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How to View your Clients and Their Medical History

Updated yesterday

Accessing a client’s medical data is an important step in preparing for therapy sessions. This section contains essential background information to ensure safe and personalized care.


Accessing Medical Data

  1. Log in to the Wellnite Dashboard at wellnite.co.

  2. From the dashboard, go to the Members tab.

  3. Select the client’s name from the list.

  4. In the client’s chart, click on Intakes.

  5. Under Intakes, select Medical Data.

  6. You can now review the client’s submitted medical details.


What’s in Medical Data

  • Demographics: Date of birth, gender, and other background information.

  • Emergency Contacts: Client’s designated contact in case of urgent situations.

  • Medical Records: Information provided at registration that may be relevant for treatment planning.

Please note that the Wellnite Admin Team manages the scheduling of all initial appointments for clients. You will receive schedule updates directly via email. In addition, the admin team is also responsible for contacting and coordinating with all Wellnite referrals.


If you have any concerns about clients/members and their medical history, kindly contact members@wellnite.com or call (415) 449-7796 for assistance.

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