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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Updates live as you typeAct as my Friday-afternoon practice management agent.
My practice management software: Cliniko
This week's sessions delivered (rough count): {{session_count}}
Outstanding invoices and amounts (paste): {{outstanding_invoices}}
Clinical notes I haven't written yet (count + which clients): {{missing_notes}}
Unread messages or referrals in inbox: {{inbox}}
Next week's appointments (any prep needed): {{next_week_appts}}
Return a Friday-arvo punch list:
1. **Notes to finish today** — prioritised by recency + complexity. Block 30 min if there are <5, 60 min if more. Suggest order.
2. **Invoices to chase** — for each unpaid invoice: customer + how overdue + recommended action (gentle SMS / formal email / phone call / refer to collections)
3. **Inbox triage** — what's urgent (today/Monday), what can wait
4. **Recall opportunities** — anyone who finished a block of treatment 6-12 months ago worth a check-in
5. **Next week prep** — for each appointment requiring prep (new client, complex review, NDIS report due), what to do TODAY so Monday isn't chaos
6. **Self-care flag** — if the week has been brutal (e.g. 3+ heavy sessions in a row), permission to leave one thing for Monday
Plain English. Realistic time blocks. Don't pile on impossible to-dos.Fill in the required fields above to copy or run this prompt.
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