Health & Wellness
Dietitians, physiotherapists, and wellness professionals streamlining their practice.
The Complete Solution for Dieticians, Physiotherapists, and Wellness Practitioners
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 |
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.
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 |
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
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 |
Typical Workflow
Initial Consultation
- Send intake form link via email/WhatsApp
- Patient completes form with medical history and consent
- Review before appointment to prepare
- Conduct assessment and document findings
- Create treatment plan with session schedule
- Set up payment tracking (per-session or package)
Ongoing Care
- Pre-session: Review last session notes and treatment plan
- During session: Document interventions and observations
- Post-session: Update progress metrics, schedule next appointment
- Weekly: Review upcoming appointments and pending payments
- Monthly: Analyze outcomes, adjust treatment plans
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 |
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 |
Success Metrics
Health & wellness practitioners report:
| Metric | Improvement |
|---|---|
| Patient intake time | -60% (digital vs paper) |
| Missed appointments | -35% |
| Documentation completeness | +40% |
| Patient satisfaction | +25% |
Get Started
- Sign up at clientflow.center
- Create your intake form using our health template
- Import existing patients via CSV
- Set up session packages for your services
- Enable automated reminders for appointments
Professionals Using ClientFlow
- Dieticians & Nutritionists
- Physiotherapists
- Chiropractors
- Acupuncturists
- Massage Therapists
- Occupational Therapists
- Speech Therapists
- Home Healthcare Providers
ClientFlow - Built for Health & Wellness Professionals