The admin around every appointment, and what is still waiting on whom.
For physio, psychology, dietetics, OT and specialist clinics. Briefi prepares and writes up your meetings, keeps what each patient owes you and what you owe them on one record, collects the forms and documents you ask for and gets agreements signed. Briefi is the admin side of the practice. It is not your clinical record.
From the first enquiry to the signed agreement, on one record.
- BriefBefore you meet: where things stand, the next step and who owes it.
- MeetingCaptured and transcribed if you choose to record, with consent asked first for a recorder in the room.
- RecapDecisions and actions with an owner, and a follow-up drafted for you to check.
- FormThe next step goes out: a short form or a request for documents.
- Signed and filedEach person signs. The signed copy is filed to the patient record.
Four kinds of meeting, and what comes after each.
Every meeting can get a brief before and a recap after: decisions, actions with an owner, and a follow-up drafted for you to check and send, filed to the patient. What differs is the next step.
Sample data, drawn. Names are fictional.
Plenty of a practice’s meetings are with software vendors, staff or suppliers. The brief treats a meeting as a consult only when it is one.
The form first. Then the documents, then the signatures.
Forms open in a phone browser with no app to install, and each person signs for themselves.
A form you already use
Start from a Word or PDF of your own, or copy one from the library.
One link, three partsYour detailsChecked and edited by the patientWhat you would like help withIn their own wordsSignatureEach person signs for themselvesSample data, drawn. The wording is yours: no consent or health form ships ready to send.
The documents you need
Your team accepts or waives every file asked for.
Sample data, drawn.
Each person signs
Each signer uses their own link, or all sign together on one device, and you can countersign.
SignaturesSigned by everyoneSample data, drawn. Names are fictional.
A portal for the patient
Patients see what they owe you, upload it, and read what you choose to share.
Sample data, drawn. The portal is off until you give a patient access, and shows only what you share.
What the record holds, and what it leaves out.
What we can state plainly, because it is true of every workspace today.
- Not a clinical record. Briefi is not clinical software, a practice management system or a medical device. It does not hold clinical notes, make or suggest a diagnosis, or connect to your clinical system. Keep your clinical record where you keep it now.
- Your workspace’s own key. Briefs, recaps, transcripts, form answers and the notes you keep on a patient are encrypted with it.
- Stored in Sydney, with outside services listed. The database and uploaded files are in Sydney. Drafting, transcription and email use outside services, some overseas, and each is on the sub-processors page with what it receives. Briefi does not train models on your content.
- Only what you share reaches a patient. The portal shows the recaps, actions and files you choose, one patient at a time, and a private meeting never appears.
- Recording is your call. Briefi can record, and you decide whether to. What patients must be told, and what they must agree to, is the practitioner’s responsibility.
Briefi keeps the admin record of what was said, what is owed and what was signed. Clinical judgement, clinical records and your professional obligations stay with the practitioner.
Read the security overviewWhat practices ask first.
Is this clinical or practice management software?
No. Briefi is the admin and relationship side: meetings, forms, documents and signing. It is not a clinical record or a medical device, and it does not do clinical notes, diagnosis, billing or appointment booking. Keep your clinical record in the system you use for it.
Does it connect to Cliniko, Halaxy, Nookal, Medicare or HICAPS?
No. Briefi has no connection to practice management software, Medicare or health fund claiming today. It holds its own record, and a person on your team keeps the two in step.
Is it suitable for health information?
Briefi makes no claim that it meets the Privacy Act, the Australian Privacy Principles, My Health Record rules, AHPRA guidance or any other health-specific requirement. Whether it suits the information you plan to put in it is for you to decide, with your own advice. The security page and the sub-processors page say how content is stored and which services receive it.
Where is patient information kept, and who else sees it?
The database and uploaded files are in Sydney. Briefs, recaps, transcripts, form answers and your notes on a patient are encrypted with your workspace’s own key. To draft and transcribe, Briefi sends the text or audio needed for the request to outside services, some overseas. They are named on the sub-processors page, and Briefi does not train models on your content. Names, email addresses and dates are not encrypted.
What does the brief do with a consult?
Where a meeting is a consult, the brief is told to keep what the patient reported apart from what was observed, and not to infer a diagnosis, prognosis or treatment decision that was not stated. It is a draft written by software: you read it, and you are responsible for what you rely on.
Which forms come ready to send?
One, and it is not a health form: a short three-question check-in before a regular session, asking what the patient most wants from it, how things have gone since you last spoke, and whether anything has changed. For everything else, including consent and intake forms, start from a Word or PDF you already use and Briefi finds the blanks, in your browser, so the file is not uploaded for this. Scanned PDFs are refused. Forms with a signature must be a PDF.
Are there intake guides for my profession?
There are discovery guides for a physiotherapy intake, a mental health intake and a nutrition intake, as question prompts for the practitioner to adapt in the meeting. They are not clinical assessment tools. Occupational therapy and specialist clinics can write their own guide in Settings.
How do document requests work?
Ask the patient, or a third party such as their GP by upload link, for exactly the files you need. Zipped folders are unpacked, and each file is accepted or waived by a person on your team, never by Briefi. A third party’s files are not shown to the patient unless you choose. No request list ships ready for healthcare, so you write your own.
How does signing work, and is it consent?
Each person signs on their own link, or together on one device after a code sent to the second signer’s own address, and a named member of your team can countersign. You can read the unsigned draft first, and the signed copy carries a record of who signed and when. The wording of any consent is yours, and whether a signed form is sufficient consent for your care is for you to decide.
Can it record a consult?
Yes, three ways: a bot that joins a call under its own name, a browser recording, and a recorder for a conversation with no call. The recorder asks for consent out loud, keeps the reply as evidence and does not transcribe without it. Whether to record at all, what you must tell people and what they must agree to are the practitioner’s responsibility under the law that applies.
Can reception and admin staff use it?
Yes. Advisor Solo includes one free support seat, and Advisor Practice includes one for each paid seat, four to start.
Does it work outside Australia?
Meetings, recaps, forms, signing and the patient portal work anywhere. Content is stored in Sydney, and some processing uses providers overseas. Briefi has no jurisdiction-specific health content, and is built and supported for Australian practices today.
Bring a patient file in progress. We will show you what is waiting on whom.
A 30-minute demo, set up as a healthcare practice, around a patient like one of yours.