The product

Everything your practice runs on.

From the first booking to the paid claim, every part of the day lives on one record — with AspireAi, an AI assistant, handling the busywork on your say-so. Every screen below is the real product.

Calendar

A calendar for the clinic and the road.

Book, reschedule and run the day for every practitioner, in the clinic or on home visits, with the drive between home visits worked out for you.

  • Week and day views per practitioner, with busy time and support activities on the same grid.
  • Travel time and suburb-based routing built in, and standing slots for the patients you see every week.
  • Drag to reschedule, repeat bookings, joint sessions and group classes, with clash and availability warnings.
  • Find a time ranks every opening across the team by timing, continuity and driving, and explains each score.
  • Google Calendar and Outlook sync are coming soon.
Booking on the calendar: an empty slot is clicked, the patient and a Private 45 min service chosen, and the new visit appears on the week.

Automatic travel

Travel, worked out for you.

Drive time and km between home visits, measured from the visit before and added to each booking. Open times show what each would add to the day, with the shortest drive marked, and travel is invoiced to each funder at its own rates where that funder pays for it.

  • Each home visit's drive in km and minutes, measured from the visit before it (the first from the practitioner's base), and re-worked out when the day changes.
  • Open times show what each would add to the practitioner's drive, with the shortest drive marked.
  • Travel km and travel time invoiced at each funder's own rates, and left off where that funder does not pay for it.
  • A figure you type over the route's is kept, and an invoiced visit is never re-worked.
  • Video visits carry no travel; the drive home is billed only where you switch it on.

Patients & notes

The whole patient, on one file.

Details, funding, visits, invoices, letters and progress notes — all on the patient's file, nothing in a separate system.

  • Funding for every stream a practice bills — NDIS, Medicare (EPC), DVA, WorkCover, TAC, Support at Home, private and health insurance — with EPC session tracking that warns before the limit.
  • Progress notes from templates or dictation, or drafted by AspireAi from your shorthand for you to check.
  • Notes can't be deleted: an edit appends a new version, so the record always holds up.
  • Intake forms that fill the file, and referrer letters drafted straight from the notes.
Writing a progress note with AspireAi: shorthand typed under AI note is structured into SOAP sections and inserted into the note.

Waitlist & messages

No enquiry goes cold.

Every enquiry lands on one board, and every text with a patient sits in one inbox.

  • Enquiries from your booking page, website forms and the API as cards in your own stages, with days waiting and a “going cold” flag.
  • A funding checklist per enquiry, then a ranked clinician match by suburb, route, language and availability.
  • “Who can we book?” checks the ready enquiries against free capacity and offers up to three clinicians each.
  • Two-way SMS included: a text inbox laid out like a phone's messages, with every reminder and reply on the record.
The waitlist board: enquiries in New, Pending and Ready to schedule columns, each card showing suburb, region, days waiting and funding.
The Messages inbox: patients' text replies to appointment reminders, one conversation open with the reminder and the patient's confirmation.

Billing & claims

Invoices that price themselves.

One service, priced per funder. Each funding stream gets its own rate, its own wording on the invoice line and its own item and cancellation codes.

  • An invoice drafted the moment a visit is completed, at the right price with the travel added — or a month of visits in one batch.
  • Sent by email to the right payer with a secure pay link — card payments through your own Stripe — and reminders that carry the invoice.
  • Remittances and bank screenshots uploaded and matched to the invoices they pay.
  • Your own Xero connected: invoices go across and payments come back. Online Medicare (through Tyro Health), DVA and HICAPS claiming are coming soon.
Sending an invoice: a draft is opened from the register, the email reviewed and sent, and its status changes to Sent.

Teams & payroll

Your people, compliant and paid.

Everything about the team that isn't a patient: who they are, what they hold, when they work and what they're owed.

  • A people directory and staff files, with a credentials matrix that chases registrations and checks before they lapse.
  • Recruitment through onboarding, then rostering, performance and career pathways.
  • Leave requests and approvals, timesheets and payroll prep.
  • Incidents and complaints tracked to a signed-off close, a rated risk register and an asset register.
  • A team workspace: chat, meetings with transcripts and summaries, and the team feed.
Credentials: five active practitioners, 44 credentials current and one due soon, and the credential traffic-light matrix.

Dashboard & Finances

One home for every number.

The Dashboard summarises the practice on one page. All money, in and out, lives in Finances.

  • The Dashboard: the whole practice in five minutes — profit, money in and out, KPIs, the diary and the team — with AspireAi's written read of how it's going and where to put your attention.
  • Finances, in eight tabs: Profit, Revenue, To invoice, Payments in, Money owed, NDIS upload, Expenses and To approve.
  • Costs from one upload: statements, screenshots and bills are sorted for you, and each payee is remembered next time.
  • The NDIS bulk upload file, built from the invoices that need it.
The Dashboard's 5-minute summary: last week's revenue of $14,249 (up 15%), expenses, a 44.6% net profit margin, ad spend, website visits, new patients, the waitlist and progress notes done.
Finances › Profit in the sample practice, with the Business menu open: last week's profit of $6,204 on $26,035 revenue and this week's $3,802 so far, above the weekly revenue charts.

