AI for private clinics: 86 Claude use cases

Enquiries and booking

Calls, web forms and referrals, all landing at the front desk.

6 use cases

Highest value

Replying to a web or email enquiry

Drafts a reply to each enquiry from the website, email or social media, answering what the person asked and offering the right appointment with the right clinician.

SkillConnectorEmailPractice software

By hand15 min

With Claude3 min

SkillConnectorEmailPractice software

You give itThe enquiry, your price list, your clinicians and the diary.

You get backA reply in the clinic's voice with the fee, the next three suitable slots and what to bring, and a note when the enquiry reads as though a clinician should triage it first.

You stillAnswer anything clinical. Whether someone should be seen today, or by you at all, is not a decision for reception.

Highest time

Writing up a booking call

Turns a recorded call with a new patient into the booking record, so reception is not typing while the next line rings.

ConnectorSkillPhoneCall recordingPractice software

By hand6 min

With Claude1 min

ConnectorSkillPhoneCall recordingPractice software

You give itThe call recording, and the fields your practice software asks for at booking.

You get backThe patient's details, the reason for the visit, who is paying, the insurer and membership number if they gave one, and a list of what they did not give, such as their NHS GP.

You stillTake the call. A patient in pain needs a person on the phone, and the record follows from it.

Working through the missed call list

Matches each missed call against your patient records and drafts a text or a callback note for each one, so nobody who rang to book goes unanswered.

Scheduled taskConnectorPhonePractice softwareMessaging

By hand30 min

With Claude5 min

Scheduled taskConnectorPhonePractice softwareMessaging

You give itThe missed call log from your phone system.

You get backEach number matched to a patient where one exists, with their next appointment and any open invoice, a text drafted for each, and the numbers you do not recognise listed first for a callback.

You stillMake the callbacks, starting with the ones a text will not settle.

Booking from a referral letter

Reads a referral from a GP, a consultant or a case manager and prepares the booking. Most referrers write a free text letter rather than use your form.

SkillConnectorEmailPractice softwareFile storage

By hand15 min

With Claude3 min

SkillConnectorEmailPractice softwareFile storage

You give itThe referral letter and your appointment types.

You get backThe patient's details, the referrer, who is funding the care, the urgency the referrer gave and the appointment type it points to, with anything marked urgent at the top of the list.

You stillTriage it. A clinician decides how soon the patient is seen and by whom.

Checking an insured booking before the first visit

Checks an insured patient's booking before the first appointment, so nobody arrives without what the insurer needs.

SkillScheduled taskPractice softwareMessaging

By hand10 min

With Claude2 min

SkillScheduled taskPractice softwareMessaging

You give itThe booking and the insurer details the patient gave.

You get backA check that the membership number is in the right format for that insurer and that there is an authorisation code, and a message to the patient listing what is missing and that sessions before authorisation are charged at the self-pay rate.

You stillExplain the excess and any shortfall to the patient, and decide when to make an exception to your own rule.

Booking a corporate screening day

Turns an employer's list of staff into a screening schedule, with each person's booking, questionnaires and confirmation.

CoworkConnectorSpreadsheetPractice softwareEmail

By hand2 hrs

With Claude25 min

CoworkConnectorSpreadsheetPractice softwareEmail

You give itThe employer's list, the package each person is on and the clinic days available.

You get backA draft schedule, a confirmation for each employee with the pre-assessment questionnaires attached, and a list of the people with missing details to send back to the employer's HR contact.

You stillAgree the package with the employer, and decide who needs a call from a doctor before the day.

The diary and no-shows

Reception, keeping every clinician's list full.

6 use cases

Reminders that ask for what is missing

Sends a reminder before each appointment that also asks for whatever the booking still lacks, such as the forms, the authorisation code or the GP's details.

Scheduled taskConnectorMessagingPractice software

By hand20 min

With Claude3 min

Scheduled taskConnectorMessagingPractice software

You give itTomorrow's diary and your booking records.

You get backOne message per patient, built from what their record is missing, and a list in the morning of the patients who have not replied.

You stillRing the ones who matter most. HMDG, a marketing agency that surveyed 715 clinic owners, found no-shows ran at about 11% without automated reminders and about 6% with them.

Highest value

Following up a no-show

Drafts the message to a patient who missed an appointment, offering a new time and setting out your cancellation charge in your own terms.

SkillConnectorMessagingPractice software

By hand10 min

With Claude2 min

SkillConnectorMessagingPractice software

You give itThe missed appointment, your cancellation policy and the next free slots.

You get backA message offering three new times, the late cancellation invoice drafted where your policy charges one, and a note when the patient is insured, because the insurer will not pay for a missed session.

You stillDecide whether to charge. Someone who missed physio because their back went into spasm needs a different reply from someone who forgot.

Filling a late cancellation

Finds the patients who would take a slot that has just come free, and drafts the offer to them.

SkillConnectorPractice softwareMessaging

By hand20 min

With Claude3 min

SkillConnectorPractice softwareMessaging

You give itThe free slot, the clinician, and your waiting and overdue lists.

You get backA short list of patients who want an earlier appointment, are due a follow-up or asked for that clinician, with a text ready for each in the order you choose.

You stillChoose who gets the slot. A patient in pain may matter more than the one who asked first.

Telling patients a clinician is running late

Drafts the texts to everyone booked with a clinician who is running late, and offers to move anyone who cannot wait.

ChatConnectorMessagingPractice software

By hand10 min

With Claude2 min

ChatConnectorMessagingPractice software

You give itThe clinician, how late they are running, and the rest of their list.

You get backA message to each patient with an honest new time, and a list of the patients who reply asking to rebook.

You stillDecide whether to move patients to another clinician.

Next week's diary gaps

Reviews next week's diary for every clinician and shows where the gaps are and which patients could fill them.

Scheduled taskConnectorPractice softwareSpreadsheet

By hand1 hr

With Claude10 min

Scheduled taskConnectorPractice softwareSpreadsheet

You give itAccess to the diary and your patient list.

