delays, frustrated patients.

The fix: Digital form sent before the appointment via SMS link. Pre-fills into your practice management system. Patient walks in already onboarded.

Tools

Cliniko intake forms or Jotform + Make.com

Typical cost

Usually included; otherwise ~$40/mo

Impact

Saves 10–15 minutes per new patient

06

Recall and care plan reminders

Medium

The pain: Patients on Medicare CDM plans, GPMP reviews, or scheduled follow-ups slip through the cracks. Lost revenue + worse outcomes.

The fix: Automated reminder sequence based on the patient's care plan dates. SMS at the right intervals. Patient self-books or one-click responds.

Tools

Make.com + your practice management

Typical cost

$40/mo

Impact

Recall rate lift: 25–40%

07

Review request automation

Quick win

The pain: Patients are happy but never leave reviews. Competitors with 200 reviews dominate local search.

The fix: When an appointment is marked complete, an SMS goes out 24 hours later asking for a Google review with a one-click link.

Tools

Make.com + Twilio + Google Business Profile

Typical cost

$40/mo

Impact

30–50% of patients who get the text leave a review

08

FAQ chatbot on your website

Medium

The pain: Reception fields the same five questions 30 times a day: hours, parking, what conditions you treat, bulk billing rules, fees.

The fix: Website chatbot trained on your specific services, fees, bulk-billing rules, and location info. Answers 70–80% of website enquiries without reception touching them.

Tools

Custom Make.com + Gemini

Typical cost

$30–$50/mo plus build

Impact

Saves 1–2 hours/day of reception time

09

Outstanding invoice + claim chase

Medium

The pain: Private health insurance claims sit unsettled. Outstanding patient gap payments accumulate. Manual chasing is awkward.

The fix: Automated reminder cadence for unpaid gaps. For claims, automated submission status check and re-submission for rejected claims.

Tools

Your practice management + Make.com

Typical cost

$30/mo

Impact

Drops days-to-payment by ~30%

10

Internal practice knowledge assistant

Bigger build

The pain: New reception staff constantly ask 'do we treat X?', 'what's the bulk billing rule for Y?'. Senior staff become living manuals.

The fix: Private chatbot trained on your practice's services, fees, eligibility rules, and process docs. Reception asks it before interrupting practitioners.

Tools

ChatGPT Teams or custom Make.com + Gemini

Typical cost

$30/mo plus build

Impact

Saves 30–60 mins/day of senior interruptions

A note on clinical AI

Anything that touches clinical decision-making (diagnosis, triage, treatment recommendations) needs to be implemented with extreme care and full practitioner oversight. Everything on this list is admin/scheduling/communication — none of it makes clinical decisions. AI scribes (#3) generate notes for human review and sign-off; they don't practice medicine.

Where to start

Most practices should start with #1 (after-hours booking), #2 (reminder/reschedule), and #3 (AI scribe). Those three pay for themselves within weeks.

Want similar guides for other industries?

We publish industry-specific guides covering the same 10-automation framework. Subscribe to get each one as it lands.

Want this tailored to your practice?

Our $999 AI Business Assessment delivers exactly this — specific to your team, tools, and workflow. Plus implementation order and impact estimates.