Marketing & Practice Insights

Where patients come from, and how the work is going.

Marketing keeps the ads and the referrals. Practice Insights holds the detailed reports, live from the record.

  • Marketing: new patients, cost per new patient, referrals and top referrers. Google Ads, Google Analytics and Meta figures are coming soon.
  • Practice Insights › Calendar: appointments and support activities.
  • Practice Insights › Patients: cases, the waitlist, your patient list and how well patients stay with you.
  • Practice Insights › Compliance and Team: progress notes and forms nobody has missed, and each practitioner's workload and utilisation.
Practice Insights for the calendar: monthly appointments by service rising since May, with breakdowns by service and by practitioner.
The Marketing page: the last 30 days in headline numbers — new patients, cost per new patient, ad spend, website visits, referrals and bookings made.

AspireAi

Ask, and it answers with something you can do.

AspireAi is the assistant built into every page. It works from your practice's own record and prepares each action for your approval.

  • Ask in plain English from any page, the AspireAi page or ⌘K.
  • Answers arrive as cards in the chat — a booking, a note, an invoice, the day's calendar — and you act on them right there.
  • Confirm-before-act: AspireAi shows exactly what will change, and every action it takes is listed in AI Activity.
  • Something not working? Tell AspireAi; your report lands in the OptiTide team's support queue, and you can watch it to resolved.
Booking from the AspireAi chat: a request to book a patient tomorrow at 10am, the booking form in the chat, one press, and the card shows Booked.

Patient portal & online booking

The patient's front door.

Patients get secure links — no accounts and no app store. Every link does one thing well.

  • A booking request page for your website and socials: patients ask for a call back, and the request lands on the Waitlist.
  • A private portal: upcoming visits, invoices and payments — and, with the Exercise Library add-on, the exercise videos you assigned.
  • A pay page for every invoice — card through your own Stripe, or bank transfer and PayID — reconciled when the money lands.
  • Telehealth from a private link, through your practice's own Zoom, Microsoft Teams, Daily, Whereby or WeChat.
A patient's portal: the next visit with Request reschedule and Cancel visit, past visits, and tabs for exercises, invoices, messages and details.
The practice's public booking request form: name, phone, email, suburb, funding and what the patient needs help with.

Phone app

The practitioner app, on any phone.

Install AspireOS from the browser and it opens full screen like any other app — no app store, nothing to update.

  • The day's visits in order, with directions and the drive between them.
  • The notes still to write, and an incident report in about a minute from the road.
  • A bottom tab bar for the pages used most, and AspireAi a tap away.
The phone app's Today screen: a practitioner's visits for the day with times, services, patients, addresses and alerts, above the tab bar.

Integrations

Connect the tools you already use.

Settings › Integrations & data lists every connection with its status, and each one switches on from there. What is ready today, and what is still to come:

Settings › Integrations & data: connections grouped by category, each with its status and one button.
Xero Available nowConnect your own Xero: invoices go across and payments come back.
Stripe Available nowConnect your own Stripe: card payments, Apple Pay and Google Pay on invoices and pay links.
Zoom, Microsoft Teams, Daily, Whereby & WeChat Available nowConnect your own: each telehealth visit opens your video link.
Your current practice software Available nowPull everything across in one go with an API key, or run the two side by side with a nightly pull.
Two-way SMS included, and email Available nowReminders and replies on your own number through AspireOS's carrier, with two-way SMS included (fair use); email in the practice's name. SMS terms
Power BI & Looker Studio Available nowA read-only reporting feed for your own dashboards.
AspireOS API & webhooks Available nowA REST v1 and signed webhooks for the rest of your stack.
Google Calendar Coming soonVisits in each practitioner's own Google Calendar — awaiting Google's approval.
Microsoft Outlook Coming soonVisits in each practitioner's Outlook calendar.
Tyro Health Coming soonCard payments and online Medicare claiming — awaiting Tyro's approval.
Google Ads, Google Analytics & Meta Coming soonAd and website figures on the Marketing page — awaiting Google's and Meta's approval.
QuickBooks Online Coming soonInvoices out and payments back.
HICAPS Coming soonHealth-fund claiming at the point of care.

One system, end to end

Twenty-two capabilities, one record.

No stitched-together tools and no double entry. Scheduling, notes, money, comms, your team and your registers all feed the same source of truth.

AspireAi, the AI assistantAI

Ask in plain English — draft a letter, book a visit, price an invoice. AspireAi shows the exact action as a card and waits for your OK before it runs.

Scheduling & calendar

Book, reschedule and run the day, with travel time from real road times and suburb-based routing built in.

