Features
Whole Practice has everything you need to run your practice:
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Manage your practice
- Easily onboard clients
- Appointment scheduling and calendar syncing
- Accept payments for appointments, packages, and invoices
- Client records, notes, documents, and materials
- Automation workflows
- Custom branding
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Work with clients
- Client portal for forms, materials, and next steps
- Secure video conferencing
- Clear recommendations
- Client messaging
- Templates for notes, recommendations, and forms
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Intake and assessment
- Built-in questionnaires
- Custom form and questionnaire builder
- Food and feeling logging
- Whole Practice Wellness Questionnaire™
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Security & Compliance
- HIPAA-compliant
- Secure, encrypted data storage and communications
All plans include a free 30-day trial.
All Whole Practice subscriptions come with access to the Whole Practice Wellness Questionnaire™, our proprietary client questionnaire that has been carefully crafted to provide practitioners with a holistic understanding of their client's well-being, supported by the latest evidence-based insights.
Wellness Questionnaire
The Whole Practice Wellness Questionnaire™ was developed and verified by data specialists in the health and wellness industry. This comprehensive questionnaire incorporates established, evidence-based health knowledge while also having the flexibility to factor in current research in our constantly evolving field.
The Wellness Questionnaire is built on an extensive set of questions, covering symptoms and historical risk factors for 20+ important imbalances that are fundamental to your clients' overall well-being.
- Produces a beautiful, informative, actionable, and client-friendly report so you can clearly and professionally communicate with your clients.
- Determines the top priorities so your clients know exactly where to focus to achieve the largest health improvements. These top priorities can easily be updated if you want your client to focus on a different area.
- Uses WellText™, our client-friendly, personalized guidance based on your client's overall symptoms picture, along with educational sections for each of their top priorities.
- Displays results in a quantitative and visual manner so your clients can easily see their progress.
- Includes practitioner-only flags for important items so you can easily see the information that you need to efficiently help your clients.
- Clearly communicates information on client's HCl, bile acids, and iodine usage in the appropriate sections, so you have the relevant information when making supplement decisions.
- Includes the Nutrient Imbalances Report to help you determine if vitamin, mineral, fatty acid, or hydration imbalances are playing a role in your client's symptoms and health issues.
- Provides supplement recommendations based on the top priorities, with a practitioner-facing recommendation report that provides descriptions of supplements and their purposes.
- Includes questions covering modern health topics such as GLP-1 medications, mold toxicity, Lyme disease, long COVID, and mast cell activation syndrome.
- Automatically adjusts the questions for children, creating an age-appropriate, child-friendly questionnaire.
- Integrated with Practice Better so you can send your clients a Wellness Questionnaire from Practice Better.
Site Tour
A clean, simple design, with everything you need to run your practice.
Practitioner's Dashboard
My Clients
Practitioner's Scheduler
Client Summary
Client Notes
Client Recommendations
Pricing
We believe in fair, straightforward, affordable pricing.
Plus
$20/month
- 30-day free trial
- All Core Features
- Additional Plus Features:
- Custom Branding
- Site & Report Logos
- Report & Email Colors
- Private Client Document Storage & Sharing
- Text Message Appointment Reminders†
- 20 GB of Storage*
- Custom Branding
Professional
$45/month
- 30-day free trial
- All Plus Features
- Additional Professional Features:
- Built-In Secure Video Conferencing
- Up to 10 participants
- Client Invoicing
- Automation Workflows
- Unlimited Client Action Links
- Group Actions
- Onboarding & Account Setup Assistance
- Built-In Secure Video Conferencing
Team
$75/month
- 30-day free trial
- All Professional Features
- Additional Team Features:
- Multiple Practitioner Logins
- Admin Logins
Core Features
All Whole Practice plans include the following core features.
Client Management
- Unlimited clients
- Free for your clients
- Private Client Notes
- Secure Client Messaging
- Materials Repository
- Materials Sharing
- Smart To-Do Item Reminders
- Client Packages
- 2 Client Action Links
- 1 GB of Storage*
Assessment Tools
- Built-in client questionnaires
- Whole Practice Wellness Questionnaire™
- Custom Questionnaire Builder
- Client Food & Feeling Logging
- Flexible Food Log Builder
- Recommendations
- Recommendation Layout Builder
Appointments
- Appointment Scheduler
- Google Calendar Syncing
- Accept Payment for Appointments
- Client Reminder Emails
Integrations
- Stripe Integration
- Fullscript Integration
- Practice Better Integration
- Zapier Integration
*Storage amounts only apply to materials, documents, and other files that you or your clients upload to the site. Client questionnaire responses, notes, messages, and other text-based data are always unlimited.
†Text message reminders are only available to U.S. and Canadian mobile numbers at this time.
Educational Programs & Courses
If you run an educational program for wellness professionals, we have special features to support you and your students! Prepare your students for working in this industry with our professional toolset tailored to your individual program.
To learn more about our options contact us at hello@wholepractice.com. We love supporting educational programs both large and small. Whether you're just starting to build your educational program and want a comprehensive practice management system to level-up your offerings or you're a larger, established program that wants to provide your students with a professional toolset, we are here to help you and your students be successful.
Special features for educational programs:
- Wellness Questionnaire customizations to reflect the teachings of your program:
- Customize the Educational Materials on the reports to align with your program's philosophy.
- Build your own recommendations that correspond to your curriculum. Whether your program teaches your students to use supplements, foods, other types of products, or a combination of these, you can configure the default recommendations for your students.
- Exclude potential imbalances that don't line up with what is covered by your program for a consistent student experience.
- Seamless and professional onboarding for students, along with exceptional support.
- All of the professional tools that your students need to start their practices and begin making a difference.
Frequently Asked Questions
Is Whole Practice HIPAA Compliant?
Yes! The site is HIPAA Compliant. Any information that your clients or patients enter is just shared between you and them. We encrypt all personally identifiable data at rest and during transfer between the database and the website.
Do you have help guides and tutorials for the site?
Yes! Check out our help site to view all the site documentation and guides.
Is the Whole Practice site mobile friendly?
Yes! We don't have an app right now, but the site is mobile friendly so you can easily bring it up on your phone or tablet.
More questions?
We're here to help! Just email us at hello@wholepractice.com and we'll be happy to answer any additional questions you have.