You get backUtilisation by clinician and room for the week ahead, the patients due a follow-up who have nothing booked, and the patients part way through a course of treatment who did not rebook.

You stillDecide which gaps to fill and which to hold for urgent patients. HMDG's survey put average clinician utilisation at 72%.

Moving patients when a clinician's days change

Works out the changes to the diary when a clinician changes their days, takes leave or leaves, and lists every patient affected.

SkillConnectorPractice softwareMessaging

By hand45 min

With Claude10 min

SkillConnectorPractice softwareMessaging

You give itThe change, and the clinician's booked appointments.

You get backEvery appointment that needs moving, the other clinicians who could see each patient, and a message drafted for each patient explaining the change.

You stillDecide who each patient moves to. Some will want to wait for their own clinician.

Registration and consent

Forms, consent and the details the letters will need later.

5 use cases

Checking registration forms before the visit

Reads each new patient's online registration and medical history form and lists what is missing before the appointment starts.

SkillConnectorPractice softwareMessaging

By hand10 min

With Claude2 min

SkillConnectorPractice softwareMessaging

You give itThe completed form.

You get backA list of the gaps, such as no NHS GP details, no decision on sharing with the GP or an unanswered red flag question, and a message asking the patient to complete them.

You stillHave a clinician read the red flag answers. A form can show a gap. It cannot weigh what the patient wrote.

Recording consent to share with the GP

Checks each new patient's record for a clear decision on sharing information with their NHS GP, which decides what letters get written later.

SkillScheduled taskPractice software

By hand8 min

With Claude2 min

SkillScheduled taskPractice software

You give itThe registration form and the clinic's consent wording.

You get backEach record marked as shared, not shared or not asked, and a list of patients prescribed something whose record says not shared, for the doctor to review.

You stillHave the conversation. The GMC expects a prescriber to explain the risks when a patient will not share, and to record it.

Writing the forms for a new service

Writes the registration, history and consent forms for a new service, such as shockwave, injections or a screening package, from your existing forms.

ProjectSkillFile storage

By hand3 hrs

With Claude30 min

ProjectSkillFile storage

You give itYour current forms and a description of the new service and its risks.

You get backDraft forms in your house style, consent wording for the specific risks of the service, and a list of the questions a clinician must sign off before they go live.

You stillHave the clinical lead approve every clinical question and every risk the consent form names.

Chasing pre-assessment questionnaires

Chases each screening patient for the questionnaires they have not returned before their appointment.

Scheduled taskConnectorMessagingPractice software

By hand15 min

With Claude3 min

Scheduled taskConnectorMessagingPractice software

You give itThe screening diary and the questionnaire status for each patient.

You get backA reminder to each patient with forms outstanding a few days before, and a list on the morning of the people still incomplete so the nurse knows before they arrive.

You stillDecide whether a patient with incomplete forms goes ahead or is rebooked.

Explaining the treatment plan and cost

Turns the clinician's plan into a plain explanation for the patient of the number of sessions, what to do at home and what it will cost.

SkillPractice softwareEmail

By hand15 min

With Claude3 min

SkillPractice softwareEmail

You give itThe plan from the notes and your price list.

You get backA letter or message in plain English, the expected cost for self-pay patients, and for insured patients the sessions authorised so far.

You stillAgree the plan with the patient in the room.

Insurers and authorisations

Codes, session limits and further treatment requests.

5 use cases

Highest value

Tracking authorised sessions

Keeps a count of the sessions used against the sessions each insurer has authorised, and the date each authorisation runs out.

Scheduled taskConnectorPractice softwareSpreadsheet

By hand30 min

With Claude5 min

Scheduled taskConnectorPractice softwareSpreadsheet

You give itYour diary and the authorisation details recorded at booking.

You get backA daily list of patients one session from their limit, codes about to expire, such as Bupa's two months to start treatment, and patients booked beyond what is authorised.

You stillDecide with the patient whether to ask for more sessions, carry on as self-pay or discharge.

Highest value

Drafting a further treatment request

Prepares the insurer's further treatment form from the record, filling in everything that is already written down.

SkillConnectorPractice softwareEmail

By hand30 min

With Claude6 min

SkillConnectorPractice softwareEmail

You give itThe patient's notes, the outcome scores and the insurer's form.

You get backThe form with the membership and provider numbers, HCPC number, sessions to date, starting and current scores and the treatment summary filled in, and the clinical reason drafted from the notes for the physio to rewrite.

You stillWrite the clinical reason in your own words and sign it. Bupa asks which best practice guidelines it rests on, and the judgement is yours.

Highest value

Watching the sessional average

Works out the average number of sessions per course of treatment by insurer and by clinician. Bupa expects a clinic to stay at or below 5.5 over twelve months.

Scheduled taskConnectorPractice softwareSpreadsheet

By hand1 hr 30

With Claude10 min

Scheduled taskConnectorPractice softwareSpreadsheet

You give itYour discharged courses of treatment for the last year.

You get backThe average by insurer, clinician and condition, the courses that pushed it up, and whether the notes for each one record why the extra sessions were needed.

You stillDecide what the numbers say. A high average can mean complex patients, or a habit worth talking about with a clinician.

Getting authorisation for an onward referral

Prepares what the patient and the insurer need when a clinician refers on for a scan, an injection or a consultant, because each one needs its own authorisation.

SkillPractice softwareMessaging

By hand20 min

With Claude4 min

SkillPractice softwareMessaging

You give itThe referral and the patient's policy details.

You get backThe procedure codes and description for the patient to give the insurer, a message telling them what to ask for, and a reminder to check the new code has arrived before the appointment.

You stillMake the referral. Whether a patient needs a scan is a clinical decision.

Keeping each insurer's rules in one place

Builds one reference from each insurer's provider terms covering what needs authorising, the session limits, the forms, the invoice deadline and the outcome measures they want.

