New client intake shouldn't take longer than the intake itself.
Setting up a new client from scratch: entering contact details, contact information, billing contacts, NDIS goals, and referrer information; can take 20 minutes before the first session has even started.
Multiply that by every new client, and it's hours every month spent on data entry instead of care.
Panellie replaces that process with one step.
Upload the intake form. The rest happens automatically.
From PDF to complete client record in seconds
1
Upload the intake form
Upload the client's intake form as a PDF. If the client is on an NDIS plan, upload that too. Click Add Client.
2
Panellie reads and builds the record
AI processes the documents and creates a complete client profile automatically
3
Review and adjust anything you need
Every field can be edited. The AI does the heavy lifting; you stay in control of the final record.
4
You're ready for the first session
Goals are in. Documents are stored. The appointment is one click away.
Clients
Manage every client's details in one place.
Each client has a complete profile covering everything your practice needs from first contact to discharge. Personal details, billing information, caregiver and emergency contacts, referrer details, and funding information all sit in one record, connected to every appointment and note.
AI Client Creation
Create invoice templates for every billing type your practice uses
This is the feature that saves clinicians the most time at the front end of a new client relationship. Upload the intake form and NDIS documents, Panellie reads both documents and builds the entire client record automatically.
There's no re-entering information that already exists on paper. No copying between systems. The record is there, accurate, and ready before you've opened your calendar.
Goals
Track therapy goals from NDIS import and create sub-goals
For NDIS clients, goals come in automatically when the plan is uploaded. From there, you can add sub-goals under each NDIS goal.
Set a goal description and a target date. Panellie does the formatting. The result is structured, professional goal documentation that's ready for progress notes, reports, and plan reviews; without the writing time.
Notes and documents
Every session, every note, every document — in one place.
Session notes appear in the client record linked to the appointment they came from. Documents (referrals, reports, assessments, intake forms) are stored in the client profile and accessible before any session.
Nothing is filed separately or lost in a folder.
