Missed follow-ups, lost intake forms, clunky scheduling, five apps that don’t sync, sound familiar? This edition is built for wellness pros, private practice owners, and care teams who are tired of tech that adds friction instead of freeing up time.

In This Flow  

• Headline: Put Admin on Autopilot

• Insights & Updates

• Apps

• Hacks: First Impressions, Handled Instantly

• Video Spotlight

//HEADLINE

How many clients are you losing to no-shows and admin bottlenecks?

Missed appointments aren’t just frustrating. They hit healthcare practices where it hurts: the bottom line. Clinics lose an estimated $200 per no-show, contributing to a staggering $150 billion in annual losses across U.S. healthcare. Even solo practitioners can lose up to $7,500 a month from scheduling gaps, missed follow-ups, and scattered intake processes.

The fix isn’t more software. It’s better flow between the tools you already use. See how to connect some of the tools to minimize dropped appoints. Keep reading 👇

//INSIGHTS//UPDATES

The Pulse Check You Actually Need

• 🧑‍⚕️ What Physicians Actually Want in an EHR

  In a recent survey, PraxisEMR topped user satisfaction, while big names like Epic and Cerner didn’t even make the top ten. Doctors consistently choose EHRs that save time rather than add extra steps.
  
  Which EHR or practice tool has truly helped you streamline your workflow and serve clients better? Hit reply and let us know.

• 🤖 AI in Remote Patient Monitoring Is Going Mainstream

  A new Health Snap report highlights four leading use cases for artificial intelligence in remote patient monitoring in 2025, from predictive alerts for chronic conditions to automated nutritional and rehabilitation coaching.
  
  Would you trust AI to keep an eye on your own health at home or use it to help your patients earlier? Share your thoughts here.

//APPS

Under-the-Radar Apps That Do Real Work

🧾 CharmHealth

Use it to: Handle scheduling, SOAP notes, patient records, and follow-ups in one secure, web-based place.
Why it works: HIPAA-compliant and built specifically for small-to-mid-sized health clinics.

📋 Carepatron

Use it to: Book appointments, manage client records, handle billing, and send intake or follow-up forms from one clean dashboard with the help of AI.
Why it works: It’s intuitive, flexible, and affordable — ideal for solo providers and small wellness teams.

📧 Paubox

Use it to: Email clients securely without forcing them to log into clunky portals or remember yet another password.
Why it works: It’s fully encrypted behind the scenes, so you stay HIPAA-compliant while keeping communication smooth and stress-free.

📦 Rippling

Use it to: Manage onboarding, payroll, healthcare compliance training, and device security — even for part-time or contract staff.
Why it works: Scales with small teams and eliminates messy back-office admin.

🦙 EasyLlama

Use it to: Assign engaging training modules to your team and track completions, even for remote wellness coaches.
Why it works: Modern interface, mobile-ready, and built for regulated industries like healthcare.

📲 Twilio

Use it to: Send text confirmations, appointment reminders, or even referral updates triggered by patient actions.
Why it works: Pay-as-you-go pricing and works seamlessly with Make, Zapier, or custom CRMs.

//HACKS//TEMPLATES//TUTORIALS//PROBLEM SOLVED

🧠 From Idea to Execution

The headline gave you the “what.” This is the “how.”

💬 Send a Welcome Email Automatically
Tools: Typeform + Make
When someone fills out your intake form, they instantly get a warm welcome message in their inbox. No extra steps from you.

🏷️ Auto-Tag Clients by Service or Condition
Tools: Carepatron + Airtable
Quickly capture and sort client data by service or condition using Carepatron’s intake forms synced to Airtable, so your intake process is organized and automated and ready for personalized follow-ups without the spreadsheet mess.

⏰ Send Appointment Reminders Automatically
Tools: Airtable + Twilio (connected with Make)
Automatically sends text message reminders to clients based on appointment date pulled from Airtable and no extra steps required.

//VIDEOSPOTLIGHT

🎥 When Your Workflow Isn’t in Your DNA

Molli Lou from Strategy Sculptors helps founders, health & wellness professionals align their backend operations with how they're actually wired!

“Health and wellness business owners often struggle with tech—not because they can’t handle it, but because how they’re making decisions is out of sync with how they’re wired.

I worked with a client who always felt pressure to decide fast, like “successful” people are supposed to. But once she allowed herself to pause and wait for clarity, the resistance disappeared—and so did many of her tech headaches.

You don’t need to learn every system or overhaul your tools overnight.
You just need a clear path and a way to cut through the noise.

Decision fatigue isn’t about too many options.
It’s about making choices in a way that drains you.

Tech should feel like support, not a struggle.
Let’s make it that way.”