Care starts before intake is complete
Missing consent forms or insurance info creates compliance exposure and billing headaches. The gap between 'started' and 'properly onboarded' is where liability lives.
For Health, Wellness & Social Services Organizations
Home health agency onboarding software that closes every compliance gap.
ClientEnforce gives home health agencies and wellness businesses a structured onboarding system — required intake forms, consent documents, insurance info, and care agreements collected upfront, with automated reminders and a full audit trail.
No credit card required · 30-day money-back guarantee · Cancel anytime
No credit card requiredLive in 20 minutes30-day money-back guaranteeAutomated follow-ups included
Sound familiar?
If you run a health & wellness business in the US, at least one of these hits home.
Staff onboarding varies by manager and location
No standardized credentialing or compliance documentation process means quality depends on who's running the intake — not on a system that enforces it.
You're chasing clients for the same forms every enrollment period
No automation means fully manual follow-up every time. Your staff spends hours on administrative work that should run itself.
There's no proof of when a client signed a consent form
Email threads aren't audit trails. When a compliance review, licensing visit, or accreditation check comes around, timestamps matter.
How it works
Health and wellness organizations use ClientEnforce to enforce intake completion, build audit-ready records, and standardize onboarding across every service type and location.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything health & wellness teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
🔒 Every form submission is timestamped and logged — giving your organization a defensible, audit-ready intake record for compliance reviews, licensing, and accreditation.
Built for every type of health & wellness business
Home Health Agencies
Home health agency onboarding software that collects caregiver credentials, client care agreements, and emergency contact forms before the first visit. Required-step enforcement means care can't begin until intake is provably complete — giving you a defensible record for every client from day one.
Therapy & Mental Health Practices
Therapy practice intake software that collects psychosocial history forms, HIPAA consent, insurance verification, and session agreements — all before session one. Clients complete their intake from a secure link with no account required, on any device, at their own pace.
Wellness Studios & Fitness Businesses
Wellness studio onboarding for new member agreements, health screening questionnaires, and liability waivers — sent automatically when a membership is confirmed. Members finish intake before their first class; your front desk doesn't chase paperwork.
Benefits Brokers & EAPs
Structured employer group enrollment — eligibility forms, plan documentation, and employee consent — in one portal per account. Automated reminders handle follow-up during open enrollment so your brokers focus on relationships, not administrative chasing.
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The Health & Wellness Client Intake Checklist
The exact steps top US businesses use to onboard clients without chasing.
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Frequently asked questions
Yes. Build separate templates for new client intake, annual re-enrollment, staff credentialing, and vendor setup — each reusable for every new instance in that category.
Yes. Every form submission, signature, and step completion is timestamped and logged — providing a defensible record for compliance reviews, licensing visits, and accreditation processes.
No. Clients and patients receive a secure link and complete their intake without logging in — from any device, at their convenience.
Yes. Templates standardize your intake process across every location — so onboarding quality is consistent whether you have 2 sites or 20.
Close the gap between intake and care
Build your first intake template in under 20 minutes. No credit card required. 30-day money-back guarantee.