How to View Clients and Their Medical History
Log into your Wellnite dashboard account at wellnite.co.
In the "Home" page, locate on the left side of the screen and click on "Members." You'll find a comprehensive list of all your clients.
To view a specific client's chart, click on their name and select "View."
In the "View" section, you'll have access to both "Medical Information" and "Clinical Information" about your clients.
Medical Information
Medical Information contains essential details such as emergency contacts, date of birth, gender, and their medical records.
Clinical Information
Meanwhile, Clinical Information provides access to your notes and intake forms related to the client's treatment.
Please note that the Wellnite admin team handles scheduling all initial appointments for Wellnite clients. Keep an eye on your email for schedule updates. Additionally, the admin team is responsible for reaching out to Wellnite referrals.
To help you visualize and navigate better, we have prepared a tutorial video alongside the guide:
If you have any concerns about clients/members and their medical history, kindly contact [email protected] or call (415) 449-7796 for assistance.