Program Guide

What you'll find here

This guide covers everything a practitioner or team member needs to understand how care is defined, structured, and delivered at Welltheory.

Care Delivery Philosophy

How Welltheory defines care, our clinical and coaching frameworks, guiding principles, and what makes our model distinct.

Program Structure

The 12-month care arc, session types and cadence, and how each session type is structured.

Async Touchpoints

The role of the app and member communications in the care model, plus survey philosophy, cadence, and a full index of every survey.

This is an eagle-eye view of the program structure and member experience. As you go through this guide you will dive into each component in more detail.

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WHAT WE BRING Guiding principles Member-centric care Diet & lifestyle foundation Motivational interviewing Decisions made with data The foundation under every session. WHAT THEY LEAVE WITH The outcomes ✓ Symptom reduction Measurable relief from the symptoms they came with ✓ Improved quality of life Better sleep, energy, digestion, mood ✓ Health independence Confidence and tools to self-manage Where the relationship leads. PHASES LIVE SESSIONS SURVEYS & FORMS IN THE APP PHASE 1 · MONTHS 1–6 Build the foundation 30 min · every 3 weeks — baseline, root causes, relationship PHASE 2 · MONTHS 6–12 Toward independence 15 min · every 4 weeks — self-management, maintain progress MONTH 1 · START Onboarding Call Hear their story, set first actions RECURRING Follow-Up Session 30 min · every 3 wks MONTH 3 3-Mo Reassessment Review trends, reset goals MONTH 6 · TRANSITION 6-Mo Reassessment Phase transition · meet new coach RECURRING Follow-Up Session 15 min · every 4 wks MONTH 12 · FINISH Year in Review Reflect, celebrate, decide next steps Intake · Baseline Enrollment · Wk 0 Follow-Up Check-In Before each session Reassessment form 1 wk before Reassessment form 1 wk before Year-in-Review form 1 wk before Health Outcomes + Satisfaction surveys at months 3 · 6 · 9 · 12 · Exit Survey on cancellation The app carries care forward: Async chat · Session notes · Food & symptom journal · Resources · Supplements · Forms · Lab uploads ~6–7 notifications / week email · push · SMS Wk 0 M1 M2 M3 M4 M5 M6 M7 M8 M9 M10 M11 M12

The what vs. the how

Care at Welltheory rests on two things: the skills practitioners bring, and the relationship they build. Functional nutrition and motivational interviewing are the what — the clinical and communication tools every practitioner carries into a session. The therapeutic relationship is the how — the intuition, timing, and coaching nuance that determines when and how those tools actually get used.

Registered dietitians lean on functional nutrition as their clinical foundation; health coaches lean on lifestyle and behavior change. Both are grounded in motivational interviewing, and both are only as effective as the relationship carrying them.

The what

Functional nutrition

The clinical foundation — a food-first, diet-centric approach supported by lifestyle changes, functional lab testing, and targeted supplementation when needed.

The what

Motivational interviewing

The communication backbone — inquiring about needs, goals, and what matters to a member, then tailoring support to their specific circumstances.

The how

The therapeutic relationship

The multiplier — the intuition, timing, and coaching nuance a practitioner develops with a member over time. It's what determines whether the right tool lands at the right moment.

The sections below walk through both: the tools themselves, and the layered model for how they're applied over the course of care.

Motivational interviewing — a core skill

Motivational interviewing is one of the two "what" skills practitioners carry into every session — the communication half of the toolkit. It keeps the member in the driver's seat: we're not in the business of prescribing and dictating, we're in the business of guiding and supporting. But MI is a skill, not a guarantee — how well it lands depends on the therapeutic relationship a practitioner has built with that member. The principles below are the mechanics of the skill itself.

Open-ended questions

Drawing out the member's story, goals, and motivations rather than leading them to a predetermined answer.

Finding their why

Helping the member identify their core motivating factor for healing — the reason that makes change feel worth it.

Reflections

Reflecting back what the member shares to deepen the conversation and help them feel heard, seen, and validated.

Affirmations

Acknowledging the member's strengths, efforts, and progress to build confidence and momentum.

Agenda setting

Collaboratively deciding what to focus on — the trail guide asking what the member wants from the hike, not dictating the route.

Summarizing

Reflecting the full picture back — connecting the member's story, goals, and care direction into a coherent whole.

