A healthcare CRM where the enquiry is already the record
In a general CRM, an enquiry is a contact, and when it converts someone types it again into the care system. In HealthOS, intake is part of the care record: website enquiries, phone calls, emails and referrals land in one inbox, and when a person becomes a patient, resident or client, they are already registered.
Requests for admission from surgeons’ rooms and GP letters, through pre-admission to the bed.
Website enquiries and My Aged Care referrals in one inbox, through to placement.
Support at Home referrals from GPMS and ACWS, quoted before you accept them.
Participant intake on the same inbox and pathways.
From first contact to first service
Every source in one inbox
Email, phone, fax, web form and portal enquiries land in one queue. Your team assigns, triages and prioritises from one screen, and email parsing pulls the details out of referral emails so nobody copies and pastes.
- Digital intake forms and consent with electronic signatures
- Configurable triage and assessment scheduling
- Automated status notifications
Referrals straight from GPMS and ACWS
My Aged Care referrals arrive through GPMS with their respond-by date, and each is joined to the care recipient Services Australia holds in ACWS. A Support at Home referral can be quoted from the person’s live budget and contribution rates before you accept it.
Waitlists with a priority you set
Each waitlist ranks people by a priority score you configure, weighting clinical acuity, social risk and operational factors, with SLA targets and compliance tracked live across every facility.
From enquiry to admission without re-keying
Pathways render the steps each person needs from their program, funding and facility, so staff and families work through them together, and the pre-admission record carries straight into care.
The phone knows who is calling
Inbound calls ring in the collaboration app your staff already use, and the caller’s record opens on screen as the number is matched.
Before you ask
| Question | Answer |
|---|---|
| How is this different from a general-purpose CRM? | A general CRM holds contacts and opportunities beside the care system. HealthOS intake is part of the care record, so a converted enquiry is already a registered person with their referral, assessments and consent attached. |
| Does it work with My Aged Care? | Yes. Referrals arrive through GPMS with your own machine credential, and care recipients are matched in ACWS. |
| Can families enquire from our website? | Yes. A web enquiry lands in the same inbox, and for Support at Home a family can see what their budget buys on your website first. |
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