Clinical notes

Templates, dictation and AspireAi drafts, with a version trail on every entry, so the note stays complete and defensible.

Invoicing & claims

One service, priced per funder: each funding stream gets its own rate, its own wording on the invoice line and its own item and cancellation codes — and a stream that does not fund that service is left out. Travel rules are per funder too, and every invoice tracks through to the claim.

Payments & patient portal

Send a pay link, take the payment through your own Stripe, and give patients a portal for their visits and invoices.

Letters & referrer updates

Referrer updates and discharge summaries drafted straight from the clinical record — reviewed by you, then sent.

Messages

Two-way SMS included (fair use), with nothing extra to buy. Every text and email out the door is logged as delivered, failed or retried.

Dashboard & Finances

AspireAi's summary of the practice, then every dollar in and out — profit, revenue, to invoice, money owed and costs. Nothing to key in.

Marketing & Practice Insights

Referrals and ads in one place, and the detailed reports on the calendar, patients, compliance and the team.

Meetings with transcription

Capture the conversation and get summaries, decisions and action items that actually stick.

HR, leave & payroll

Employment records, leave requests and approvals, timesheets and payroll prep.

Telehealth

Telehealth visits carry your own Zoom, Microsoft Teams, Daily, Whereby or WeChat link — the patient joins from a private link.

Open API & webhooks

Scoped API keys, a REST v1 and signed outbound webhooks — wire AspireOS into the rest of your stack.

Waitlist & intake forms

Enquiries land on a kanban with suburb and region lenses. Build your own form, host it on a public link, and a lead form fills the waitlist while an intake form opens the patient record.

Exercise Library — add-on

Turn it on in Settings: home-exercise videos assigned with sets, reps and your notes, watched in the patient's own portal, and new exercises made for your practice each month.

Batch invoicing

Raise a month of visits in one pass. Narrow by date range, status, location, practitioner, patient tag or service, and see the exact count before you commit.

Exportable pricing guide

Publish your price list — every service, funding rate and product with its codes and caps — as a spreadsheet to work from and a dated PDF on your letterhead to hand a patient or a funder.

The practitioner app

Install AspireOS on your team's phones: the day's visits in order with directions and driving totals, and the notes still to write.

People & credentials

A team directory, a credential expiry matrix that chases registrations and checks before they lapse, recruitment through onboarding, rostering, performance and career pathways.

Incidents & complaints

Report from a phone in about a minute. Every incident and complaint is triaged, investigated and tracked through to a close-out someone has to approve.

Risk register

Named risks rated on a likelihood and impact matrix, each with an owner and a review date, so a risk cannot quietly go stale.

Asset register

What the practice owns, who has it, where it is, what condition it's in and when it is next due for attention.

All features

Everything AspireOS does.

224 features in 10 groups. Anything that isn’t ready yet says so.

224 features10 groups1 price

Add-on an add-on module you turn on (most are free) · Off by default switch on in Settings · Connect your own Stripe uses your own account · Coming soon not available yet

01 · 54 features

Operations

The daily work, in the order of the sidebar: Calendar, Patients, Messages, Invoice, Exercise Library, Contacts and Waitlist.

Calendar

  • Day and week views

    A column for each practitioner, filtered by person or clinic site, coloured by service, with note and invoice status on every visit.

  • Book in a click

    Click a free slot to book a patient visit, a support activity (reports, case conferences) or busy time.

  • Drag to reschedule

    Drag a visit to another time, day or practitioner, with the option to tell the patient.

  • Repeat bookings

    Every so many days, weeks or months, for a number of sessions or until a date.

  • Joint sessions and group classes

    Several clinicians on one visit, or a class where each attendee is billed under their own funding.

  • Travel worked out for you

    Kilometres and minutes from the day's route using real road times, and free slots ranked by the extra drive they add.

  • Buffers and warnings

    Setup time either side of a visit, and warnings for clashes, the patient's availability and missing insurer approval.

  • Find a time

    Ranks every opening across the team by timing, continuity, driving and your own scheduling rules, and explains each score.

  • Visit sheet

    One click shows alerts, contacts and directions, with buttons to confirm, arrive, complete, cancel or mark a no-show.

  • Cancel one or many

    Cancel a visit, a weekly run or all upcoming visits, applying your cancellation-fee rules.

  • Fill the freed slot

    A cancellation raises a task and tells admins how many waitlist patients match.

  • Notes and invoices in place

    Write the note or raise the invoice in a pop-up without leaving the diary.

  • Telehealth visitsConnect your own video service

    A telehealth booking carries your video link, ready to send to the patient.

  • Google CalendarComing soon

    Each practitioner's visits copied into their own Google Calendar (awaiting Google's approval).

  • Outlook calendarComing soon

    The same for Microsoft Outlook.

  • Standing slots

    Keeps each patient's regular weekly hour, so a one-off cancellation is not given away.