The Clinical Care Model — a layered model

Welltheory's Clinical Care Model is a foundational approach utilizing diet and lifestyle. It's layered, not a rigid sequence: food and lifestyle are always part of the foundation, with targeted testing and supplementation available at any point alongside them — precise tools for specific needs, not a last resort.

Delivered through motivational interviewing
Foundation

Whole-person, whole-body approach

All care starts here. Two primary body systems drive the most significant symptom relief: digestive health and blood sugar regulation. Imbalances in either create inflammation that underlies many autoimmune symptoms — so addressing root causes in these systems is the core of the work.

Digestive health
  • Gut-driven inflammation
  • Digestive imbalances
  • Gut microbiome
Blood sugar
  • Blood sugar dysregulation
  • Metabolic + hormonal balance
  • Energy + mood stability
Layer 1

Food first

Food is always the primary lever. The approach is to add before remove — therapeutic and healing foods come first. Where needed, temporary removal of food sensitivities or irritants allows the body time to heal, always followed by reintroduction. The goal is the most varied, nourishing diet possible.

Digestive health
  • Therapeutic + healing foods
  • Anti-inflammatory approaches
  • Temporary elimination if needed
  • Progressive reintroduction
Blood sugar
  • Regular meal timing
  • Macronutrient balance
  • Food diversity
Layer 2

Lifestyle pillars

Lifestyle factors work in tandem with food — often producing significant gains on their own. These pillars affect both digestive health and blood sugar regulation, and are central to how health coaches support members.

Stress management Nervous system regulation Movement Sleep Connection with self, others & nature
Layer 3 — As needed

Targeted testing & supplementation

Lab testing identifies specific underlying imbalances that food and lifestyle changes may not fully resolve on their own. Supplementation provides precise, targeted support — used in conjunction with the layers above, not instead of them.

Digestive health
  • GI MAP test
  • SIBO breath test
  • Targeted supplementation
Blood sugar
  • Dutch test (hormonal imbalances)
  • Targeted supplementation
The layered approach

Food and lifestyle are always part of the foundation — but this is not a rigid sequence. Testing and supplementation provide very targeted, specific support that can be used at any point in conjunction with food and lifestyle changes. All layers can be active simultaneously, calibrated to where the member is and what they need.

Core philosophy

At Welltheory, care is member-centric by design. The member is in the driver's seat — we are guides, not directors.

The trail guide analogy

We don't want to be tour guides — giving members a list of directives to follow. We want to be trail guides: asking what a person wants to see on the hike, what they're hoping to get out of the experience, and then providing tailored guidance based on their answer.

What we support

WellTheory supports all members on the autoimmune spectrum: from those with a formal diagnosis to those without and experiencing inflammation or autoimmune-like symptoms. We do not treat or diagnose autoimmune conditions. Instead, we take a whole-person, body systems approach to symptom reduction — addressing the underlying foundations that drive symptoms rather than managing the condition directly.

Root causes we most commonly address:

Gut-driven inflammationDigestive imbalancesGut microbiomeBlood sugar dysregulationMetabolic & hormonal imbalanceEnergy & mood instability

How we deliver care

Care rests on two things practitioners bring, and the relationship that determines how they're used:

The what

Functional nutrition

The clinical foundation — a food-first, diet-centric approach supported by lifestyle changes, functional lab testing, and targeted supplementation when needed.

The what

Motivational interviewing

The communication backbone — inquiring about needs, goals, and what matters to a member, then tailoring support to their specific circumstances.

The how

The therapeutic relationship

The multiplier — the intuition, timing, and coaching nuance a practitioner develops with a member over time. It's what determines whether the right tool lands at the right moment.

Body systems we focus on

We assess a member's whole being across core body system foundations:

Digestive functionBlood sugarHormone healthDiet & nutritionSleepStress managementNervous system regulationMovementCommunity support

How we're different

Over time, practitioners develop coaching intuition — the nuanced ability to pull fluidly from functional nutrition and motivational interviewing in the moment to support genuine, transformational change.

The vehicle for that change is the therapeutic relationship between a member and their practitioner. That relationship — built over months of consistent, tailored support — is what makes the difference.

The what vs. the how

Functional nutrition and motivational interviewing are the what skills — the tools practitioners carry. The therapeutic relationship is the how — the intuition and coaching nuance that determines how those tools are used.

How we measure health outcomes

We track progress through two survey types — one built for self-reflection and internal measurement, one built for clinical and partner-facing outcomes reporting.

