FAQ

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The questions practices ask us most. Search, or browse by topic.

What is Wellpro?
The basics
overview about company platform product ahos operating system genomics genetic diagnostics lifestyle root cause

Wellpro is the Actionable Health Operating System for high-touch, outcome-driven primary care. It replaces the patchwork of systems a practice runs on, starting with the EHR, with one AI-native platform built around patient goals, living care plans and measurable health outcomes.

It has two experiences on one longitudinal record: the Intelligent Health Record (IHR) for your clinical team, and Wellpro Thrive, a patient app branded for your practice. Wellpro brings health records, labs, wearables, advanced diagnostics, genomics and lifestyle inputs into that record, giving your team the full picture it needs to deliver root-cause, individualized care between visits, not just during them.

Who is Wellpro for?
The basics
functional integrative longevity concierge dpc direct primary care membership cash pay fit specialty

Relationship-based primary care practices that run on membership or direct-pay models: functional medicine, integrative medicine, longevity medicine, concierge medicine and direct primary care. These practices succeed when their patients get healthier, and Wellpro is built around exactly that.

Is Wellpro a fit for an insurance-based practice?
The basics
insurance claims payers medicare medicaid fee for service billing rcm revenue cycle

Not yet. Wellpro is built for membership and direct-pay practices today. Insurance billing and revenue cycle management are planned for Q2 to Q3 of 2027. If your practice mixes models, we are happy to talk through the fit.

Why replace our EHR instead of adding tools on top of it?
The basics
ehr emr replace switch add on bolt legacy difference compare

Tools layered on a legacy record inherit its limits and add more seams to manage. Traditional EHRs were built to document visits and support insurance claims, not to track whether patients are getting healthier. Wellpro replaces the record itself, so documentation, messaging, membership and care planning all work from one connected record organized around outcomes.

What is the Intelligent Health Record?
The platform
ihr ehr emr record chart provider clinical

The Intelligent Health Record (IHR) is where your team works. It replaces your EHR, bringing intake, documentation, scheduling, telehealth, e-prescribing, orders, care planning, messaging, membership and billing into one system. Unlike a traditional EHR, it is organized around each patient’s goals and whether they are getting healthier, not around billing codes.

What’s included?
The platform
features capabilities modules functionality intake scribe copilot charting care plans orders prescribing labs scheduling telehealth video messaging text sms phone fax automation membership billing reports analytics app

Everything a high-touch practice runs on, in one system:

  • Intake: conversational, AI-guided intake that adapts to each patient, plus digital consent forms with e-signature.
  • AI scribe and notes: ambient recording with the patient’s permission, real-time transcription, and structured notes, orders and summaries drafted for your review.
  • AI copilot: ask anything about a patient’s record in plain language, from any screen, and get pre-visit summaries before every appointment.
  • Charting: a complete longitudinal chart with a visual timeline, labs, vitals, wearable data and uploaded documents sorted automatically.
  • Care plans: plans drafted from your protocols and lab panels, tied to each patient’s goals.
  • Orders: e-prescribing, lab ordering and tracking, and supplement dispensing.
  • Scheduling and telehealth: provider calendars, visit types, automated reminders and built-in video visits.
  • Communications: secure messaging, two-way text, web chat, phone and fax, all in the patient record.
  • Agentic workflow orchestration: AI agents run your care pathways across your patient panel, plus batch actions for many patients at once.
  • Membership and billing: member enrollment, subscription plans and billing.
  • Reporting: practice analytics and insights.
  • Patient app: Wellpro Thrive, branded for your practice.
What does Wellpro replace?
The platform
replace consolidate tools systems stack patchwork crm portal

Most practices run a patchwork: an EHR, a lab portal, a CRM, a messaging app, a phone line, a fax number, a scheduling tool, a membership biller and a patient app. Wellpro brings them into one system, with one login for your team and one for your patients.

