More patients. Less admin. Grow your practice.
Track referrals, manage your waitlist, re-engage lapsed patients and sync with Xero - the business-development layer your practice management software does not have.
Quick answer
Does this replace Cliniko, Nookal, or Powerdiary?
Product fit
Built around the work after the enquiry
Referral and waitlist pipeline
Lead stages, custom fields, routing
Track GP referrals, NDIS enquiries, private-pay leads, waitlist priority, preferred clinician, and next contact without using clinical records as a sales list.
Recall and reactivation workflows
Segments, SMS, email sequences
Create safe front-office follow-up for lapsed patients, incomplete enquiries, assessment no-shows, and referrer relationship campaigns.
Referrer relationship view
Accounts, activities, dashboards
See which clinics, GPs, support coordinators, or corporate partners send enquiries and what follow-up they need next.
GP and specialist referral pipeline tracking
Lapsed-patient reactivation campaigns
New-patient waitlist visibility
Program enrolment and private-plan follow-up
Why this page exists
Practices searching for a CRM for allied health Australia usually do not want to replace their clinical system. They want better referral tracking, reactivation campaigns, waitlist visibility, and GP relationship management. All of it sits around the appointment software they already use.
HelloGrowthCRM fills that gap. It helps physio, OT, and speech practices run the business-development side of the practice — without replacing Cliniko, Nookal, or Powerdiary.
Common search intent
Why teams evaluating CRM for allied health Australia want a simpler system
Practice management software handles appointments but no one tracks where new patient referrals come from.
Patients who stopped coming 6 months ago have no automated re-engagement path.
No visibility on which GPs are sending the most referrals.
Product features that fit Allied Health Private Practices work
Use these capabilities to move from enquiry to quote, scheduled work, follow-up, and payment visibility without stitching together separate tools.
Referral and waitlist pipeline
Lead stages, custom fields, routing
Track GP referrals, NDIS enquiries, private-pay leads, waitlist priority, preferred clinician, and next contact without using clinical records as a sales list.
Recall and reactivation workflows
Segments, SMS, email sequences
Create safe front-office follow-up for lapsed patients, incomplete enquiries, assessment no-shows, and referrer relationship campaigns.
Referrer relationship view
Accounts, activities, dashboards
See which clinics, GPs, support coordinators, or corporate partners send enquiries and what follow-up they need next.
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Connect the tools this team already uses
Keep accounting, SMS, calendars, email, meetings, and payment tools connected to the same customer and job timeline.
Appointment coordination
Sync intake calls, assessment appointments, and referrer meetings with practitioner or front-desk calendars.
Front-office reminders
Send appointment confirmations, intake-form nudges, and recall reminders from structured CRM workflows.
Telehealth admin
Create video links for consultations or referrer meetings while keeping the meeting attached to the CRM timeline.
Practice billing context
Connect front-office CRM work with invoice visibility for private-pay services, corporate accounts, or programme work.
Referral growth and Xero-linked follow-up outside the clinical PMS
The goal is not to replace your clinical software. It is to give your team a better system for referrals, waitlists, lapsed-patient reactivation, and referrer relationships. And it stays connected to Xero-ready billing context.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
How it works
Set up your AU workflow fast
Start with a pipeline built for quotes, repeat work, ABN-linked client records, and service follow-up without a long setup project.
Import contacts and connect Xero
Move clients, prospects, and open jobs from spreadsheets, then connect Xero so invoicing and customer context stay closer together.
Automate reminders and reactivation
Use SMS, email, tasks, and recurring follow-up to keep jobs, quotes, and inactive clients from slipping through the cracks.
Pricing
A$20 per user per month, or A$16 on annual billing
A simple monthly price for referral tracking, waitlist management, lapsed-patient reactivation, and Xero-connected practice growth workflows.
Useful next steps
Pricing
See how allied health teams can start with a simple Australia-ready CRM workflow.
ExploreStart free
Create your account, import your pipeline, and test Xero-connected follow-up with your current workflow.
ExploreAustralia hub
Browse all Australia industry pages built around Xero, SMS reminders, and small-business workflows.
ExploreHow Australian allied-health practices use HelloGrowthCRM alongside their clinical PMS
Allied-health practices — physiotherapy, podiatry, exercise physiology, dietetics, occupational therapy, speech pathology — typically run clinical practice management software for scheduling and notes. Common choices are Cliniko, Power Diary, Halaxy, and MyPracticeMate. The PMS handles clinical workflow well, but it is weak on relationship development. It does little for referral source tracking, lapsed-patient reactivation, NDIS plan visibility, corporate-account development, or program-enrolment pipelines. HelloGrowthCRM fills that gap. It is the front-office relationship layer that runs alongside the clinical PMS. The two systems share the patient identifier, so practitioners keep a unified view without duplicate clinical data entry.
