Features

Everything your practice runs on.

A connected directory of the workflows your practice runs on: documentation, scheduling, referrals, forms, billing, analytics, patient access and admin tools. Each feature now has its own page, so you can go deeper without losing the whole-platform view.

AI across the practice

Intelligence across the whole practice.

PractaLuma's AI doesn't stop at notes. It drafts, checks and composes across your documentation, decisions and reporting, purpose-built for mental health, tuned to your voice, and always under your control.

Copilot

A quiet second opinion on everything you draft.

Runs in the background while you write. Spots gaps, suggests clinical language, flags when the numbers don't match the narrative. Turn it off any time, it's there when you want it.

Reports

Assessment reports. Thirty minutes, not three evenings.

Psychological assessments, treatment summaries, progress and discharge reports, NDIS and Medicare letters, composed from your sessions, scores and prior notes in the structure your funder expects. Learns your voice over the first month. Plus letter generation for referrals and correspondence.

psychological assessmenttreatment summaryNDISGP letterstracked changes
Scribe

Session notes, drafted while you're still in the room.

Listens to your session and writes structured clinical documentation, SOAP, DAP, BIRP, GAS, or your own template. Not a transcript. Your voice, your reasoning, the patient's words kept where they matter. Review, adjust, sign. Most clinicians finish in under a minute.

on-device processing240+ termsmulti-speakercustom templatesOCR
The practice layer

Core tools that run the rest.

Each one works on its own. Together, they mean a signed note triggers the invoice, a referral creates the intake, and a completed assessment updates the treatment plan, without you wiring anything together.

Patient Portal

One place for clients to book, pay, message, and complete intake.

A branded client experience for bookings, forms, invoices, secure messages, and reminders.

Calendar Management

Scheduling that understands how a clinic works.

Multi-clinician, multi-site scheduling with rooms, reminders, telehealth links, and waitlists.

Billing & Payments

Claims and invoices ready when the session is complete.

Medicare, NDIS, private billing, invoices, reminders, and payments connected to clinical work.

Forms & Assessments

Intake and psychometrics scored on submission.

Send forms and measures that update the record automatically when clients complete them.

Referrals & Triage

New referrals read, ranked, and ready for approval.

Turn incoming referrals into triage decisions, drafted replies, intake forms, and appointment holds.

Plan Management

Treatment plans that stay current as care unfolds.

Goals, baselines, review dates, funding links, and progress signals in one care-plan workflow.

Supervision

Everything the senior clinician needs in one review queue.

Caseload visibility, draft review, comment trails, sign-off, and supervision notes.

Reports & Analytics

Practice insights your team can act on.

Cancellation, utilisation, revenue, note turnaround, claims, and clinical workflow reporting.

Integrations

Connects to the tools your practice already relies on.

Calendar, telehealth, billing, payment, and accounting integrations without double handling.

How it works day to day

Three things that happen on a Tuesday.

Not a demo script. Three real workflows from an ordinary day at the clinic.

Workflow · a new referral lands

Triaged in two minutes. Approved from the couch.

A GP referral arrives at 4:12 PM. By 4:14, Triage has read the letter, ranked the urgency, drafted a warm reply to the patient, and held a 45-minute initial on your next available Tuesday. You approve it from your phone. The patient gets the SMS at 4:15.

  • Reads PDF and email referrals, GP letters, NDIS plans, client enquiries.
  • Ranks each new referral by urgency against your own criteria.
  • Safety-relevant referrals route to the senior clinician automatically.
Triage · inbound referral · Dr Hassan (GP)
Adult, 34. Generalised anxiety, requesting CBT. K10 elevated at last visit. Standard urgency.
Drafted acknowledgement. Offered Tue 22 Oct, 2:00 PM with Dr Patel. Intake form pre-filled , 7 fields remaining for client.
Workflow · writing an assessment report

Fourteen pages. Thirty minutes. Your voice.

Reports pulls demographics, history, observation notes, standardised scores, and recommendations from the record. It composes in the structure your funder expects, using language from your prior reports. You review section by section, with tracked changes when the final differs from the draft.

  • Learns your writing style from your previous reports.
  • Standardised score interpretation with cited norms.
  • Psychological assessment, treatment summary, progress and NDIS report templates.
Reports · psychological assessment
Section 4 · Daily living · Composed from session notes 12–18 and WeeFIM scores from 02 Oct. 312 words. Cited.
Recommendation block drafted. Wording mirrors your last two FCA reports. Differences highlighted for review.
Workflow · end-of-day billing

Eleven claims submitted. You clicked once.

Every signed note triggers the right claim path. NDIS plan-managed goes to the plan manager with pre-coded line items. Medicare goes via your provider number. Self-managed goes to the client with a tap-to-pay link. Rejected claims retry with the missing field, no follow-up needed.

  • Same-day submission. Median payment: 1.4 business days.
  • Rejected claims retried automatically with the missing field.
  • Aged-debtor watchlist with one-tap follow-up sequences.
Billing · today
Submitted · 11 claims · $3,402.50
Paid · 9 of yesterday's 11 · $2,840.00 deposited
Two claims awaiting plan-manager processing. No action needed, ETA Friday.
See it for yourself

Bring a real referral. We'll triage it live.

25 minutes. Your discipline, your workflow, no slides, no pretend cases. We'll run Scribe, Reports, Triage and Billing end-to-end against your own data.

Book a demoTrust & compliance