If you run a traditional or value-based primary care practice and want a mature charting and billing system with a lab and integration catalog.


Elation is a well-built, clinician-friendly EHR and billing platform for independent primary care, including direct primary care. Wellpro is built around each patient’s goals and a living care plan, for practices whose product is the outcome, not the encounter.
Let’s talkIf you run a traditional or value-based primary care practice and want a mature charting and billing system with a lab and integration catalog.
If you want one system built around each patient’s goals, a living care plan and the time between visits. That covers functional, integrative, longevity, precision, concierge and direct primary care practices today, and primary care and specialty practices that bill insurance, who can start alongside their current system now while insurance billing and claims are coming soon.
Every health record is built around something. Elation was founded in 2010 and introduced its AI tools starting in 2024, beginning with Note Assist. Today it describes itself as an AI-native, agentic EHR and billing platform, and its AI is aimed at the visit and the note. Note Assist drafts the encounter note with ambient AI, Actions automates the routine follow-up, Clinical Insights summarizes the chart, and Wordsmith drafts letters and messages. The visit gets faster and better documented.
Wellpro is built around the patient’s goals. We call this outcome-native. Each patient’s goals map to clinical goals. Each clinical goal carries the actions that serve it, like labs, prescriptions, supplements, therapies and referrals, and the measures that show whether it is working: lab markers, wearable data and what the patient reports. The care plan is the center of the record, not the note.
That plan stays alive between visits. As results, wearable data and check-ins come in, Wellpro suggests changes to the plan and your clinicians approve them. Your team can see for each patient whether the plan is moving their measures toward their goals, and adjust before the next visit instead of discovering it there.
A visit is 15 to 60 minutes. The time between visits is when life and health happen. Wellpro was built for that time.
Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up.
With Flows and Care Orchestration, your practice builds its own care pathways and clinical and admin workflows by describing them in plain language: a new-member onboarding sequence, a 12-week retest cadence, chronic care check-ins, a renewal process. Wellpro’s AI agents carry out each step for every patient it applies to: sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
Membership revenue is the business model for most of the practices we serve, so Wellpro runs it in the same record as the chart and the care plan. There is no second system to keep in sync.
Monthly, quarterly or annual memberships, fixed-term programs paid in full or as a deposit plus installments, prepaid packages, à la carte services and included services with rollover and expiry.
One guarantor, age-based pricing and a family maximum, with each member’s balance kept separate.
The plan, a personal price, your agreement, forms and payment in one link. The membership turns active when the patient signs, pays and finishes their forms.
Charges on schedule, automatic retries and card-update links, pause, resume and cancel under your agreement terms.
Cards, HSA and FSA cards, Apple Pay, Google Pay and bank debit. Your practice is the merchant, payments pay out to your own bank, Stripe is built in, and Wellpro can work with other merchant services and processors.
Monthly recurring revenue, active members, churn, past-due balances and aging, renewals, and payouts reconciled to every charge.
When the care plan calls for it, turn it into an offer: a program, a membership with included services or a package, priced from your own catalog.
Employer billing, insurance claims and Wellpro AI billing reports.
Insurance billing and claims are coming to Wellpro, and we are building them with a small group of primary care and specialty practices. If you bill insurance today, your clinicians can work in Wellpro for charting, care plans and follow-up while your current system keeps handling claims. Tell us how you bill, and we will talk about working together.
Wellpro works next to your current system through standard, FHIR-based integrations, so you can start alongside Elation and move over when you are ready. When you do, we migrate your records, set up your protocols and plans, and train your team. Most practices are live in weeks. Your protocols stay private to your practice, and patient data is never used to train AI models.
One built around the outcome the patient is paying for. Wellpro connects each patient’s goals to a living care plan, tracks progress between visits in a branded patient app, and runs memberships and programs in the same record.
Yes, and more. Wellpro includes charting, an ambient scribe, orders, e-prescribing, labs, messaging, telehealth, a patient app and membership billing in one system, built around the patient’s goals and care plan rather than the visit note.
Yes. Elation includes AI tools such as Note Assist, an ambient scribe, and Actions, which automates routine follow-up, at no extra cost according to Elation. Wellpro’s AI also works on the care plan, suggesting changes as results and check-ins arrive, and handles routine patient messages under your rules.
Elation describes itself that way. Elation was founded in 2010 and introduced its AI tools starting in 2024. Wellpro started in October 2024 and was designed AI-native and outcome-native from the ground up. The five questions above are a fair way to compare any two systems.
Yes, through partner apps in Elation’s marketplace. Guava Health, for example, brings in data from Dexcom, Libre, Apple Health and Garmin, and saves summaries to the Elation chart. In Wellpro, CGM and more than 300 wearable devices connect directly, and each reading is tracked against the goal it serves.
In Elation, care plans are kept in the chart, with care team collaboration and reminders. In Wellpro, the care plan is the center of the record: each patient goal maps to clinical goals, each with its actions and measures, and the plan updates as results, wearable data and check-ins arrive between visits.
Yes. With Flows, you describe a care pathway or a clinical or admin workflow in plain language, and Wellpro builds it. Wellpro’s AI agents then carry out each step for every patient it applies to, such as sending messages, queuing orders for approval, scheduling follow-ups and flagging what needs a clinician. Your team steps in where judgment is needed.
The system is organized around the result the patient is working toward. Goals, actions and measures are connected, so you can see what is working for each patient and adjust.
Yes. Family plans with one guarantor, fixed-term programs with installments, prepaid packages, HSA and FSA cards and failed-payment recovery are built in.
Yes, alongside your current system. Insurance claims are coming soon to Wellpro. Today, your clinicians can work in Wellpro while your current system keeps handling claims, and Wellpro exports superbills and CMS-1500 forms from the signed note.
Yes. Wellpro connects through standard, FHIR-based integrations, so you can start alongside and consolidate when you are ready.
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