Patients

  • Patient list

    Search by name, suburb, phone or email; filter by status, funding, suburb and practitioner.

  • Add a patient

    Details, the funding questions for the scheme chosen, tags, alerts and your own custom fields, with a duplicate-phone warning.

  • Patient file

    Funding, alerts and tags up top, with age, phone, practitioner, last visit and next appointment at a glance.

  • Funding card

    The fields each funder needs — NDIS, Medicare, DVA, WorkCover, TAC, Support at Home, health fund — with expiry warnings.

  • Contacts on the file

    GP, referrer, specialist, plan manager, family and carers, with optional regular update letters to each.

  • Cases

    Funded episodes tracked by sessions, hours or dollars, with a meter of what is left.

  • Progress notes

    Templates (SOAP, initial, review, discharge and your own), dictation, AI note, version history, lock, PDF and email.

  • Files

    Folders and uploads, intake forms with every answer, and sharing a file to the patient's portal.

  • Letters

    Initial, progress, discharge, Certificate of Capacity or custom letters drafted from the record and sent as PDFs.

  • Communication log

    Portal messages, calls, and every reminder, invoice and text sent with its delivery status.

  • Service agreements

    Drafted from your template for NDIS and Support at Home, signed online, with a register of who has signed.

  • Backup clinician and handover

    A second clinician to cover leave, and a guided handover to a new practitioner.

  • Merge duplicates

    Moves everything from a duplicate file onto the right one.

Messages

  • Two-way text inbox

    Every text sent and received, laid out like a phone's messages, with search and unread counts.

  • Reply or start a conversation

    Reply to a patient, or text any Australian mobile, signed with the practice name.

  • YES and STOP

    On the practice's own number, YES confirms the next appointment and STOP turns texts off for that patient.

  • Two-way SMS included

    Your own number for texts and replies, included on every plan (fair use). No SMS add-on to buy.

Invoice, Exercise Library and Contacts

  • Invoice register

    Every invoice with its status, filters and CSV export, plus a Payments tab for recording and matching payments.

  • Your video libraryAdd-on

    Add YouTube, Vimeo or Loom links by category and play them on the page.

  • AspireOS exercise catalogueAdd-on

    Around 240 filmed exercises, shown to patients only after a clinician at the practice approves each clip. Part of the Exercise Library add-on, A$15 + GST per practice per month.

  • Prescribe exercisesAdd-on

    Sets, reps, weight and notes; the patient sees them in their portal. Part of the Exercise Library add-on.

  • Contacts and organisations

    GPs, referrers, plan managers and family, grouped under their company, with every patient each reaches.

  • Referrer relationships

    Referral history, updates owed and a call log for each referrer.

Waitlist

  • Enquiry board

    Enquiries as cards in your own stages, with days waiting and a “going cold” flag — or as a table or a map.

  • Coverage map

    Each clinician's service area on the map, and the suburbs nobody covers.

  • Enquiries flow in

    From the booking page, website forms, a chatbot and the API, with an automatic thank-you.

  • Intake to patient

    Send the intake form, then accept it to create the patient file.

  • Funding checklist

    Tick each funder's checklist; verified enquiries move to “Ready to schedule”.

  • Clinician match

    Ranks clinicians by suburb, route, language, availability, funding and gender preference, with the reasons.

  • Contact log and chase guide

    Log calls, texts and emails, with a guide through the follow-up rounds.

  • Who can we book?

    Checks “Ready to schedule” against free capacity and gives up to three clinician options per person.

To Do List, calls, recalls and letters

  • To Do List

    Your tasks and the ones you delegate, with priority and due date; type “Ask Sam to book six visits” to delegate.

  • Operations queue

    One list of things needing a person, from money owed to quiet enquiries and unbilled visits.

  • Call List

    The front desk's shared calls, with attempts logged.

  • Recalls and rebooking

    Patients whose plan says more treatment but who have nothing booked, with prompts to the practitioner.

  • Letters register and updates due

    Draft, approve and send letterhead PDFs; GP and referrer updates due by cycle, with “Draft all due”.

  • Referral queue

    Record each incoming referral, match it to a patient and track the reply owed.

  • Tomorrow's reminders

    One button queues reminders for every visit tomorrow.

02 · 29 features

Teams

Everything about the people who work in the practice. The People directory and Credentials come with the core app; recruitment, rostering, leave, timesheets, professional development, the workspace, safety and assets are add-on modules.

People and staff files

  • Team directory

    Every employee and contractor as a card, filtered by role, employment type, region and site, with credential traffic lights.

  • Staff file

    One file per person: details, contract, compliance, performance, development, timesheets, assets and history.

  • Ready to work

    What is still missing before a new person can be booked, each with a link to fix it.

  • Working week and service area

    Each person's days, hours and suburbs or radius on a map; the calendar books against it.

  • Contract and pay

    Employee or contractor, hours and FTE, rate card, commission and billings target, with a break-even figure.

