The implementation of Wellevated is designed to be streamlined and user-centric, catering primarily to health and wellness professionals. The process typically emphasizes account setup, integration with practice management systems, training, and onboarding.
Initial Consultation and Needs Assessment: Wellevated begins with onboarding support where the user’s practice type, service scope, and e-dispensary goals are reviewed to tailor the platform accordingly.
Platform Account Setup: Practitioners are guided through setting up their online dispensary, which includes branding, catalog customization, and setting pricing margins.
Integration (if needed): While Wellevated is a standalone platform, it may optionally integrate with EHR systems or telehealth tools. This step may be limited depending on practice needs.
Training and Onboarding: Wellevated offers training materials, videos, and live support to help practitioners learn how to manage product recommendations, client engagement, and reporting tools.
Client Onboarding: Practitioners are supported in onboarding their existing patients or clients onto the Wellevated platform, including communication templates and invitation tools.
Go-Live and Ongoing Support: Once setup is complete, users can go live immediately. Continued support is provided via email or chat.
Estimated Duration: The entire process typically takes 1 to 2 weeks for most practitioners. More complex setups may take longer, especially if a large patient base is being migrated.
Customisation
Wellevated is moderately customizable, allowing practitioners to tailor certain features to align with their branding, clinical approach, and patient engagement strategies.
Branded Dispensary: Practitioners can brand their online dispensary with custom logos, messages, and clinic information.
Catalog Control: Users can select which product categories and specific brands to offer in their store. They can also create curated protocols or bundles for different health needs.
Pricing and Discounts: Practitioners can set custom profit margins, offer discounts, and create promotions for individual patients or groups.
Communication Personalization: Email and notification templates can be tailored with personalized messages to fit the practitioner’s tone and style.
Flexible Recommendation Tools: Users can create personalized product recommendations and save common treatment plans or protocols for quick reuse.
Limited Backend or Workflow Customization: While branding and patient interaction can be customized, core platform workflows (such as checkout or shipping process) are standardized and not open for deep customization.
Additional Costs
Wellevated’s pricing model is primarily revenue-sharing based, minimizing upfront or ongoing costs for the practitioner. However, there may still be some indirect or optional costs involved.
Setup Fees: There are typically no setup fees. The platform is designed to be accessible with minimal upfront cost to the practitioner.
Monthly Subscription: In most cases, there is no monthly fee. Wellevated earns a margin from product sales (shared with the practitioner), making it performance-based.
Maintenance Charges: Platform maintenance is handled by Wellevated and is included at no cost to the practitioner. Updates and security measures are maintained without additional fees.
Support Costs: Basic support via email or chat is usually free of charge. There is no clear tiered support plan unless otherwise requested.
Optional Services: Practitioners may choose to invest in professional marketing services, patient education resources, or integration support, which could incur additional optional costs.
Shipping and Fulfillment: Handled entirely by Wellevated; patients pay for shipping. Practitioners are not charged for logistics.
Commission Structure: Wellevated retains a portion of the product sale revenue, with the remaining going to the practitioner. There are no direct charges, but margins are predefined.
Training
Wellevated offers structured support to help health professionals quickly adopt and utilize the platform effectively. The training is designed to be simple and self-guided but is supplemented by accessible customer service and onboarding assistance.
Onboarding Assistance: New users are guided through account setup, dispensary configuration, and how to start recommending products via built-in tools and guided workflows.
Tutorials and Knowledge Base: The platform provides video tutorials, step-by-step articles, and FAQs covering everything from creating recommendations to managing clients.
Live Support: Practitioners can reach out to Wellevated’s support team via email or live chat for help during the setup process or when issues arise.
Webinars and Training Sessions: Occasionally, Wellevated offers live or recorded webinars to train new users on platform features, product education, and best practices for patient engagement.
Self-Service Help Center: A help center is available where users can search for answers to common technical or operational questions at any time.
Ongoing Support: Even after initial onboarding, users have continued access to customer support and updates about new features or promotions.
Security Measures
Wellevated takes data security seriously, especially given its role in handling health-related and client-identifiable information. The platform follows industry-standard practices to ensure both practitioner and patient data is protected.
HIPAA-Compliant Infrastructure: Wellevated is structured to be compliant with HIPAA (Health Insurance Portability and Accountability Act) requirements, ensuring proper protection of health information.
Encrypted Data Transmission: All data transmitted between users and the platform is encrypted using SSL/TLS protocols, protecting sensitive data from interception.
Secure Authentication: Account access is secured through password-protected login, and users are encouraged to use strong passwords. In some cases, multi-factor authentication (MFA) may be supported or planned.
Role-Based Access Controls: The platform ensures only authorized users (e.g., practitioners) can access confidential practice or client information.
Data Hosting and Backup: Data is hosted in secure, monitored cloud environments with routine backups to prevent data loss and support disaster recovery.
Vendor and Product Vetting: Since product fulfillment is handled by Fullscript (Wellevated’s partner), all vendors and suppliers are vetted for safety, regulatory compliance, and shipping reliability.
Privacy Policy and Consent: The platform includes features for informed client consent and clear privacy policy disclosures aligned with regulatory standards.
Updates
Wellevated continuously evolves its platform by releasing updates that improve user experience, functionality, security, and integration options. These updates are managed centrally and applied automatically.
Regular Update Cycle: Updates are typically released on a rolling basis, with minor enhancements and bug fixes happening frequently—often monthly or bi-weekly.
Automatic Deployment: All updates are managed by the platform and deployed automatically in the cloud environment, with no action required by the user.
Feature Enhancements: Updates often include new tools for product recommendation, improved search and navigation, or expanded product offerings and educational content.
