Wellness program administration portal
A client portal where a multi-location wellness group reports program administration, referrals, scheduling and approvals to an employer client.
- Industry
- Healthcare-Adjacent and Wellness (Admin)
- Team
- Operations, Client services
- Use case
- Client portals, Requests and exceptions
- Tags
- Client reporting
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Fellbrook wellness program administration status, September
Page · Embedded on site route /status/september · Requires sign-in
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Fellbrook pre-appointment file hold list, week of Sep 28
Page · Team area route /team/holds · Requires sign-in
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Fellbrook eligibility and authorization queue, Oct 1
Page · Team area route /team/queue · Requires sign-in
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Fellbrook booking exception desk routing, September
Page · Team area route /team/bookings · Requires sign-in
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Fellbrook intake to location handoff sheet, week of Sep 21
Page · Team area route /team/handoffs · Requires sign-in
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Dashboards
App · Client routes: /status; 18 live blocks across portal pages · Requires sign-in
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Tasks
App · Client routes: /approvals · Requires sign-in
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Project Chat
App · Client routes: /approvals · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Forms
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A program hub for multi-location wellness and allied-health groups that administer an employee wellness program for an employer. A welcome band and app tiles lead to the monthly administrative status, referrals, scheduling, approvals, files and onboarding. Client pages show counts and case numbers only; the intake hold list, authorization queue, booking routing and handoff sheet stay in the provider's team area.
- Program hub with a welcome band and app tiles
- Monthly administrative status shared as a FuseBase page
- Live charts on referrals and aged items
- Approvals with Tasks and Project Chat
- Files and file requests
- Program onboarding checklist
- Provider-only team area with the intake hold list, authorization queue, booking routing and handoff sheet
- Light, Dark and Futuristic themes
How to use this template
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Review the hub
Open the live demo home page and follow the tiles from the program status to approvals.
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Separate client and team views
Decide which counts the employer sees and which intake records stay in your team area.
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Plan client access
In the linked Site only the home page opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Wellness program administration portal help me do?
A client portal where a multi-location wellness group reports program administration, referrals, scheduling and approvals to an employer client.
Which documents are included?
Five shared FuseBase pages. Wellness program administration status is on client pages; pre-appointment file hold list, eligibility and authorization queue, booking exception desk routing and intake to location handoff sheet stay in the team area.
What does the employer client see?
Counts, case numbers and the approved monthly status across locations. Intake documents and individual records stay in the provider's team area, which only the provider's staff open.
Who is this template designed for?
Multi-location wellness and allied-health groups, for operations and client services teams administering an employer wellness program.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the status, referrals, scheduling, approvals, files and onboarding pages and the team workspace require sign-in.
Which themes does it include?
Three themes: Morning (Light), Evening (Dark) and Soft field (Futuristic). The Site opens in Morning.