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
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.
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
Run AI-assisted analysis per medication against the Australian Medicines Handbook. Interaction flags, contraindications and counselling points are surfaced for your review.
Pathology results
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.
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
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.
Phase 04
Report generation and review
Generate AI draft
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.
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
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.