Does Wellpro have a patient portal?
The platform
portal patient app thrive mobile engagement see view labs results records progress

Yes, and it does much more than a portal. Wellpro Thrive is the app your patients use to book visits, join video visits, message your team, fill out forms and see their records. Its real job is keeping patients engaged between visits: it shows each patient how they are doing, what they need to do today and why it matters, with every step tied to their own goals.

Is the patient app branded? Does it have an AI assistant?
The platform
white label branded logo patient app ai assistant chatbot thrive

Yes to both. Thrive carries your practice’s name and brand, so patients experience it as your app. Its AI assistant lets patients ask questions about their own health data in plain language without waiting for the next appointment, and every conversation is visible to your care team.

How does Wellpro help before, during and after a visit?
The platform
visit appointment encounter prep summary scribe ambient notes documentation charting orders consent recording

Before the visit, you get a snapshot of what changed, which goals moved and what is worth raising. During the visit, with the patient’s permission, the ambient scribe drafts the note, orders and plan changes from the conversation. After, you review and approve once: labs go out, supplements go to your dispensary, the patient gets a summary and the care plan updates.

How does Wellpro help between visits?
The platform
between visits triage inbox messages refills engagement follow up

Labs, messages and wearable data land on the goals they belong to, and the care plan adapts. Wellpro triages every message, call and request. Routine items your rules allow, such as a refill or a reschedule, can be handled automatically. Anything that needs clinical judgment arrives drafted for your approval.

Can Wellpro follow our own protocols?
The platform
protocols templates customize configure lab ranges dispensary care plans terminology

Yes. Wellpro adapts to how your practice already works: your protocols, your lab ranges, your dispensary. Care plans are drafted from your protocols, not a generic template, and the scribe understands functional and integrative medicine terminology.

Does Wellpro handle memberships and billing?
The platform
membership subscription billing payments invoices plans

Yes. Membership and billing are built in, so you can run your membership model without a separate system. Insurance claims and revenue cycle management are planned for Q2 to Q3 of 2027.

Does Wellpro work for multi-location practices?
The platform
multi location locations clinics sites offices enterprise

Yes. Wellpro is built for practices with one location or many. Every location works from the same record, so a patient’s full history is there wherever they are seen, and your whole team runs on one system.

What does Wellpro integrate with?
The platform
integrations integrate connect api labs quest labcorp wearables devices oura whoop apple watch garmin fitbit dispensary supplements crm inventory messaging third party

Wellpro connects to a number of lab networks and to more than 300 wearable devices, and results land on the goals they belong to. Supplement orders go to your dispensary when you approve a visit. Wellpro also integrates with third-party applications, including CRM, inventory management and messaging platforms. For details on a specific lab, device or tool, contact our team at hello@wellpro.ai.

Is Wellpro interoperable with other health systems?
The platform
interoperability fhir hl7 onc certified import export standards

Yes. Wellpro is built natively on a FHIR-compliant data store and supports standards-based import and export, so it works with ONC-certified systems and any platform that uses HL7 FHIR. ONC certification is on our roadmap.

What does AI-native mean?
Wellpro AI
ai native artificial intelligence definition enabled

An AI-native system is designed around AI from the start. Its data model, workflows and interface all assume AI is doing real work: reading the record, drafting, routing and flagging what needs attention. An AI-enabled system is a traditional product with AI features attached afterward, while the record and workflows underneath stay the same.

Is Wellpro AI-native?
Wellpro AI
ai native artificial intelligence built

Yes. Wellpro’s record, workflows and intelligence were designed together from day one. That is why the AI can draft a visit note and its orders, triage a message with full context, or surface a trend across a patient’s whole history. It is how the system works, not a feature added to a legacy EHR.

What does Wellpro AI do?
Wellpro AI
ai artificial intelligence copilot automation features

It carries the work that limits how many patients a team can care for: preparing for visits, drafting notes, orders, summaries and care plans, triaging communications, and surfacing gaps and trends across each patient’s record. Providers can also ask the AI copilot anything about a patient in plain language, like what changed since the last visit.