Self-reflection + internal

SNAQ (Symptom Nutritional Assessment Questionnaire)

Both an internal and member-facing tool that measures symptom severity and reduction across our two core body systems — digestion and blood sugar. Members complete it before every Reassessment Session, both as a way to self-reflect on their own progress and for Welltheory to measure health outcomes and ROI for partners.

Clinical + partner-facing

Health Outcomes Survey

A clinical measurement tool that tracks quality of life, anxiety (GAD-7), and depression (PHQ) against a baseline set at onboarding. Members receive it every 3 months. See for the full cadence and index.

The care arc

Members typically meet with their provider every 3 weeks on average. That cadence isn't fixed, though — providers flex frequency to match where a member actually is in their journey.

A member early in their membership might meet every 2 weeks, when building momentum and locking in early wins matters most. A more established member — six months or so in, and shifting into "maintenance mode" — might prefer meeting less often, using sessions more as general check-ins.

More frequent

Building momentum

Every ~2 weeks

Common early in a member's journey, when frequent touchpoints help build trust and early wins.

Less frequent

Maintenance mode

Every 4+ weeks

Common for established members with strong self-management habits who want lighter-touch check-ins.

Not a fixed rule

Cadence is a provider judgment call, not a fixed rule. The 3-week average is a baseline — not a mandate.

Practitioner roles

Two practitioner types deliver care at Welltheory. Think of them as two sides of the same coin — both working holistically to support whole-body care, each a subject matter expert in a distinct area.

Registered dietitian (RD)

Subject matter expert in functional nutrition and symptom reduction.

  • Food-first nutrition protocols
  • Functional lab interpretation
  • Targeted supplementation
  • Digestive, hormonal & metabolic support

Health coach (HC)

Subject matter expert in mindset coaching and behavior change implementation.

  • Behavior change & habit formation
  • Goal clarity & motivation
  • Nervous system regulation
  • Targeted lifestyle support

How practitioners are assigned

Both Registered Dietitians and Health Coaches conduct Onboarding Calls, and members are matched based on provider availability. From there, fit comes down to what a member needs most: those who want or need more focused nutrition support work with an RD; those looking for more targeted lifestyle or behavior change support work with a Health Coach.

In practice, most members start their care journey with an RD — building foundational nutrition habits and addressing targeted body system support through supplementation or testing. When a member is ready to shift focus toward lifestyle change, or is ready to move into maintenance, they'll typically transition to a Health Coach.

Why one at a time?

Most members benefit most from developing a single deep therapeutic relationship. The continuity and trust built with one practitioner is a core part of what drives change.

Where Welltheory fits

Welltheory doesn't exist in isolation from the rest of a member's care. Most members come to us already working with specialists, a primary care provider, or mental health support — and Welltheory sits at the intersection of all of it. We're not a replacement for any of these relationships. Instead, we help members sit in the driver's seat of that intersection: looking at each piece of their care, and layering in an autoimmune, whole-body lens that connects the dots between them.

Specialist care Rheumatology, GI, endocrinology Primary care Annual visits, general health Mental health support Therapy, psychiatry Welltheory Connects the dots autoimmune lens Not a replacement for any of these relationships — the connective layer between them.

Modes of care

Active

Member is engaged — attending sessions regularly, has a future session scheduled, using the app, and making progress through their care.

Inactive

Member's engagement has dropped off. They have not had a session in at least 45 days, no future sessions are scheduled, and they are not engaging in the app. Common in B2B care where members aren't paying out of pocket — not cancelled, but not actively progressing.

Cancelled

Member has lost access to the membership. Covers all exits from the program regardless of reason.

Insurance ineligibilityTrue cancellationMember self-selection outGraduation by choice

These principles apply in both directions — how practitioners show up with members, and how the Welltheory team shows up internally. They are the foundation for every program decision we make.

Principle 1

Member-centric care is non-negotiable

Everything starts with the member. Meeting members where they are — in terms of their readiness, capacity, and circumstances — is not optional. We are supportive, not prescriptive. We guide; we do not direct.

Principle 2

Lead with curiosity and compassion

In every session and every internal conversation, we default to curiosity over assumption and compassion over judgment. This shapes how practitioners engage with members and how the team engages with each other and with problems.

Principle 3

Ground support in evidence

Our care recommendations are evidence-based. We stay current on functional nutrition research and adapt our approach as the evidence evolves — while always balancing science with the individual member's lived experience.

