Capture
Use a clear form or structured intake path so the right information is collected at the start.
Blueprint
The Allied Health Practice Automation Blueprint
Step 01
Start with the intake path.
Map how referrals arrive, where documents are stored, who checks missing information and how status is tracked. The first automation should remove repeated copying, saving and chasing before adding anything complex.
Organise
Save documents into predictable SharePoint locations with consistent naming and referral references.
Track
Use Microsoft Lists or a dashboard to show what is new, pending information, in progress, completed or overdue.
Notify
Send the right internal notifications when a referral arrives, changes status or needs attention.
Follow up
Flag missing information and prepare follow-up emails so admin staff are not manually checking every item.
Review AI output
AI can help prefill details from documents, but extracted information should be reviewed before use.
Download
Keep the blueprint handy.
Download the first-version PDF blueprint or use this page as the live version. The PDF can be replaced with a more designed lead magnet later without changing the page URL.
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