Intake and referrals
Every referral received, triaged, and actioned — without the chasing. Managers are coached to submit complete referrals, urgent cases are surfaced immediately, and quotes go out automatically.
Management referral
Logistics · Driver
Risk indicators detected in the referral — surfaced immediately rather than left sitting in the queue.
Quote drafted and ready to send.
Referral quality coaching
As a manager writes a referral, Ally flags missing context — the trigger, timeline, and role details clinicians need — and helps them turn a vague question into something complete and clinically answerable before it's submitted.
See it in a demoReason for referral
Add a trigger and timeline
Try: “What adjustments would support a return to their driving role, and over what timeframe?”
Smart triage
A suicide-risk referral should never sit in a queue. Ally sets case priority automatically on arrival, so urgent cases are visible the moment they land.
See it in a demoManagement referral
Logistics · Driver
Risk indicators detected in the referral text — surfaced immediately rather than left sitting in the queue.
Health surveillance referrals
Refer entire groups at once — each employee automatically assigned the right questionnaires for their role, without any manual sorting.
See it in a demo- JDJ. DonnellyForklift driver
- MKM. KaurPaint shop
- TBT. BoatengForklift driver
3 referrals raised — questionnaires dispatched to match each role.
Form studio
Build custom referral forms and questionnaires with a simple drag-and-drop interface — questions, sections and conditional logic, all configured by your own team.
See it in a demo- Do you work night shifts?Yes / No
- Hours of sleep on a work dayNumber
- Describe any difficulty staying alertIf night shifts = Yes
- Add question
Quotation generation
Ally drafts the quote the moment a case opens — so the commercial side never lags behind the clinical work.
See it in a demoLine items
A vague referral, coached into a clear one
The Referral Quality Coach works inline as a manager types — turning guesswork into a question your clinicians can actually answer, before it ever reaches the queue.
As submitted
- No trigger or timeline
- Role context missing
- No clear question to answer
Coached by Ally
- Trigger and timeline captured
- Driving role made explicit
- A clinically answerable question
What it changes
Illustrative outcomes teams see when this part of Ally is doing the work.
- 70%fewer referrals returned for missing detail
- 2×faster from referral to a triaged, prioritised case
- Day onequotes drafted the moment a case opens
Illustrative figures based on typical time savings; actual results vary by workflow and case mix.
Intake and referrals questions
Common questions about this part of Ally. Can't find what you're looking for? Book a demo and ask us directly.
The things a clinician needs to answer the question: what triggered the referral, how long it's been going on, the employee's role, and what the manager wants to know. As gaps appear, the coaching flags them inline and suggests clearer wording — the manager stays in control and can submit at any point.
It reads the referral content on creation and sets an initial priority from the signals it finds — based on criteria your team configures, so a buried suicide-risk or safeguarding concern surfaces as a priority immediately rather than waiting in a queue. The priority is a starting point your team can always review and override.
Select the employees — or a whole site — and Ally raises the referrals in one go, dispatching the right questionnaires automatically based on each employee's role. No per-person form-filling, and nothing missed because a spreadsheet was out of date.
No. Form studio is a drag-and-drop builder designed for your own team — add questions, restructure sections, and set conditional logic yourself, with changes live as soon as you publish.
Immediately — a draft OH services quote is generated the moment a case opens, so the commercial step keeps pace with the clinical one. It stays a draft for your team to check and send.
The rest of the platform
Appointments
Schedule, manage and optimise every clinic.
Clinical intelligence
Tools that support clinicians to deliver faster, more consistent care.
Operational engine
Remove manual work from every part of the service.
Connected experience
Give clients real-time visibility of their OH programme.
Employee health
Give employees ownership of their own health.
Governance and compliance
Stay clinically accountable and audit-ready.
Commercial intelligence
See the whole business in plain language.
See Ally in action
Book a demo to see how Ally supports more efficient workflows, clearer insights, and reduced manual workload.