Clerica assists practices with the administrative process of onboarding new clients efficiently and professionally. We help manage intake documentation and file setup so your team can focus on delivering care.

What this service includes

• Intake form preparation

• Client welcome packs

• New client file setup

• Document collection and organisation

• Referral and onboarding workflows

• Administration support for new clients

Who this service is for

• Allied health practices

• NDIS providers

• Rehabilitation and counselling services

• Clinics managing high referral volumes

Benefits

• Smooth and organised onboarding

• Improved client experience

• Reduced admin workload

• Consistent documentation processes

• Professional presentation

Professional boundaries

Clerica provides administrative support only and does not provide client advice or clinical services..