Health, Care & Wellness Management Software
Manage care visits, appointments, practitioner and support-worker schedules, client, participant and patient records, forms, service locations, mobile and community visits, telehealth, billing and reporting from one connected platform.
Accept service requests and appointments online, coordinate practitioners, support workers and care teams, manage clinics, facilities, homes, community visits and telehealth, collect required details, automate communication, send invoices, take payments and monitor operations without relying on disconnected calendars and spreadsheets.
Find the right software for your health, care or wellness organisation
Choose the service type closest to your organisation to explore scheduling, staff coordination, client records, forms, communication, billing and reporting workflows relevant to the way your team works.
Aged Care Management Software
Coordinate recurring home and community visits, carers, service areas, client records, forms, communication, billing and operational reporting.
Disability Support Services Software
Manage participant enquiries, recurring supports, support-worker schedules, service locations, forms, notes, invoices and communication.
Nursing Home Services Management Software
Coordinate on-site and mobile teams, recurring services, forms, attachments, communication, billing and operational reports.
Medical Practice Management Software
Manage appointment requests, practitioners, clinic staff, rooms, intake forms, reminders, invoices, payments and operational reporting.
Psychology Practice Management Software
Manage in-clinic, mobile and telehealth appointments, practitioner calendars, client intake, reminders, invoices and recurring sessions.
Chiropractic & Osteopathy Practice Software
Schedule clinic and mobile treatments, practitioner availability, recurring care, forms, packages, reminders and payments.
Speech Therapy Practice Software
Manage clinic, school, home and telehealth sessions, practitioner schedules, intake forms, recurring appointments and communication.
Exercise Physiology Practice Software
Coordinate assessments, rehabilitation sessions, home visits, workplace programmes, recurring appointments and telehealth.
Dietitian & Nutritionist Practice Software
Coordinate consultations, programmes, intake questions, practitioner availability, recurring reviews, payments and telehealth.
Mobile Optometrist Scheduling Software
Organise eye tests, fittings, clinic and mobile visits, calendars, client records, invoicing, payments and follow-up reminders.
Massage Therapy Management Software
Coordinate clinic, spa, corporate and mobile bookings, therapist schedules, forms, packages, payments and repeat visits.
Acupuncture Practice Management Software
Manage appointments, practitioner rosters, intake forms, treatment packages, mobile visits, reminders and billing.
Life Coaching Management Software
Schedule private, group and online coaching sessions, manage programmes, communication, recurring bookings, invoices and payments.
Manage the complete service journey from enquiry or referral to follow-up
OctopusPro connects enquiries, referrals, online booking, staff assignment, client, participant and patient information, forms, communication, service delivery, invoicing, payments and reporting in one operational workflow.
Capture enquiries, referrals and bookings
Receive website enquiries, referral-led requests, appointment or visit requests, quote-first work and staff-created bookings without losing details across calls and inboxes.
Assign the right practitioner, support worker or care team
Match services using staff skills, permissions, working hours, live availability, facility or clinic locations and mobile coverage.
Standardise intake, service forms and documentation
Use configurable questions, forms, checklists, signatures, service notes and attachments to collect the operational information your team needs.
Support facility, clinic, home, community and telehealth
Manage facilities, clinics, client homes, community visits, mobile services and virtual consultations from one connected schedule.
Automate communication
Send confirmations, reminders, rescheduling updates, follow-ups, payment requests and internal alerts consistently.
Invoice and report from one system
Keep invoices, payments, staff activity, service status and operational reports connected to the underlying client and service records.
Let clients, patients, participants and families request services online
Turn your website into a connected service-request channel where people can choose a service, location, available time and team member where enabled, or submit an enquiry or referral for review before anything is confirmed.
Online bookings, enquiry and referral workflows, self-service options and connected communication.
- Display services, appointment or visit types, durations and booking instructions
- Show times based on matching staff availability, services, locations and booking rules
- Offer facility, clinic, home, community, mobile and telehealth service locations
- Collect intake questions, referral details, participant or patient information, files and service notes
- Allow controlled rescheduling and cancellation through the client portal
- Request deposits or payment where appropriate for your workflow
- Support guest requests, account login and repeat or recurring service requests
- Apply minimum notice, availability and appointment acceptance rules
Coordinate facilities, clinics, home visits, community services, mobile teams and telehealth from one schedule.
Coordinate practitioners, support workers, care teams, rooms, visits and locations
Manage working hours, availability, leave, service assignment, branch access, facility and clinic locations, mobile service areas and the services each authorised team member can perform.
