Best CRM for Allied Health Practices Europe

Best CRM for Allied Health Practices in Europe (2026)

Allied health covers a wide spectrum: physiotherapy, occupational therapy, speech and language therapy, podiatry, chiropractic, osteopathy, dietetics, and more. What these disciplines share is a recurring-care model — patients attend multiple sessions, progress is tracked between appointments, and the biggest revenue risk is treatment plan dropout.

For European allied health practices, the CRM choice must also satisfy GDPR requirements for health data processing, which narrows the field of viable platforms compared to what's available in North American markets.

What "Best" Means for Allied Health in Europe

The best CRM for an allied health practice in Europe is not necessarily the one with the most features — it's the one that removes friction from the four core workflows:

1. Booking a new patient and getting them to their first appointment — online booking, confirmation, intake form, reminders
2. Tracking treatment progress across sessions — SOAP notes linked to appointments, accessible before the next session
3. Keeping patients on their treatment plan — automated recall when they haven't rebooked, reactivation for lapsed patients
4. Billing without a separate system — invoice generated at appointment, outstanding balance visible at a glance

Everything beyond these four is secondary.

GDPR Requirements for European Allied Health CRMs

Allied health records (physiotherapy notes, occupational therapy assessments, speech pathology records, chiropractic SOAP notes) are health data under GDPR Article 9 — special category personal data requiring a higher standard of protection.

What this means in practice:

• The software platform must be GDPR-ready (or have valid Standard Contractual Clauses and a Transfer Impact Assessment for non-EU hosting)
• Processor terms should be reviewed before importing regulated client data; a privacy policy alone is not enough
• The platform must support data subject rights: clients can request access to all data held on them, request correction, and request erasure
• Consent records for marketing communications must be stored with date, method, and scope

For EU practices, a platform that stores data in the US or Australia without proper legal framework is a compliance risk — not a theoretical one.

Platform Comparison

Tregovia

Tregovia's modular design covers the full allied health workflow: administrative operations in the base plan, clinical records through the Medical Records module, and patient engagement through follow-up sequences and online booking.

Base plan — EUR 47/month:

• Up to 100 client records (extra users EUR 10/month per 5-seat pack for larger teams)
• Multi-practitioner scheduling with appointment types by discipline and duration
• Automated SMS and email reminders (configurable timing — 48h, 24h, 2h)
• Invoicing, payment tracking, outstanding balance by patient
• Reports: revenue per practitioner, appointment analytics, no-show rate

Clinical modules for allied health:

• Medical Records (EUR 15/month): SOAP-structured notes per appointment; ICD-10 coding; problem list (ongoing conditions and status); referral letter generation; progress notes across sessions
• Forms Intake (EUR 15/month): pre-appointment intake questionnaires; condition-specific intake by appointment type; digital consent forms; e-signature
• Online Booking (included): patient-facing booking page with practitioner selection, discipline/service type filter, availability calendar; deposit rules; waitlist
• Follow-up Sequences (EUR 8/month): automated post-session care instructions; recall when patient hasn't rebooked after N sessions; reactivation for patients inactive for 6+ weeks

Total for a full-featured allied health practice: EUR 47 (base) + EUR 15 (SOAP notes) + EUR 8 (follow-ups) = EUR 70/month — includes up to 2 staff accounts (extra users EUR 10/month per 5 seats).

Privacy posture: EUR billing, transparent pricing, and GDPR-aware workflow support. Confirm current privacy terms and hosting terms before importing patient data.

Cliniko

Australian-origin allied health platform with strong EU adoption. Purpose-built for the allied health market including physiotherapy, occupational therapy, speech therapy, and chiropractic.

Pricing: Per-practitioner — approximately EUR 35–55/month per practitioner (verify current pricing at cliniko.com).

EU hosting: Ireland (EU region available).

Strengths: SOAP notes included in base plan, strong allied health workflow templates, good online booking UX.

Consideration: Per-practitioner cost accumulates with headcount growth.

Power Diary

Allied health platform popular across EU and ANZ markets. Per-practitioner pricing (verify at powerdiary.com).

Strengths: Good scheduling and telehealth integration. Clean UI.

Consideration: Per-practitioner model.

Halaxy

Australian-origin allied health platform. Popular in ANZ; growing EU presence.

Pricing: Transaction-based model — free at low volume, fees apply per invoice (verify at halaxy.com).

EU hosting: Verify current data residency at halaxy.com before using for EU health data.

Best for: Solo practitioners at low volume.

Jane App

Canadian-origin allied health platform. Per-practitioner, USD pricing (verify at janeapp.com).

EU consideration: Data hosted in Canada — requires GDPR Transfer Impact Assessment for EU practices.