View our research database →

Principle 4

Think holistically

We look at the whole person, not isolated symptoms. This same lens applies to how we run the program — considering the full picture of member needs, team capacity, and partner context before making decisions.

Principle 5

Make decisions with data

Program decisions are informed by qualitative and quantitative input from all three core stakeholders. We listen to what members tell us directly, what partners surface, and what the team observes — and we let that data shape how we evolve.

Our three stakeholders

Holistic decision-making means weighing input from all three groups — not optimizing for one at the expense of the others.

Members

Direct feedback, survey data, engagement signals, session outcomes

Partners

Employer & payer needs, eligibility constraints, reporting requirements

Welltheory team

Practitioner observations, operational feedback, program learnings

When principles conflict

Member-centric care is always the tiebreaker. If a partner need or an operational constraint would compromise the quality of care a member receives, care comes first.

The core of it

Members feel seen, heard, and validated — because we listen, and we care deeply. We demonstrate that by meeting members where they are, helping them connect the dots in their care, and supporting them toward tangible change they've never experienced before.

Universal frameworks, individual delivery

Welltheory has established frameworks for how we approach care — digestive health, blood sugar management, symptom reduction, lifestyle support. These give our practitioners a consistent clinical foundation.

But we never deliver care universally. Every member's recommendations, pacing, and support are tailored to their unique needs, readiness, and circumstances. The framework informs the approach; the member shapes how it's applied.

We meet members where they are — from day one

We recognize that members come to Welltheory at very different starting points. Some are new to their diagnosis and need foundational guidance at every step. Others have tried everything and need someone to help them go deeper. Identifying where a member is early allows our practitioners to show up on day one providing exactly the level of support that member needs — not a generic onboarding experience.

The therapeutic relationship

Members routinely tell us they waited months to see a specialist — and got fifteen minutes. At Welltheory, the ongoing relationship with a practitioner is the product. It deepens over time, builds trust, and creates the conditions for real change.

Depth over volume

Rather than throwing a broad set of recommendations at a member and seeing what sticks, our practitioners go deep on a small number of targeted priorities — the ones the member actually wants to work on. Focused, meaningful progress on a few things beats surface-level coverage of many.

Connecting the dots

Members often arrive feeling confused, overwhelmed, or dismissed by prior care experiences. Our practitioners help members understand the connections between their symptoms, their habits, and their bodies — often for the first time.

Standard care vs. Welltheory

Standard specialist care

  • Months-long wait times
  • 15-minute appointments
  • Condition-focused, not whole-person
  • Prescriptive, directive
  • Minimal continuity

Welltheory

  • Immediate, ongoing access
  • Regular, extended sessions
  • Diet & lifestyle-led, whole-person care
  • Supportive, member-led
  • Deep therapeutic relationship

Root cause in practice

These aren't hypotheticals — they're real, anonymized member outcomes shared by practitioners in our internal Wins channel.

Lupus & Lymphocytic Colitis

Root cause: Red meat was pinpointed as an instant trigger for diarrhea.

Protocol: Removed red meat (replaced with fish, chicken, turkey), started VSL#3 double strength and GI Revive, and reduced diet soda intake.

Result: Bowel movements dropped from 7x/day to 2x/day with no urgency; Budesonide reduced from 3mg to 1mg daily; ate salad without issue for the first time; diet soda down from 6–7/day to 3/day.

Chronic GERD / Silent Reflux

Root cause: A GI-MAP revealed H. pylori. A later session connected a second root cause — progesterone deficiency — whose effect on GI smooth muscle helped explain the reflux.

Protocol: Started an H. pylori healing protocol and connected the member with a provider for low-dose progesterone/estradiol support.

Result: Already responding to the H. pylori protocol; began tapering off long-term anxiety medication she'd been told she'd need indefinitely.

What the program is

The Welltheory program consists of recurring live coaching sessions with a registered dietitian, a health coach, or both. Using tailored nutrition and health coaching guidance — built around each member's unique symptoms and goals — the program helps members reduce their autoimmune symptoms and improve their overall quality of life.

What success looks like at 12 months

A member has seen a significant reduction in symptoms, a meaningful improvement in quality of life, and has gained the confidence and tools to continue managing their health improvements independently.

The 12-month arc

Care progresses across two structured phases, each with its own session length, cadence, and focus. The arc is designed to move members from initial foundation-building toward increasing independence over time.

