Service

A structured review of your current practice systems and workflows to identify gaps, inefficiencies, and opportunities for improvement.
This service is ideal if you feel something isn’t quite working but you’re not sure what needs fixing or upgrading.

It provides a clear picture of where your systems are at and what your next best steps should be.

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Initial Consultation

• Free 15-minute discovery call

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System Review may include:

• Review of your current practice management system (e.g. Halaxy)

• Review of booking processes and appointment types

• Review of intake forms and client onboarding

• Review of communication templates (emails, reminders, confirmations)

• Review of billing and payment workflows

• Review of Medicare, DVA, and NDIS configuration

• Identification of compliance, efficiency, and workflow gaps

• Practical recommendations for improvement

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What you will receive:

• A clear summary of what is working well

• Identification of system or process issues

• A prioritised list of recommendations

• Guidance on what can be improved through:

  • System Setup

  • Advisory / Consultancy

  • Training

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This service does not include hands-on system changes. Implementation is quoted separately under System Setup.

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Pricing and Payment Terms

• Hourly Rate – $180 per hour

• Minimum Commitment: 1 hour

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Full payment is required to secure the session.
Once payment has been received, the session date and time will be confirmed.