- Daily, weekly, monthly, list and map-based calendar views
- Practitioner and care-team working hours, leave, breaks and unavailable time
- Skills, permissions and service-based staff matching
- Facilities, clinic rooms, branches and fixed service locations
- Map-based home, mobile and community service areas
- Multiple practitioners or care workers on group, programme or complex services
- Google and Outlook calendar integration
- Hourly, fixed, commission and mixed staff pay workflows
Build service workflows around the care, clinical and wellness services you deliver
Create a structured service catalogue for care visits, consultations, assessments, sessions, supports, mobile services, programmes and follow-ups. Use custom fields and conditional questions to collect relevant details without presenting every person with unnecessary questions.
Structure services, appointments, visits, custom questions, durations, pricing and eligibility or approval rules.
- Service categories, descriptions, durations and availability rules
- Initial assessments, consultations, recurring care or support visits, therapy sessions, programmes and follow-ups
- Service options that can adjust duration, staffing or price
- Dependent questions that appear only after a relevant selection
- Enquiry-first, referral-led, quote-first, approval-first and direct booking workflows
- Packages, service bundles, discounts, voucher codes and promotional offers
- Products, supplies and billable items linked to bookings and invoices
- Travel fees and geographic pricing for home, mobile and community services
Collect structured client, participant or patient information, forms, checklists, signatures and supporting files.
Give authorised staff the operational information needed for each service
Keep contact details, service history, communication, form responses, notes, files, invoices and payment records connected to the correct client, participant or patient and service, with permissions controlling what different team members can access.
Client, participant and patient profiles
Keep appointment or visit history, communication, preferences, contacts and recurring operational details connected to one profile.
Digital intake and forms
Collect intake, service or support forms, checklists, acknowledgements, signatures and required information before, during or after a service.
Notes and attachments
Link service notes, referral files, photos, PDFs and supporting documents to the relevant person and service record.
Permissions and audit history
Control access for office staff, managers, practitioners, support workers and care teams while keeping a record of changes, communication and service activity.
Create health, care and wellness forms and checklists
Reduce missed services, support continuity and simplify billing and follow-up
Automate the communication and payment tasks that affect attendance, cash flow and continuity of service. Keep policies consistent while maintaining a clear record of what was sent, paid, refunded or still needs action.
Automate confirmations, reminders, follow-ups, payment requests and internal alerts.
- Appointment confirmations and reminders by configured channels
- Deposits and secure online payment requests
- Cancellation and no-show fee workflows where appropriate
- Invoices, refunds, balances and payment tracking
- Recurring appointments, follow-up sessions and repeat booking
- Programmes, packages and service bundles
- Review invitations, follow-up communication and mailing lists
- Xero and QuickBooks accounting integration
Recurring appointments
Support recurring care visits, planned reviews, therapy sessions, treatment programmes, mobile services and other repeat schedules.
Packages & programmes
Sell prepaid consultations, service bundles and structured programmes through your customer portal where appropriate.
See appointments, visits, payments, staff activity and service performance in real time
Use live reports and audit trails to understand service volume, conversion, revenue, payment status, staff workload, service demand and communication activity, then open the underlying record when more detail is needed.
Service and revenue visibility
Review requested, booked and completed services, quote conversion, service demand, payment status and revenue trends.
Practitioner and care-team workload
Monitor schedules, assigned services, timesheets, service progress, productivity and earnings-related records.
Communication and audit trail
Trace email, SMS, call, automation and service activity when following up questions or resolving issues.
How health, care and wellness service management works in OctopusPro
Keep each client, participant, patient and service moving through one structured process instead of re-entering information across separate scheduling, communication, form, payment and reporting tools.
Capture the request
Receive an online booking, enquiry, phone request, referral-led request or staff-created service.
Collect service details
Add the service, location, client, participant or patient details, questions, files, notes and any referral or approval requirements.
Confirm availability
Check suitable practitioners or care workers, working hours, synced calendars, services, locations and mobile coverage.
Confirm and prepare
Assign the practitioner, support worker or care team, send confirmations, collect required forms and request payment where configured.
Deliver the appointment or visit
Give authorised staff access to relevant details, checklists, notes, files and service-status tools.
Invoice and follow up
Issue the invoice, collect the balance, schedule recurring or follow-up services and keep operational records connected.
Why growing health, care and wellness organisations need more than a basic scheduler
Compare a calendar-only tool with a connected service management platform.
Basic appointment calendar
- Reserves a time on one or more calendars
- Usually handles only simple appointment types
- May send basic confirmation messages
- Often leaves client records, forms, files, payments and reporting in separate tools
- Limited support for care visits, mobile service areas, telehealth or staff-assignment rules
- Can become fragmented as staff, locations, services and workflows grow
OctopusPro health, care and wellness management software
- Connects enquiries, referrals, bookings, staff and client records
- Supports facility, clinic, home, community, mobile and telehealth services
- Uses staff availability, skills, permissions, services, locations and coverage
- Links forms, notes, files, reminders, invoices and payments
- Supports recurring visits, appointments, packages, programmes and follow-up workflows
- Provides live reports, audit trails and operational visibility
Management software that adapts as your organisation changes
Use the same platform whether you work independently, manage a clinic, coordinate care or support teams, deliver home and community services or operate several locations and service areas.
