Whole Practice + Practice Better

Send wellness questionnaires and receive completed reports.

What is Whole Practice?

Whole Practice connects your wellness questionnaire account to Practice Better, so you can send the Wellness Questionnaire to clients and receive their completed reports directly in their chart, no manual transfers required. For a nutrition-specific assessment, see the separate Nutri-Q integration.

What you can do with Whole Practice

Automate the send — Trigger the Wellness Questionnaire automatically after a specific service or package booking is confirmed, timed before or after the session.

Track status at a glance — See when the questionnaire was sent and completed, right in the client's Recent Activity stream.

Get notified the moment it's done — Receive a notification as soon as a client submits their Wellness Questionnaire, so you can review it before their next session.

Send it at intake — Include the Wellness Questionnaire when adding a new client, so you have baseline information from day one.

Connect your Whole Practice account in minutes.

Link your Whole Practice key once, and start sending wellness questionnaires directly from a client's chart.

Frequently asked questions

Do I need my own Whole Practice account?

Yes, you'll need an active Whole Practice account. Generate a key from your Whole Practice dashboard and enter it in Practice Better to link the two platforms.

How does my client complete the Wellness Questionnaire?

They'll receive an email notification from Practice Better with a link to complete it.

Can I send the Wellness Questionnaire automatically?

Yes, you can trigger it automatically based on the service or package a client books, sent immediately or scheduled before or after the session.

Can I send the Wellness Questionnaire when I add a new client?

Yes, you can send it directly from the Add Client page.

How will I know when a client completes the questionnaire?

You'll get a notification, and you can also track sent and completed status in the client's Recent Activity stream.

Stop chasing intake forms before every new client.

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