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Practice administration combines appointment requests, referral paperwork and correspondence for practitioner review. Keep the administrative facts clear: who contacted the practice, what document is missing and who must review the next draft. The pack provides drafting workflows for the office around the clinical work.
Start with the Business Document Writer. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Use these administrative enquiry notes to list the documents received, outstanding paperwork and the responsible staff member. Draft a neutral request for the missing administrative details. Refer clinical questions to the practitioner.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: The practice received an appointment enquiry and an intake form. The form has no preferred appointment times. Reception needs a tidy administrative note and a request for those times; no clinical information is included.
DRAFT ADMINISTRATIVE NOTE
Received: appointment enquiry and intake form. Outstanding: preferred appointment times. Next staff action: obtain preferences before checking availability.
Draft request: Thank you for sending your intake form. Could you let reception know which days and times suit you? We can then check the appointment options with the team.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Turns a raw patient enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Prepares a sensible appointment schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of appointments with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Writes follow-up messages for quotes that have gone quiet, completed appointments, review requests and reactivation of past patients.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.
Inputs: The content or rough draft; Document type and audience; Business details from your business profile.
Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.
Drafts replies to patient questions, complaints and refund requests, matched to the severity of the issue. Escalates issues that need specialist attention.
Inputs: The incoming message; Relevant appointment or order history if supplied; Business policy on refunds and remedies.
Outputs: Reply draft with tone matched to severity; Severity classification; Escalation flag where needed; Internal note.
Writes Google Business Profile content, service-and-suburb pages, review replies and local directory copy so the allied health practice is found by nearby patients.
Inputs: Service area suburbs; Services offered; Existing site and GBP content; Reviews needing replies.
Outputs: GBP profile copy and posts; Service-and-suburb page drafts; Review reply drafts; NAP consistency checklist.
Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
Inputs: Notes or transcript; Who attended; Context.
Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.
Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.
Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.
Writes job advertisements, screening question sets and interview guides, and produces a structured comparison of applicants against stated criteria.
Inputs: The role, duties and requirements; Award or pay range if known; Applications to compare.
Outputs: Job advertisement draft; Screening questions; Structured interview guide; Criteria-based comparison.
Produces a weekly or monthly operating summary from the numbers the business supplies — appointments done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
The pack does not diagnose, assess symptoms, recommend treatment or provide clinical triage.
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