Time-Saving HIPAA-compliant software for Health & Wellness Coaches

What are the pillars of a successful health and wellness coaching practice for you? 

Certifications, specializations, and client relationships are crucial, but what about an efficient system that serves your team and clients while safeguarding against potential liabilities? 

In fact, nearly 50% of health and wellness coaches are seeking solutions that ensure regulatory compliance and streamline administrative tasks.

If you find yourself in this group, you're in the right place. This article will guide you through our top recommendations for HIPAA-compliant telehealth platforms specifically designed for health and wellness professionals. 

Discover how the right tools can transform your practice, enhance client satisfaction, and give you peace of mind.

Related: Selecting the Perfect Coaching Software: The Ultimate Buyer's Guide

5 HIPAA-compliant health coaching platforms to choose from 

Before we're going to the ranking, let us go through the points you should consider before opting for the tool you find best.

Here you go, 3 golden rules:


1.  Focus on features that ease daily administrative burden for your practitioners and admins. 

2. Look for tools that streamline scheduling, payments, reporting, and centralize notes, knowledge resources and forms. 

3. Make sure your software supports telehealth, including telemental health, with robust tools for documentation, note-taking, treatment planning, and session management. 


Now, ready to enhance your practice's efficiency? 

Let’s explore some of the top apps for health coaches and wellness service providers designed just for you.


Profi is an end-to-end HIPAA-compliant platform for professional services firms that supports scaling coaching, consulting, training, and therapy business. This health & wellness coaching platform was designed to provide a holistic, intuitive solution to grow and scale their business — so they can help more people.

⚙️ Features

  • Scheduling: Simplifies appointment booking and management with an intuitive calendar system.
  • Video Conferencing: Offers unlimited, reliable, built-in free HIPAA compliant video conferencing with features like messaging, note-taking, screen sharing, and recording. 
  • Security: Ensures all data is protected with HIPAA-compliant security measures.
  • Client Portal: Provides clients with a branded portal for messaging, scheduling, payments, video conferencing, shared notes, programs, files, and form completion.
  • Forms: Collect vital information from clients with automated forms for intake, agreements with signatures, and weekly progress tracking.
  • Packages: Offer and manage packaged sessions with client scheduling, usage monitoring, and auto-renewal for subscriptions.
  • Programs (Courses): Create and sell courses and programs with videos, reading materials, forms, and a conversion-optimized landing page.
  • Client Management: Centralizes client information, making it easy to track progress and history.
  • Reporting: Provides detailed analytics and reports on sessions, programs, and revenue.
  • Payments: Integrates invoicing and payment processing, ensuring smooth financial transactions.

💸 Price

Profi.io offers tiered pricing plans to accommodate different needs and budgets. The basic plan Profi Solo starts at $79 per month. Team, Corporate and Network plans offer additional features at $79 per month per coach seat. 

💭 User Feedback

Users consistently praise Profi.io for its user-friendly interface and robust feature set. Health coaches appreciate the time-saving automation tools and the platform's ability to enhance client engagement and satisfaction. Some feedback highlights include the ease of scheduling, efficient client management, and the reliability of the reporting features.

Related: Profi + Whole Human Institute: Revolutionizing Workplace Mental Health Care with Profi


SimplePractice is a web-based electronic health record solution that allows service providers to manage everything from admin work to clinical care.

⚙️ Features

  • Appointment Scheduling: User-friendly calendar for scheduling and managing client appointments online.
  • Client Management: Secure, HIPAA-compliant software storage of detailed client records, session notes, and health histories.
  • Billing and Invoicing: Automated invoice generation, payment processing, and expense tracking to streamline financial tasks.
  • Telehealth: Secure, HIPAA compliant video call capabilities for conducting remote coaching sessions. 
  • Documentation and Forms: Customizable templates for intake forms, consent documents, and other paperwork.
  • Client Portal: Secure portal where clients can complete forms, access session notes, and communicate directly with the coach.
  • Reminders and Alerts: Automated reminders for appointments and tasks to reduce no-shows and improve time management.
  • Reporting and Analytics: Comprehensive reporting tools to track business performance and client progress.

💸 Price

SimplePractice offers a 30-day free trial, with pricing starting at $39 per month for the Essential plan. The Professional plan, which includes telehealth, starts at $59 per month. Additional features and add-ons are available at varying costs.

💭 User Feedback

Users of SimplePractice frequently praise its intuitive interface and comprehensive feature set, which significantly reduces administrative burdens. The telehealth functionality is particularly valued for its reliability and security. Some users have noted that the initial setup can be time-consuming, but overall, the software receives high marks for enhancing efficiency and client management capabilities.

Practice Better

Practice Better is a versatile practice management software tailored for health and wellness professionals. It offers a range of tools to streamline administrative tasks, client management, and communication, allowing practitioners to focus more on client care.

