How Clinically Works in Real Practices

Every specialist practice is different, but the problems are the same: too many documents, not enough time, and the constant risk of something falling through the cracks.

Here's how Clinically solves this for everyone in your practice:

For practice managers

Eliminate the admin bottleneck

The Challenge

Your team spends 20–30% of their time manually processing documents (based on Clinically internal data):

  • Opening emails and faxes looking for referrals
  • Converting documents to PDF
  • Typing patient details into your system
  • Matching referrals to existing patients
  • Routing to the right specialist

How Clinically Helps

AI-enhanced automation handles the repetitive work:

  • Auto-converts all incoming documents to searchable PDFs
  • Extracts patient details with 80% full accuracy
  • Automatically matches to existing patient records
  • Routes referrals to correct triage queue
  • Unified practice inbox for email and portal messages
  • Custom workflows automate notifications and task creation

Real Impact

"We went from hours per day sorting documents to minutes. My staff now focus on patient care, not paperwork."

— Jo Watts, Practice Manager, Hunter Blood Group

Clinically dashboard showing document processing overview

For medical specialists

Triage from anywhere

The Challenge

You need to review and triage referrals, but you're:

  • In clinic seeing patients
  • At the hospital doing procedures
  • At home after hours
  • Traveling between locations

Desktop-only systems don't work for your workflow.

How Clinically Helps

Mobile-first design built for busy specialists:

  • Review referrals on phone, tablet, or desktop
  • See full patient history and document text
  • Triage using your custom categories and timeframes
  • Add notes and assign to colleagues
  • AI-assisted workflow designer for custom automations

Real Impact

"I can triage referrals between patients or during my morning coffee. No more staying late to clear the queue."

— Dr. Wojt Janowski, Clinical Haematologist

Mobile triage interface showing referral review

For your referring doctors

Make it easy to refer

The Challenge

Referring GPs and specialists deal with:

  • Emails that get lost or bounced
  • No confirmation their referral was received
  • No updates on patient status

How Clinically Helps

Modern submission portal for referring doctors:

  • Web-based referral submission (no fax needed)
  • Upload supporting documents directly
  • Instant confirmation of receipt
  • Optional automated status updates
  • Pre-filled provider information for repeat referrers

Real Impact

Referring doctors report:

  • 80% faster referral submission
  • Zero lost faxes
  • Peace of mind with instant confirmation
Online referral submission portal interface for referring doctors

For your patients

Stay informed

The Challenge

Patients are anxious about:

  • Whether their referral was received
  • How long until they're seen
  • What happens next

Keeping patients informed requires staff time you don't have.

How Clinically Helps

Automated patient communications:

  • Automatic SMS: "We received your referral"
  • Automatic appointment confirmations
  • Automatic follow-up instructions
  • Customizable message templates
  • Self-service patient portal for referral tracking

Real Impact

Patients feel informed and practices reduce:

  • "Did you get my referral?" calls by 90%
  • Missed appointments by 40%
  • Staff time on routine communications
SMS notification template editor for automated patient communications

Complete feature list

Everything Clinically does

Want the full technical details? Here's the complete list of features:

AI Document Processing
80% full accuracy extraction of patient details, document type, and automatic matching to records.
Multi-Channel Intake
Receive documents via fax, email, manual upload, or web forms. All formats accepted.
Mobile Triage
Review and triage referrals from phone, tablet, or desktop.
Configurable Triage
Define your own triage categories with timeframes and automatic workflow triggers.
Task Management
Built-in task system that auto-creates from triage decisions and workflow triggers.
Patient SMS
Automatic SMS notifications for referral receipt, appointments, and reminders.
Referrer Updates
Keep referrers informed with automatic status updates so they don't need to chase your office.
Online Referrals
Patients and doctors can submit referrals online with Medicare-compliant forms. Fully customisable.
Appointment Tracking
Clear due dates for every referral. Track appointment status and outcomes with automatic reminders.
Online Patient Forms
Drag-and-drop form builder for registration, medical history, policies, and consent with e-signatures.
Custom Workflows
Define your own workflows with an AI-assisted designer. Automate routing, notifications, and task creation.
Patient Portal
Secure self-service portal where patients track referral progress, upload documents, and complete forms.
Practice Inbox
Unified inbox combining email and patient portal messages. Manage all correspondence in one place.
Mobile Friendly
Review documents and triage referrals from any device. Push notifications alert you to new items.

Last updated: April 2026

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