ProjectFile storage

By hand4 hrs

With Claude40 min

ProjectFile storage

You give itThe provider terms and updates each insurer has sent you.

You get backOne page per insurer that reception can follow, with every rule linked to the document it came from, and a list of what changed whenever a new version of the terms arrives.

You stillCheck it against your contracts, and decide which insurers are worth the work.

Invoices, remittances and debt

Insurer claims, shortfalls and self-pay, often done by reception.

9 use cases

Highest time

Raising the day's insurer invoices

Prepares the insurer invoices for the day's appointments with the codes, numbers and dates each insurer checks, so they go out within a day rather than in a batch at month end.

Scheduled taskConnectorPractice softwareInsurer billing

By hand45 min

With Claude8 min

Scheduled taskConnectorPractice softwareInsurer billing

You give itThe day's attended appointments and the insured patients' details.

You get backInvoices ready to submit, and a list of any that would fail, such as a membership number in the wrong format, a missing authorisation code, no diagnosis code or a clinician the insurer has not recognised.

You stillCheck the coding. Choosing the procedure code for what was done needs someone who knows the work.

Clearing rejected insurer invoices

Works through the invoices the insurers have sent back, explains each error in plain words and drafts the fix.

SkillConnectorInsurer billingPractice software

By hand20 min

With Claude4 min

SkillConnectorInsurer billingPractice software

You give itThe rejected invoices and their error messages.

You get backWhat each error means, such as a demographics mismatch over a missing middle name or a service date past the maximum invoice age, the corrected detail where the record holds it, and the ones that need the patient or the insurer.

You stillRing the insurer about the ones that need a conversation, and decide which to write off.

Highest time

Matching remittances to invoices

Matches each insurer payment to the invoices it covers, including bulk payments that clear dozens of small invoices at once.

CoworkConnectorInsurer billingAccountingPractice software

By hand1 hr

With Claude10 min

CoworkConnectorInsurer billingAccountingPractice software

You give itThe remittance advices, the bank feed and your open invoices.

You get backEvery invoice marked paid, part paid or unpaid, the short payments listed by patient, and any payment that matches nothing, for someone to look at.

You stillDecide what to challenge. Some short payments follow the insurer's fee schedule and some are mistakes.

Billing a shortfall to the patient

Turns a short payment or an unpaid excess into an invoice and a short letter to the patient explaining why they owe it.

SkillConnectorPractice softwareEmailPayments

By hand15 min

With Claude3 min

SkillConnectorPractice softwareEmailPayments

You give itThe remittance and the patient's record.

You get backThe shortfall invoice and a plain letter saying what the insurer paid, why it paid less and how to pay, sent straight after the remittance. Healthcode's own guidance is that the sooner it goes, the better.

You stillDecide whether to bill it. Some insurer agreements, such as WPA's for fee agreed providers, do not let you, and some patients deserve a call first.

Highest value

Catching invoices before they run out of time

Lists every insured appointment that has not been invoiced or paid, oldest first, against each insurer's deadline.

Scheduled taskConnectorPractice softwareInsurer billing

By hand30 min

With Claude4 min

Scheduled taskConnectorPractice softwareInsurer billing

You give itYour attended appointments and your insurer invoices.

You get backThe appointments with no invoice, the invoices still unpaid, and the days left on each before the six month limit Bupa and WPA set. A late Bupa invoice cannot be paid, or billed to the patient instead.

You stillChase the ones that need a phone call, and find out why they were missed.

Chasing self-pay and shortfall debt

Runs the reminder sequence on unpaid patient invoices, firmer at each stage, and lists the ones that need a call.

Scheduled taskConnectorPractice softwareEmailPayments

By hand45 min

With Claude8 min

Scheduled taskConnectorPractice softwareEmailPayments

You give itYour aged debt report and your payment terms.

You get backA polite reminder, two standard reminders and a final notice drafted at the right ages, a payment link in each, and a weekly list of balances over sixty days.

You stillDecide who gets a call, who gets more time and who goes to a debt agency. Some of these patients will still be in treatment.

Reconciling the day's card payments

Matches the card terminal's daily settlement to the payments recorded in your practice software.

CoworkPaymentsPractice software

By hand25 min

With Claude5 min

CoworkPaymentsPractice software

You give itThe terminal's settlement report and the day sheet.

You get backA match for every payment, a list of payments taken but not recorded against an invoice, and invoices marked paid with no payment behind them.

You stillLook into anything that does not match.

Tidying the accounts after the software sync

Finds the invoices that are paid in your practice software but still open in the accounts, which happens where the sync only runs one way.

CoworkConnectorAccountingPractice software

By hand1 hr 30

With Claude15 min

CoworkConnectorAccountingPractice software

You give itThe open invoices from both systems.

You get backEvery mismatch with its reason, such as a payment from account credit the accounts package would not accept, and the entries needed to clear each one.

You stillApprove the entries, or have your bookkeeper do it.

Writing the fee estimate before treatment

Drafts the written estimate a consultant must give a patient before further treatment. The CMA's order says it goes out within two working days of the final outpatient consultation.

SkillPractice softwareEmail

By hand20 min

With Claude4 min

SkillPractice softwareEmail

You give itThe planned treatment, the consultant's fees and any package price.

You get backA letter with the consultant's fees, the other costs the patient should expect and any financial interest the consultant holds, with a note to check the insurer's limits for insured patients.

You stillHave the consultant check the fees and sign it off.

Notes and outcome measures

The clinician's write-up after every appointment.

5 use cases

Highest time

Writing up the consultation note

Drafts the clinical note from a recording of the consultation, in the structure your clinicians use.

ConnectorSkillDictationPractice software

By hand12 min

With Claude4 min

ConnectorSkillDictationPractice software

You give itThe recording, made with the patient's consent, and your note template.

You get backA draft note with the history, findings and plan in your format, with anything the recording did not capture left blank rather than guessed.

