Streamline Your Referrals
Smarter Client Intake to Power Your Growth
Intuitive Dashboard
- Easily navigate through your referral data with our user-friendly dashboard that provides real-time insights.
- Track your referral data and referral allocations
- Streamline communication to 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.
Automated
- Automatically catalogue new referrals using a personalised intake form
- Filter functions to sort referrals quickly by date, age, presenting problems, referral type, urgency and status (e.g. active, contacted, waitlist)
- Dynamic functions to meet changes in your practice profile and easy access to booking instructions
- Auto flagging of referrals for clinical review basedon pre-set criteria
- Referral data tracking
Secure Data Management
- Encryption
- Access Controls
- 2-Factor Authentication
- Robust backup and recovery practices for all critical systems and data
Matching logic
- Automatically matches referrals based on your practitioners clinical preferences and scope of practice (Psychology only)
- Access multiple practitioner waitlists to quickly allocate a new referrals
Add your practice locations and invite your team members
Complete your clinical profile to facilitate matching
Customise and integrate your personalised enquiry form
Easily edit your enquiry form to suit your business, add your logo and brand colours. Integrate the form link to your website or send it to your referral network.
Save time - Referral info automatically populates on the dashboard
Also receive email notifications when a new referral is submitted. Create an automated and personalised submission email
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
See Katina Online in Action
Watch our demo video to understand how Katina Online simplifies referral management and enhances your business connections.
Get Started Today!
Unlock Your Free Trial
Ready to experience the benefits of seamless referral management? Contact us now for a free trial and see how Katina Online can transform your business. Our team is here to help you every step of the way, ensuring you get the most out of our services. Don’t miss out on this opportunity to elevate your referral process!
