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Allied Health Practices Australia

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?

No. HelloGrowthCRM is designed to sit alongside your clinical PMS and handle referral tracking, waitlists, reactivation campaigns, GP relationships, and service growth workflows.
Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Product fit

Built around the work after the enquiry

1

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.

2

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.

3

Referrer relationship view

Accounts, activities, dashboards

See which clinics, GPs, support coordinators, or corporate partners send enquiries and what follow-up they need next.

Industry Use Cases

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

CRM for allied health Australiaaffordable CRM for small physio practice Australianew patient referral tracking software AustraliaPowerdiary alternative CRM Australialapsed patient reactivation software AustraliaXero CRM for allied health Australia

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.

HelloGrowthCRM features

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

Track referral sources from GPs and specialistsLead source tracking
Manage new-patient waitlistDeals pipeline
Follow up lapsed patientsAutomated sequences
Run reactivation campaignsEmail and SMS bulk campaigns
Track highest-value referrersAccounts module (referrers)
Invoice private or NDIS fee plansInvoice + Xero
Handle program or class enrolmentsLeads to stages workflow
Integrations in the workflow

Connect the tools this team already uses

Keep accounting, SMS, calendars, email, meetings, and payment tools connected to the same customer and job timeline.

Google Calendar

Appointment coordination

Sync intake calls, assessment appointments, and referrer meetings with practitioner or front-desk calendars.

Twilio SMS

Front-office reminders

Send appointment confirmations, intake-form nudges, and recall reminders from structured CRM workflows.

Google Meet

Telehealth admin

Create video links for consultations or referrer meetings while keeping the meeting attached to the CRM timeline.

Xero

Practice billing context

Connect front-office CRM work with invoice visibility for private-pay services, corporate accounts, or programme work.

Xero + SMS follow-up

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.

Built for Xero-connected SMS follow-up

How it works

1

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.

2

Import contacts and connect Xero

Move clients, prospects, and open jobs from spreadsheets, then connect Xero so invoicing and customer context stay closer together.

3

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.

How 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

No. HelloGrowthCRM is designed to sit alongside your clinical PMS and handle referral tracking, waitlists, reactivation campaigns, GP relationships, and service growth workflows.

Need a cleaner growth system around your practice software?

Start free and connect referral tracking, waitlists, lapsed-patient follow-up, and Xero-linked workflows without replacing your clinical PMS.

AI & Intelligence

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.

Explore AI Agents

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

  1. Import referrer and patient contact details — initial setup usually takes 15-30 minutes, not a project plan.
  2. Build the waitlist pipeline: enquiry, waitlist, contacted, booked, reactivation.
  3. Tag every new patient with a referral source for one full month to get your first honest referrer report.
  4. Switch on one lapsed-patient sequence for a single program type before rolling out more.
  5. 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.