Automations let you set rules that handle repetitive steps for you, from reminders to status changes and handoffs, so routine work happens on its own and your team focuses on what actually needs a person.
The routine, handled
Set rules once.
Define how routine steps should run.
Runs on its own.
Repetitive tasks happen automatically.
Fewer errors.
No steps forgotten or done inconsistently.
Time back.
Your team focuses on real work.
One rule instead of manual steps
- ✕Doing routine steps by hand
- ✕Forgotten follow-ups
- ✕Manual busywork
Built for how you work
Operations leads
Automate repetitive steps.
Admin
Cut manual busywork.
Managers
Keep processes consistent.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
What can I automate?
Routine steps like reminders, status changes and handoffs.
Do I set it up once?
Yes. Set the rule and it runs on its own.
Does it reduce errors?
Yes. Steps stop being forgotten or done inconsistently.
