Patient Management
A living roster of every patient, with biometrics, programs, and engagement at a glance — and a deep record behind every name.
Biometrics in the list · Focus cohorts · Bulk actions · One deep record
Manage your whole population
Focus cohorts
Instead of scrolling a giant list, jump straight to the patients who are falling behind. BodySite buckets your population by how much of their plan they’ve completed.
Bulk actions & tags
Select a group — or a whole cohort — and take action across all of them. Organize your population with custom tags you can filter by.
Reports & exports
Pull progress for any metric across your whole population — starting value, current, and total change — and export it whenever you need it.
Inside every record
The complete record
Open any patient and their entire history is right there — care, clinical, financial, and lifestyle — with secure messaging built into the record.
Charting & documentation
Write a note from scratch, start from a template, dictate it, or let AI draft it — all stored in the patient’s chart.
Looking for the AI Scribe? See Charting / AI Scribe →
All in one record
Assign protocols and courses; track progress like Lesson 4 of 29.
SOAP notes, templates, transcription & AI note.
Assign, track completion, share results, and build sequences.
ePrescribe, plus Fullscript for supplements & labs; lab PDFs in the record.
Appointment history and built-in payments, on the record.
A document box with folders & sharing, plus a patient photo gallery.
Food, body composition, activity & journal — the provider view.
Assign tasks, auto-track time, and message in the record.
“BodySite has helped us in our practice tremendously! It saves me time, it saves my staff time, and my patients love it.”
Dr. Deb Matthew, MD · Signature Wellness
Part of the whole platform
Roster, cohorts, charting, forms, payments, and the whole engagement layer share a single patient record — so what you see across your population and what you do inside one record are the same system.
See the all-in-one platformBuilt for your practice
One-person practice, whole-team output — without the busywork.
Consistent records and triage across your whole team.
Cohorts, programs & biometric reports built for adherence.
All practices we serve · Billing & Payments · The complete all-in-one platform
Your whole population at a glance — biometrics like blood pressure and weight (with trend), tags, program progress, and last login — with search, filtering, and sorting on top.
BodySite groups your patients by how many of their tasks they’ve completed in the last 7 days — 100%, more than 50%, less than 50%, or 0% — so you can click a cohort and immediately see who needs attention.
Yes — select a group and message them, assign a program or form, invite them to a group, or add a tag, all in bulk.
Yes — run a progress report for any metric across your whole population (starting value, current, and total change), and download it as a CSV, along with a full biometrics export.
Everything: care plan & programs, chart & notes, forms, prescriptions, bookings, billing, Fullscript, tasks & progress, documents, photos, and food, body, activity & journal tracking with a time log — plus messaging built in.
Write a note from scratch, start from a text template, dictate from transcription, or generate an AI note — all saved in the patient’s chart.
Order labs through Fullscript, and keep result PDFs in each patient’s document box, right alongside the rest of their record.
Start a free 30-day trial — roster, cohorts, reports, and a deep record for every patient, plus the full engagement layer.
Explore the platform
Charting / AI Scribe · Scheduling & Booking · Secure Messaging · Billing & Payments · All-in-one platform
