Allied Health

Keep Cliniko Referrals, Appointments and Billing Moving

A Cliniko VA can manage the administrative queues around each patient journey. Practitioners keep control of clinical decisions, treatment and advice while the VA handles approved intake, scheduling, billing and recall workflows.

How the workflow actually runs.

Document the inputs, expected output, and escalation rule for each step before handing it over.

Create Or Update The Patient Record

Process Referral Information

Schedule The Appointment

Record Administrative Referral Dates

Maintain Appointment Notes And Status

Prepare Approved Billing Records

Run Recall Lists

Update Administrative Follow-Up Tasks

What the role covers.

Typical Cliniko tasks handled once the role is trained on your setup.

patient intakereferral processingappointment schedulingbilling administrationrecall managementpatient record maintenanceadministrative follow-up

Best for.

physiotherapy clinicsoccupational therapy clinicsspeech pathology practicespsychology practicesallied health clinics

What changes once the role is running.

Patient administration moves consistently between appointments.

Referral and recall queues stay easier to manage.

Clinicians spend less time maintaining non-clinical workflows.

Cliniko virtual assistant questions.

Can a virtual assistant actually run Cliniko?

Yes, once trained on your specific workflow. Common Cliniko tasks include patient intake, referral processing, appointment scheduling, billing administration, recall management. Scope the role around what you actually need before hiring.

What should stay with my local team instead of the VA?

The licensed local healthcare professional retains final clinical decisions, advice, treatment approval and compliance responsibility.

Who is this best for?

Physiotherapy Clinics, Occupational Therapy Clinics, Speech Pathology Practices, Psychology Practices, Allied Health Clinics typically get the most value from a Cliniko VA.

How is this different from a generic virtual assistant?

A Cliniko VA is trained on this specific platform from day one, so onboarding is faster and the role can start on real production work sooner instead of learning the system from scratch.

Cliniko Virtual Assistant