End-to-end workflow

From GP referral to sent report.
Every step, in one place.

Nexshift takes you from the moment a referral lands to the moment the GP receives the report, with AI handling the time-consuming parts so your clinical focus stays where it belongs.

01Referral intake 02Patient and medication setup 03Home visit 04Report generation and review 05Delivery and PPA claim AIAI-powered step
01

Phase 01

Referral intake

GP refers patient

The referring GP issues a referral letter for a Home Medicines Review. The referral is valid for 90 days from the date of issue.

Upload referral PDF

AI

Upload the GP referral PDF and AI automatically extracts the patient details, doctor information, referral reason, current medications and any pathology results included in the document. Everything is pre-populated and ready for your review before the visit begins.

Schedule the visit

Set the visit date and time. The referral and patient record are linked automatically and the upcoming visit appears on your dashboard.

02

Phase 02

Patient and medication setup

Review patient profile

Patient demographics, Medicare or DVA details, and contact information are pre-populated from the referral PDF. Review and confirm before the visit.

Review BPMH medication list

The Best Possible Medication History is pre-populated from the referral PDF. Review each medicine including dose, route, frequency, indication and adherence status, and add or adjust as needed before the visit.

AI drug analysis

AI

Run AI-assisted analysis per medication against the Australian Medicines Handbook. Interaction flags, contraindications and counselling points are surfaced for your review.

Pathology results

AI

If pathology results were included in the referral PDF, they are extracted and pre-populated automatically. If results arrive as a separate document, upload them via the Pathology tab and AI will extract the test names, values, units and reference ranges, flagging High, Low and Critical results.

03

Phase 03

Home visit

Obtain patient consent

Capture PPA-compliant digital consent during the visit. The patient or their representative signs directly on your device. A signed consent PDF is generated and stored automatically on the record.

Start visit

Tap Start Visit to begin. The visit timer starts and the voice recorder unlocks. The report cannot be generated without completing this step.

Voice recording

AI

Record the consultation using your device microphone. Works on iPad and desktop, including when switching between apps mid-recording. A live transcript is generated in real time for your review.

6 clinical domains

Work through the structured HMR domains: medication history, adherence, side effects, therapeutic goals, OTC and complementary medicines, and lifestyle factors. All 6 must be completed before report generation unlocks.

Lifestyle and health snapshot

Capture weight, height, smoking status, alcohol intake, sleep quality, blood pressure monitoring, glucose monitoring and exercise habits. This section is required before report generation unlocks and flows automatically into the AI draft and the PDF report.

Stop visit

End the consultation. Stop recording first, then stop the visit. Report generation unlocks once all steps are complete.

04

Phase 04

Report generation and review

Generate AI draft

AI

AI generates the full HMR report from your transcript, clinical domains, lifestyle snapshot and medication list, producing Issues Found and Recommendations ready for your review.

Review and edit

Every section of the report is fully editable. Pathology flags appear colour coded. Follow-up recommendations are toggled with a single click.

Add pharmacist signature

Draw your signature on the report. The report cannot be marked as ready without it. Your APC accreditation number is printed automatically from your Settings.

Mark as ready

Finalise the report. Status changes to Ready and a PDF preview is available for your review before sending.

05

Phase 05

Delivery and PPA claim

Send report to GP, directly from the app

Email the completed HMR report PDF to the referring GP directly from within Nexshift. No need to switch to your email client. The GP email address is pre-filled from the referral record and the report is locked after sending.

Download PDF

Download the HMR report PDF for your own records or to print. Generated entirely in your browser. No data leaves your device to a third-party service.

PPA claim tracking

Coming soon

Currently you submit your PPA claims manually through the PPA portal. Nexshift already lets you record and track each claim status on the report so nothing sits unclaimed unnoticed. Direct PPA submission from the app is coming soon.

See it on your own referrals

Start a free 7-day trial. No credit card required. All features included from day one.