Shoalhaven Occupational Therapy wanted an online forms provider that integrated with their Cliniko practice management software.
The practice was after an online solution that would streamline the way they managed all their contracts and referral forms
Snapforms allows them to integrate seamlessly with Cliniko and pre-populate fields in each client’s forms with their individual information
They’re now transforming their client assessment process using Snapforms’ calculation fields to automate assessment scoring
In the early stages of setting up their occupational therapy business on New South Wales’ picturesque South Coast, Claire and Nathan Carson already had their practice management software Cliniko up and running.
What they didn’t have, though, was an easy way to streamline all the contracts and referral forms that were chewing up their small team’s precious time.
Running a small business with a large footprint
As an occupational therapist for more than 10 years, Claire saw the need for locally-based occupational therapy (OT) services in her beloved Shoalhaven region.
Having lived in the Shoalhaven for most of their lives and now raising their three children in the local area, the couple wanted their local community to be able to access much needed OT services without having to travel to Wollongong, Sydney or Canberra.
With her partner, Nathan, taking on the role of business manager, Claire established Shoalhaven Occupational Therapy in 2020, servicing clients of all ages with a wide range of diagnoses.
What was the business challenge?
“We were at the start-up stage,” explains Nathan.
“Looking at ways to streamline our contracts and referral forms, and something that integrated with Cliniko.”