  • Secure payroll details

    Tax file number, bank and super stored encrypted; every reveal is logged.

  • Guided onboarding at first sign-in

    A new practitioner answers a few questions a page and the answers fill their file.

  • Offboarding

    A leaving checklist with a last working day; the person's history is kept.

Compliance

  • Credential matrix

    Twelve built-in credentials (AHPRA, WWCC, police check, insurance, first aid and more) plus your own, green, amber or red by expiry.

  • Renewal reminders

    45 days before expiry the person gets a task, an email and a phone alert.

  • Certificate uploads

    Staff upload their own certificates and new expiry dates; managers can edit.

Recruitment and onboarding Add-on

  • Hiring board

    Drag candidates from Applied through screening, interview, reference check and offer to Employee.

  • Candidate file

    Resume, registration, and scored screening and interview questions you can reword.

  • Offer to onboarding

    Accepting an offer creates the staff file and a checklist for employees, casuals or contractors.

  • New-starter pack

    Documents, policies, the Fair Work statements and the contract signed online.

  • 90-day probation review

    Nine scored measures; passing makes the person active and bookable.

Rosters, timesheets, payroll and leave Add-on

  • Roster

    Built from availability minus leave and public holidays, with capacity, utilisation and open shifts.

  • Timesheets and contractor invoices

    Drawn from completed visits or typed in, with files attached, then submitted for approval.

  • Line-by-line approval

    The approver ticks each priced line; approval waits until the totals match.

  • Contractor invoice upload

    A contractor drops in a PDF or photo and AspireAi reads it into boxes to check.

  • Payroll prep

    Each fortnight's approved hours and top-ups per employee, with problem flags and import files.

  • Send to QuickBooks PayrollConnect your own QuickBooks Payroll

    Approved timesheets into a draft pay run — never finalised for you.

  • Leave

    Annual, personal/carer's, unpaid and long service requests, approved against balances.

  • Cover while away

    After leave is approved, each affected visit with free colleagues and the extra drive, moved in one press.

Performance, safety and the workspace Add-on

  • Reviews and KPIs

    Probation, quarterly and annual reviews, and 15 built-in practice KPIs plus your own.

  • Professional development and pathways

    PD sessions with RSVPs, development goals and a career ladder with each person's readiness.

  • Incident reports and complaints

    Guided reports with photos, triage, investigation and sign-off; complaints resolved against a deadline.

  • Risk and asset registers

    Risks rated by likelihood and impact; equipment and vehicles with holder, condition and maintenance.

  • Team chat, meetings and announcements

    Channels, meetings with a live written transcript and a summary, and a team feed.

03 · 26 features

Business

How the practice is going: the Dashboard sums it up, Finances holds the money, Marketing the growth and Practice Insights the detail.

Dashboard

  • One-page summary

    The whole practice in five minutes: profit, money in, money out, KPIs, the diary, growth and the team.

  • How the business is going

    A short written read by AspireAi, made only from the figures on the page.

  • Where to put your attention

    What needs fixing, what to watch and what is going well, each linked to where it is fixed.

  • Practice KPIs

    About 15 KPIs scored on track, watch or off track against your targets.

Finances, eight tabs

  • Profit

    Profit or loss this week and last, with twelve business metrics, filterable by practitioner.

  • Revenue

    By month and funding source, and every billed item, with CSV export.

  • To invoice

    The money leaking: visits never invoiced, uncharged late cancellations, travel left off.

  • Payments in and money owed

    Every payment and refund; outstanding and overdue totals and aged debtors.

  • NDIS upload

    The NDIS bulk payment file for agency-managed participants, with problems flagged first.

  • Expenses: summary and breakdown

    Drop in statements, bills or payslips; every payment is read, sorted, and a rule learned for each payee.

  • Other expenses and equipment

    Equipment purchases and anything else, in your own categories, with GST, receipts and a CSV; each counts in profit where you file it.

  • To approve

    Timesheets and contractor invoices to approve or send back; nothing is paid twice.

Marketing

  • Marketing overview

    New patients, cost per new patient, referrals and bookings over 7, 30 or 90 days, with a plain-English read.

  • Google Ads, Google Analytics and MetaComing soon

    Daily figures from your own ad and website accounts (awaiting Google and Meta approval).

  • Growth levers and top referrers

    Referral sources, GP relationships, campaigns and reviews, and who refers most.

  • Patient outreach

    Marketing consent, a do-not-contact list, ready-made patient lists and drafts that need approval.

Practice Insights

  • Calendar

    Appointment and support-activity reports by status, service, practitioner and funding.

  • Patients

    Cases, the waitlist and wait times, retention and lapsed patients.

  • Compliance

    Progress notes still outstanding, and forms submitted.

  • Team

    Workload, utilisation and a performance table per practitioner.

Documents and more business tools Add-on

  • File library and company compliance

    Policies and agreements in folders; insurances, leases and registrations with expiry lights.

