Built for NZ osteopaths, by NZ practitioners
A calmer way to run your osteopathy clinic.
Not just another clinical filing cabinet. Sage handles enquiries and follow-up while bookings, notes, ACC billing and invoices stay together in one simpler place.
Professional for 30 days. No card. Supported setup. No required sales call.
8
appointments
2
ACC ready
1
follow-up
Homer Simpson
ACC claim · Osteopathy follow-up
Clinical tools
Notes that stand up, and progress you can show
Mark the areas you treated across the back and shoulder, score each one, then track the change with a progress score every few visits.
Body charts on every treatment note
Tap the front or back view to mark pain, stiffness, tingling or swelling. Pain marks carry a 0 to 10 score, and each mark can have a short note. A written list sits under the chart so the record still reads clearly.
Progress scores the client can see
Short questionnaires for the neck, the lower back, and the shoulder and arm. Each is scored out of 100 with a plain reading, and repeat scores show the change since the first visit.
ACC treatment counts and claim expiry
Treatments used, treatments left and the claim expiry date sit on the client record and on the appointment screen, so nobody treats past an allocation by accident.
ACC32 extension prompts
An amber prompt appears as the allocation runs low or the claim nears its expiry, with a short list of what to have ready for the request. It goes quiet once you record the extension as submitted.
The progress questionnaires are written in plain language and modelled on the standard disability indices used in clinic. They support your clinical reasoning rather than replace it, and ACC holds the final word on any claim.
An active practice partner
From first enquiry to the next visit
Enquiry
Sage answers, checks real availability and helps turn the enquiry into a booking.
Booked
Confirmation, intake and reminders go out, with the details kept beside the appointment.
Billed
Finish the appointment, prepare the invoice and see what is still waiting to be billed.
Rebooked
Follow up in your own words and make the next appointment easy to arrange.
ACC billing
Catch the loose ends before billing day
ClientWell has passed ACC invoice compliance. ACC has also approved ClientWell for live direct electronic submission.
And if ACC ever audits a claim, you are not hunting through spreadsheets and paper folders. The claim number, injury details, treatment counts and fees sit together on each visit, and a clean export is one click away.
Claim number, injury details and provider type on the client record
ACC-funded appointments and a local treatment counter
Clear warnings for a missing service code, units or fee
A clean billing schedule export available today
Records kept together on every visit, so an ACC audit is an export, not a scramble
Moving across
A supported change, not another clinic project
Keep your current system running while we prepare ClientWell. We help plan the changeover, test the booking flow and tell you plainly if an item needs manual handling.
Bring across the essentials
Import your client list and set up services, prices and appointment types.
Set up each clinic
Add locations, opening hours, availability and the booking page clients will use.
Bring the team in
Set up team members and shared diary access without changing everyone's day at once.
Be clear about old notes
Historic notes may need to arrive as exported files. We check before promising a complete transfer.
A proper look, not a rushed demo
Use Professional for 30 days with help to get the clinic set up.
No card. If it is not the right fit, move to Free or walk away. Your information remains exportable.
Not ready to change systems?
Get five client win-back emails you can use this week
One practical tip each day, including who to contact, what to say and when to stop. Useful whether or not you choose ClientWell.
Questions before you start
What happens after 30 days?
You choose the plan that fits. Professional is NZ$89 a month. Clinics with several team members can move to Team at NZ$149 a month for 3-5 practitioners. If you do not choose a paid plan, the account moves to Free with up to five active clients. Your data stays in place.
Can you move everything from our current system?
We can help bring across your client list, services, prices and core setup. Historic notes often need to be exported as files and attached to the right client. We review what your current provider can export and tell you clearly what will and will not move before you change over.
Does ClientWell have a body chart on treatment notes?
Yes. Every treatment note has a front and back body chart. Tap to mark pain, stiffness, tingling or swelling, add a 0 to 10 score on pain marks and a short note on any mark. The marks save with the note and also read out as a written list, so the record stays clear for ACC and for the next practitioner.
Can we track patient progress over time?
Yes. There are short progress questionnaires for the neck, the lower back, and the shoulder and arm. Each one scores out of 100 with a plain reading, and repeat scores show the change since the first visit. They are written in plain language, modelled on the standard disability indices, and are there to support your clinical reasoning.
Does ClientWell warn us before an ACC allocation runs out?
Yes. Treatments used, treatments left and the claim expiry date sit on the client record and on the appointment screen. An amber prompt appears as the allocation runs low or the claim nears expiry, with a short list of what to have ready for an ACC32 extension request. The prompt goes quiet once you record the extension as submitted or approved.
What ACC features work today?
You can record claim and injury details, mark ACC-funded appointments, track treatment counts, catch missing billing fields and export a billing schedule. ACC has approved ClientWell's invoice compliance. ACC has also approved ClientWell for live direct electronic submission.
Can we use it across several practitioners or locations?
Yes. ClientWell supports team calendars and more than one clinic location. The 30-day test drive starts on Professional. If your ongoing setup needs more than two team members, Team is the right paid plan after the test drive.
How does a registration-body discount work?
Where ClientWell and a registration body have agreed a member benefit, use the link supplied by that body. The approved discount is tied to that link and is shown before you create the account.