Guides for allied health clinics
Plain-language guides on the admin that sits around clinical work: switching software, cancellations, recall, AI notes, claiming and data.
How these guides are written
Each guide is written from how clinics actually work and from what Praxia is built to do. We do not compare named competitors, we do not quote statistics we cannot source, and we do not promise outcomes. Where a guide touches something still in development, it says so.
Praxia is a pilot with Evolution Medical Care, a clinic run by Praxia’s founders, and is being onboarded to it now.
The guides
Switching clinic software without losing your records, your diary or your Monday
A phased how-to for moving to new practice software: what moves, what does not, and who does what.
Cancelled appointments and dead time: reminders, short-notice lists and what fills the slot
How reminders, rescheduling and a short-notice list work together, and where they stop helping.
Patients who stop coming: recall, drop-out and when to follow up
Recall intervals by visit type, how to group lapsed patients, and when a personal call beats a message.
AI notes in the clinic: consent, review and who is accountable
What to ask before using AI for notes or letters, and what clinician review should actually mean.
Claiming private health at the front desk and reconciling it to the books
How a claim, a rebate and a bank deposit connect, and what Praxia does and does not do today.
Where your patients’ records are stored, and five questions for any software vendor
A plain checklist for data location, overseas services and what a vendor should be able to tell you.
How to choose practice management software for an allied health clinic
A vendor-neutral framework: define your must-haves, ask hard questions about your data, model a year of cost, and run a trial that tests real Mondays.
GP referral and discharge letters: what a good one contains and how to write them clearly
What GPs need, a reusable outline, and where drafting tools help while a clinician stays in charge.
Online intake forms and patient consent: what to collect, when, and how to keep it light
What to ask before the first visit and at it, consent for treatment and communication, and keeping forms short.
Allied health practice admin: a plain glossary
Forty-nine terms in plain language, from DNA and recall to reconciliation, overseas disclosure and cutover, with pointers to the right guide.
How to use them
You do not need to read them in order. If you are weighing a move, start with the switching guide, then the migration checklist. If your diary has gaps, read the cancellations guide, then the recall guide. If you are being offered AI notes, read the AI guide before any vendor demo, not after. If you are choosing between systems on data and claiming, the last two guides give you the questions to ask.
Each guide ends with a short note on where Praxia fits, and where the guide stops. We would rather you finish a guide knowing what to ask any vendor than feeling sold to. If a guide is wrong or out of date, tell us on the contact page and we will correct it.
What the guides do not cover
There is no guide here about NDIS, Medicare chronic disease management (the Medicare rebates for allied health visits that a GP arranges for patients with long-term conditions) or telehealth. They are not part of the early pilot release, and we will not write about what is not part of the product yet. We also do not compare named competitor products. Their features and prices change, and they are theirs to describe.
Who writes them
The guides come from the founders of Praxia, who also run the pilot clinic. That gives us first-hand knowledge of the problems, and a bias you should factor in. When we recommend a practice, such as keeping read access to your old system after you switch, it is advice we would give whether or not you choose Praxia.
Want to talk it through?
If a guide raised a question about your own clinic, bring it to a walkthrough with the founders. If it is not the right time, join early access and we will be in touch.