  • Aspire Insights

    A daily briefing of urgent items, trends and opportunities, each with its evidence and a next step.

  • Vision & OKRs

    Vision, SWOT, objectives with key results, and a roadmap.

  • Patient feedback

    Feedback from any channel, themes and scores, and happy patients to ask for a Google review.

  • Improvements

    Suggest an improvement from any screen, with a roadmap, voting and a changelog.

  • Knowledge Hub

    The practice's own manual, with pinned emergency guides.

04 · 23 features

AspireAi

The assistant built into AspireOS. It drafts and proposes; nothing is booked, sent, billed or changed until a person presses the button.

Ask it about the practice

  • AspireAi chat

    At the top of the sidebar and in the middle of the phone's tab bar; ask in plain English, typed or spoken.

  • Opening briefing

    Each new chat opens with what needs your attention: overdue invoices, visits to bill, notes in draft, leave to approve.

  • The day, patients and money

    Today's visits, a run sheet, patients and enquiries, and the billing queue and revenue for those allowed to see it.

  • How-do-I answers

    Step-by-step guides to AspireOS, and “take me there” to about 50 screens.

  • Your own procedures

    Answers “what do we do when…” from the practice's written procedures, in its own words.

  • Pictures and the web

    Reads screenshots, and searches the web for general questions like award rates — never with patient details.

Cards it works with

  • Notes

    “Let's do my notes” walks through every unwritten visit; a quick description becomes a draft note.

  • Day and booking cards

    Today's visits with Complete, Note and Cancel on each, and the booking form filled in from your request.

  • Invoice and payment cards

    Invoice today's visits, chase all overdue, record a payment, send tomorrow's reminders.

  • Messages and letters

    Drafts texts, emails, portal replies and letters, shown in full before Send.

  • Records and tasks

    Add a patient, case, contact or enquiry; create, delegate or close tasks.

  • Settings by chat

    Change one practice setting at a time, shown as before and after.

  • Set up and move in

    New practices finish setup by chatting, and can drop CSV exports from their old system into the chat.

  • Reconcile and file

    Drop in a claims report or bank statement to match against invoices.

Across the product, with controls

  • AI note

    Dictate or paste the consult and it is sorted under your note headings for review — on the phone too.

  • Polish, summarise and report

    Rewrites a note professionally (the original is kept), and builds progress reports from completed notes.

  • Reads documents

    Bank statements, bills, contractor invoices and remittances read into rows to check.

  • Built in and managed

    Nothing for a practice to set up; built and supported by OptiTide.

  • Scoped by role

    Financials are the owner's; practitioners see their own patients and visits.

  • Not a clinician

    It does not diagnose, choose treatments or approve claims.

  • Activity log

    Every action confirmed in chat and every automatic step is recorded.

  • Practice playbookOff by default

    A “how we do things” list AspireAi reads into its answers.

  • Acting on its ownComing soon

    Drafting and acting automatically under the owner's settings.

05 · 17 features

Patient portal, booking and forms

What patients, referrers and coordinators see and use — by secure link, with no password and no app store.

Patient portal

  • Private portal link

    Each patient gets their own link by text or email; it can sit on their home screen like an app.

  • Appointments

    Upcoming and past visits; ask to reschedule or cancel, seeing any cancellation fee first.

  • Home exercise programAdd-on

    Their exercises with sets, reps, notes and video, with the Exercise Library add-on.

  • Invoices, receipts and paying

    Every invoice as a tax invoice or receipt; pay by bank transfer, PayID, or card once the practice connects one.

  • Secure messages and documents

    Two-way messages with the practice, letters to download, and cards and referrals to upload.

  • Their details and agreements

    Update contact details, ask to change funding, and sign the service agreement.

  • TelehealthConnect your own video service

    Join the video visit from a private link.

Online booking and enquiries

  • Booking request page

    Your own link for your website, ads and socials; patients ask for a call back and the request lands on the Waitlist.

  • Standard questions

    The booking page asks a standard set of questions; customise your intake form in Forms.

  • Website and chatbot connection

    A secure address your own website form or chatbot can send enquiries to.

  • Conversion tracking

    Your Google tag fires when a booking request succeeds.

Forms, intake, agreements and reminders

  • Form builder

    14 field types including signature and file upload, and questions that appear after certain answers.

  • Questions that fill the file

    Medicare, NDIS, DVA, GP and emergency-contact answers land in the right fields; review and apply each one.

  • Service agreements and tracker

    Signed online by the participant or nominee, with every NDIS patient's agreement status at a glance.

  • Auto-send NDIS agreementsOff by default

    The signing link goes to the coordinator when an NDIS intake arrives.

  • Appointment reminders

    By email and text at the times you choose, held back during quiet hours.

  • Emails in the practice's name

    Patients see the practice as the sender, and replies reach your own inbox.

06 · 9 features

Practitioner phone app

The same AspireOS, laid out for a clinician on the road. It installs from the browser; there is no App Store or Google Play version.

