For therapy, rehab & health teams
An operating layer for care-team workflows.
We work with your existing tools where they make sense, suggest alternatives where there is avoidable friction, and build the workflow layer that connects referrals, scheduling, documents, communications and reporting.
Where we help
The admin-heavy parts of casework, connected into one clearer way of working.
Intake & onboarding
Referrals and new clients captured into a structured workflow — no manual spreadsheet entry, with missing-information checks built in.
Booking, sessions & rescheduling
Appointment booking, availability, rescheduling and reminders, with progress visible as sessions delivered against sessions approved.
Stage-based correspondence
Client emails sent automatically at each stage of the pathway, and inbound messages monitored with replies prepared for approval.
Letters, reports & session notes
Official letters and reports generated as PDFs; sessions run over video with transcripts captured and worked up into supporting reports.
Questionnaires & consent
Questionnaires issued and their completion tracked, and clients reminded about appointments and any consent form still unsigned.
Reporting, billing & audit
Progress reports drawn from the case, billing through the same system, and a full audit trail to the standards referrers expect.
How it works
Build around what works, improve what needs attention, and connect the work around it.
We start without assuming you need a new platform. We first understand how your team works, which tools are already valuable, where administrative friction appears, and what could be connected, improved or supported with automation.
In production
See this operating layer running in a live practice — Cassie.
Who it fits
For small and medium teams with real operational complexity.
- Therapy and psychology practices
- Occupational health and rehabilitation teams
- Case-management and specialist health teams
- Third-party teams handling insurer, employer or referrer workflows
For small and medium teams, it’s a scoped operating layer built around your existing tools, workflow and team knowledge — see Cassie for how this works in a live practice.
Commercial model
A simple way to start, build and keep improving.
We normally begin with a structured review, agree a sensible first build, keep the technical layer stable where needed, and scope later improvements separately.
Start with a diagnostic
Workflow review
We review the admin load, existing tools, referral flow, calendar steps, document work and recurring decisions before recommending what to keep, improve, connect or support with automation.
Agree the initial scope
First implementation
The initial build focuses on the highest-value operating layer for the team, such as intake, scheduling, reminders, templates, responses, case tracking or reporting.
Ongoing technical care
Technical maintenance
Where appropriate, an ongoing technical arrangement can cover hosting, monitoring, backups, service configuration and infrastructure upkeep.
Evolve by agreement
Further improvements
As the team’s needs develop, new workflows, letter templates, dashboard views, integrations, AI features or process changes can be scoped separately.
Ongoing technical care supports stability and service upkeep. Additional functionality is agreed separately.
Start
Show us the workflow you would like to improve.
We will help identify what could be streamlined, what needs human review and what should remain deliberately manual.