Occupational Therapy

Built for allied health, adapted for Occupational Therapy

Switch to a platform that understands the heavy documentation demands of occupational therapy. A clean digital workspace that handles your complex clinical reports so you can focus entirely on building your patient's independence.

Complex clinical reporting made simple.

We’ve streamlined the heavy lifting of functional assessments, community visits, and lengthy report writing.

Comprehensive assessment templates: Write detailed Functional Capacity Assessments using pre-built templates designed specifically for complex reporting.
Mobile community visits: Access patient files and write clinical notes directly from a tablet while working in a client's home or school. Total freedom to manage your daily caseload accurately without being tied to a desk.
Patient portal: Give your clients secure, direct access to view their own care plans, therapy notes, and shared resources. A professional way for your patients to stay engaged in their everyday progress.
Visual functional tracking: Securely upload photos and videos of home environments or daily living tasks directly into your clinical notes.

Features for OTs that just make sense.

Explore the essential tools that take the stress out of managing patients and community care. We've built the software so that anyone can learn in minutes.

Auto-save clinical notes and letters

Never lose a complex assessment or progress note again with NEO’s reliable autosave feature. Total peace of mind knowing your hard work is saved automatically in the background as you type.

Customisable intake forms

Send digital intake forms to clients before their first visit to save time on admin. A seamless way to collect important info before they even walk through the door.

Smart appointments calendar

Easily manage your own schedule or a whole team across multiple locations in one simple view. Just toggle between clinics to keep your day organised and your bookings full.

Two-way SMS and confirmations

Chat with patients directly from your dashboard and get instant confirmations when they confirm their SMS or Email reminders. Stay connected while keeping your calendar perfectly up to date.

Secure cloud-based access

Access your clinic from any device, whether you're in the office, at home, or on a home visit. Your notes are saved automatically so you can work from anywhere with total peace of mind.

Simple administration tools

Quickly manage staff permissions, invoice settings or security settings to keep your clinic’s data secure. It’s the easiest way to stay in control while your team focuses on providing great care.

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Frequently asked questions from OTs.

Can I move my existing patient data into NEO?

Yes, we make it easy to securely import your current patient records and clinical history from your old system. You won’t lose a thing during the move.

Is my data safe and compliant with Australian standards?

Yes. Built in Australia, NEO strictly follows all Australian privacy requirements to keep your data safe and your clinic fully compliant. It’s total peace of mind for you and your patients.

Do I have to pay extra for more clinic locations?

No, you can manage unlimited clinic sites under one single subscription. It’s the most affordable way to grow your business without extra fees.

Is the Medicare and DVA claiming really direct?

Yes, NEO is directly integrated, meaning you can lodge claims the moment a session ends without ever logging into an external website.

How do you provide support if I need help?

Reach out to our team via phone or email for direct support from our Sydney and Melbourne offices. It’s the fastest way to get expert help with your technical setup or claiming questions from people who truly understand the Australian healthcare landscape.

A switch your entire team will love

We'll handle your switch to NEO so your team can log in and get started straight away.

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30-day free trial
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No lock-in contracts
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Free local support and training
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Free unlimited admin users
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Free data migration
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Total data security
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100% Australian hosted