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Put your health and wellness software knowledge into practice. Evaluate software options based on services offered, business size, client needs, staff, privacy and access requirements, integrations, budget, and growth plans. Then create an implementation plan covering data setup, workflows, user responsibilities, training, testing, launch readiness, and ongoing monitoring.

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 Software Basics course

 <h1 style="font-family: Montserrat, Arial, sans-serif; font-weight: 800; letter-spacing: -0.02em; margin: 0px 0px 18px; color: rgb(26, 26, 26); text-align: left; font-size: 34px; line-height: 1.2;">Health and Wellness Software Basics</h1>

 <span style="color: rgb(26, 26, 26); font-family: Montserrat, Arial, sans-serif; font-size: 12px; line-height: 1.4; padding: 5px 12px; border-radius: 999px; margin: 0px 6px 6px 0px; display: inline-block; border: 1px solid rgb(245, 158, 11); background: rgb(245, 158, 11);">Self-paced&nbsp; <span style="color: rgb(63, 63, 70); font-family: Montserrat, Arial, sans-serif; font-size: 12px; line-height: 1.4; padding: 5px 12px; border-radius: 999px; margin: 0px 6px 6px 0px; display: inline-block; border: 1px solid rgb(212, 212, 216); background: rgb(244, 244, 245);">Hands-on practice management playground&nbsp; <span style="color: rgb(63, 63, 70); font-family: Montserrat, Arial, sans-serif; font-size: 12px; line-height: 1.4; padding: 5px 12px; border-radius: 999px; margin: 0px 6px 6px 0px; display: inline-block; border: 1px solid rgb(212, 212, 216); background: rgb(244, 244, 245);">No prior experience needed

 <h2 style="font-family: Montserrat, Arial, sans-serif; font-weight: 700; letter-spacing: -0.01em; margin: 44px 0px 16px; padding-top: 20px; border-top: 3px solid rgb(26, 26, 26); color: rgb(26, 26, 26); text-align: left; font-size: 26px; line-height: 1.25;">Course Description</h2>

 Health and wellness software helps practices manage scheduling, client intake, session notes, billing, and client communication in one place.

 Health and Wellness Software Basics gives wellness practitioners and practice staff a practical foundation for understanding how health and wellness software works, how to evaluate different options, and how to prepare for implementation.

 Learn how health and wellness software works, practice using it, and build the knowledge to evaluate and implement the right software for your practice.

 The course is organized into three major sections: Learn, Practice, and Apply. Each section builds on the one before it, taking you from understanding health and wellness software to practicing with it and applying what you learn to a real software decision and implementation plan.

 <h2 style="font-family: Montserrat, Arial, sans-serif; font-weight: 700; letter-spacing: -0.01em; margin: 44px 0px 16px; padding-top: 20px; border-top: 3px solid rgb(26, 26, 26); color: rgb(26, 26, 26); text-align: left; font-size: 26px; line-height: 1.25;">How the Course Works</h2>

 <h3 style="font-family: Montserrat, Arial, sans-serif; font-weight: 800; letter-spacing: 0.02em; margin: 28px 0px 12px; color: rgb(26, 26, 26); text-align: left; font-size: 18px; line-height: 1.3;">01 | LEARN</h3>

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 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Read Learn what health and wellness software does, how its core features support the client journey, and why privacy, security, and access matter when you handle health information.</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Reflect Connect what you learned to your own practice. Identify your biggest scheduling, intake, and billing pain points and the features that could make the most difference.</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Case Studies See how different health and wellness practices approach software and consider what applies to your own situation.</li>
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 <h3 style="font-family: Montserrat, Arial, sans-serif; font-weight: 800; letter-spacing: 0.02em; margin: 28px 0px 12px; color: rgb(26, 26, 26); text-align: left; font-size: 18px; line-height: 1.3;">02 | PRACTICE</h3>

