01
A professional website
A fast, credible site that makes people confident enough to call you.
Health & wellbeing clinics
Spend your day with clients, not with admin.
Client records, consent, care plans and payments in one calm place — with a portal your clients can actually use.
Sound familiar?
The things that actually slow you down.
If more than two of these land, the website is only half the problem.
- Consent forms and intake paperwork living in three different systems
- Insurance reports rebuilt from scratch every time
- No easy way for clients to see invoices or send a question
- Care history that walks out the door when a practitioner leaves
Your language
It does not call everything a “project”.
The workspace uses the words your industry already uses out loud, so nobody has to translate.
Terminology
- Customers are
- Clients
- Work is a
- Care plan
- Work items are
- Actions
Care plan status
The same underlying states across every business — labelled the way you say them.
Assessment bookedIn treatmentPausedDischargedCancelled
Fields
The things you always need to know.
Added for health & wellbeing clinics without cluttering anyone else's workspace.
On each client
Date of birthReferred byTreatment consent on fileEmergency contact
On each care plan
Presenting conditionSessions authorisedFunding route
Price list
Something to start from.
Seeded on day one. Change the numbers until they are yours.
- Initial assessmentCA$85per session
- Follow-up treatmentCA$55per session
- Extended treatmentCA$95per session
- Home visitCA$120per visit
- Rehabilitation programmeCA$300per block
- Insurance reportCA$75per report
Client portal
Your clients see exactly what they should.
Records stay internal. Clients see the documents you share, their invoices and their messages.
- Care plans
- Documents
- Invoices
- Messages
Care plans are hidden from the portal for health & wellbeing clinics, because clinical and case notes are internal by default. You choose what gets shared.
Everything else
And the rest of it, as standard.
02
Customer portal
Somewhere for your clients to see their own work without phoning you.
03
Admin dashboard
The whole business on one screen, first thing in the morning.
04
Projects and tasks
Track work from first quote to final sign-off.
Set up for health & wellbeing clinics from day one.
Book a consultation and we will show you your own care plans in the workspace — and tell you honestly whether you need it yet.
No obligation · No sales sequence afterwards · No contract required