Months 1–6

Phase 1

30 min · every 3 weeks

Establishing baseline, identifying root causes, building the therapeutic relationship, and beginning to implement nutrition and lifestyle changes.

Months 6–12

Phase 2

15 min · every 4 weeks

Maintaining and building on progress, reinforcing self-management strategies, and continuing the journey toward health independence.

Session length and cadence may flex based on member needs.

How a member moves through the program

Every member follows the same broad arc — from onboarding through active care to a structured close at the Year in Review.

Start
Onboarding
Phase 1
Active care
Month 6
Reassessment
Phase 2
Maintaining progress
Month 12
Year in Review

Sessions are scheduled by the member on a rolling basis within the cadence of their current phase. Between sessions, members use the app to stay connected to their care.

What members work toward

Symptom reduction

A meaningful, measurable decrease in the autoimmune symptoms that brought the member to Welltheory.

Improved quality of life

Better sleep, energy, digestion, mood, pain levels, and overall function — the downstream effects of addressing root causes.

Health independence

The confidence and skills to continue managing their health on their own — the tools and strategies to "fly the nest."

See also

For a detailed breakdown of session types, cadence, and what happens at each milestone, see Session Cadence & Types.

Session types

Each session type has a distinct purpose in the care arc. Meet Your Coach is the only session type that sits outside the standard sequence — it's triggered by a provider transition, not by time.

Session typeLengthWho runs itPurpose
Onboarding Call30 minRD (or HC)Listen and understand what the member is coming to Welltheory for, what they want to achieve, and how we can best support them. Connect the dots between their needs and how Welltheory will help. Leave them with starting action items to build early momentum.
Follow-Up Session30 min (P1) · 15 min (P2)Primary providerThe standard recurring session. Review progress, address challenges, adjust care supports or direction, and build momentum.
Reassessment30 minPrimary providerA structured check-in at months 3 and 6. Review symptom trends, reassess goals, evaluate progress, and adjust the care approach for the next phase.
Year in Review30 minPrimary providerReflect on the full 12-month journey. Celebrate progress, review self-management tools and habits gained, and determine next steps — continued support or graduation.
Meet Your Coach30 minIncoming providerIntroduces a member to a new practitioner following a provider transition. Not part of the standard session sequence — triggered only when a transition occurs.
Provider transitions

For a full breakdown of when Meet Your Coach is required and when it isn't, see .

Session cadence

Every member follows the same baseline session sequence. Phase 1 runs from onboarding through the 6-Month Reassessment. The 6-Month Reassessment is the transition point into Phase 2, which runs through the Year in Review.

SessionTimingPhaseLength
Onboarding CallMonth 1Phase 130 min
Meet Your Coach
If provider transition applies
As neededEither30 min
Follow-Up SessionsEvery 3 weeksPhase 130 min
3-Month Reassessment~Month 3Phase 130 min
Follow-Up SessionsEvery 3 weeksPhase 130 min
6-Month Reassessment
Triggers transition to Phase 2
~Month 6Transition30 min
Follow-Up SessionsEvery 4 weeksPhase 215 min
Year in Review~Month 12Phase 230 min
Flexibility

Phase 2 session length and cadence may flex based on member needs. The cadence above reflects the baseline structure.

Philosophy + role in care

The human-to-human nature of live sessions is what makes Welltheory unique. The app exists to support and extend that — not replace it. Live sessions put the app into context; the app keeps members connected to their care in between.

Long-term vision

The goal is for the app to feel like a natural extension of the therapeutic relationship — carrying forward the richness of coaching dialogue, reinforcing progress made in sessions, and meeting members where they are between appointments.

Between-session experience

Between live sessions, the app is where members manage their care, track their progress, and stay connected to their provider. Here's what members can do:

📅 Session management

Schedule, reschedule, or cancel sessions with their provider directly in the app.

💬 Async chat

Message their provider between sessions — ask questions, share updates, and get support without waiting for the next call.

📋 Session notes

Review notes from each session, keeping care context accessible and reinforcing what was discussed.

📓 Food & symptom journal

Log meals with photos and descriptions, track symptoms over time, and build a record that informs care.

📚 Resources & education

Access articles and educational programs shared by their provider, or search for research content independently.

💊 Supplement recommendations

View supplement recommendations provided by their practitioner, all in one place.

📁 Document uploads

Upload lab results or records from other providers so their practitioner has the full picture.

