Practice partnerships
Coordinate business relationships and service-line discussions.
For allied health, therapy, disability and community care providers
CRM for healthcare practice operations
Run practice operations and partnerships, and handle admin requests from referrers and clients, without putting health information in the CRM.
Idea raised3Service-line reviewA$1,850 · JLReferrer requestA$2,400 · JL
Partner discussion2Partner agreementA$4,200 · SRService-line reviewA$640 · SR
Operational review1Booking adminA$960 · AK
Plan agreed3Accounts queryA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Coordinate practice partnerships, service lines and operational follow-through.
Referrer relationships are informal
Key referrers aren’t followed up and new service lines aren’t announced.
Admin requests get mixed with clinical work
Booking and account queries interrupt clinicians.
Initiatives stall
New services and partnerships need an owner and a plan.
How it works for healthcare practice operations
A typical week with the Healthcare practice operations setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: partner contacts, practice partners and practice initiatives. Each new practice initiative has room for initiative type, target review date and operational owner. There are also fields for partner role on partner contacts and practice type and service region on practice partners.Practice initiatives move through your pipeline
- Idea raised
- Partner discussion
- Operational review
- Plan agreed
- In progress
Partner contacts ask for help
- Booking adminRescheduling, cancellation or booking paperwork. No clinical details.Normal
- Accounts queryQuestions about invoices, rebates or payment. No clinical details.Low
- Referrer requestAdministrative requests from referring practices and partners.Normal
Reply in a click
Ready-made replies come with it: “Admin request received” and “Admin request complete”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new partner contact. Create a next-day task linked to the new partner contact.
- Qualify every new partner contact enquiry. Create an immediate high-priority task linked to the new partner contact enquiry and notify the team.
A worked example
From first contact to finished work
A practice manager raises a new service line idea: Idea raised, then Partner discussion with the relevant practice partner, an Operational review with an owner, Plan agreed and In progress. Service lines are tracked with delivery mode, region and review date. A referrer asks for an update and it’s a Referrer request, routed to admin staff with a ready-made reply.
What the starting point sets up
Choose Healthcare practice operations when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Operational follow-up
Assign owners to administrative tasks and review dates.
Privacy-aware setup
Keep patient, diagnosis and treatment information out of starter fields.
- Your records are called
- Partner contacts, Practice partners and Practice initiatives
- Pipeline stages
- Idea raised → Partner discussion → Operational review → Plan agreed → In progress
- Extra fields
- Partner role (partner contact), Practice type (practice partner), Service region (practice partner), Initiative type (practice initiative), Target review date (practice initiative), Operational owner (practice initiative)
- Service lines register
- Delivery mode, Availability status, Review date, Service region
- Request types
- Booking admin, Accounts query, Referrer request
- Ready-made replies
- Admin request received, Admin request complete
- Automations
- Follow up with a new partner contact; Qualify every new partner contact enquiry
Questions about NovaSoft One for healthcare practice operations
Still unsure? Read every question or start free and look around.
Can we store patient health records?
No. This starting point is for practice operations and administration. Keep clinical records in your practice management system and don’t enter health information in NovaSoft One.
What requests can it handle?
Booking admin, accounts queries and referrer requests, each with an owner and status.
Where is our data stored?
In Sydney, Australia: the database runs on AWS in Sydney and private documents are kept in AWS S3.
Can I change what the healthcare practice operations setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Designed for operational administration; do not store patient, diagnosis, treatment or appointment records in the starter fields. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for healthcare practice operations.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.