Industries / Health & allied-health administration
Health & allied-health administration · Custom workflow design
Connect appointment administration, waitlists and referral records
Coordinate non-clinical work so practice staff have the information needed to arrange care. Clinical urgency, diagnosis and treatment decisions stay with qualified clinicians.
For Practice manager, clinic owner or patient services lead
Use existing practice software for standard reminders and bookings. Custom workflows suit administrative handoffs and completeness checks that the existing system cannot coordinate.
Connect the records you already use
Practice-management and appointment systems
Approved administrative information
Referral documents and consent records
Access, data quality and write permissions are checked during scoping. Integration availability depends on your systems.
Agree who can change rules, approve exceptions and authorise each write. Keep a history of source records, rule versions and action results. Detect partial failures, reconcile before retrying and assign unresolved cases to a named owner.
AI can extract, classify and prepare information. Validated rules and agreed permissions govern consequential actions; missing evidence triggers review. Test normal cases, exceptions and recovery against acceptance criteria before launch.
Related operating experience
See the foundations running at G3.
G3 is our founder’s retail and venue business in Melbourne. Explore relevant capabilities and their boundaries; your industry’s rules still need their own design and validation.
Start with a sanitised example, the result you need and one awkward case. We will map a bounded first implementation.
Is this clinical triage or medical advice?
No. The proposed scope is administrative. Requests requiring assessment use the practice’s approved escalation process and do not receive an automated clinical judgement.
Can a waitlist offer go to any available patient?
No. Staff-defined appointment suitability, clinician availability, consent and booking requirements must be checked before an offer is made or accepted.
Can an administrative workflow use less data than the full patient record?
Define the exact task and the minimum fields it needs, such as appointment type, contact preference and whether required paperwork is present. Check practice-system permissions, storage and approved handling before connection. Clinical notes should not be copied into a routine booking or document-chasing flow merely because they are available.
What if a referral appears to match two patients?
Use the practice’s approved identity checks and keep the original referral intact. Uncertain identifiers, conflicting attachments or missing pages go to the designated staff member before the document is linked or appointment status changes. Start the pilot with redacted examples of these mismatches rather than assuming name similarity is enough.
Do we need an ongoing Canvo subscription?
No mandatory Canvo subscription. An agreed implementation includes 12 months of support for the delivered workflows, defects and minor compatibility changes to existing integrations. Optional proactive care and further development are scoped separately. Software, hosting and API costs remain separate.
Your operation, your rules
Bring the handoff that keeps going wrong.
Free workflow review. A$950 ex GST diagnostic. A bounded first deployment from A$4,900 ex GST, with 12 months of included support for the agreed implementation.
