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Dynamic and Automated Referral Management

  • Dedicated referral platform that automatically catalogues new referrals
  • Personalised web link for prospective clients and referrers to request an appointment
  • Sort through referrals quickly by date, age, presenting problem, referral type, urgency, status
  • Updates your matches to meet changes in your practice profile
  • Change the status of the referral (e.g. waiting, contacted, on hold)
  • Automatically flags referrals for urgency based on pre-set criteria
  • Referral Data Tracking

Instantly Match the Right Clinician to the Right Referral

  • Maximise patient satisfaction and retention with our software's comprehensive and adaptive matching system based on your clinician's clinical preferences and scope of practice.
  • Access multiple practitioner waitlists to quickly allocate a new client

Seamlessly Connect With Your Referrals

  • Streamline communication to prospective clients with integrated email services and customisable email templates*
  • Send bulk emails to prospective clients
  • Receive email notifications when a referral is added to Katina 


*one-way email integrated service.  Business needs to supply a reply to email to initiate 2-way email correspondence.  

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Customise Your Enquiry Form & Automated Emails

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Add Your Clinic Branding & Colours

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Change the Status of Your Referrals

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Easily Access Booking Instructions from Clinicians

Add your practice locations, edit and customise your enquiry form and invite your team members to create their clinical profile




Easily integrate the client form link into your website so prospective clients and referrers can conveniently request appointments


Referral information automatically populates on the Katina Dashboard. Edit the status of the referral, check for practitioner matches & their availability for new clients and offer appointments via email straight from the system.


Handy tip: Add your booking link from your practice management software to the email for a smooth first session booking experience.


Smarter Client Intake to Power Your Growth

Benefits of Katina

  • Save money, reduce double handling and free up your clinic's resources
  • Improve your client's engagement from the first point of contact
  • Referral data insights to inform your business decisions, recruitment and marketing


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Free Access For 14 Days