Client intelligence
Know who needs you, and why.
Every system, grade, and trend for a client sits in one record, next to the check-ins and decisions that produced it. Open a client and the story is already assembled.
Educational wellness tooling. Not a diagnostic device.
The whole client, one view
Seven systems, gradedand connected.
Each system carries its own grade and trend, so the weakest link is visible without reading a report. Selecting one explains the signals behind the grade and what it is limiting.
Grades are an illustrative summary of the information a coach records. They are not a diagnosis and do not replace qualified medical care.
Roster triage
See who needs you first, before they tell you.
Status, check-in recency, weight movement, compliance, and streak sit on the same card, so a roster of eighty reads as fast as a roster of eight. Open the full record in one click.
- 01Sort and filter by the signal that matters this week
- 02Needs attention is derived from real activity, not a manual flag
- 03Groups keep cohorts and challenges separate
Structured check-ins
Turn a weekly form into something you can act on.
Clients answer the questions you designed, on the schedule you set. The answers arrive as trends attached to the plan that produced them, so the review starts from context instead of from scratch.
- 01Coach-designed questions, not a fixed template
- 02Weight, energy, sleep, and stress tracked over time
- 03Every answer stays attached to the plan it belongs to
Labs and history
Lab work lands in the same record as everything else.
Upload a panel and it joins the client timeline beside check-ins, measurements, and plan changes. You read one history, not four exports.
- 01Files stay in private storage behind authenticated access
- 02Results sit beside the check-ins from the same weeks
- 03History is preserved when a plan or phase changes
What a grade is for
It points at the next question.You answer it.
The scoring exists to direct attention, not to decide care. Every number is traceable to the inputs behind it, and nothing acts on a client without you.
- 01A grade summarizes what you recorded, and nothing you did not
- 02Every score links back to the signals that produced it
- 03Trends flag a pattern, they do not prescribe a response
- 04The coach sets the phase; the system only ever suggests one
- 05No output is a diagnosis, and none replaces clinical judgment
Explore the platform
The rest of the practice.
Client intelligence is one system of six. They share the same client record.
Your practice, operating clearly
Start with the client you are least sure about.
Bring one roster across and see what the record tells you in the first week.