Admin · Therapists, solo practitioners
Your notes and your forms live where the diary does
Write the treatment note against the appointment it belongs to, and let clients fill in their own intake and consent forms online — all of it filed on the client's record instead of in a folder, a Word document and an inbox.
30 days free · no card needed to try it
Sound familiar?
Most clinic paperwork isn't hard, it's just scattered. The diary is in one place, the notes are in a paper file or a document folder, the intake form came back as a photo of a printout, and none of it is next to the client it belongs to. So the admin waits until the end of the day, and the end of the day is when you'd rather be finished.
How Wellspring fixes it
Notes written against the appointment
Open the appointment and add the treatment note there — including a body chart you can draw on. It saves onto that client's record, so the next practitioner to see them reads it in the same place they read everything else.
Forms the client fills in themselves
Build your own intake, consent and disclaimer forms, then send a client a link to complete it. What they submit comes back attached to their record rather than to your inbox.
One record per client, not four
Appointments, notes, forms, invoices and files sit on the same client record, and who can see clinical notes is controlled by each staff member's role.
Wellspring doesn't write your notes for you and doesn't send forms out on its own — you send each one. What it changes is where the paperwork lands.
Your clinic is the data controller for your clients' records; Wellspring is your processor. See our Terms and our Data Processing Agreement. Form signature fields are available on the Planted plan and above.
Common questions
Does Wellspring write the note for me?
No. There's no dictation and no auto-drafting — it's your writing, in a box attached to the right appointment, with a body chart if you use one.
Can a client complete their intake form before they arrive?
Yes. You send them the link and their answers come back on their record. Sending it is a step you take per client; nothing goes out automatically.
🌳 Every subscription plants a tree with the Woodland Trust — and we give 10% of our income to charity.
Try it with your own diary
30 days free. Set up in an afternoon.
Start free trialAlso solves double-booking / diary conflicts, no-shows costing revenue, chasing unpaid invoices, consent and disclaimer records, staff time off booked over, memberships and session packs on spreadsheets, being your own receptionist and moving from another system.