Waitlist & intake

No enquiry goes cold.

Enquiries from your booking page, website forms and the API land on one board in your own stages. Check the funding, match the clinician, and turn the enquiry into a patient file.

The board

Enquiries as cards, in your own stages.

Days waiting and a going-cold flag on every card.

How it works

See the waitlist as a board, a table or a map. Each card shows suburb, days waiting and funding, with a flag when an enquiry is going cold.

  • A funding checklist per enquiry; verified enquiries move to Ready to schedule.
  • A contact log and a chase guide through the follow-up rounds.
  • A coverage map of each clinician's service area, and the suburbs nobody covers.
The waitlist board: enquiries in New, Pending and Ready to schedule columns, each card showing suburb, region, days waiting and funding.

Match and book

Who can we book?

Ranked clinician matches, with the reasons.

How it works

Clinicians are ranked by suburb, route, language, availability, funding and gender preference, and the reasons are shown. “Who can we book?” checks the ready enquiries against free capacity and offers up to three clinicians each.

  • A cancellation tells admins how many waitlist patients match the freed slot.
  • Recalls list patients who still have treatment to book.

Booking page and intake

Your own link, and forms that fill the file.

A booking request page for your website, ads and socials.

How it works

Patients ask for a call back on your booking page and the request lands on the waitlist. Send the intake form, then accept it to create the patient file.

  • A form builder with 14 field types including signature and file upload, and questions that appear after certain answers.
  • Medicare, NDIS, DVA, GP and emergency-contact answers land in the right fields for you to review and apply.
  • A secure address your own website form or chatbot can send enquiries to.
  • Your Google tag fires when a booking request succeeds.
The practice's public booking request form: name, phone, email, suburb, funding and what the patient needs help with.

Questions

Questions practices ask

Where do enquiries come from?

Your booking request page, website forms, a chatbot and the API all land on the waitlist, with an automatic thank-you.

Can I customise the intake form?

Yes. The form builder has 14 field types, including signature and file upload, and questions that appear after certain answers.

How is the right clinician chosen?

Clinicians are ranked by suburb, route, language, availability, funding and gender preference, and the reasons are shown.

Can I see the waitlist on a map?

Yes. The waitlist can be shown as a board, a table or a map, including each clinician's service area.

See it with a practice’s worth of sample data.

Open the demo and click around, or get early access and start your own.