Solo practitioners
Accept appointments online, manage clients, send reminders, collect payments and keep operational records organised without adding reception workload.
Clinics & allied health teams
Coordinate practitioner availability, rooms, appointment assignment, forms, communication, payments and reporting across a growing team.
Aged care & nursing home services
Manage recurring visits, on-site and mobile teams, service records, forms, communication, invoicing and operational reporting.
Disability & community support
Coordinate participant services, support-worker schedules, locations, recurring supports, forms, notes and billing workflows.
Mobile & home-visit teams
Manage client-site visits, service areas, travel, field updates, recurring schedules and mobile staff availability.
Multi-location organisations
Control branches, service locations, staff access, calendars, payments and reports from one account.
See office teams, practitioners, care workers and clients working together
See how enquiries, online booking, office staff, practitioners, support workers, care teams, client updates, forms, invoicing and payments stay connected from first request to follow-up.
Health, care and wellness management software FAQs
Common questions from care organisations, clinics, allied health practices, wellness providers, mobile teams and growing service businesses.
What is health, care and wellness management software?
Health, care and wellness management software helps care providers, clinics, practitioners and appointment-based wellness businesses manage enquiries, referrals, bookings, staff availability, client records, communication, forms, billing and daily operations. A connected system can also support home visits, community services, telehealth, recurring work and reporting.
Can clients, patients, participants or families request services online?
Yes. OctopusPro can let people submit an enquiry, referral-led request or booking through your website or customer portal, choose available services and times where enabled, provide required details and manage approved rescheduling or cancellation options.
Can OctopusPro manage facility, clinic, home, community and telehealth services?
Yes. Services can be configured for facilities, clinics, branches, client homes, community locations, mobile service areas or remote appointments delivered through supported meeting platforms.
Can I manage practitioners, support workers, care teams and multiple locations?
Yes. Set working hours, availability, services, skills, permissions, branches, fixed locations and mobile service areas for each team member, then assign services manually or through configured assignment workflows.
Can I collect forms, checklists, notes and supporting files?
Yes. Use custom fields, forms, checklists, signatures, service notes, photos and attachments to collect and organise operational information linked to the correct person and service record.
Does OctopusPro support recurring care visits, appointments and programmes?
Yes. Manage repeat bookings, recurring care or support visits, planned reviews, therapy sessions, service packages, bundles and structured programmes.
Can automated communication help reduce missed services?
OctopusPro can automate confirmations, reminders, rescheduling updates, follow-ups, payment requests and internal alerts. You can also apply minimum booking notice and configured cancellation or no-show workflows where appropriate.
Can I manage invoices, payments and refunds?
Yes. OctopusPro supports deposits, invoices, online payment collection, payment tracking and refund workflows. Financial records remain connected to the relevant client and service.
Can staff working time, earnings and commissions be tracked?
OctopusPro supports working-hour, timesheet, earnings and commission-related workflows, including fixed, hourly, commission-based and blended arrangements, subject to your configuration.
Is OctopusPro suitable for multi-location care, clinic or wellness organisations?
Yes. Multi-location organisations can manage branches, services, staff access, appointment and visit locations, calendars, payments and reports centrally while controlling what is available at each location.
Does OctopusPro integrate with accounting, calendars and communication tools?
OctopusPro supports Google and Outlook calendar integrations, accounting integrations including Xero and QuickBooks Online, payment gateways and communication tools for email, SMS, voice and supported messaging workflows.
Is OctopusPro an electronic medical, clinical or care-record system?
OctopusPro is designed for service operations, scheduling, CRM, forms, communication, invoicing, payments and reporting. It should not be treated as a substitute for any required clinical, medical, care-record, medication, prescribing, emergency or jurisdiction-specific compliance system.
Set up OctopusPro for your health, care or wellness organisation
Follow practical guides for online booking, referrals, staff schedules, client records, forms, payments, recurring services and reporting.
Online booking & customer portal
Scheduling & practitioner management
Clients, participants, patients & records
Payments, follow-up & reporting
Ready to simplify your health, care or wellness operations?
Bring enquiries, referrals, appointment and visit scheduling, staff coordination, client records, forms, reminders, invoices, payments, recurring services and reporting into one connected platform. Start your free trial or book a personalised demo to see how OctopusPro can fit your organisation.