Case Study: Online Physio achieves smooth, automated patient workflows with Tallyfy

Telehealth company optimizes patient workflows using Tallyfy

Online Physio, an online physiotherapy service, needed a reliable way to enforce a defined patient workflow across a distributed team so tasks were completed on time and records remained secure. They selected Tallyfy to standardize and automate both their patient care process and digital marketing workflows after other project tools failed to trigger tasks reliably or offer the necessary security.

With Tallyfy’s blueprints, Zapier integration and features like form-triggered workflows, task assignments, due dates and sequential rules, Online Physio automated patient intake and content processes. The change moved them from a patchwork of forms, a whiteboard and post‑its to one app in just a few months, increased accountability, automated follow-ups so no client is missed, reduced training time, sped up project delivery and improved client satisfaction.

Online Physio

Karen Finnin

Director