Business types · Allied health clinic
You run a clinic. Here's the crew that catches the missed referral.
Tell setup “allied health clinic” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is a researched starting point, built from operating experience in adjacent verticals rather than a business we run ourselves, and it says so in its own file.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The loud failure is a complaint or a bad review. The silent failures are clinical-adjacent, which is exactly why they need system rather than memory.
The first is the missed referral. A referral never actioned, or a report promised back to a referrer that never goes, is silent twice over: the patient assumes they are in the queue, and the referrer quietly stops referring. Referrer relationships are the clinic's pipeline, and they end without a complaint ever being made. Every inbound referral gets logged and aged from arrival; every promised report gets a due date and a daily age.
The second is the broken recall. Care plans have rhythms: the review in six weeks, the follow-up after treatment ends. A recall system that quietly stops is invisible in any single week and devastating over a year. Recalls due get surfaced daily; a recall marked done requires an actual booking or decision, not a sent text.
The third is the no-show that never rebooks. A patient who misses an appointment mid-plan and drifts is an outcome failure wearing an admin costume. The same-day warm rebook attempt is the highest-value routine task in the file; whether any clinical concern flows from the gap is the practitioner's call, flagged, never handled by the crew.
The seats, tuned for allied health clinic
These 6 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
the front desk's perimeter, with an absolute clinical wall.
- ✓Handles bookings, reschedules and logistics questions from approved wording, promptly and warmly.
- ✓Routes anything symptom-shaped, clinical or distressed to a practitioner the moment it is seen, with a warm holding reply from approved wording only.
- ✓Drafts the same-day rebook message for mid-plan no-shows, and flags the gap to the treating practitioner.
- ✕Never: Answers a clinical question, however small. "Is it normal that" begins a routing, not a reply.
- ✕Never: Puts anything about a patient's condition into any message.
the referral ledger and the recall machine.
- ✓Logs every inbound referral on arrival and ages it daily until the patient is booked or a practitioner has decided otherwise.
- ✓Ages every report promised to a referrer against its due date and drafts the practitioner's reminder, not the report.
- ✓Verifies daily that the recall system actually ran, and surfaces recalls due; done means booked or decided, never just messaged.
- ✕Never: Writes clinical content into anything, including referral acknowledgements.
- ✕Never: Closes a referral or recall without a booking or a practitioner's decision behind it.
the patterns that predict the clinic's health.
- ✓Reports the leading indicators weekly: referral ageing, recall gap, rebook rate, waitlist age, per-referrer referral trends.
- ✓Reads reviews for operational patterns and hands them over as one finding; anything clinical in a review escalates unanswered.
- ✕Never: Includes patient-identifying detail in any report. Counts and patterns only.
marketing inside health-advertising rules, which are stricter than instinct.
- ✓Writes educational, condition-general content in plain language, reviewed by a practitioner before anything clinical-adjacent ships.
- ✓Keeps every claim modest and evidenceable: what the discipline does, who it helps, how to start.
- ✕Never: Uses testimonials, outcome claims, or before-and-after content without the operator confirming their jurisdiction allows it.
- ✕Never: Implies a result or a timeframe for recovery, anywhere.
a regulated surface with real teeth.
- ✓Sweeps the public pages weekly: practitioner registrations displayed as required, advertising within the rules on their face, privacy wording current, funding-scheme claims accurate.
- ✓Keeps the findings log plain and dated, because in health, showing your checking matters almost as much as the checking.
- ✕Never: Rules on health law or advertising legality. "Needs a human who is qualified" is the complete finding.
the strictest gate in the researched set.
- ✓Blocks anything clinical-adjacent, patient-identifying or outcome-claiming from every outbound lane, whoever drafted it.
- ✓Routes safety-adjacent messages past every queue to a practitioner, and checks daily that none sat unrouted.
- ✕Never: Lets a template earn its way into answering clinical questions. No approval history makes that lane exist.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕Anything resembling clinical advice, in any channel: what a symptom means, whether to keep exercising, whether it is urgent. The crew's only move is warm routing to a practitioner.
- ✕Any use of patient information beyond scheduling logistics. The crew reads the minimum and writes none of it into any draft.
- ✕Any testimonial, outcome claim or before-and-after content. Health advertising rules restrict these severely, and some jurisdictions ban testimonials outright.
- ✕Any communication with a referrer beyond logistics: clinical content is practitioner-to-practitioner.
- ✕Any response to a complaint or anything that could become one.
The shared floor, on every business type: any price or discount figure in outbound copy; anything naming a real identifiable person; any charity or donation claim; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
Discipline, conditions or goals, and who practises.
- 2
Booking route and funding mix.
- 3
Your recall rhythms: what follow-ups does a normal care plan promise?
- 4
Which referrers matter most? The referral ledger starts here.
- 5
What may the crew see for scheduling? Default: names, times and contact details only; no clinical notes, ever.
- 6
Your jurisdiction's health advertising rules, if you know where they live. Unanswered, the crew assumes testimonials and outcome claims are banned.
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew. Unanswered, this preset defaults to its strictest reading everywhere.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your allied health clinicbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.