ClinicZora for
Allied health & wellness
PT, OT, speech, nutrition, and wellness services.
Episode-of-care management for allied health specialties — package tracking, progress notes, and outcome measures without cobbled-together spreadsheets.
Workflows
The day-to-day already fits.
No configuration consultant. No 90-day implementation. The workflows below ship on day one for allied health & wellness.
- 01Episode-of-care package tracking
- 02Progress note templates by discipline
- 03Outcome measure administration
- 04Home program delivery
- 05Discharge planning with outcomes summary
Coding catalog
Pre-loaded CPT & payer lines.
- 97110 therapeutic exercise
- 97530 therapeutic activities
- 92507 speech/language treatment
Template library
Reports and notes, ready to sign.
- PT initial evaluation
- OT progress note
- Speech treatment plan
- Nutrition counseling note

One source of truth
Every case, message, and invoice on one board.
CRM, Practice Inbox, scheduling, notes, billing, and reporting all speak the same language. Your team stops rebuilding context across five tabs.
- Role-scoped access for front office, clinicians, and billing
- Audit trail on every record change
- HIPAA-aligned infrastructure with signed BAA

Practice Inbox
Never let a patient message fall through.
SMS, email, voicemail, and portal messages route into one shared inbox — attached to the right chart, assignable to the right teammate, and closed with a clear owner.
FAQs
Questions we hear from allied health & wellness practices.
Can we sell prepaid packages?+
Yes — packages track visits used, expirations, and remaining balance right on the patient record.
Also built for
Explore other specialties.
See ClinicZora with your allied health & wellness workflows.
30 minutes with a specialist who knows your specialty. We'll show the templates, CPT catalog, and reporting live on your workflow.
Book a walkthrough
