Client Journey Email & SMS Templates for Allied Health Practices
Here's something most practitioners don't fully realise:
Before a client meets you, before they sit in your room, before they hear your voice — they read your email.
That first message shapes everything that follows.
A warm, clear, professional communication tells your client they're in safe hands. A clunky, rushed, or inconsistent one quietly raises doubts.
When your communications are streamlined, professional and on-brand at every touchpoint, your practice doesn't just feel more polished — it actually performs better.
Clients show up more consistently, complete their forms more quickly, and feel more confident in choosing you.
You opened your allied health practice to help your clients. To do the clinical work you trained for. To build something that supports your life — not consumes it.
But somehow, between the appointments, clinical notes, and writing reports, you're spending your evenings typing the same emails. Drafting the same SMS messages. Trying to remember which intake form you sent which client. Writing yet another waitlist acknowledgement from scratch.
And every time a new enquiry comes in, the same thought hits you:
"I really should have a template for this."
But who has time to write good templates when you're already drowning?
I'm Berny — and I've spent years working inside the medical and allied health industry, watching brilliant practitioners burn out doing admin work they were never trained for and never wanted to do.
I built Be Efficient Administration Services to fix that. I'm a Splose-certified affiliate partner, and I work with allied health practices across Australia to streamline their systems, automate their client journeys, and give them their weekends back.
These templates are the foundation I build into every practice I work with. Now you can have them too.
What's Included?
A fully editable Google Sheet workbook containing professionally written email and SMS templates for every key stage of your client journey:
✓ Initial Enquiry — email and SMS for new referrals
✓ Waitlist Confirmation — added to waitlist messaging that sets clear expectations
✓ Appointment Offer — email and SMS confirming appointment details, fees, forms and cancellation policy
✓ Confirmation Chase-Up — email and SMS for clients who haven't yet confirmed
✓ Service Agreement & Intake Form — onboarding email templates
✓ Appointment SMS — three SMS variants for offer, confirmation and reminder
✓ Follow-Up Appointment — email and SMS to rebook clients
✓ Feedback — post-appointment survey requests
✓ Waitlist Audit — a three-email sequence for keeping your waitlist clean and accurate
Plus a step-by-step welcome guide, quick tips, and a list of every tab — so you know exactly where to start.
Built specifically for allied health
These templates were written for:
Occupational Therapists
Speech Pathologists
Psychologists
Nurse Practitioners
Allied Health Professionals
Whether your clients are funded by NDIS, Medicare, Private Health or private pay, the language is allied health-appropriate, jargon-aware, and ready to use.
Solo practitioners. Small clinics. Anyone tired of staring at a blank email subject line at 9pm.
If I built these templates into your Splose system for you, it would cost $680 (templates bundle + Loom walkthrough).
Today, you can have the same professionally written templates for $250 — and implement them yourself.
Same quality. Same industry expertise. Just rolled-up-sleeves DIY instead of done-for-you.
Stop writing the same emails over and over.
Get back the hours you're losing to admin.
Build a practice that feels as professional behind the scenes as it does to your clients.
✓ Instant access ✓ Fully editable Google Sheet ✓ Allied health-specific language ✓ Covers every client touchpoint ✓ Built by an industry insider