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
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
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
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
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
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
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
Complete feature list
Everything Clinically does
Want the full technical details? Here's the complete list of features:
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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.
Last updated: March 2026
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