splose Reviews & Product Details

I find Splose very useful for handling all my practice management as a dietitian. It solves a lot of admin issues and invoicing so much quicker and integrates well with Xero and my calendar, saving me smart time. The AI feature is very helpful for doing notes and documentation, saving a lot of time, and the SMS feature for sending reminders is also very helpful, relieving me from admin time. The initial setup was quite good with a very good one-on-one session with a team member and helpful videos, making it easier to manage. Review collected by and hosted on G2.com.

I'm not able to very well understand the linking with all the invoices with Xero, and that's not still working with me 100%. If there is something less complicated, that would be really good. It's really difficult to send forms like a service agreement and the intake form if they are not embedded. Sending them in a PDF format or a link for easy filling could be less complicated. I would love to be able to use Splose with my meal planning software, but it doesn't at the moment. Also, it could be expensive for some people, especially if they are not using AI features or telehealth. Review collected by and hosted on G2.com.

I do like the AI features in Splose. While AI is in its infancy, I think the features are good and accurate. They produce nice reports and clinical notes, rarely needing changes. I also like the ease of use of the clinic diary; booking patients is really quick and simple. It's really handy that I can do this from multiple devices easily. Splose's setup process was very easy and simple, which I found helpful. I found the platform to be cost-effective and enjoy its simplicity and ease of use. I appreciate the speed improvements for note, report, and letter writing, which used to take much longer. Splose looked like a simple and easy-to-use product, and I found it to be so. I wouldn't want to go anywhere else at the moment. I'm looking forward to continuing as a partner and user because it's a great product that's constantly evolving. Review collected by and hosted on G2.com.

I'd like a tab on the front screen for viewing a graph of overall revenue on the dashboard, but it's capped at six to eight months. It would be good to expand it on a sliding scale to see trends over one, two, or five years. When a client cancels, the appointment disappears from the system, and unless I immediately remember to rebook, their name is forgotten. This problem could be worse with multiple practitioners. I'd like a feature to star a patient and make a quick note of why, so there's a list of starred patients or clients, showing reasons like appointment cancellations, waiting for a scan, or invoice payment, which helps in keeping track. The link to Xero bulks appointments together into one payment, making client reconciliation difficult, which forced me to disconnect Splose from Xero. It doesn't work how I'd like it to. Review collected by and hosted on G2.com.

I appreciate that Splose is super easy to use for managing my clients, documentation, and payments. It's user-friendly, community-oriented, and innovative. Splose keeps adding useful new features, inviting user feedback, and is very helpful through the user Facebook group. The integration with Xero saves me from manually reconciling invoice payments. The initial setup was easy, and I highly recommend it with a 10 out of 10 score. Review collected by and hosted on G2.com.

I'm still having teething issues with using the integrated AI, but that's probably as much me as it is Splose. I'm having trouble with it distinguishing between different people speaking when I use it to transcribe client appointments. I'm still figuring out what is needed to solve the problem, but it's a minor issue. Review collected by and hosted on G2.com.

I really appreciate the financial side of Splose; it's really easy to write invoices, make sure I'm getting paid, and the reports to show how much I'm earning are fabulous. I also found that since I started using the AI on Splose, it has made leaving case notes so much easier. Overall, I found the system quite good, and the initial setup was quite easy, especially putting in customers and clients, and archiving files, which hasn't been an issue. Review collected by and hosted on G2.com.

I think it would be great if we could have somewhere to record small amounts of time we're working with people. I have to keep records for that myself. Note keeping was a little bit difficult, I couldn't seem to work out how to do that. There were a couple of things I couldn't put in during setup, like notes on the client page and ABNs. Review collected by and hosted on G2.com.

User interface, ease of online booking pages for clients, and invoice template compatible with NDIS requirements Review collected by and hosted on G2.com.

Currently there's no feature to create distinct episodes of care for clients. If a client has been discharged and returns to receive supports with us again, I can't sort or filter progress notes relating to their first episode of care or treatment period to their second care episode. There's also no task to-do list feature - this feels super important as after every therapy sessio, there are 'next steps' I have to take specific to each client. I would like there to be a practitioner to-do list where I can add and tick off tasks (as in a simple checklist note). Review collected by and hosted on G2.com.

I find the integrated AI into the clients workspace the most valuable and time saving part of the system. As an independant solo practice, this saves me tons of time. They recently are trialling something called 'AI blocks', which has further revolutionised my workflow and time savings!

Despite having had a few issues, from my experience Bobby (online assistant) and then later the 'real people' you connect to have always been helpful and responsive. Review collected by and hosted on G2.com.

Maybe just me, but integration with Xerox seems to have some nitty gritty things to change/update. Sometimes on Xerox side, other times on Splose side. I'm not a finance person, so this gets me everything as I dont understand the finance language! Review collected by and hosted on G2.com.

Bobby the chatbot help is the best I have seen for trouble shooting and usually solves the issue without needing to talk to a Human .

The auto-integration of forms is also very useful. Review collected by and hosted on G2.com.

Logging in requires physically putting in my business name with hyphens —- - - .splose .coma.au - computer cant seem to be auto-save the log in to avoid repeating, however this may be as issue at my end Review collected by and hosted on G2.com.

Splose offers a super friendly user interface. Our team took to it very quickly making the transition from our old CRM stress free.

The dev team are always making updates to the platform and offer a great way for users to submit development suggestions.

I greatly value the ability to generate an array of reports - it makes reviewing staff performance, appointment data and client information a breeze.

We use the Batch Invoice function along with NDIS Bulk Uploads all the time. Review collected by and hosted on G2.com.

Not much, to be totally honest. The suppprt team have always been very accepting of any feedback I have. Review collected by and hosted on G2.com.

I like the variety of tools that I can use within one program with Splose. It's helpful to just navigate around one website and do pretty much everything I need for a client in one place. Splose is convenient and streamlined, saving me time by decreasing the need to navigate different systems. It handles emailing, reminders, invoicing, and keeps track of payments, along with providing calendar and note-taking features. Review collected by and hosted on G2.com.

I found it a challenge to set up, but I think that's more about my lack of experience doing it than Splose itself. Review collected by and hosted on G2.com.

Great for managing client information and high level practice performance. Intuitive screen layout and the online chat function is excellent in helping to resolve issues. Review collected by and hosted on G2.com.

When downloading pre-populated forms into a PDF the formatting is lost. The end document does not look good so manual re-formatting is required before document can be sent out to clients. Review collected by and hosted on G2.com.