Wellness Records
All your client info, all in one place—organized, secure, and super easy to access. With Wellness Records, you’re not just storing data; you’re building a complete picture of each person’s health journey. From SOAP notes to lab results and body diagrams, everything’s right where you need it—no digging, no delays.
All wellness records features
Client Records
Everything you need in one place — visit notes, intake forms, treatment history, and more. No more digging through paper charts or messy folders.
Customizable Wellness Forms
Create forms that match how you work — from massage therapy to nutrition to acupuncture. Intake, consent, progress tracking — it’s all customizable.
Visual Body Diagrams
Mark pain points, treatment areas, or progress directly on body charts. Great for PT, chiropractic, or any practice that needs visual clarity.
Session Notes Linked to Appointments
Every appointment automatically links to its notes — no need to match them up manually. You’ll always know what happened, when, and why.
SOAP & Progress Notes Templates
Use built-in templates or create your own to save time and stay consistent. Just click, fill in, and move on — documentation has never been this breezy.
Quick-Search Client History
Need to reference an old session? Just type a keyword or filter by date — boom, it’s there. Past treatments, notes, plans — all at your fingertips.
Secure & Compliant
HIPAA-compliant, end-to-end encrypted, and backed by daily backups. Your client data is locked down tight — just the way it should be.
Team Collaboration
Multiple providers? No problem. Everyone can document, view, and collaborate (with proper permissions), so client care stays smooth and consistent.
Export & Share Records
Easily download or securely share wellness records when needed — whether it’s for referrals, insurance, or clients themselves.
Explore WealMD
Book a demo or discovery call to see how our multi-location EMR solution can support your practice—no commitment required