Browse every prompt

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.

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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.

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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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).

Weekly roster summary — team email

The "roster's up" email/message that lands every Sunday-ish. Highlights what matters (busy nights, new starters, open shifts) so the team scans it and acts.

Weekly supplier order — produce / dry goods

The weekly supplier order email — produce, dry goods, anything you have to send before the cut-off. Scannable, with notes on substitutions and forecast.

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Group session marketing post (Facebook)

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

Variation engagement letter — adding scope mid-engagement

Short variation letter when an existing engagement grows. Way faster than a fresh engagement letter; references the original and only documents what's changed.

Engagement letter — scope variation request

A scope variation request that separates new work from the original engagement so it's documented and billable, not absorbed. References the original engagement, names the clause, gives fee + time + sign-off path.

Politely flag scope creep

A calm, factual email when work has drifted past the original scope. Keeps the relationship warm and protects margins.

Staff roster — open shift cover request

A group-chat-friendly message asking the team to cover an open shift, written so the right person says yes first.

Scope-reset email after a misaligned first phase

When the first phase didn't land — a written reset email that names the gap, owns the share of it, and proposes a clear plan for phase 2 before momentum is lost.

Out-of-scope request — decline or quote separately

An out-of-scope request reply that picks one of three clear paths (decline / refer / quote separately) and holds the line. State the decision in line 1, reaffirm what stays in scope, no "unfortunately".

Formal first-reminder for an overdue professional fee

A formal first-reminder for a professional services invoice — appropriate tone for accountants, lawyers, consultants. References the engagement, acknowledges any open query, asks for a clear pay-by date.

Pre-debt-collector final notice with prompt-pay discount

A pre-debt-collector final notice that offers a prompt-pay discount as the rational off-ramp before referral. Calm, commercial, names the alternative without threatening. The "I'd rather we close this than hand it off" line is the unlock.

Mid-engagement scope-creep email (define + invoice variation)

A mid-engagement scope-creep email that names the drift with 3 specific examples, proposes a variation, doesn't change the original engagement, and locks in a "flag as we go" rule for the rest of the project. Calm, collaborative, not scolding.

Polite 14-days-overdue B2B invoice nudge

A 14-days-overdue B2B invoice nudge that asks two clear AP-team questions (is it scheduled / is anything blocking it) and includes remittance + a phone number for faster resolution. Polite, neutral, long-relationship-safe.

Last-minute cancellation reschedule SMS

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

Plain-English engagement letter cover note

A plain-English cover note that goes ABOVE the formal engagement letter — translates the clauses into what the client's actually agreeing to, names the out-of-scope limits, invites questions before signing.

Draft an engagement letter (consulting / legal / accounting)

A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.

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.