You stillRead, correct and sign every note. An evaluation at Oxford University Hospitals found clinicians saved about ten minutes per encounter, and the note is still their record.

Sending and scoring outcome measures

Sends the outcome questionnaires at the start, at review and at discharge, scores them and puts the scores in the record.

Scheduled taskConnectorSurvey toolPractice software

By hand10 min

With Claude2 min

Scheduled taskConnectorSurvey toolPractice software

You give itYour outcome measures, such as the PSFS and a pain scale, and the treatment dates.

You get backEach questionnaire sent at the right point, the scores entered against the patient, and a list of patients whose questionnaires have not come back.

You stillRead what the scores say, and act on a patient who is not getting better.

Compiling outcome data for an insurer

Pulls together the outcome and patient experience data an insurer asks for, such as Bupa's completion rate for every member treated.

CoworkConnectorPractice softwareSpreadsheet

By hand2 hrs

With Claude15 min

CoworkConnectorPractice softwareSpreadsheet

You give itYour outcome records for the period and the insurer's request.

You get backCompletion rates, the average change in scores by condition, waiting times and discharge destinations laid out the way the insurer asked, with the patients missing data listed.

You stillCheck the figures before they go. The insurer will use them to decide whether to renew you.

Bringing exercise app scores into the notes

Copies outcome scores and adherence from the exercise app into the patient's record, where the next note and the insurer form will need them.

CoworkConnectorExercise appPractice software

By hand10 min

With Claude2 min

CoworkConnectorExercise appPractice software

You give itAccess to the exercise app and the practice software.

You get backThe scores and adherence entered against each patient, and a list of patients who have not opened their programme since their last session.

You stillDecide what to do about a patient who is not doing the exercises.

Preparing the annual notes audit

Samples each clinician's notes against your audit standard and drafts the findings. Bupa expects every physio's notes to be audited every year.

ProjectConnectorPractice software

By hand5 hrs

With Claude1 hr

ProjectConnectorPractice software

You give itYour audit standard and access to the records.

You get backFor each clinician, a sample of notes checked for consent, outcome measures, the plan and the reason for any extra sessions, with the gaps listed and a summary drafted for the clinical lead.

You stillJudge the clinical reasoning, and have the feedback conversation with each clinician.

Letters and referrals

Letters to NHS GPs and referrers, and onward referrals.

6 use cases

Highest time

Writing the letter to the NHS GP

Drafts the letter to the patient's NHS GP from the consultation note, in your letter format, when the patient has agreed to share.

SkillConnectorPractice softwareEmail

By hand20 min

With Claude4 min

SkillConnectorPractice softwareEmail

You give itThe note, the patient's consent choice and their GP practice.

You get backA letter setting out the findings, any prescription and what the clinic will follow up, addressed to the right practice, with a log entry showing it was sent.

You stillCheck the clinical content and sign it. The CQC has named sharing information with the NHS GP as a recurring failing in private doctor services.

Typing a consultant's dictated letters

Turns a consultant's dictation into the clinic letter in the right format, addressed to everyone who should have a copy.

SkillConnectorDictationPractice software

By hand25 min

With Claude5 min

SkillConnectorDictationPractice software

You give itThe dictation and the patient record.

You get backThe letter typed and formatted, the copies listed for the GP, the referrer and the patient, and a note of any word in the dictation it could not make out.

You stillHave the consultant read and sign it.

Updating the referrer at discharge

Writes the update or discharge letter to whoever referred the patient, which Bupa's terms require for patients referred by a consultant.

SkillConnectorPractice softwareEmail

By hand15 min

With Claude3 min

SkillConnectorPractice softwareEmail

You give itThe notes and the referrer's details.

You get backA short letter covering the assessment, the treatment given, the outcome scores and the plan, in the format that referrer prefers.

You stillRead it and sign it.

Writing an onward referral

Drafts a referral for imaging, an injection or a consultant opinion from the notes.

SkillPractice softwareEmail

By hand20 min

With Claude4 min

SkillPractice softwareEmail

You give itThe notes, the reason for referral and the provider's form.

You get backThe referral in the provider's format with the relevant history and findings pulled from the notes, and a message to the patient explaining what happens next.

You stillDecide the referral is needed, and sign it.

Chasing letters that have not come back

Keeps a list of the letters and reports you are waiting for from GPs, consultants and imaging, and drafts the chasers.

Scheduled taskConnectorEmailPractice software

By hand30 min

With Claude5 min

Scheduled taskConnectorEmailPractice software

You give itYour referral log.

You get backA weekly list of everything outstanding past the date you set, with a chaser drafted for each.

You stillRing the ones that are holding up a patient's care.

Requesting a patient's GP summary

Drafts the request to a patient's NHS GP practice for their medical summary, with the patient's consent attached.

SkillScheduled taskEmailPractice software

By hand15 min

With Claude3 min

SkillScheduled taskEmailPractice software

You give itThe patient's consent and their GP practice.

You get backA request letter to the practice for the history the doctor needs, and a reminder if nothing has arrived after a fortnight.

You stillDecide whether to treat before it arrives.

Tests and results

Bloods, screening and imaging. Mostly in private GP and medical.

6 use cases

Highest value

Sorting the results inbox

Matches each lab result to the patient and the doctor who ordered it, and lists the ones nobody has looked at yet.

Scheduled taskConnectorLab portalPractice software

By hand40 min

With Claude8 min

Scheduled taskConnectorLab portalPractice software

You give itThe lab results inbox and the tests ordered.

You get backEvery result filed against the right patient, the results that match no patient listed for someone to assign, and a list of results still unread after the time you set.

You stillRead and act on every result. The BMA's guidance is that tests ordered privately stay the private provider's responsibility, not the NHS GP's.

Chasing tests that have not come back

Compares the tests ordered against the results received, and lists the samples that have gone quiet.

Scheduled taskConnectorLab portalPractice software

By hand20 min

With Claude4 min

Scheduled taskConnectorLab portalPractice software

You give itYour test requests and results.

