ChatGPT
#business

SOAP note formatter from session notes

Turn your scribbled session notes into a clean, properly-structured SOAP note ready to paste into Cliniko, Halaxy or your records.

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Claude
#business

GP referral letter agent

Letters to and from GPs in one workflow: drafts the formal letter, attaches the right context, suggests next steps for shared care.

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ChatGPT
#business

Recall SMS for a lapsed client

Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.

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Claude
#business

Lapsed-client recall agent

Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).

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Claude
#business

Referral letter to GP

Formal letter to a GP referring back, requesting imaging, or escalating a finding. Professional medical tone, AHPRA-compliant.

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Claude
#business

Plain-English NDIS progress report

Turn session-by-session notes into an NDIS progress report a non-clinician (parent, support coordinator, planner) can actually read.

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Claude
#business

Intake form summariser

Paste a client's intake form responses → get a 1-paragraph summary with key points, flags and a suggested first-session focus.

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Claude
#business

NDIS report agent (end-to-end)

End-of-plan-period workflow: notes + outcomes + sessions delivered → full NDIS progress report ready for plan review, written for the planner audience.

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Claude
#business

Daily clinical notes agent

End-of-day workflow: paste your scribbled notes from each session, agent returns clean SOAP-format notes ready to copy into Cliniko/Halaxy/PowerDiary.

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Claude
#business

New client intake agent

Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.

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Claude
#marketing

Practice marketing engine agent

Weekly content workflow: takes one anonymised client win + your specialty angle, produces a Facebook post, an Instagram caption, a Google Business update, and a referrer email.

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ChatGPT
#business

Cancellation + no-show recovery agent

When a client cancels late or no-shows, this agent decides whether to charge, drafts the right reply, schedules the reschedule.

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Claude
#business

Discharge summary agent

End-of-care workflow: takes the case start-to-end, produces a discharge summary tuned to the audience (client, GP, NDIS planner, insurer).

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Claude
#business

Medicare / private health rebate agent

Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.

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Claude
#business

Practice growth strategy agent (quarterly)

Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.

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ChatGPT
#business

Telehealth session prep + tech-check agent

Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.

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Claude
#business

Insurer escalation agent (WorkCover/TAC/DVA)

When the insurer wants more sessions / a return-to-work date / questions your assessment — this agent drafts the escalation letter + evidence pack.

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Claude
#education

Home exercise program handout

Drafts a clear daily home exercise plan with reps, sets, frequency, and progression cues. Plus the warning signs that mean stop and call us.

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Claude
#education

Lifestyle factsheet for a chronic condition

Drafts the sleep, food, movement, and stress factsheet for a patient managing a chronic condition. Specific enough to follow, gentle enough to actually do.

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Claude
#business

Subjective wellbeing check-in agent (between sessions)

For psych or coaching practices: an automated weekly between-session check-in that surfaces drift before the next session, decides when to escalate.

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Claude
#marketing

Group programme / class marketing agent

Launches a new clinical group (Pilates, exercise class, parent coaching, support group): builds the offer, target list, marketing posts, intake form, and 4-week launch plan.

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Claude
#business

Intake-to-discharge workflow agent

Maps the entire arc of a client's care from referral through discharge: when to reassess, when to refer out, when to wrap up. Agent flags drift.

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ChatGPT
#business

New client welcome email

Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.

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Claude
#business

Goal-review session progress note

Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.

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Claude
#business

Outcome measure interpretation for the client

When you re-administer an outcome measure (e.g. K10, DASS-21, Oswestry, Berg), explain the result to the client in plain English.

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Claude
#business

Treatment plan summary for the client

Written summary of the treatment plan for the client to take home. Plain English, clear expectations, what they need to do.

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Claude
#business

Discharge summary

Concise discharge summary at the end of an episode of care. Ready to share with the client, GP, or NDIS.

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ChatGPT
#business

Telehealth session reminder + tech check

Sent the morning of a telehealth session. Confirms time, includes the link, and a 1-line tech check.

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ChatGPT
#business

Internal handover note — referring within practice

Note to a colleague within the same practice when handing a client over (e.g. physio → OT, or to a different practitioner for cover).

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Claude
#education

Plain-English condition explainer for a patient

Turns a clinical diagnosis into a 1-page handout the patient can actually read. Covers what it is, what causes it, what we're doing, and what they can do at home.

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Claude
#education

Post-session what to expect handout

After-session handout: what they might feel tonight and tomorrow, what to do about it, and when normal soreness crosses into something to call you about.

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Claude
#education

Red flag warning sheet for the patient

Lists the specific symptoms that mean stop, call the clinic, see a GP, or go to ED. Bypasses the "is this normal?" 11pm text and protects both of you.

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ChatGPT
#marketing

Group session marketing post (Facebook)

Local-business Facebook post promoting a group session, workshop, or class. Doesn't sound like an ad.

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ChatGPT
#business

Last-minute cancellation reschedule SMS

Short text when a client cancels last-minute. Acknowledges, doesn't shame, offers reschedule options.

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Claude
#business

Multi-disciplinary handover agent

When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.

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Claude
#business

AHPRA + insurance compliance check agent

Annual or new-service check: walks through AHPRA registration, professional indemnity insurance, supervision, CPD hours, business compliance — flags what's overdue.

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Claude
#business

Cliniko / Halaxy weekly admin agent

Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.

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Claude
#business

Outcome measure analysis agent

Quarterly review: takes your full caseload's outcome scores, identifies what's working, what's not, where you're an outlier (pos or neg) vs published benchmarks.

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Claude
#business

Group/family session prep agent

When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.

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Claude
#business

Letter to insurer requesting additional services

Formal letter to WorkCover, TAC, DVA, or a private health insurer requesting additional services or extension of cover.

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