Features
What Excel Can't Do for Your Referrals
Track, communicate, and convert. Built for practice managers.
Visual Board, Not a Spreadsheet
Drag-and-drop pipeline. See what's received, in progress, and booked. Know what needs attention today.
- All referrals in one view
- Overdue alerts before things slip
- See which doctor owns what
Upload. Auto-Fill. Done.
Drop in a fax, scan, or PDF. AI reads it and fills in patient name, GP, DOB, and specialty.
- No more retyping from letters
- Gets smarter with every correction
- Edit fields inline
- Catches duplicates automatically
Keep Patients in the Loop
Send SMS and email updates to patients directly from the referral board. No more switching between apps.
- Send SMS in a few clicks (add-on)
- Send email updates to patients (add-on)
- Consent and opt-out built in
- Delivery receipts on every message (add-on)
Reports Without Formulas
Live dashboard. Conversion rates, bottlenecks, doctor performance. No pivot tables.
- Live conversion rate
- Month-on-month comparison
- Set and track targets
Each Doctor Gets Their Own Inbox
Review, approve, or request more info. No more printing referral stacks or forwarding emails.
- Referral list and details side by side
- Approve, decline, or request info in one click
- Email notification when a referral is assigned
- Filter by urgency, specialty, or status
Supercharge with add-ons
Add capabilities as your practice grows. Pro-rated billing, activate or deactivate anytime. Professional plan add-ons include a $50/mo surcharge per add-on. All prices include GST.
SMS Integration
Send & receive patient SMS with SMS partner and a dedicated practice number
+$99/mo
Learn more →AI Intake
AI document processing — upload a referral letter and auto-fill patient details
+$50/mo
Learn more →
Ready to try it?
Try It Free for 14 Days
10-minute set-up. See the difference by lunchtime.
14 days free · Not charged during trial · Cancel anytime