You get backA list of tests past their expected turnaround, the courier collection each sample went in, and a query to the lab drafted for each.

You stillDecide whether the patient needs a repeat sample.

Telling patients their normal results

Drafts the message to a patient whose results the doctor has marked as normal or needing no action.

SkillConnectorPractice softwareMessaging

By hand8 min

With Claude2 min

SkillConnectorPractice softwareMessaging

You give itThe results and the doctor's comment.

You get backA plain message in the clinic's words, with the doctor's comment and any follow-up they suggested.

You stillReview every result first, and call the patient yourself about anything that is not normal.

Assembling the health screening report

Puts the results, measurements and questionnaire answers from a health assessment into your report template for the doctor to complete.

SkillConnectorLab portalPractice software

By hand1 hr

With Claude12 min

SkillConnectorLab portalPractice software

You give itThe results, the nurse's measurements, the questionnaires and your template.

You get backThe report with every result in place against its reference range, the results outside the range listed first, and spaces left for the doctor's comments and advice.

You stillWrite the doctor's summary and the health plan, and talk the patient through it.

Recalls for monitoring bloods

Keeps the list of patients on medicines that need regular blood tests and drafts the reminders, because an NHS GP is not obliged to monitor a private prescription.

Scheduled taskConnectorPractice softwareMessaging

By hand20 min

With Claude4 min

Scheduled taskConnectorPractice softwareMessaging

You give itYour prescriptions and the monitoring each medicine needs.

You get backA monthly list of patients due bloods, a booking message for each, and the patients who are overdue.

You stillDecide what to do about a patient who will not come in.

Checking the lab's monthly invoice

Matches the lab's monthly invoice against the tests you ordered and the tests you billed patients for.

CoworkLab portalAccountingSpreadsheet

By hand1 hr

With Claude10 min

CoworkLab portalAccountingSpreadsheet

You give itThe lab invoice, your test requests and your patient invoices.

You get backTests the lab charged for that no patient was billed for, tests billed but missing from the invoice, and any price that differs from the lab's current list.

You stillDecide what to raise with the lab, and whether your own prices need changing.

Reports for third parties

Employers, case managers, solicitors and insurers.

5 use cases

Drafting an occupational health report

Drafts the report to an employer from the clinician's assessment, answering the questions on the referral form.

SkillPractice softwareFile storage

By hand1 hr

With Claude12 min

SkillPractice softwareFile storage

You give itThe employer's referral, the employee's consent and the assessment notes.

You get backA draft answering each question the employer asked about fitness for work, adjustments and a phased return, with nothing clinical included that the employee did not agree to share.

You stillWrite the opinion and sign it, and let the employee see the report before it is released.

Keeping to the Rehabilitation Code deadlines

Tracks every personal injury referral against the 2015 Rehabilitation Code, which expects a triage report within seven days and, for serious cases, a needs assessment within twenty one.

Scheduled taskSkillPractice softwareEmail

By hand30 min

With Claude5 min

Scheduled taskSkillPractice softwareEmail

You give itYour case manager and solicitor referrals.

You get backA list of the reports due this week, and each report's structure filled in from the notes so far.

You stillWrite the clinical findings and the treatment plan.

Progress reports for case managers

Drafts the progress report a case manager or insurer asks for, measured against the goals agreed at the start.

SkillConnectorPractice softwareFile storage

By hand45 min

With Claude8 min

SkillConnectorPractice softwareFile storage

You give itThe agreed goals, the notes and scores since the last report, and the costs so far.

You get backA report showing progress against each goal, attendance, sessions and costs to date, and the next block of treatment recommended in the notes for the clinician to confirm.

You stillDecide what you recommend, and be honest about a patient who is not progressing.

The monthly report to a corporate client

Builds the monthly report for an employer's physio or screening scheme from the clinic's records.

Scheduled taskConnectorPractice softwareSlides

By hand2 hrs

With Claude20 min

Scheduled taskConnectorPractice softwareSlides

You give itThe referrals and appointments for that employer, and the report the contract asks for.

You get backReferrals, waiting times, attendance, outcomes and discharges for the month, anonymised to the level the contract allows, with a short commentary drafted.

You stillWrite the part about what the employer could do differently, and check that nothing identifies an employee.

Formatting a medico-legal report

Puts a clinician's medico-legal findings into the format the instructing solicitor needs, with the records reviewed listed.

ProjectSkillFile storage

By hand1 hr

With Claude15 min

ProjectSkillFile storage

You give itYour notes, the letter of instruction and the records sent.

You get backThe report in the required structure, a chronology of treatment built from the records, and a list of anything the instruction asks that the notes do not cover.

You stillGive the opinion and sign the statement of truth. That part is yours alone.

Clinicians, rotas and pay

Employed and self-employed clinicians, and their registrations.

6 use cases

Highest time

Working out associate pay

Calculates what each self-employed clinician is owed for the month from their appointments, using the terms in their own agreement.

CoworkConnectorPractice softwareAccountingSpreadsheet

By hand2 hrs

With Claude20 min

CoworkConnectorPractice softwareAccountingSpreadsheet

You give itEach clinician's appointments and invoices for the month, and their agreement.

You get backA statement for each clinician showing appointments, fees taken, insurer invoices still unpaid, late cancellation fees and the agreed deductions, ready to check their invoice against.

You stillSettle the cases the agreement does not cover, such as who bears a shortfall you have written off.

Building the rota around availability

Builds next month's rota from the days each clinician and receptionist has offered, the rooms, and the clinics you need covered.

CoworkRota softwareSpreadsheet

By hand2 hrs

With Claude25 min

CoworkRota softwareSpreadsheet

You give itEveryone's availability, the rooms and the minimum cover.

You get backA draft rota, the sessions with no clinician or no receptionist, any clashes over rooms, and a message to each person showing their days.

