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Life Coach & Counselor OS
Client goals, anonymized session notes, appointment trackers, and homework registries.
For: Dental, physio, chiropractic, acupuncture, aesthetics, optometry and veterinary practices
- Linked databases
- 8
- Connections
- 8
- Automatic calculations
- 16
- Ready-made views
- 21
What it saves you
- What each client is working towards with a measure and a 0-10 progress rating - stalled goals are listed for the next session.
- Actions agreed at the end of each session and whether they were done - completion rate per client is easy to see.
- Treatment-plan progress updates itself as visits are completed
- Recalls that are due or overdue appear in one list every morning
- Supplies expiring within 30 days and items below par flag automatically
- Licence and insurance renewals are counted down per practitioner
How the parts work together
- Register: Create the patient → Record alerts and tick consent when forms are signed
- Treat: Book a visit linked to patient, practitioner and plan → Complete it and record fee and amount paid
- Follow up: Add a recall with a due date → Work the "Due this week" list every morning
- Keep compliant: Check "Renewals due" monthly → Clear "Expiring soon" and "Reorder" before ordering day
Databases inside
Patients
Patient profiles with contact details, alerts and a visit history that builds itself from linked visits.
10 fields · 3 calculated automatically · linked to Visits, Treatment Plans, Recalls & Follow-ups, Client Goals, Between-session Actions
Views: Active patients, Missing consent, Outstanding balances
Visits
Appointments and treatment sessions with practitioner, fees and payment - the calendar and the ledger in one place.
13 fields · 3 calculated automatically · linked to Patients, Practitioners, Treatment Plans, Between-session Actions
Views: Calendar, Today, Flow, Unpaid
Treatment Plans
Multi-visit plans with goals and planned sessions. Progress is counted from the completed visits linked to each plan.
10 fields · 3 calculated automatically · linked to Patients, Visits
Views: Plans by stage, Reviews due, Proposed - follow up
Recalls & Follow-ups
Check-ups, recalls and callbacks with due dates. Overdue items surface automatically so every patient gets their reminder.
7 fields · 1 calculated automatically · linked to Patients
Views: Due this week, Overdue
Practitioners
Clinicians with registration and insurance renewal dates. Days to renewal count down so no one practises on a lapsed licence.
8 fields · 3 calculated automatically · linked to Visits
Views: Team, Renewals due
Supplies & Expiry
Consumables with lot numbers, expiry dates and par levels. Low stock and short-dated items flag themselves.
9 fields · 2 calculated automatically
Views: Reorder, Expiring soon, All supplies
Client Goals
What each client is working towards with a measure and a 0-10 progress rating - stalled goals are listed for the next session.
8 fields · 1 calculated automatically · linked to Patients
Views: By area, Stalled
Between-session Actions
Actions agreed at the end of each session and whether they were done - completion rate per client is easy to see.
6 fields · linked to Patients, Visits
Views: By outcome, Due this week
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Life Coach & Counselor OS →