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 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Practice Work inside a hands-on practice management playground. Book an appointment, complete a digital intake, document a session, and process a payment in a safe environment.</li>
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 <h3 style="font-family: Montserrat, Arial, sans-serif; font-weight: 800; letter-spacing: 0.02em; margin: 28px 0px 12px; color: rgb(26, 26, 26); text-align: left; font-size: 18px; line-height: 1.3;">03 | APPLY</h3>

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 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Evaluate Use a structured framework to compare and score practice management software options based on your specific needs, priorities, and business context.</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Implementation Turn your decision into a plan. Define your team, timeline, client record migration, risks, responsibilities, and go-live readiness.</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Go-Live &amp; Monitoring Choose a launch approach, define success measures, create a feedback process, and plan for ongoing review after launch.</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Complete Review your work, rate your confidence, and take your completed practice management software workbook with you.</li>
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 <h2 style="font-family: Montserrat, Arial, sans-serif; font-weight: 700; letter-spacing: -0.01em; margin: 44px 0px 16px; padding-top: 20px; border-top: 3px solid rgb(26, 26, 26); color: rgb(26, 26, 26); text-align: left; font-size: 26px; line-height: 1.25;">What You'll Learn</h2>

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 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;What practice management software is and how it replaces paper intake forms, appointment books, and separate billing tools with one secure client record</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;The client journey, from booking and intake to session, notes, payment, and follow-up</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;Common features, including online scheduling and reminders, digital intake forms, session notes and charting, billing, client portals, and telehealth</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How privacy rules such as HIPAA may apply to your practice, and what a business associate agreement (BAA) is</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;What to look for in practice management software security and access, including role-based permissions, encryption, two-factor authentication, audit logs, and HIPAA-ready features</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How to book appointments, complete a digital intake, document sessions, and process payments</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;Which scheduling, intake, and billing pain points show up in your own practice, and what they cost you</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How to define your type of practice, number of practitioners, budget, insurance billing and telehealth needs, and non-negotiables before you compare vendors</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How to compare and score practice management software options using a structured framework, and which questions to ask each vendor</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;The red flags to watch for during vendor conversations, such as unclear data export, vendors that will not sign a BAA, and vague security terms</li>
 <li style="padding: 12px 0px; border-bottom: 1px solid rgb(232, 230, 224);"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How to plan an implementation, including your team, timeline, client record migration, risks, and go-live readiness checklist</li>
 <li style="padding: 12px 0px;"><span style="display: inline-block; width: 24px; height: 24px; line-height: 24px; text-align: center; border-radius: 50%; background: rgb(255, 247, 230); border: 1px solid rgb(240, 220, 138); color: rgb(138, 90, 0); font-size: 12px; font-weight: 700; text-indent: 0px; margin-right: 12px;">&#10003;How to choose between a big bang and a phased rollout, then track success metrics, gather feedback, and schedule regular reviews after launch</li>
 </ul>

 <h2 style="font-family: Montserrat, Arial, sans-serif; font-weight: 700; letter-spacing: -0.01em; margin: 44px 0px 16px; padding-top: 20px; border-top: 3px solid rgb(26, 26, 26); color: rgb(26, 26, 26); text-align: left; font-size: 26px; line-height: 1.25;">Who Should Enroll</h2>

 This course is designed for anyone who wants to understand, choose, or improve the software behind their health or wellness practice, including:

 <ul style="list-style: none; padding: 0px; margin: 0px 0px 16px;">
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Chiropractors, massage therapists, acupuncturists, and other wellness practitioners</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Nutritionists, dietitians, and health coaches</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Physical therapy and rehabilitation practices</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Practice managers and front desk staff</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Billing staff who handle payments and insurance claims</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Decision-makers evaluating practice management software</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Practices moving from paper intake forms and appointment books to a shared system</li>
 <li style="padding: 12px 18px; margin-bottom: 8px; background: rgb(250, 250, 250); border-left: 4px solid rgb(245, 158, 11); border-radius: 0px 8px 8px 0px;">Health and wellness students and career changers building foundational business software literacy</li>
 </ul>

 No technical background is required. You do not need to know how to code, and you do not need to have used practice management software before.

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Course content

Health and Wellness Software Basics

Ashley Boucher