On the road

  • Install from the browser

    One tap on Android, Add to Home Screen on iPhone; it opens full screen like an app.

  • Today

    The day's visits in order with addresses and alerts, a map, the drive for each leg and one-tap navigation.

  • Visit workspace

    Patient, address and alerts before you walk in; arrive with a tap, then note and complete.

  • Finish a visit

    Mark it happened, write the note, raise the invoice and attach files on one screen.

  • Book the follow-ups

    One press books the recommended follow-up sessions at the same time with the same practitioner.

  • My to-do and my profile

    Notes to finish, tasks, credentials to upload, working days and leave requests.

  • My performance

    Visits today, utilisation against target, cancellations and driving.

  • Phone notifications

    Each person picks which events alert them.

  • Private by design

    Patient pages are never stored on the phone.

07 · 25 features

Billing and claims

From finished visit to money in the bank.

Invoicing

  • Invoice on completion

    Completing a visit drafts its invoice, priced from the service and the patient's funding.

  • By day, patient or date range

    One button for a day's visits, several visits on one invoice, or bulk invoices by practitioner, service or location.

  • Billing rhythm

    Per visit, weekly, fortnightly or monthly, split by treating practitioner.

  • Branded PDF tax invoice

    Your logo, ABN, funder references, payment terms and bank or PayID details.

  • Sent to the right payer

    Emailed to the billing contact, plan manager, insurer or patient, with delivery shown.

  • Recurring invoices, amendments and numbering

    Repeating series, reopen to correct, cancel with the record kept, and numbering carried on from your old system.

Funding and claims

  • Eight funding types built in

    Private, private health insurance, NDIS, Medicare (EPC), DVA, WorkCover, TAC and Support at Home, plus your own.

  • Case budgets

    Funded sessions, hours or dollars drawn down visit by visit (“session 3 of 5”).

  • NDIS

    The right payer for plan- and self-managed invoices; travel within NDIS limits; price limits as caps.

  • NDIS bulk upload

    The bulk payment file for agency-managed participants.

  • Medicare EPC

    Referral, sessions and expiry on the case, and each invoice names what would stop the claim.

  • WorkCover, TAC and Support at Home

    Claim details, insurer approval warnings, and the insurer or care partner billed and chased.

  • Online Medicare claimingComing soon

    Lodge claims and check Medicare cards through Tyro Health (awaiting Tyro's approval).

  • Online DVA claimingComing soon

    Lodge DVA claims from AspireOS.

  • Health-fund claiming (HICAPS)Coming soon

    Claiming from the health fund at the point of care.

Payments, reminders and pricing

  • Record payments

    Part payments, any method or funder, with receipts emailed automatically.

  • Upload proof of payment

    Screenshots, remittances or bank exports — AspireAi matches each to its invoice for you to confirm.

  • Refunds and reversals

    Full or part refunds, or a reversal of a payment entered in error, with the reason kept.

  • Card paymentsConnect your own Stripe

    A “Pay securely” link on every invoice, with Apple Pay and Google Pay.

  • Booking depositOff by default

    A deposit invoice with a pay link for each new booking.

  • Overdue reminders

    With the PDF attached, repeated every few days; funders chased, not patients.

  • Reconcile payments

    Upload a claims report or bank statement and see what matched and what is unpaid, short or unclaimed.

  • Services and price book

    For each funder its own price, item code, cancellation code and travel rules, in one grid.

  • Patient pricing, fees and GST

    Custom rates, cancellation and no-show fee rules, and GST per service, product and line.

  • Pricing guide export

    The whole price book as CSV or PDF.

08 · 18 features

Integrations

Settings › Integrations & data lists every connection with its live status.

Connections

  • Two-way SMS included

    Reminders, confirmations and replies on your own number, through AspireOS's own carrier.

  • Email

    Sent in the practice's name, with replies to the practice's own address.

  • StripeConnect your own Stripe

    Card payments on invoices and pay links.

  • XeroConnect your own Xero

    Invoices out and payments back.

  • Video for telehealthConnect your own video service

    Zoom, Microsoft Teams, Daily, Whereby or WeChat, opened from each telehealth visit.

  • QuickBooks PayrollAdd-onConnect your own QuickBooks Payroll

    Approved timesheets into a draft pay run.

  • Your current practice software

    Pull everything across with an API key from your current system, and run both side by side with a nightly pull.

  • AspireOS API and webhooksAdd-on

    Let your other software read and create records, with signed webhooks and a delivery log.

  • Power BI and Looker StudioAdd-on

    A read-only reporting feed for your own dashboards.

  • Maps and addresses

    Road distances and drive times for travel, and address suggestions as you type.

  • Tyro HealthComing soon

    Card payments, online Medicare claiming and Medicare card checks (awaiting Tyro's approval).

  • HICAPSComing soon

    Health-fund claiming at the point of care.