You stillDecide who covers the gaps, and what to say to a clinician who wants more days than you can fill.

Highest value

Tracking registrations, DBS and indemnity

Keeps one list of every clinician's registration, DBS, indemnity and insurer recognition. A mixed clinic can have staff on five regulators, each with its own dates.

Scheduled taskConnectorSpreadsheetEmail

By hand1 hr

With Claude8 min

Scheduled taskConnectorSpreadsheetEmail

You give itYour staff and contractor records.

You get backWhat expires in the next ninety days, such as an HCPC renewal, an enhanced DBS older than the three years Bupa allows or an indemnity certificate, with a reminder drafted to each person.

You stillStop a clinician seeing patients if a registration has lapsed.

Setting up a new clinician

Assembles the starter file and the to-do list when a clinician joins, from recruitment checks to insurer recognition.

SkillConnectorFile storageEmail

By hand3 hrs

With Claude30 min

SkillConnectorFile storageEmail

You give itThe clinician's details and your starter checklist.

You get backThe recruitment file checklist covering ID, DBS, references, registration and qualifications, the recognition application for each insurer, and a list of what is still missing before their first clinic.

You stillInterview them, take up the references yourself, and decide they are ready.

Writing a job advert

Writes the advert for a physio, a GP or a receptionist from what the role involves and what you pay.

Skill

By hand1 hr

With Claude10 min

Skill

You give itThe role, the pay or the split, the days and why the clinic is a good place to work.

You get backThe advert for your website and the job boards, a shorter version for social media, and the screening questions to ask applicants.

You stillDecide the pay and the split. That is a commercial decision.

Supplying information for a doctor's appraisal

Pulls together the record of a doctor's work at the clinic that their appraiser needs, because GMC appraisal covers all of a doctor's practice.

SkillConnectorPractice softwareFile storage

By hand1 hr

With Claude10 min

SkillConnectorPractice softwareFile storage

You give itThe doctor's appointments, complaints, incidents and patient feedback for the year.

You get backA summary of activity, every complaint and incident with its outcome, and the patient feedback, laid out for the doctor to take to their appraisal.

You stillTalk to the doctor first about anything in it that needs discussing.

CQC and clinical governance

The registered manager, and the evidence an inspector reads.

7 use cases

Highest time

Organising the CQC evidence

Sorts your policies, audits, minutes and training records under the questions CQC asks, and shows where the evidence is thin.

ProjectCoworkFile storageCompliance software

By hand8 hrs

With Claude1 hr 30

ProjectCoworkFile storageCompliance software

You give itYour governance folders and the current assessment framework.

You get backAn index of every document against what an inspector will ask, the ones out of date and the questions with nothing behind them. CQC said in March 2026 it is returning to key lines of enquiry, so the index will need redoing.

You stillDecide whether the clinic meets the standard, and fix what does not.

Reviewing a policy

Checks each policy against current law and your own practice, and marks what has changed since it was last reviewed.

ProjectSkillFile storageCompliance software

By hand1 hr

With Claude12 min

ProjectSkillFile storageCompliance software

You give itThe policy and the changes you know about.

You get backA marked-up draft with each change explained, such as the duty to prevent sexual harassment from October 2026, and a note of anything the policy says you do that your records suggest you do not.

You stillApprove the policy, and make sure the team knows what changed.

Writing up an incident

Turns the notes from an incident into your incident report, and drafts any notification the CQC or an insurer needs.

SkillCompliance softwareFile storage

By hand45 min

With Claude8 min

SkillCompliance softwareFile storage

You give itWhat happened, who was involved and what was done.

You get backThe incident report, a timeline, a draft CQC notification where one is required, and a duty of candour letter where the incident is notifiable.

You stillLead the investigation, have the candour conversation in person and decide what changes.

Responding to a complaint

Drafts the written response to a complaint from the complaint itself, the records and your investigation notes.

SkillConnectorPractice softwareEmail

By hand1 hr 30

With Claude15 min

SkillConnectorPractice softwareEmail

You give itThe complaint, the relevant records and your findings.

You get backA response that answers every point raised, in order, with the timeline from the record and the next step if they are not satisfied. ISCAS expects a full written response at its second stage within twenty working days.

You stillInvestigate, decide what you got wrong, and apologise in your own words.

Running the audit programme

Runs the routine audits on your calendar, such as infection control, consent, chaperone records and fridge temperatures, from the records you already keep.

Scheduled taskCoworkCompliance softwareSpreadsheet

By hand1 hr 30

With Claude15 min

Scheduled taskCoworkCompliance softwareSpreadsheet

You give itYour audit templates and access to the logs and records.

You get backEach audit completed from the records, the gaps listed, and the actions carried into the governance meeting.

You stillCheck what a record cannot show, such as how clean the treatment rooms really are.

Writing up the governance meeting

Turns the governance meeting into minutes and an action log, and carries open actions on to the next agenda.

ConnectorSkillCall recordingFile storage

By hand40 min

With Claude6 min

ConnectorSkillCall recordingFile storage

You give itThe recording or notes, and last month's actions.

You get backMinutes, the action log with owners and dates, and next month's agenda with the overdue actions at the top.

You stillChase the actions that matter.

Highest value

Checking whether a new service needs CQC registration

Checks a planned change, such as hiring a sports doctor, adding blood tests or covering events, against the activities CQC regulates.

ChatProjectBrowser

By hand1 hr

With Claude15 min

ChatProjectBrowser

You give itWhat you plan to do and who will do it.

You get backWhich regulated activities it touches, what the removal of the exemption for sports grounds and events on 7 September 2026 means for you, and the questions to put to CQC or your solicitor.

You stillTake advice before you rely on it. This sets out the question clearly. It does not give a legal answer.

Records and data protection

Subject access, retention and the paperwork for any new system.

4 use cases

Answering a subject access request

Gathers a patient's records from your practice software, email and letters, and marks what needs redacting.

