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CRM Integration

A phone system built for wellness and integrative clinics

HIPAA-aligned call handling for chiropractic, acupuncture, physical therapy, med spa, and integrative practices. After-hours calls go to voicemail, an answering service or the on-call provider. One platform across every location.

Bright modern wellness clinic reception - patient checking in at the front desk, comfortable lounge seating, plants, and soft natural light

What the Wellness Clinic integration does

Four capabilities built around how wellness clinics actually operate — high inbound booking call volume, providers who travel between rooms or locations, after-hours coverage gaps, and HIPAA exposure on every patient call.

HIPAA-aligned call handling

Phone service configured for HIPAA-aligned operation, including a signed Business Associate Agreement. Call recording, voicemail, and access controls match your compliance policy.

After-hours coverage

After-hours calls can go to the AI Receptionist Medical edition (front-desk work only, never clinical advice), voicemail, an answering service or the on-call provider.

One platform across every location

Multi-location wellness practices — chiropractic groups, PT chains, med spa groups — get one phone system across every office. Patients calling a specific location reach that location, calls and records stay tagged correctly.

Provider-friendly mobile lines

Practitioners traveling between treatment rooms, locations, or seeing patients at home (mobile PT, in-home wellness) get a real business cellular line via Pro Mobile. Patients see the practice's number, not a personal cell.

How it works

Setup is paced around your compliance review — BAA signing, technical safeguards review, then configuration to match your practice's policy.

1

Sign the BAA and review safeguards

We sign a Business Associate Agreement before any PHI flows through our systems. Your compliance officer reviews our encryption, access controls, audit logging, and retention practices.

2

Configure to your practice policy

Call recording, voicemail retention, and provider routing are configured to match your specific compliance policy. Defaults are not assumed.

3

Roll out across providers and locations

Phones provisioned per location, Pro Mobile activated for traveling providers. Multi-location practices get one administration.

No separate integration fee.

The Wellness Clinic integration is included with phone service. You pay for the phone service plan — $17 or $29 per user per month — and the integration is bundled in.

See Full Pricing

Who this is for

This setup is built for wellness clinics in these specialties and operating models.

  • Chiropractic, acupuncture, physical therapy, and massage therapy clinics
  • Med spa and aesthetics practices with provider-administered services
  • Functional medicine and integrative health practices
  • Multi-location wellness groups with 2 to 30+ locations
  • Mobile practitioners — PT, in-home wellness, traveling massage therapists — who need a real business cellular line

Common questions about the Wellness Clinic integration

Honest answers about scope, requirements, and what's actually included.

Do you use our client calls to train AI?

No, and that includes de-identified data. Our Business Associate Agreement puts it in writing: client call audio, transcripts, voicemails, and message content are never used to train, fine-tune, or improve a machine-learning model, even after de-identification. For practices handling sensitive wellness or behavioral-health conversations, that is a contractual commitment rather than a privacy-policy preference you have to go find.

Do you integrate with Jane App, Mindbody, or other wellness PM software directly?

No. The phone system works well alongside any wellness practice management software as a parallel system — calls happen on our platform, appointments and records stay in your PM software. If integration with your specific PM software is critical, mention it during evaluation.

Can we use the AI Receptionist for patient calls?

Yes, through the Medical edition. It handles front-desk work only: booking and rescheduling, routing, messages and general questions, never clinical advice. Caller audio stays on our own servers, and the signed BAA covers it.

Can my traveling practitioners use this on personal phones?

Yes, with Pro Mobile. Practitioners traveling between locations or seeing patients at home get a real business cellular line on their personal phone. Calls show the practice's number, not the practitioner's personal cell.

Will the integration handle BAA-required communication audit logs?

Yes. Our HIPAA-aligned configuration includes audit logging suitable for compliance review — who placed which call, when, and how long. Whether call recordings are retained is your policy decision.

Can we record sessions for clinical documentation?

Recording is supported per-line and per-call. For wellness practices specifically, recording is rare — most calls don't warrant it, and recording patient conversations carries privacy weight beyond standard HIPAA exposure. Most practices configure recording as off-by-default with case-by-case activation.

What does it cost for a typical 3-provider wellness practice?

Roughly: 4-5 phone service users at $29/month all-inclusive (front desk, providers, treatment rooms) plus vFAX Standard at $25/month — total around $140-170/month. Pro Mobile is extra if practitioners travel ($42 to $68 per user).

How long does setup take?

Most wellness practices are live within 1 to 2 weeks. BAA review and HIPAA configuration takes the longest; once those are complete, phones provision quickly.

Part of our Multi-Location phone solutions.

Sibling integrations: Dental Practices

Ready to see the Wellness Clinic integration in action?

Talk to us about your setup. We will show you what the integration looks like with your actual workflow and give you a real quote — not a placeholder estimate.