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Setting up Your Whole Practice Integration (Wellness Questionnaire)

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Connect your Whole Practice account to Practice Better to send clients the Wellness Questionnaire straight from their client record or through an automation. Completed questionnaires sync back automatically, so results are always just a click away.

In this article:

Before You Begin


📍 Note: The Wellness Questionnaire is a specialized form built and maintained by Whole Practice, not a native Practice Better form. 

  • You can't customize its questions or use form mapping to send answers into your client record sections; completed questionnaires save to a new, dedicated folder in Client Documents. 
     
  • The form can't be attached to a booking page; it can only be sent from a client's record or through an automation.

Before you connect Whole Practice, make sure you have:

  1. An active Whole Practice account.
  2. A Practice Better plan other than Sprout. The Whole Practice integration is available on every paid plan except Sprout.

Setting Up Your Whole Practice Integration

Ready to connect your accounts? Here's how.

  1. Log in to your Whole Practice account and go to My Account > 3rd Party Integrations.  
     
  2. Click Link your Practice Better account to generate an API key.

     
  3. Click the button to Copy Key, and return to your Practice Better account.

     
  4. In Practice Better, go to Settings > 3rd Party Integrations.
     
  5. Find Whole Practice in your list of integrations and click the Link button.

     
  6. Paste your API key into the field provided and click the Link button in the pop-up.

Sending the Wellness Questionnaire to a Client

You can send the Wellness Questionnaire two ways: directly from a client's record for a one-off send, or through an automation so it goes out on its own.

From a Client's Record

  1. Open the client's record and go to Forms and Waivers.
     
  2. Click the Fast Action Button in the bottom-right to Send Forms.

     
  3. Choose the Wellness Questionnaire (Whole Practice) from the pop-up.

     
  4. Click the Confirm & Send button to deliver it to your client.

With an Automation

  1. Go to Automations and select the fast action button.
     
  2. Choose either Send Forms After Bookings or Send Forms After Packages Confirmed from the automations list.
     
  3. In the automation settings, check the box next to the Whole Practice Wellness Questionnaire. 

     
  4. Save your automation.

Reviewing Completed Wellness Questionnaires

When your client completes the Wellness Questionnaire, their results sync back to Practice Better automatically. You’ll see an entry in the client’s Recent Activity stream when the results are available.


 

Click this entry or navigate to the Client’s Documents to find the results in a new folder created just for this integration.

📍 Note: Because the Wellness Questionnaire isn't a native Practice Better form, its answers won't populate other areas of your client's chart. Review results directly in Client Documents.

Frequently Asked Questions

Q: Can I Attach the Wellness Questionnaire to a Booking Page?

A: No. The Wellness Questionnaire can only be sent from a client's record or triggered by an automation. It can't be attached to a booking page form.

Q: Can I Customize the Questions in the Wellness Questionnaire?

A: No. Whole Practice builds and maintains this form, so its questions aren't editable within Practice Better.

Q: Is the Wellness Questionnaire the Same as the NAQ Integration?

A: No. The Wellness Questionnaire looks similar to the NTA Nutritional Assessment Questionnaire (NAQ), but they're separate integrations from different providers. If your client needs the NAQ specifically, use Practice Better's dedicated NAQ integration instead.

Q: Will Completed Questionnaires Update My Client's Chart?

A: No. Completed questionnaires save as a report in a dedicated Client Documents folder. They don't populate Medical History, measurements, or any other chart fields.

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