What is the clinical context graph?
Wellpro AI
context graph knowledge data signals intelligence

It is the connected intelligence at the core of Wellpro. It brings every signal about a patient into one picture over time: labs, wearables, messages, calls, care plan activity, AI conversations and provider notes. The AI draws on it to answer questions like what changed since the last visit, and to act. When a flagged lab comes back, for example, Wellpro knows the patient’s protocol and which provider owns the relationship, and routes the flag with the right context to the right person.

What is agentic workflow orchestration?
Wellpro AI
agentic agents workflow orchestration automation pathways care flows

It means AI agents carry out your care processes from start to finish, across your team, your patients and the systems you use. You design a care pathway once, such as an intake sequence, a post-lab protocol or a membership renewal, and Wellpro runs it for every patient: gathering what is needed, drafting the next step, reaching out to the patient and routing work to the right person. Because every step is tied to a goal and a measure, you can see which pathways are working and refine them, so your workflows get better over time. Anything that needs clinical judgment waits for your approval.

Does the AI make clinical decisions?
Wellpro AI
ai decisions diagnosis autonomous human oversight review approve

No. Wellpro AI drafts, organizes and surfaces. Your clinicians review and approve. Guardrails keep the AI within defined clinical boundaries, and what gets automated follows the rules your practice sets.

How do you make sure the AI is accurate and safe?
Wellpro AI
ai accuracy safety hallucination evaluation testing guardrails quality

Every draft is reviewed and approved by your team before it counts. Strict guardrails keep the AI within defined clinical boundaries, and a team of clinicians continuously evaluates and tests the AI’s output for quality and safety. Every output is grounded in the patient’s own record, and recommendations are transparent and auditable.

Is Wellpro HIPAA compliant, and will you sign a BAA?
Security and data
hipaa baa business associate agreement compliance privacy

Yes to both. Wellpro is HIPAA compliant, and we sign a Business Associate Agreement with every practice and with our vendors.

Where can I see your SOC 2 status and security details?
Security and data
soc soc2 security audit trust center compliance certification hitrust

Our Trust Center at trust.wellpro.ai has the current status of our SOC 2 audit and the details of our security and compliance program.

Who owns the data, and can we take it with us?
Security and data
data ownership own export portability leave cancel

Your practice’s clinical data belongs to your practice. Wellpro is built on a FHIR-compliant data store with standards-based export, so your data stays portable.

Is our patients’ data used to train AI models?
Security and data
train training models llm phi privacy deidentified data use

No. Your patients’ health information is never used to train, fine-tune or improve any AI model, ours or anyone else’s, and the third-party AI providers we use are barred from training on it. Checks on the quality of the AI’s output for your practice stay inside your practice’s own environment. Anything that improves Wellpro more broadly uses only data de-identified to HIPAA standards, or synthetic data. These commitments are written into the Business Associate Agreement we sign with every practice.

How long does it take to go live?
Getting started
implementation onboarding go live timeline migration setup training

Most practices are live in weeks. Our customer success team leads every implementation: we migrate your records, configure Wellpro to your protocols, lab ranges and dispensary, and train your team alongside you.

How much does Wellpro cost?
Getting started
price pricing cost fees subscription demo trial contract terms

Pricing depends on the size and needs of your practice, so we walk through it with you directly, along with terms and a live look at the platform using your own workflows. Click Let’s talk or email hello@wellpro.ai.

Is Wellpro accepting new practices?
Getting started
availability waitlist sign up start join

Yes, a limited number. We onboard each practice closely and build with the clinicians who use Wellpro, so we take on practices at a pace we can support well. Click Let’s talk or email hello@wellpro.ai to start.

Still have a question?

Ask Wellpro can answer questions about the platform any time, or talk with our team directly.

Let’s talkNow accepting a limited number of new practices.