Referral pipeline visibility is the most under-developed growth lever at most allied-health practices. The GPs and specialists who refer patients are, in effect, the practice's marketing channel. Yet practitioners rarely track which referrers send the most patients, which have gone quiet, and which might be open to a wider referral relationship. HelloGrowthCRM's referrer-attribution view shows referral patterns over rolling periods. It surfaces the strategic relationships worth investing in. Most practices discover, on first looking, that 5-10 referrers drive the bulk of new patients — and those relationships deserve extra attention.
Lapsed-patient reactivation is the discipline that separates practices growing organically from practices stuck on a flat baseline. Patients who finished a program 6-12 months ago, and have not booked since, respond far better to a friendly check-in than to cold marketing. HelloGrowthCRM's lapsed-patient automation segments past patients by program type, time since last visit, and clinical-need signals. It then runs targeted reactivation sequences — an SMS reminder, an email program update, a telehealth offer. In most practices' experience, these recover 8-15 percent of lapsed patients.
NDIS plan visibility and corporate-account management are two high-margin lines that most practices manage poorly. NDIS-funded patients have specific plan dates, funding categories, and reauthorisation windows. Each one affects billing and continuity of care. Corporate accounts — employee health programs, sports teams, workplace EAP relationships — need account-level reporting, contracted-rate management, and renewal conversations months before the contract ends. HelloGrowthCRM models both as distinct account types, with the right field structure and automation. That supports these revenue lines without forcing them into a one-size-fits-all PMS workflow.
Frequently asked questions
AI Features Built for Allied Health Providers (Australia)
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Allied Health prospects 24 hours after sending a quote to answer questions and close the job — no manual chasing.
Smart Compose for Client Emails
AI writing assist for job confirmations, progress updates, and invoice follow-ups — consistent, professional, fast.
Automated Job Scheduling Follow-Ups
Trigger WhatsApp reminders for upcoming appointments and post-job review requests automatically.
AI Lead Scoring
Prioritise the highest-value job enquiries by service type, location, and response speed so your team quotes the best leads first.
All AI features included on every paid plan. No add-ons.
The growth work your practice software was never built for
Clinical practice management software is excellent at appointments, notes, and Medicare claiming — and largely silent on everything that happens before a patient books and after they stop coming. Nobody in the practice can answer which GP clinics referred the most new patients this quarter, how many people on the waitlist have been contacted, or how many patients quietly finished a program six months ago and never rebooked. That information exists, scattered across the PMS, reception's memory, and an old spreadsheet — it just is not organised anywhere a practice owner can act on it.
A CRM sits beside the clinical system and owns exactly that layer: referral sources tracked per GP and specialist, a visible new-patient waitlist with owners and next actions, and automated email and SMS sequences that check in with lapsed patients at the interval you define. Reception stops keeping the growth side of the practice in their heads, and the principal gets a monthly view of where new patients actually come from before deciding where to invest relationship time.
How three kinds of practices use the same workflow
The growing physio clinic
Picture a two-practitioner physio clinic in a regional centre like Geelong. New patients mostly arrive from a handful of local GPs, but nobody tracks which ones. With referrers managed as accounts, the practice sees its top referrers each quarter and notices quickly when a previously steady GP goes quiet — usually a sign a competitor visited first.
The speech pathology waitlist
A paediatric speech pathology practice carries a months-long waitlist. Every family on it becomes a pipeline record with a contact date, so cancellation slots get filled from the list in minutes and no family sits uncontacted for a term. Parents get an SMS update instead of silence, which protects the practice's reputation while they wait.
The multi-clinic podiatry group
A three-location podiatry group runs NDIS, aged-care, and private work side by side. Separate account types keep plan dates and contracted rates visible for the funded work, while lapsed-patient sequences quietly rebook routine care patients whose last visit has slipped past the recall window.
A realistic first month
- Import referrer and patient contact details — initial setup usually takes 15-30 minutes, not a project plan.
- Build the waitlist pipeline: enquiry, waitlist, contacted, booked, reactivation.
- Tag every new patient with a referral source for one full month to get your first honest referrer report.
- Switch on one lapsed-patient sequence for a single program type before rolling out more.
- Connect Xero so private and NDIS billing context sits next to the relationship record.
Buying notes for practice owners
Keep clinical records in your PMS — the CRM should hold relationship and business-development data only. Check that the system your front desk will actually use is simple enough to update between phone calls, and that sequences can be paused per patient the moment someone rebooks.
See how the automation features drive the reactivation sequences, review the Xero integration, or browse the other Australian industry workflows to see how the platform handles service businesses more broadly.