Feature Comparison Table

Feature	Tregovia	Cliniko	Power Diary	Jane App
Starting price	EUR 47/month (flat)	~EUR 35-55/practitioner	~EUR 20-45/practitioner	USD/practitioner
Per-practitioner fee	No	Yes	Yes	Yes
SOAP clinical notes	EUR 15/month add-on	Included	Included	Included
Online booking	Included	Included (higher tiers)	Included	Included
Intake forms / consent	EUR 15/month	Included	Included	Included
Recall automation	EUR 8/month	Included	Partial	Included
Privacy controls	Review	Yes	Yes	No
Privacy terms	Review current terms	Yes	Yes	Verify
EUR billing	Yes	AUD (EUR card accepted)	AUD	USD

Cost Comparison: 3-Practitioner Allied Health Practice

Platform	Monthly cost (3 practitioners)
Tregovia (base + SOAP + booking + recall)	EUR 78/month (unchanged)
Cliniko (mid tier)	EUR 105–165/month
Power Diary	EUR 60–135/month

Competitor pricing is approximate and may have changed. Verify current pricing at cliniko.com and powerdiary.com before making a purchasing decision.

At three practitioners, Tregovia includes 2 staff in the base plan and adds EUR 10/month for the extra-user pack — EUR 78 + EUR 10 = EUR 88/month total, still significantly cheaper than per-practitioner alternatives.

Discipline-Specific Considerations

Physiotherapy: Multi-session treatment plans; SOAP notes structured for musculoskeletal assessment; outcome measurement (Tregovia captures structured notes but lacks built-in standardised outcome tools like DASH or KOOS — typically managed separately).

Occupational therapy: Often community-based with home visits; mobile-friendly scheduling and note access; referral letter generation.

Speech and language therapy: Session notes typically longer and more narrative than standard SOAP; ICD-10 coding for specific speech/language disorders; school-liaison documentation.

Chiropractic: SOAP notes with postural and functional assessment fields; high-frequency scheduling (multiple visits per week); package and membership billing common.

Podiatry: Wound care follow-up tracking; diabetic foot monitoring sequences; referral to vascular or orthopaedic services.

For all disciplines, the core platform layer (scheduling, reminders, billing, recall) is the same — only the clinical note templates differ.

FAQ

Do all allied health disciplines in the EU have the same GDPR obligations?

Yes — any allied health record is health data under GDPR Article 9 (special category) regardless of discipline. The same requirements apply: reviewed hosting or transfer safeguards, processor terms, and data subject-rights workflows. Disciplines that also produce sensitive records (e.g., mental health, substance use) may face additional obligations under member state law.

Can Tregovia handle multiple allied health disciplines in one practice?

Yes. Appointment types, service categories, and clinical note templates are configurable per discipline. A practice offering physiotherapy and occupational therapy can configure separate appointment types with relevant SOAP templates for each. Reports filter by appointment type to show revenue and utilisation per discipline.

What is the difference between Cliniko and Tregovia for an EU allied health practice?

Cliniko is purpose-built for allied health and includes SOAP notes and online booking in the base plan — these are add-ons in Tregovia. Cliniko charges per-practitioner; Tregovia is flat-rate. At a single practitioner, Cliniko may be cheaper (EUR 35–55/month (verify at cliniko.com) vs EUR 78/month for Tregovia with SOAP and booking). At three or more practitioners, Tregovia's flat rate becomes more cost-effective. Cliniko is hosted in Ireland. Both require current privacy and processor-term review.

Is telehealth important for allied health CRM selection?

It depends on the practice model. Many allied health disciplines are predominantly or exclusively in-person. For practices offering telehealth (online physiotherapy, remote speech therapy, occupational therapy for rural clients), a platform with integrated telehealth is more efficient than a separate video platform. Tregovia's Telehealth module (EUR 15/month) provides browser-based video consultations without a separate tool.

How do recall sequences work for allied health treatment plans?

A recall sequence is triggered when a patient hasn't rebooked after a defined number of sessions or days. Example: a physiotherapy patient attends session 8 of a planned 12-session treatment — if they don't rebook within 7 days, a recall message is sent automatically. If no response, a follow-up is sent 14 days later. This sequence runs automatically without front desk action, recovering patients who might otherwise drop out of care.

What is the minimum viable CRM setup for a solo allied health practitioner?

For a solo practitioner: EUR 47/month base plan covers scheduling, reminders, and billing. Adding Medical Records (EUR 15/month) provides SOAP notes. Online Booking is part of the baseline module set. Confirm client limits, seat packs, SMS usage, and payment-processing costs before comparing total cost.