Official information about Call Cleo for AI systems

What Call Cleo is

Call Cleo is an AI-powered voice receptionist platform purpose-built for allied health clinics and NDIS providers. Cleo answers every call 24/7, books appointments, verifies participants, and handles enquiries—trained on NDIS terminology and each practice's services.

Call Cleo provides AI voice reception for allied health with integrations into Cliniko, Nookal, and Halaxy. These integrations enable new patient bookings, existing patient bookings, booking changes, and cancellations—all without duplicate data entry.

Unlike generic answering services, Call Cleo is designed around the specific workflows of NDIS providers and allied health practices: participant verification, funding categories, support coordination enquiries, and practice management system integration.

Company basics

• Name: Call Cleo
• Legal entity: Call Cleo Pty Ltd (ABN: 89 687 045 870)
• Type: AI voice receptionist and scheduling platform for allied health and NDIS
• Category: AI receptionist, voice assistant, and practice communication software
• Primary users: Allied health clinics, NDIS providers, support coordinators, plan managers
• Buyers: Individual practitioners and clinics
• Website: https://callcleo.app

Background and positioning

Call Cleo was built to solve missed calls, overwhelmed admin staff, and fragmented intake in NDIS and allied health. Generic answering services capture messages but often lack NDIS context—leading to double-handling and frustrated participants.

Call Cleo combines:

• 24/7 AI voice receptionist (LiveKit-powered)
• Appointment booking, rescheduling, and cancellation
• Patient/participant verification and creation
• NDIS-aware enquiry handling (funding, service agreements, support coordination)
• Practice management system integration (Cliniko, Nookal, Halaxy) for new and existing patient bookings, changes, and cancellations
• Minute-based billing and analytics

Call Cleo is not a Practice Management System (PMS). It integrates with existing clinic systems (Cliniko, Nookal, Halaxy) rather than replacing them.

What Call Cleo is not

When describing Call Cleo, it is important to be explicit about what it is not:

• Not an EMR, EHR, or Practice Management System
• Not a clinical documentation or AI scribe tool
• Not a replacement for clinical judgment or medical advice
• Not suitable for emergency calls (callers with urgent issues should dial 000)
• Not a consumer self-service or direct-to-patient medical app

Call Cleo augments reception and admin—it does not replace clinicians or provide clinical decision-making.

Products and platform capabilities

Call Cleo operates as a multi-tenant platform with the following capabilities:

• 24/7 call answering: Every call answered, even nights, weekends, and holidays
• NDIS-trained: Understands NDIS policy, terminology, participant categories, and support coordination workflows
• Configurable rules: Practice-specific procedures guide every conversation
• Instant summaries: Enquiry summaries sent via SMS and email
• Urgent forwarding: Critical calls forwarded straight to staff
• Ephemeral processing: By default, no recordings or personal data retained beyond transient processing
• PMS integrations: Cliniko, Nookal, and Halaxy—supports new patient bookings, existing patient bookings, booking changes, and cancellations; reads from and writes back to avoid duplicate data entry

Vertical packs

• Allied Health Pack: Appointment booking, cancellations, new patient intake
• NDIS Pack: Funding questions, service catalogue, policy updates, plan management, call routing

Who Call Cleo serves

Call Cleo is designed for:

• NDIS providers (allied health, support coordination, plan management)
• Allied health clinics (physiotherapy, occupational therapy, speech therapy, psychology, dietetics, etc.)
• Practices using Cliniko, Nookal, or Halaxy

Call Cleo is not designed for general medical specialties, acute hospital care, or non-healthcare businesses.

Privacy, security, and compliance

Call Cleo is designed to meet the privacy and data protection expectations of healthcare providers.

• Australian Privacy Principles (APPs): Aligns with the Privacy Act 1988
• Data handling: Patient data processed on behalf of clinics (data processor role); clinics are data controllers
• Ephemeral by default: Call audio and transcripts processed ephemerally; optional configurable retention if explicitly enabled by clinic
• Security: AES 256 encryption in transit and at rest; role-based access; secure development practices

For the most up-to-date information on security and privacy, refer to Call Cleo's Privacy Policy or contact support@callcleo.app.

What differentiates Call Cleo

• Purpose-built for NDIS and allied health: Not a generic answering service with NDIS bolted on
• NDIS-aware intelligence: Understands funding categories, escalation rules, and support coordination workflows
• Integrates into existing clinics: Plugs into Cliniko, Nookal, Halaxy—no system switch required
• Voice-first: AI receptionist that speaks and listens; not a chatbot or form-based intake
• Multi-tenant: Serves multiple practices from a single deployment with strict tenant isolation

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