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End-of-week cash + EFTPOS reconciliation agent
A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.
Write a 'when I'm gone' professional handover doc
Drafts a comprehensive handover doc for someone covering your role temporarily or permanently.
Refer a patient to another practitioner
A referral letter that gets your patient seen - the picture so far, why you are referring, and the question you want answered, without the recipient having to dig.
End-of-week cash + EFTPOS reconciliation agent
A 5-step weekly reconciliation: per-day match, tip handling, comp/staff meal check, GST scan, and the bookkeeper handover - so Monday opens clean.
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).
Write a founder transition plan
Plans the transition out of a founder/CEO role to a successor with handover and equity.
Settlement reminder for buyer
Reminder email a week before settlement covering the practical to-dos: utilities, insurance, key handover, final inspection.
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.
Write a maternity/parental leave handover
Drafts a handover doc and email for parental leave covering responsibilities and decision authority.