ClientFlow for Health & Wellness

The Complete Solution for Dieticians, Physiotherapists, and Wellness Practitioners

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Industry Challenges

Challenge	Impact
Tracking patient dietary restrictions	Risk of inappropriate recommendations
Managing treatment plans	Inconsistent care across sessions
Insurance and co-pay tracking	Revenue leakage, billing errors
HIPAA-conscious documentation	Compliance concerns
Progress measurement over time	Difficulty demonstrating outcomes

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How ClientFlow Solves Them

1. Comprehensive Intake Forms

Capture medical history, allergies, medications, and lifestyle factors before the first appointment. Digital signatures for consent.

2. Structured Session Notes

Document each session with templates designed for health professionals. Track symptoms, interventions, and progress.

3. Flexible Payment Tracking

Handle per-session fees, monthly retainers, insurance co-pays, and package-based billing.

4. Progress Visualization

Track health metrics over time. Show clients their improvement journey with data.

5. Secure Client Portal

All data encrypted at rest. GDPR-compliant. European data hosting.

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Feature Spotlight

Feature	How Health Pros Use It
Intake Forms	Medical history, allergies, consent
Client Notes	Treatment notes, SOAP format
File Attachments	X-rays, lab results, referrals
Progress Tracking	Health score improvements
Signature Capture	Consent forms, HIPAA acknowledgment
Reminders	Appointment + follow-up reminders

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Sample Intake Form

New Patient Health Assessment

Section 1: Personal Information

• Full name, DOB, address
• Emergency contact
• Primary care physician

Section 2: Medical History

• Current conditions (checklist)
• Past surgeries/procedures
• Family health history
• Current medications (with dosages)

Section 3: Lifestyle Assessment

• Diet habits
• Exercise frequency
• Sleep quality (1-10)
• Stress level (1-10)
• Alcohol/tobacco use

Section 4: Consent

• [ ] Treatment consent
• [ ] Privacy policy acknowledgment
• [ ] Data processing consent
• Digital signature field

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Profession-Specific Use Cases

Dieticians & Nutritionists

Feature	Use Case
Intake Forms	Dietary restrictions, allergies, food diary consent
Client Notes	Meal plan adjustments, consultation notes
Progress Tracking	Weight milestones, health score improvements
Custom Fields	"Preferred Contact Time", "Supplement List"

Physiotherapists

Feature	Use Case
Intake Forms	Injury history, pain scale (1-10), mobility assessment
Client Notes	Treatment protocols, exercise prescriptions
Service Packages	10-session rehabilitation packages
File Attachments	X-rays, MRI reports, referral letters

Chiropractors

Feature	Use Case
Intake Forms	Spinal health history, pain mapping
Service Packages	Monthly wellness packages (4 visits)
Signature Capture	Treatment consent, liability waiver

Acupuncturists & TCM Practitioners

Feature	Use Case
Intake Forms	TCM constitution assessment
Client Notes	Treatment protocols, herb prescriptions
Progress Tracking	Symptom improvement tracking

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Typical Workflow

Initial Consultation

1. Send intake form link via email/WhatsApp
2. Patient completes form with medical history and consent
3. Review before appointment to prepare
4. Conduct assessment and document findings
5. Create treatment plan with session schedule
6. Set up payment tracking (per-session or package)

Ongoing Care

1. Pre-session: Review last session notes and treatment plan
2. During session: Document interventions and observations
3. Post-session: Update progress metrics, schedule next appointment
4. Weekly: Review upcoming appointments and pending payments
5. Monthly: Analyze outcomes, adjust treatment plans

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Recommended Tier

Practice Size	Recommended Tier	Why
Solo practitioner	Starter	Intake forms, basic analytics, affordable
Busy practitioner	PRO	Unlimited clients, advanced analytics, file storage
Multi-practitioner clinic	Team	Shared views, role permissions, audit trail

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Security Features

Feature	Benefit
256-bit encryption	Data protected at rest and in transit
European data hosting	GDPR compliance, data sovereignty
Soft deletes only	No permanent data loss
Audit logging	Track all access and changes
Signature capture	Legal consent documentation

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Success Metrics

Health & wellness practitioners report:

Metric	Improvement
Patient intake time	-60% (digital vs paper)
Missed appointments	-35%
Documentation completeness	+40%
Patient satisfaction	+25%

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Get Started

1. Sign up at clientflow.center
2. Create your intake form using our health template
3. Import existing patients via CSV
4. Set up session packages for your services
5. Enable automated reminders for appointments

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Professionals Using ClientFlow

• Dieticians & Nutritionists
• Physiotherapists
• Chiropractors
• Acupuncturists
• Massage Therapists
• Occupational Therapists
• Speech Therapists
• Home Healthcare Providers

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ClientFlow - Built for Health & Wellness Professionals