Requirements checklist
What to ask for when choosing software for wellness centres.
A checklist built from how wellness centres work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Booking by therapist and room
- Packages and sittings left
- Client consultation record
- Therapy consumables
- Medicine dispensary
- Stay record for long courses
- Corporate and retreat billing
Roles that need their own access
Who logs in, and what each person may see or change.
- For vaidyas
- For the front desk
- For therapists
- For the dispensary
- For owners
Reports to ask for
Ask to see each one with your own sample data.
- Patients and revenue by vaidya
- Therapy courses open, completed and missed
- Sittings by therapist and room
- Medicines to reorder and batches near expiry
- Raw herb and oil use against preparations
- Patients due for review or medicine refill
Systems it may need to connect to
Note which ones you already run.
- SMS
- Card and wallet payments
- Accounting export
- Barcode or label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Does it support Ayurvedic terms like prakriti and anupana?
- Can it plan a Panchakarma course?
- Can the pharmacy track medicine batches?
- Can patients book online or consult over video?
- Is a therapy course sold as a prepaid package?
- Is sales tax charged on medicines and therapy?
- What records does a health inspection or accreditation visit ask for?
- Can billing figures reach my accounting software?
- Who owns the patient data?
- What does it cost?
- How soon could the vaidyas and front desk use it?
- What should the clinic prepare in advance?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Package sittings are miscounted
- Therapists and treatment rooms are double-booked
- Consultation notes do not follow the client
- Oils and consumables are never costed
Prefer to talk it through? See the wellness centres page.