Dashboard

Welcome back, Admin!

Your practice management platform is ready. Here's what you can do:

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Total Clients

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Labs & Tests

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Active Protocols

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Engagement Plans

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KB Documents

Quick Actions

Add New Client

Create a new patient profile

Upload KB Document

Add clinical protocols

Create Protocol

Build a treatment template

Manage Services

Configure service types

Manage Staff

Add team members

✔ Platform Ready

ExpandHealth V2 is fully functional with all core features operational.

Clinical & AI

✔ Client Management (profiles, notes, tags)
✔ Labs & Biomarker Tracking
✔ AI Protocol Builder & Templates
✔ Engagement Plans (AI-generated)
✔ AI Knowledge Base & Ask AI Chat
✔ Client Reports (branded PDF)
✔ Forms Builder & Wellness Scores

Scheduling & Booking

✔ Appointment Scheduling & Calendar
✔ Online Booking System (public pages)
✔ Classes & Group Sessions
✔ Staff & Services Management
✔ Practitioner Substitutions
✔ Locations & Rooms
✔ Google Calendar Sync

Business & Financials

✔ Point of Sale (POS)
✔ Memberships & Subscriptions
✔ Retail Products & Inventory
✔ Discount Codes & Gift Cards
✔ Analytics & Reporting
✔ Payroll & Pay Rates
✔ Xero Bookkeeping Integration

CRM & Marketing

✔ Customer CRM (tags, custom fields)
✔ Marketing Leads & Sequences
✔ Email & SMS Templates
✔ Patient Portal (labs, protocols, plans)
✔ Momence Data Import
✔ Admin Settings & Role Management
✔ HIPAA Security & Audit Logging