CoworkConnectorPractice softwareEmailFile storage

By hand4 hrs

With Claude45 min

CoworkConnectorPractice softwareEmailFile storage

You give itThe request and access to the records.

You get backThe records in one bundle, third party information marked for redaction, a covering letter, and the date the one month clock runs out, paused while you wait for the patient to clarify.

You stillMake the redaction decisions, and release it.

Writing the DPIA for a new system

Drafts the data protection impact assessment for a new system, such as an AI note taker, from the supplier's documents and how you plan to use it.

ProjectSkillFile storage

By hand4 hrs

With Claude40 min

ProjectSkillFile storage

You give itThe supplier's documents, how you will use it and your existing data protection records.

You get backA draft DPIA, an updated privacy notice telling patients the tool is in use, and the questions still to put to the supplier, following what CQC's guidance on AI says an inspector will look for.

You stillDecide whether to go ahead, and name the senior clinician responsible for its safety.

Logging a data protection complaint

Logs a complaint about how you used someone's data and drafts the acknowledgement, which the law has required within thirty days since June 2026.

SkillEmailFile storage

By hand20 min

With Claude4 min

SkillEmailFile storage

You give itThe complaint.

You get backThe log entry, the acknowledgement letter and a reminder of when the outcome is due.

You stillInvestigate it and decide the outcome.

Applying the retention schedule

Lists the records that have passed their retention date, so they are kept as long as they should be and no longer.

CoworkPractice softwareSpreadsheet

By hand3 hrs

With Claude30 min

CoworkPractice softwareSpreadsheet

You give itYour records list and your retention schedule.

You get backThe records past their date listed by type, children's records held to the right age, and a disposal log ready to sign.

You stillApprove what is destroyed.

Reviews, recalls and new patients

Lapsed patients, reviews, referrers and the website.

5 use cases

Highest value

Contacting lapsed patients

Finds the patients who stopped part way through treatment or have not been seen for a year, and drafts a personal message to each.

Scheduled taskConnectorPractice softwareEmail

By hand1 hr 30

With Claude15 min

Scheduled taskConnectorPractice softwareEmail

You give itYour patient list and appointment history.

You get backA monthly list of lapsed patients with the reason they were last seen, and a message for each that refers to their own treatment rather than a promotion.

You stillChoose who to contact. Some people stopped because they got better, and some because something went wrong.

Asking for reviews and answering them

Sends review requests to patients after discharge, and drafts replies to new reviews.

Scheduled taskConnectorReview sitesPractice softwareEmail

By hand30 min

With Claude5 min

Scheduled taskConnectorReview sitesPractice softwareEmail

You give itThe week's discharges and your new reviews.

You get backRequests to the right patients, a reply drafted to each review, and any complaint made in a review passed to the manager.

You stillReply to the critical ones yourself, and never confirm in public that someone was a patient.

Keeping GPs and consultants referring

Writes a short update for the GPs, consultants and coaches who refer to you, about new clinicians and new services.

SkillConnectorPractice softwareEmail

By hand2 hrs

With Claude20 min

SkillConnectorPractice softwareEmail

You give itYour news and your list of referrers.

You get backA short update in the clinic's voice, a version for each kind of referrer, and a list of the referrers who have not sent anyone for six months.

You stillGo and see the ones that matter. Referrals come from people who know you.

Writing pages for the website

Writes the page for a condition or a service in plain English, with every claim checked against the advertising rules for health claims.

SkillBrowser

By hand2 hrs

With Claude20 min

SkillBrowser

You give itThe service, your clinicians' views and your existing pages.

You get backThe page, a list of any claim that needs evidence behind it under the CAP Code, and a short version for social media.

You stillHave a clinician approve every clinical statement.

Writing a proposal to an employer

Writes a proposal for an employer's physio or screening scheme from your services, prices and results.

ProjectSkillFile storageSlides

By hand4 hrs

With Claude40 min

ProjectSkillFile storageSlides

You give itThe employer's brief, your services and prices, and your outcome data.

You get backA proposal setting out the service, response times, reporting, outcomes from similar schemes and pricing, and a list of questions to ask the employer.

You stillSet the price and the service levels, and decide whether the contract is worth having.

Running the clinic

The numbers, the insurer relationships and the next site.

6 use cases

Highest time

The weekly numbers

Builds the weekly report from the practice software and the accounts, so the meeting starts from the same figures every week.

Scheduled taskConnectorPractice softwareAccountingSpreadsheet

By hand2 hrs

With Claude15 min

Scheduled taskConnectorPractice softwareAccountingSpreadsheet

You give itAccess to your practice software and accounts.

You get backUtilisation, no-shows, rebooking rate, new patients by source, income from each insurer and from self-pay, and debt over sixty days, by site and clinician, with the movements that matter listed first.

You stillDecide what to do about the numbers.

Commentary on the management accounts

Writes the commentary on the month's figures, explaining the movements against budget and against last year.

SkillConnectorAccountingSpreadsheet

By hand1 hr 30

With Claude15 min

SkillConnectorAccountingSpreadsheet

You give itThe management accounts, the budget and the month's weekly reports.

You get backA commentary on income, costs and cash, the reason behind each large movement, and the questions it raises for the next meeting.

You stillDecide what to change.

Highest value

Working out what each insurer is worth

Works out income, rejections, days to payment and admin effort by insurer, so you know which relationships pay their way.

CoworkConnectorInsurer billingAccountingSpreadsheet

By hand4 hrs

With Claude40 min

CoworkConnectorInsurer billingAccountingSpreadsheet

You give itA year of invoices, remittances and rejections.

You get backFor each insurer and for self-pay, income per course of treatment, the average days to payment, the share of invoices rejected, the shortfalls written off and the admin each one takes.

You stillDecide which insurers to stay with, and what to negotiate.

The annual fee review

Pulls together what you need to set next year's prices.

