The Library
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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.
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.
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.
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).
Referral letter to GP
Formal letter to a GP referring back, requesting imaging, or escalating a finding. Professional medical tone, AHPRA-compliant.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
New client welcome email
Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.
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.
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.
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.
Discharge summary
Concise discharge summary at the end of an episode of care. Ready to share with the client, GP, or NDIS.
Telehealth session reminder + tech check
Sent the morning of a telehealth session. Confirms time, includes the link, and a 1-line tech check.
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).
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.
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.
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.
Group session marketing post (Facebook)
Local-business Facebook post promoting a group session, workshop, or class. Doesn't sound like an ad.
Last-minute cancellation reschedule SMS
Short text when a client cancels last-minute. Acknowledges, doesn't shame, offers reschedule options.
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.
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.
Cliniko / Halaxy weekly admin agent
Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.
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.
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.
Letter to insurer requesting additional services
Formal letter to WorkCover, TAC, DVA, or a private health insurer requesting additional services or extension of cover.