Comprehensive Client Notes System

Comprehensive Client Notes SystemAs a Wellness Coach, your time is precious – but that doesn’t mean you are willing to cut corners when it comes to keeping accurate and comprehensive client notes. This system is built based on the SOAP (Subjective – Objective – Assessment – Plan) client note system used by hospitals and health care providers around the globe. It’s HIPAA compliant-ready, efficient and provides everything you need as a coach to combine efficiency and effectiveness in your client notes.

Electronic Calendar

Electronic CalendarThe integration of an electronic scheduling system will most definitely make your life easier! You simply tag the times you have available for coaching. Then your clients log in & select the time that works best for them. You receive a notification (so you don’t need to constantly be checking the schedule) and your clients will receive a reminder about the appointment prior to the designated time  (which helps reduce the frequency of cancelled or re-scheduled appointments). If your life is busy – you will love this!

Client Check-in Note System

Client Check-in Note SystemIt’s likely you’ll want to send your clients an occasional email to see how things are progressing between coaching sessions. However, the time it takes to review the previous session’s notes and then send out the email can be significant.  This bonus component allows you to write the personal “check-in” note immediately after your coaching session, select the date for it to be sent, and it will automatically go out on that date!

High end Health Risk Assessment

High end Health Risk AssessmentWhether you are working with employer groups or individual coaching clients, the integration of a high end Health Risk Assessment will not only provide you with immediate credibility, but will also provide an outstanding tool for helping improve the client’s health and wellness. This HRA is normally only available for groups of 1,000+ employees, but now you have access to one of the top tools on the market as part of your practice – and there’s no additional charge for this component!

Fitbit Integration

Fitbit IntegrationAs the most popular tracking tool on the market, the FitBit is likely popular among your wellness coaching clients. Now they can link their FitBit to the Wellness Nation tools to allow for automatic upload of steps, participation in various challenges and review with you as their personal wellness coach.

Mobile Apps

Mobile Apps 1 Mobile Apps 3 Mobile Apps 4

There’s an app for that? Indeed! Your clients will now be able to access much of the portal right from a convenient app, provided compliments of USCW. Whether they want to update a goal, make an entry into a group challenge you’ve set up or chart their weekly WellMiles, they can do it all right there in their mobile app.

Team and Individual Challenges

Team and Individual ChallengesThis section may turn out to be the most valuable of all in terms of helping you to grow your wellness coaching business. Bottom line – people love a little competition – and these group challenges bring it to the forefront and make it fun! These are easy for you to set up and monitor, they’re engaging for your clients, and they may just provide the extra bonus that draws people into trying out your coaching services.  And now, there’s even an individual option, allowing folks to compete against themselves!

Client Trackers, Tools and Resources

The client trackers section allows you as the wellness coach to easily view the progress of your clients over time.  Clients can track a wide range of wellness data and then you can view goals, check-up questions, BMI progress and more!

Professional Email Address

Some people pursue wellness coaching as a hobby. They enjoy helping others improve their lives and have no intention of making it a business. However, for those who’s goal is to create a real – and professional – business, your email address is critical.  It may sound simple, but while an email address ending in or, etc is completely fine for interacting with friends and family members, it is a terrible choice for those desiring to present themselves to others in a professional manner.

It is for this reason that we now provide you with a professional email address of your choice that ends in, matching the URL of your professional website. You can choose anything you’d like, from to, etc. Available on a first come, first serve basis – you’ll select your choice upon registration and then it’s yours to present yourself professionally going forward.

HIPAA-Compliant Ready

HIPAA compliance and website security has garnered a great deal of attention in recent years. As a wellness coach, it must be a top priority within your business.  It doesn’t matter how many tools your web portal contains or how flashy it appears to clients and potential clients if it isn’t secure and compliant.

With, you can be certain you have a secure and HIPAA compliant-ready portal to use with your clients. However, don’t believe us. Instead, plug in various web portals to this SSL Labs security scanner at this link to compare us to other alternatives on the market:

You can test any website and get a “grade” of it’s security within moments.

Generic Coaching Portal

Price of $50-$500/month

Security Scan Grade F

HIPAA Compliance

Team Challenges

All the other stuff under ours

Do It Yourself

Price (initially cheap – for functional site $20,000 – ? plus monthly server costs of $200 – 2,500 depending on security levels)

HIPAA Compliance

Security Scan Grade  F

Wellness Coach Catalyst

Wellness-Coach Specific

Notes System

HIPAA Compliant-Ready

Team/Individual Challenges

Professional Email Address

Health Risk Assessment

Electronic Calendar

Security Scan Grade A+

All the stuff listed below

Price $5/client/month plus $49 Flat Fee (ie – 10 clients = $99/month)

Increase Your Revenue

HIPAA Compliance & Security

Leverage Your Time

Solidify Your Credibility