Claude in ChromeCoworkBrowserSpreadsheet

By hand3 hrs

With Claude30 min

Claude in ChromeCoworkBrowserSpreadsheet

You give itYour prices, your costs, what each insurer pays and the prices clinics near you publish.

You get backYour fees against local published prices, what each insurer pays per session against your self-pay rate, and the effect of a change on income at current volumes.

You stillSet the prices. HMDG's survey put the median physio fee at £74 for an initial assessment and £63 for a follow-up.

The board or investor pack

Assembles the pack for the board, the investors or the bank from the reports you already produce.

ProjectConnectorAccountingSlidesFile storage

By hand5 hrs

With Claude1 hr

ProjectConnectorAccountingSlidesFile storage

You give itYour management accounts, the weekly numbers and the governance log.

You get backThe pack in your format, with each site's performance, a summary of clinical governance, the risk register and a draft commentary.

You stillWrite the view on what comes next.

Assessing a new site

Pulls together the evidence on a possible new location, from where your current patients travel from to the clinics already there.

Claude in ChromeProjectBrowserSpreadsheet

By hand10 hrs

With Claude2 hrs

Claude in ChromeProjectBrowserSpreadsheet

You give itThe location and your patients' postcodes.

You get backA short report covering how many current patients live nearby, the competing clinics and their prices, and the questions to answer before you sign a lease.

You stillMake the decision.

A clinician's day

Clearing what does not need a clinician.

5 use cases

Highest time

The morning briefing

Prepares each clinician's list for the day with what they need to know about every patient before they walk in.

Scheduled taskConnectorPractice software

By hand20 min

With Claude3 min

Scheduled taskConnectorPractice software

You give itAccess to the diary and the records.

You get backFor each patient, the reason for the visit, the plan from the last note, the scores so far, the sessions left on the authorisation and anything outstanding, such as a result or a missing form.

You stillSee the patients.

Clearing a clinician's inbox

Sorts a clinician's messages into the ones that need them and the ones someone else can answer, and drafts replies to the routine ones.

ConnectorSkillEmail

By hand45 min

With Claude8 min

ConnectorSkillEmail

You give itAccess to the clinician's inbox.

You get backThe messages that need a clinical answer at the top, replies drafted to the rest, such as appointment changes and invoice questions, and anything for reception passed on.

You stillAnswer the clinical questions yourself.

Writing up the home exercise plan

Turns the exercises agreed in the session into a written plan the patient can follow at home.

SkillPractice softwareExercise app

By hand10 min

With Claude2 min

SkillPractice softwareExercise app

You give itThe exercises from the note.

You get backA plain plan with sets, how often to do them and what to do if the pain gets worse, in the format the patient prefers.

You stillTeach the exercises in the room, and check the patient can do them.

Keeping the CPD record up to date

Turns the courses, reading and case reviews a clinician has done into the CPD record their regulator expects.

ProjectSkillFile storage

By hand1 hr

With Claude10 min

ProjectSkillFile storage

You give itCertificates, notes and reflections.

You get backEntries in the format the HCPC, GOsC or GCC asks for, a running total against the hours required, and a draft reflection for the clinician to rewrite.

You stillWrite the reflection in your own words. The HCPC treats a copied CPD profile as a fitness to practise matter.

Closing off the day

Lists every appointment from the day still without a finished note, a signed letter or an invoice, so nothing waits for the weekend.

Scheduled taskConnectorPractice software

By hand30 min

With Claude5 min

Scheduled taskConnectorPractice software

You give itThe day's diary.

You get backA list of open notes, letters waiting for a signature and appointments not yet invoiced, sent to each clinician before they leave.

You stillFinish them, or decide what can wait until tomorrow.

The use case for AI in private clinics.

Where the time goes

Typing the same details into a second system

Keeping to each insurer's rules

Writing letters and reports

Chasing what has not come back

What a clinician does brilliantly, and what sits around it

86 things you could hand over, by function.

Enquiries and booking

Replying to a web or email enquiry

Writing up a booking call

Working through the missed call list

Booking from a referral letter

Checking an insured booking before the first visit

Booking a corporate screening day

The diary and no-shows

Reminders that ask for what is missing

Following up a no-show

Filling a late cancellation

Telling patients a clinician is running late

Next week's diary gaps

Moving patients when a clinician's days change

Registration and consent

Checking registration forms before the visit

Recording consent to share with the GP

Writing the forms for a new service

Chasing pre-assessment questionnaires

Explaining the treatment plan and cost

Insurers and authorisations

Tracking authorised sessions

Drafting a further treatment request

Watching the sessional average

Getting authorisation for an onward referral

Keeping each insurer's rules in one place

Invoices, remittances and debt

Raising the day's insurer invoices

Clearing rejected insurer invoices

Matching remittances to invoices

Billing a shortfall to the patient

Catching invoices before they run out of time

Chasing self-pay and shortfall debt

Reconciling the day's card payments

Tidying the accounts after the software sync

Writing the fee estimate before treatment

Notes and outcome measures

Writing up the consultation note

Sending and scoring outcome measures

Compiling outcome data for an insurer

Bringing exercise app scores into the notes

Preparing the annual notes audit

Letters and referrals

Writing the letter to the NHS GP

Typing a consultant's dictated letters

Updating the referrer at discharge

Writing an onward referral

Chasing letters that have not come back

Requesting a patient's GP summary

Tests and results

Sorting the results inbox

Chasing tests that have not come back

Telling patients their normal results

Assembling the health screening report

Recalls for monitoring bloods

Checking the lab's monthly invoice

Reports for third parties

Drafting an occupational health report

Keeping to the Rehabilitation Code deadlines

Progress reports for case managers

The monthly report to a corporate client

Formatting a medico-legal report

Clinicians, rotas and pay

Working out associate pay

Building the rota around availability

Tracking registrations, DBS and indemnity

Setting up a new clinician

Writing a job advert

Supplying information for a doctor's appraisal

CQC and clinical governance

Organising the CQC evidence

Reviewing a policy