  • QuickBooks OnlineComing soon

    Invoices out and payments back.

  • Google CalendarComing soon

    Each practitioner's visits in their own Google Calendar (awaiting Google's approval).

  • Microsoft OutlookComing soon

    Each practitioner's visits in their own Outlook calendar.

  • Google Ads, Google Analytics and MetaComing soon

    Ad and website figures for Marketing (awaiting Google and Meta approval).

  • Writing back to your old systemComing soon

    Sending changes from AspireOS back to the practice software you are moving from.

  • Push notificationsComing soon

    Phone and desktop alerts for the team.

09 · 15 features

Settings and admin

Nine Settings tabs, with a search that finds any setting by everyday words.

Set up the practice your way

  • Practice details

    Name, logo, ABN, hours and the voice AspireAi follows; the logo and ABN print on letters and invoices.

  • Clinic locations

    Sites for appointments and practitioners.

  • Your word for patients

    Patient, client or participant, on everything patients and funders see.

  • Your own lists and templates

    Tags, custom fields, funding types and stages; note, letter, email, text, invoice and agreement templates.

  • Automation and reminders

    Reminder timing, quiet hours, cancellation notices, rebooking nudges, credential renewals and chasing.

  • Clinical procedures and newsletterAdd-on

    What happens after a visit or an incident as tasks; a subscriber list and a confirmed send.

Roles, security and records

  • Four sign-in roles and job titles

    Owner, admin, senior and practitioner, with job titles that preset limits.

  • Permission grid

    29 permissions the owner can narrow by role or job title.

  • Two-factor sign-in

    An authenticator-app code, or a code by text.

  • Audit trail

    Activity log, login history, communication log and AI activity.

  • Australian hosting

    Practice data stored in Sydney, with scheduled backups kept off-site.

Data, testing and going live

  • Import

    Team, services, patients, contacts, cases, notes, appointments and invoices from your current practice software or any spreadsheet.

  • Export everything

    The registers as CSV, or every record as one file, at any time.

  • Testing mode and sandbox

    Hold every patient message while you set up, or practise in a private copy that can never contact anyone.

  • Sample data, reset and go-live checklist

    Explore with demo data, start again, then tick off what's left and go live.

10 · 8 features

Plans

One core app for every practice, plus optional add-on modules. Turning one off never deletes anything.

The core app and add-ons

  • The core app

    AspireAi, Calendar, Patients, Messages, Invoice, Contacts and Waitlist; the People directory and Credentials; the Dashboard; telehealth; the phone app; and Settings.

  • Add-on modules

    Exercise Library, To Do List, Recruitment, Rostering, Leave, Timesheet / Invoice, Professional Development, Workspace, Safety, Assets, Finances, Insights, Documents, Marketing, Google review requests, Bring patients back. Most, Workspace included, are free; Finances is A$5 + GST per practice per month. Turn them on or off in System › Modules. Medicare & DVA is coming soon.

  • Exercise Library

    A$15 + GST per practice per month, including 2 new exercises a month for the practice, shared by everyone in it. Included exercise credits refresh each month and do not roll over; more can be bought as exercise credits (1 exercise credit = 1 new exercise).

  • One price, per practitioner

    $45.00 + GST per practitioner a month ($49.50 incl. GST), or $40.00 + GST a month billed yearly ($480.00 + GST a year, $528.00 incl. GST). Australian dollars plus GST; AspireAi included. Admin roles are free: you pay for the people who treat.

  • Free trial

    16 days, no card needed. The owner adds payment in Settings to carry on.

  • Pay by direct debit

    Monthly or yearly, for the number of people you choose; changes start at renewal.

  • Pay by cardComing soon

    Save a card once to pay the subscription.

  • Referral programme

    Refer paying practices for 10%, 30% or 50% off for 12 months (1, 5 or 10 referrals), applied at renewal.

Security

Secure by default.

Patient data deserves more than a checkbox. Isolation, access control and an honest AI model are built into the foundations, not bolted on. The detail is on the Security page.

Multi-tenant by design

Every request is resolved to one practice and scoped to it in the application layer, and public links are gated by unguessable per-practice tokens.

Role-based access

Owners, admins and practitioners see and do only what their role allows — enforced on the server, not just the screen.

Confirm-before-act AI

Automations handle the everyday. AspireAi prepares the rest for your approval. Reminders and confirmations run on rules your practice sets and can switch off. Anything else AspireAi proposes shows exactly what will change and waits for a person to approve it.

Audit trails

Sensitive actions and every message out the door are recorded in an append-only audit trail you can review.

Australian data residency

Runs on Postgres hosted in Sydney, Australia, so patient data stays onshore.

Hashed API keys

API keys are shown once and stored hashed. Each key carries read/write scopes and can be revoked at any time.

See the whole system running.

Create your own practice: it starts on a 16-day free trial, no card needed, with sample data from the setup wizard if you want it.