Practice types
Health retreat and wellness center
Clinic workflow
Coordinate appointments, intake, session records and staff tasks across a wellness program.
The daily work
One record, one clear next step.
- Keep participant intake and relevant documents in the appropriate record.
- Schedule individual appointments and record attendance through the usual visit flow.
- Organize the center’s services and prices in its catalog.
- Assign preparation and follow-up work to the responsible staff member.
The starting point
Make it fit your practice.
Choose the clinic type during setup. Specialty starter content varies by clinic type; review services, prices, forms and documentation before use.
The patient record, schedule, files and assigned tasks stay together, so the next visit starts with the context your team has already recorded.