The clinic's day, on one list. 

A shared planner for calls, bookings, referrals and admin — with AI surfacing the action items from today's notes.

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14 day free trial · Australian hosted · Works alongside your PMS

Clinic TasksAI assist
My tasks+ Add task
TodayFri 1 May4 open

Call back Mrs Chen — knee follow-up

Due 11:30am

CallAW

Book imaging — J. Patel (lumbar MRI)

From session note

BookingSM

Email referral to Dr Lee re S. Nguyen

EmailAW

Reorder kinesio tape (low stock)

StockRM

Review draft KB article — cancellation policy

KB ReviewAW
TomorrowSat 2 May2 open

Send invoice — M. Roberts physio package

InvoiceRM

Check waitlist for Tue 6pm cancellation

BookingSM

What you get

Built for the way clinics actually run.

01

AI-Surfaced Tasks

Notes that mention 'send referral' or 'book imaging' become tasks automatically — assigned to the right person.

02

Typed & Tagged

Calls, bookings, emails, stock orders, invoices, KB reviews — colour-coded so the right work is easy to spot.

03

Whole-Clinic View

Reception, clinicians and admin share one list. Filter to your tasks, or see what's open across the team.

04

Day-Sectioned

Today, tomorrow, this week — drag tasks between days. Overdue items surface at the top.

05

Recurring Routines

Weekly stock checks, monthly debtor sweeps, quarterly equipment service — set once, runs on its own.

06

Nothing Slips

Everything that needs a human touch lives in one place — no Post-it notes, no group chats, no forgotten follow-ups.

How it works

From first click to daily habit.

1

Notes Become Tasks

Finish a consult and the action items in your note appear in the planner — pre-tagged.

2

Assign & Schedule

Pick the owner and the day. Bulk-assign reception tasks in seconds.

3

Work the List

Tick off as you go. Drag what spills over to tomorrow. AI assist suggests the next step.

4

Close the Loop

Linked tasks update the patient record so the whole team sees what was done.

See it in your own clinic.

14 day free trial. Set up in an afternoon, alongside the PMS you already run.

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