Security Patches: Security-related updates are prioritized and released as needed to address vulnerabilities or comply with emerging regulations.
User Notifications: Users are informed of significant updates through in-platform notifications or via email. Release notes may be provided to highlight what’s new or improved.
No Downtime for Users: Updates are designed to occur with minimal or no disruption, allowing practitioners to continue using the platform seamlessly.
Feedback-Driven Development: Wellevated collects user feedback and usage trends to inform future improvements, ensuring the platform evolves in line with practitioner needs.
Data Ownership and Portability
Wellevated is built to support healthcare and wellness practitioners with full control over their practice operations. As such, data ownership and portability are addressed with practitioner autonomy and patient privacy in mind. The platform generally ensures that users retain control over their practice-related data.
Practitioner Ownership of Client Data: Practitioners retain ownership of their client and patient information, including contact details, product recommendations, and communication histories.
Access to Data at Any Time: Users can access and view their data at any time through their Wellevated dashboard, ensuring transparency and control over practice activity.
Export Options: While direct bulk data export tools may be limited on the interface, users can typically request data exports (such as client lists or order history) through customer support.
No Lock-In Policy: Wellevated generally does not impose long-term contracts or data lock-ins, making it easier for practitioners to transition away if needed.
Third-Party Data Sharing: Data is never sold or shared with unauthorized third parties. Any data sharing for fulfillment or service delivery is done through secure, privacy-compliant channels.
HIPAA and Privacy Compliance: Data handling practices are aligned with HIPAA and other applicable privacy regulations, supporting both ownership rights and secure processing.
Patient Data Protections: Although practitioners access and manage client information, patients also have certain data rights, such as access to their own order history or account preferences.
Scaling Up / Down
Wellevated is designed to be flexible and accommodate the evolving needs of individual practitioners, small clinics, or growing wellness businesses. Its structure makes it easy to scale usage up or down without rigid subscription tiers or long-term commitments.
No Tiered Pricing Plans: The platform does not require practitioners to commit to specific user or revenue tiers. Usage is based on performance (e.g., commissions on sales), so growth happens naturally without pricing constraints.
Add or Remove Clients Freely: Practitioners can add new patients, deactivate inactive ones, or adjust their recommendation practices without needing administrative approvals.
Volume Scaling: As practitioners grow their client base or increase order volumes, the platform automatically accommodates higher activity without additional infrastructure or licensing fees.
No Penalties for Scaling Down: If a practitioner reduces their activity (e.g., fewer clients or orders), there are no penalties, cancellation charges, or minimum usage requirements.
Support for Group Practices: While Wellevated is most often used by solo practitioners, some features can be adapted for small groups or multi-provider clinics. If scaling to that level, users may request additional support or feature adjustments.
Flexible Termination or Reactivation: Practitioners can stop using the platform at any time and reactivate later without significant re-onboarding costs or data loss.
Assistance with Growth: Wellevated provides support, including marketing tools and business-building tips, to help practitioners expand their reach organically.
The terms & conditions for contract renewal and cancellation
Wellevated operates on a flexible, no-contract model designed to accommodate the independent nature of wellness and healthcare practitioners. Users are not typically bound by long-term agreements, making the process of cancellation or renewal straightforward and user-friendly.
No Long-Term Contracts: Most Wellevated users are not required to sign binding annual or monthly contracts. Practitioners can use the platform on a performance-based model, meaning they earn from what they sell, with no upfront subscription fee.
Automatic Continuation: Since there are no fixed-term subscriptions, continued use of the platform is typically considered acceptance of ongoing participation. There is no formal renewal process required for basic use.
Cancellation at Any Time: Users can choose to stop using Wellevated at any point without incurring cancellation fees or penalties. Simply discontinuing usage or closing the account is sufficient.
Account Closure Requests: Practitioners who wish to fully deactivate or delete their account can make a request through customer support. Wellevated ensures data handling and closure is done securely and in compliance with privacy laws.
Access to Past Data: Upon cancellation, users may retain access to certain reports or export data upon request before their account is deactivated.
No Minimum Usage Requirements: Wellevated does not impose sales or usage thresholds. Practitioners can remain on the platform with low or intermittent activity without forced renewal terms.
Reactivation Policy: If a practitioner wishes to return, accounts can typically be reactivated without starting from scratch, assuming all compliance and platform rules are followed.
Compliance
Wellevated operates within the health and wellness industry, where patient privacy, ethical standards, and data protection are essential. The platform aligns with several key compliance frameworks to ensure trust and regulatory adherence.
HIPAA Compliance (U.S.): Wellevated adheres to the Health Insurance Portability and Accountability Act (HIPAA), ensuring that all client health-related information is handled with appropriate safeguards for privacy and security.
PCI-DSS Compliance (Payment Security): Payments and transactions processed on the platform follow Payment Card Industry Data Security Standards (PCI-DSS), securing credit card data and financial interactions.
GDPR Awareness (for International Clients): While primarily U.S.-focused, Wellevated also maintains practices aligned with the General Data Protection Regulation (GDPR) for any international users, including transparency and rights to data access or deletion.
Product and Vendor Compliance: Supplements and wellness products available on the platform are provided through vetted partners, such as Fullscript, which themselves comply with FDA regulations, GMP (Good Manufacturing Practices), and labeling laws.
Secure Data Storage and Encryption: Data is stored in secure environments using modern encryption protocols, in line with industry-standard cybersecurity practices.
Privacy and Consent Controls: The platform includes mechanisms for obtaining patient consent for sharing recommendations or communication, ensuring privacy rights are protected.
Accessibility and Ethical Use: Wellevated upholds standards for accessibility and ethical use, ensuring that practitioners use the platform responsibly and in alignment with clinical best practices.
