Totality for gym owners

Allied health and clinic tools

Switch your business to allied health or clinic, then set up services with prices, your own intake forms, treatment notes and funding types.

If you run an allied health practice or clinic, Totality speaks your language. Tell it what kind of business you are and you get services you book by the appointment, intake forms you write yourself, and treatment notes on each client. The words across the app change too: clients instead of members, practitioners instead of trainers, appointments instead of sessions.

Tell Totality you're a clinic#

Switching a tool off hides it. Nothing already saved is deleted. To go back, tap Gym or studio.

Services#

A service is an appointment type with its own length and price, like an initial consult or a follow-up. Open Sales and billing, Services and intake forms, or Services in your dashboard's quick actions.

When you book an appointment on the schedule, pick the service and its length and price fill in.

Intake forms#

Your own questions, filled in before a first appointment. On the Intake forms tab:

Fill a form in from the client's page: tap Fill in a form under Intake answers, pick Which form?, answer the questions and tap Save answers. Answers show under Intake answers on the client.

Treatment notes#

After an appointment, open the client and tap Add note under Treatment notes. A note has four parts, and you only need to fill in one:

• What the client told you: how they feel, what has changed, pain out of 10
• What you found: tests, measures, range, what you did today
• Your assessment: what it means and how they are tracking
• Plan: home programme, next appointment, anything to follow up

Pick the Date and the SERVICE, then tap Save note. Only you, the clinic admin and practitioners assigned to that client can see treatment notes. The client can't.

Funding and referrals#

On any client, Funding & Referrals records how their care is funded: Medicare, DVA, Workcover, NDIS, Aged Care, Private Health, or a funding type of your own. Add the referral details and upload the referral document. Your own funding types are offered on every client once you've used them. See Client detail.

Take payment after booking#

When you book a single appointment for a priced service that no pack covers, Totality asks Booked. Take payment?:

• Charge their saved card: opens Charge with the amount filled in.
• Send a payment link: they pay on their own phone.
• Write an invoice: for the client, a health fund or a funder. See Invoices.
• Not now.

Questions#