Program-based care: enrollment, protocols & recurring billing
Multi-month care doesn't fit a visit-based tool. Programs give every enrollment a schedule, a protocol, and billing that collects itself — from intake to maintenance.
Enroll once, and the journey is scheduled.
A program defines the journey — intake, check-in cadence, provider reviews, maintenance — and enrolling a client lays it onto the calendar. Repeating visits book as a series, so week 7 is already on the books in week 1.
- Programs with defined visit cadences
- Enrollment lays the schedule onto the calendar
- Series booking — the whole journey, booked
Protocol templates keep care consistent.
Each program carries its protocol: the structured values your team records at every visit. Values carry forward as the starting point for the next appointment, and the same protocol produces the same documentation across providers.
- Structured protocol values per visit
- Values carry forward between appointments
- Consistent documentation across providers
Program billing that collects itself.
Program fees bill on their own cycle — monthly, per-phase, or up front — with smart retries when a card fails and pause/resume when life happens. Enrollments, renewals, and churn are numbers on a dashboard, not a feeling.
- Recurring program fees, collected automatically
- Smart retry on failed payments
- Enrollments, renewals & churn on the dashboard
Check-ins that capture progress.
Every check-in logs the program's metrics — weight, labs, photos — onto the client's trend charts. The program view shows where each client is in the journey and who's drifting off it.
- Metrics logged at every check-in
- Trend charts across the whole program
- See who's on track and who's drifting
Related features
Everything you're wondering.
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