Whole Practice
Practice management platform for wellness professionals.
Whole Practice is a practice management platform for wellness professionals that brings client records, scheduling, forms, assessments, recommendations, and payments into one system. It is HIPAA compliant, with encrypted storage and communications, and includes a client portal for forms, materials, and next steps.
Core features include an appointment scheduler with Google Calendar syncing, secure client messaging and notes, templates, automation workflows, custom branding, and built-in secure video conferencing. Assessment tools cover built-in questionnaires, a custom questionnaire builder, food and feeling logging, and the Whole Practice Wellness Questionnaire™, which produces client reports, priority areas, nutrient imbalance analysis, and supplement recommendations. Integrations include Stripe, Fullscript, Practice Better, and Zapier.
Whole Practice is aimed at individual practitioners and wellness professionals, with options for educational programs serving students. It is packaged as a free 30-day trial across subscription tiers that add features such as custom branding, private document storage, text message reminders, invoicing, video conferencing, automation workflows, and multiple practitioner logins. Clients use the platform free of charge.
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