⚙️ Features

  • Client Progress Tracking: Detailed tracking of client progress with customizable metrics and charts.
  • Protocol and Program Building: Tools to create and share custom wellness programs and protocols tailored to individual clients.
  • Automated Workflow: Automation of repetitive tasks such as follow-up emails, reminders, and client check-ins.
  • Client Journals: Secure journals where clients can log their meals, symptoms, and other health data for better tracking and feedback.
  • Group Programs: Features to create and manage group coaching programs and workshops, including participant tracking and communication.
  • Resource Library: Centralized storage for educational materials, videos, and documents that can be easily shared with clients.
  • Habit Tracking: Tools to set and monitor client habits and goals, with regular check-ins and progress updates.
  • Supplement Recommendations: Integration for recommending and tracking client supplements and nutrition plans.

💸 Price

Practice Better’s paid plans start at $25 per month for the Starter plan, which includes advanced features and increased client capacity. The Professional, Plus and Team plans offer additional functionalities and start at $59, $89 and $145 per month, respectively.

💭 User Feedback

Users of Practice Better frequently highlight its robust client engagement tools, particularly the client journals and habit tracking features, which foster stronger client-coach relationships. The ability to automate workflows and the ease of creating comprehensive wellness programs are also commonly praised. Some users have pointed out that the initial learning curve can be steep, but most agree that the investment in time pays off with enhanced practice efficiency and improved client outcomes.


Healthie is a comprehensive, HIPAA-compliant practice management platform designed to streamline operations for health and wellness professionals. It integrates scheduling, billing, charting, and client communication in a single, user-friendly interface.

⚙️ Features

  • Appointment Scheduling: Easily manage and schedule client appointments with an intuitive calendar system.
  • Billing and Invoicing: Simplify payment processes with integrated billing and invoicing tools.
  • Client Charting: Maintain detailed and secure client records with customizable charting options.
  • Telehealth: Conduct secure, virtual consultations via built-in telehealth capabilities.
  • Client Portal: Provide clients with a dedicated portal for accessing their health information, booking appointments, and messaging.
  • Automated Reminders: Reduce no-shows with automated email and SMS reminders for appointments.
  • Secure Messaging: Communicate with clients securely through encrypted messaging.
  • Document Storage: Store and organize important documents and client files in a secure, cloud-based system.
  • Mobile App: Access Healthie's features on-the-go with a fully functional mobile app for both practitioners and clients.
  • Analytics and Reporting: Track business performance and client progress with robust analytics and reporting tools.

💸  Price 

Healthie’s functionality is partially free when using the Starter plan. Other pricing plans cater to different needs, starting from $45 per month for the Essentials plan. More advanced plans with additional features are available at higher price points — $115 and $135+, respectively.

💭 User Feedback 

Users praise Healthie for its ease of use, comprehensive feature set, and excellent customer support. Many health coaches appreciate the platform's ability to integrate multiple functions into one system, significantly reducing administrative workload and improving client engagement. 

Coaching Loft

Coaching Loft is a comprehensive coaching management software designed to help coaches streamline their coaching practice. It offers a range of tools to manage clients, track progress, and facilitate effective coaching sessions, all within a secure and user-friendly platform.

⚙️ Features

  • Client Management: Organize and manage client information, session notes, and progress tracking all in one place.
  • Scheduling: Easy-to-use calendar and scheduling tools to book and manage coaching sessions seamlessly.
  • Session Notes: Securely store and access detailed notes from each coaching session.
  • Goal Tracking: Set, monitor, and achieve client goals with progress tracking tools.
  • Communication Tools: Integrated messaging system for seamless communication between coach and client.
  • Resource Library: Upload and share resources, documents, and exercises with clients.
  • Payment Processing: Built-in invoicing and payment features to manage billing and payments.
  • Reporting: Generate reports to track client progress and coaching effectiveness.
  • Security: HIPAA-compliant security features to protect client information and ensure confidentiality.

💸 Price

Coaching Loft offers a range of pricing plans to suit different needs and budgets, starting from a basic plan at $30 per month. Custom pricing is available for larger coaching practices with more advanced needs.

💭 User Feedback

Users of Coaching Loft appreciate the software's comprehensive feature set, which allows them to manage their coaching practice more efficiently. Positive feedback often highlights the goal tracking and scheduling tools as particularly beneficial. Some users have noted that the customer support is responsive and helpful. However, a few users have mentioned a desire for more customization options within the platform. 

Related: Breaking Free from Fear: The Cost of Indecision and the Path to Action


Choosing the right software for your health and wellness coaching practice can be challenging and highly depends on your current business conditions and specific service requirements. As health and wellness coaches, it's essential to focus on your unique business objectives and the challenges you want to overcome before selecting the perfect-fit software. By carefully evaluating these factors, you can find a solution that not only meets your needs but also enhances your practice's security, efficiency and client satisfaction, allowing you to provide the best possible care to your clients and make a meaningful impact on their lives.

Want to use HIPAA-compliant health coaching platforms capable of covering the majority of pain points you face day by day? Schedule a personalized demo with one of our experts to see how Profi can help.



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