Wellness practitioners spend 30% of their day on documentation and billing when they should be in the treatment room. OptiServe AI handles SOAP note templates, session package tracking, membership billing, and follow-up reminders so your clinical time goes toward outcomes.
✓ 30-day free trial | No credit card required | Cancel anytime
SOAP notes, session packages, membership billing, and follow-up care — one platform.
Pre-built SOAP note templates for chiropractic, acupuncture, massage, and functional medicine visits. Practitioners complete structured notes in under five minutes per session.
Build multi-session care plans with visit frequency recommendations. Track adherence and remaining sessions per client. Clients who drift from their care schedule get an automated re-engagement message.
Sell monthly wellness memberships with session credits and product discounts. Recurring billing runs automatically. Package balances update at each visit — no manual ledger.
Clients book 24/7 and complete health history intake before they arrive. Intake data populates the first SOAP note automatically — practitioner starts each session ready.
Automated follow-up messages after each session. Clients who have not rebooked within their recommended window get a re-engagement nudge. Care plan adherence improves without phone calls.
See revenue per practitioner, average visits per care plan, package attachment rate, and retention metrics by modality. Grow the most effective and profitable parts of your practice.
Solo practitioners to multi-discipline wellness centers.
For solo wellness practitioners managing their own schedule and notes.
For wellness practices with 2–5 practitioners and care plan programs.
For established wellness centers with memberships and multi-modality services.
For multi-location wellness brands needing white-label portals and custom integrations.
All plans include a 30-day free trial. No credit card required.
Chiropractic, acupuncture, massage, and integrative medicine practices.
"SOAP note templates cut my documentation from 12 minutes per session to four. I gained back over an hour a day of clinical time. That translated directly to one more patient per day."
"Care plan adherence improved significantly once the automated re-engagement reminders launched. Clients drift, but a personalized reminder about their remaining sessions brings them back consistently."
"Membership billing stabilized my revenue completely. I know exactly what I will earn each month before I see a single client. That financial clarity changed how I plan and invest in the practice."
Get SOAP notes, care plan tracking, and membership billing running this week.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime