Healthcare & Wellbeing
## The challenge healthcare and wellbeing businesses face Clinics, therapists, wellness coaches and allied health providers manage a constant flow of new enquiries, appointment bookings, patient records and payment collection — often across a mix of forms, inboxes, scheduling tools and separate accounting software. When a practitioner is busy, information gaps appear: intake details are missing, follow-up falls through, and the cash picture lags behind the appointment book. Patients increasingly expect a professional, joined-up experience. The coordination cost of delivering that across disconnected tools is a burden most small practices carry quietly. ## How Hub helps **Hub Forms** brings patient intake, appointment booking and payment into a single journey. Capture the clinical and administrative information you need before a first session, offer your real availability and take payment to hold the slot — all without your team copying details between tools. Scored assessments help practitioners qualify enquiries and route patients to the right service. Every submission lands on a workspace record ready for follow-up. **Hub Agents** can answer common patient questions through a branded website chat widget, grounded in the service and clinic information you choose to make available. Operations Agents handle structured tasks — record triage, classification and research — with human approval before any changes are applied, keeping your team in control at all times. **Hub Sites** lets you publish a branded patient portal where clients can access their records, appointment details and relevant documents. Add a chat widget to any Site from its settings panel without touching code. Reduce administrative back-and-forth and give patients a professional place to find what they need between appointments. **Hub Marketing** lets you build reusable audience segments from your patient and contact records and coordinate email and social content around seasonal campaigns, programme launches and service updates. Send focused communications tied to the right patient context without switching tools. **Hub Finance** keeps the practice's finances organised. Build operating plans by period, import bank statements, apply transaction rules and reconcile balances against the bank. Cash forecasts show where balances are heading based on committed income and planned costs — useful when session bookings and insurance payments arrive on different cycles. **Hub Goals & KPIs** connects patient volume, revenue and programme targets to live workspace data. Define the measures your practice actually watches — new patient registrations, session completion rate, revenue per practitioner — use pacing views to see whether results are on track, and give leadership a reliable basis for monthly reviews. **Hub Core Platform** underpins everything with custom objects, dashboards and activity history shaped around your own processes — patients, practitioners, appointments, care plans, or whatever your practice tracks. AI assist helps your team design and search the workspace without learning a new system. ## The practical benefit Patient records, appointment bookings, care communications, financial plans and practice performance sit in the same workspace. Your team spends less time chasing information across inboxes and spreadsheets and more time supporting the people in your care.