Run Your Entire Practice in
One Connected System
CRM Lite
Dashboard
Patients
Practitioners
Appointments
Waiting List
Supervision
Reports
Finance
Settings
Your Current Setup
Probably Feels Like This
Juggling multiple tools, switching between apps, and spending more time
on admin than care? You’re not alone. There’s a better way.
Sound familiar?
One for scheduling, another for notes, something else for billing...
Need to check something? Better be near a computer
Reactive instead of proactive, always behind
Good luck finding that note from last week
How it should be
Scheduling, notes, billing, client info—all connected
Desktop, mobile, tablet—always in perfect sync
Structured processes that actually help you work better
See what matters, when it matters, wherever you are
Sound like what you've been looking for?
Built to Grow with Your Practice
Flexible seat-based pricing designed for solo practitioners and growing clinics.
Add or reassign practitioner seats as your team evolves
Dashboard
Get a complete overview of your practice at a glance. Track appointments, patient flow, revenue metrics, and key performance indicators in real-time.
Complete practice overview
- Real-time metrics
- Appointment overview
- Revenue tracking
- Real-time metrics performance insights
CRM Lite
Higher conversion rates
- Lead tracking
- Auto-follow-ups
- Conversion analytics
- Pipeline management
Calendar
Advanced scheduling system with multi-practitioner support, conflict prevention, online booking, and automated reminders to optimize your practice workflow.
Reduce scheduling gaps
- Multi-practitioner view
- Conflict prevention
- Online booking
- Auto-reminders
Patients
Comprehensive patient records
- Digital intake
- Clinical records
- Document storage
- Treatment history
Practitioners
Efficient team management
- Profile management
- Credential tracking
- Availability settings
- Workload distribution
Appointments
Streamlined booking
- Multiple types
- Recurring sessions
- Easy rescheduling
- Status tracking
Reports
Data-driven decisions
- Revenue analytics
- Outcome tracking
- Custom reports
- Retention metrics
Supervision
Enhanced oversight
- Case assignment
- Quality monitoring
- Student tracking
- Delegation tools
Invoices
Automated billing
- Auto-invoicing
- Payment processing
- Insurance claims
- Financial reports
Settings
Full customization
- User management
- Access controls
- Integrations
- Custom branding
Start on Desktop. Continue on Mobile. Nothing Breaks.
Full Desktop Power
Complete practice management with all features at your fingertips
Real-Time Sync
Every note, every update, instantly available across all devices
Mobile Freedom
Access everything on the go—check schedules, add notes, stay connected
Intelligent Automation
AI Clinical Documentation
Automatically transcribe sessions, generate structured clinical notes, and create session summaries to reduce documentation time by up to 70%.
Save 70% on documentation
- Auto transcription
- SOAP notes
- Session summaries
- Treatment plans
AI Practitioner Matching
Intelligently match patients with the ideal practitioner based on clinical expertise, specialty, availability, and therapeutic compatibility.
Better treatment outcomes
- Intake analysis
- Smart assignment
- Specialty matching
- Availability sync
Built-In Telehealth
PHIPAA-compliant video sessions integrated directly into your workflow. No external tools needed, with session recording and note integration.
No external tools needed
- HD video/audio
- Session recording
- Integrated notes
- Group sessions
AI Follow-Up Assistance
Generate follow-up notes, treatment insights, and care suggestions after sessions.
Enhanced continuity of care
- Follow-up notes
- Treatment insights
- Care suggestions
- Progress tracking
AI Writing Assistant
Quickly generate practitioner bios, clinical documentation, and professional text content.
Professional content instantly
- Practitioner bios
- Documentation
- Professional text
- Custom templates
AI-Guided Platform Onboarding
Configure your practice workspace with step-by-step intelligent setup tailored to your clinical workflows.
Setup in minutes
- Step-by-step setup
- Workflow config
- Smart suggestions
- Custom preferences
Built Around How Practices Actually Operates
Client Inquiry
Track leads and intake from first contact
Scheduling
Book appointments with full context
Session Notes
Document care in real-time
Billing & Insurance
Process payments seamlessly
Follow-up
Stay connected between sessions
Work the Way You Want
Whether you prefer working from your clinic, remotely, or on the go, Wellovis
adapts to your workflow not the other way around.
In-Clinic
Full desktop experience with all features at your fingertips during client sessions
On the Go
Complete mobile access through Go+ for between-session tasks and urgent updates
Remote Sessions
Seamless telehealth support with all your client information accessible anywhere
Multi-Location
Manage multiple locations from one system with centralized oversight and control
One Platform, Multiple Roles
Each role has access to the tools and information they need while
maintaining appropriate privacy and permissions. This allows practices
to collaborate while keeping client information secure and organized.
Four Roles, One Platform
Administrator
- Manage practice settings
- Add and manage practitioners
- Configure services and schedules
- View practice activity and reports
- Manage user permissions
- Oversee billing and operations
Practitioner
- Manage their schedule
- Access client records
- Write session notes
- Track sessions and activity
- Conduct virtual sessions
- Manage client communication
Administrative Staff
- Schedule and manage appointments
- Assist with client onboarding
- Manage calendars and availability
- Coordinate communication with clients
- Support daily clinic operations
Client
- Book appointments
- Manage upcoming sessions
- Access appointment details
- Complete intake forms
- Communicate with the practice