Referral management features built for specialist practices
Everything your practice needs across 13 feature areas — nothing it doesn't.
Referral Management
Visual Kanban board with drag-and-drop, milestone tracking, and urgency flags.
Doctor Pipeline
See every doctor's workload at a glance with approval tracking and specialty assignment.
DocBot AI
AI reads your documents, sorts them by type, and extracts key details — so your team doesn't have to.
Patient Management
Full patient demographics, Australian healthcare identifiers, and a unified activity timeline.
Communications
Send SMS and email to patients and GPs with templates, delivery tracking, and two-way messaging.
Halo ConnectComing Soon
Connect to BP Premier for patient lookups and clinical data access.
Analytics & Dashboard
Real-time KPI cards, interactive charts, and conversion funnel analysis.
Billing & Subscriptions
Simple monthly billing with no surprises. Manage everything online.
Security & Access
Enterprise-grade encryption, role-based access, MFA, and automatic session timeouts.
Multi-Tenancy
Your data, completely isolated and private. Each practice is its own secure space.
User Management
Add team members, set permissions, and control who can do what — all in one place.
Consent & Compliance
Track verbal, written, and electronic consent with full history and withdrawal support.
Bulk Operations
Import, export, de-duplicate, and bulk-manage your patient and referral data.
Go deeper
Free Tool
Referral Leakage Calculator
Find out how much revenue your practice loses each year from leaked referrals.
Guide
The Complete Referral Tracking Guide
Everything you need to know about tracking referrals in a specialist practice.
Comparison
Spreadsheet vs Software: When to Upgrade
Honest comparison of tracking referrals in Excel versus dedicated software.
Tutorial
Set Up a Referral Workflow in 10 Minutes
Step-by-step guide to getting your referral tracking system running today.