📝 Forms

Complete forms sent between sessions that help track progress and inform the next stage of care.

Overview

Welltheory sends notifications across three channels: email, in-app push, and SMS. Members can control most of these directly within the app under Settings > Notifications. Some notifications are locked on and cannot be turned off — this is intentional, as we want to ensure members stay connected to key aspects of their care. Allowing members to disable all notifications would be counterproductive to their continued engagement and progress.

The table below shows the default state for each notification. Sessions happen roughly every 3 weeks, so estimates below are averaged across a typical 3-week cycle.

True minimum

~7–8
~2–3 per week

Locked email notifications only — if a member turns off every toggleable notification.

Default

~18–22
~6–7 per week

What a member receives if they never change their notification settings.

Maximum

~28–35
~10–12 per week

All channels enabled. Does not include third-party notifications from Fullscript or Circle.

Channels: 🔒 Locked on ● On by default ○ Off by default — Not available on this channel

Session notifications

Notifications related to scheduling, reminders, and session changes. Session reminders fire at four intervals — each can be toggled independently.

NotificationWhen it sendsEmailPushSMS
Session ScheduledWhen a session is booked🔒 Locked● On○ Off
Session Rescheduled
By care team
When care team moves a session🔒 Locked● On○ Off
Session Updated
Details changed, not time
When session details change🔒 Locked● On○ Off
Session Canceled
By care team
When care team cancels a session🔒 Locked● On○ Off
Reminder — 48 hours2 days before session● On● On○ Off
Reminder — 24 hours1 day before session● On● On● On
Reminder — 1 hour1 hour before session● On● On○ Off
Reminder — 10 minutes
Includes join link
10 min before session● On● On● On
Pre-session Form
e.g. Follow-Up Check-In
2 days before session● On● On

Care delivery notifications

Notifications tied to the asynchronous care experience — messages, forms, surveys, resources, and action steps.

NotificationWhen it sendsEmailPushSMS
New Chat MessageWhen provider sends a message🔒 Locked● On
Form AssignedWhen provider assigns a form🔒 Locked● On○ Off
Survey RequestWhen a scheduled survey is due● On
Form / Survey Reminder
Sent 3 days after original request if incomplete
When a form or survey is not completed🔒 Locked○ Off○ Off
Care Resource SharedWhen provider shares an article or resource● On
Document SharedWhen provider shares a document● On● On○ Off
Folder SharedWhen provider shares a folder● On
Program EnrolledWhen enrolled in an educational program🔒 Locked● On○ Off
Action Step ReminderPeriodic reminder about incomplete action steps● On● On○ Off
Lab Request OrderedWhen a lab is ordered for the member● On

Eligibility & account notifications

System-triggered notifications related to membership status, insurance, and profile security.

NotificationWhen it sendsEmailPushSMS
Insurance Needs UpdateWhen insurance info needs updating🔒 Locked○ Off○ Off
Lost CoverageWhen membership is canceled due to lost coverage● On
Exit SurveyWhen membership is canceled for any other reason● On
Marked IneligibleWhen member loses eligibility for their org● On
Marked EligibleWhen eligibility is restored● On
Profile Updated
Security notification — sent to previous email
When critical profile info changes● On

Onboarding call notifications

Notifications around the initial onboarding call. Welltheory sends reschedule prompts after cancellations and no-shows. Calendly sends its own separate booking confirmation and reminder emails independently.

NotificationWhen it sendsEmailPushSMS
Sent by Welltheory
Reschedule Request
Care team canceled
1 hour after care team cancels onboarding call● On
Reschedule Request
Member canceled
1 hour after member cancels onboarding call● On
Reschedule Request
No-show
1 hour after member no-shows● On
Sent by Calendly (outside Welltheory's control)
Booking ConfirmationImmediately after booking● On
Reminder — 3 days before3 days before onboarding call● On
Reminder — 24 hours before1 day before onboarding call● On● On
Reminder — 1 hour before1 hour before onboarding call● On● On

Third-party notifications

Outside Welltheory's control

In addition to the notifications above, members may receive communications from third-party platforms we integrate with. We do not control the cadence, content, or volume of these — they depend entirely on what the member opts into.

Fullscript — our supplement dispensary. Members may receive notifications when a supplement recommendation is created, when an order ships, reorder reminders, sale alerts, and more. Members manage these preferences directly in Fullscript.

Circle — our community platform (currently being deprecated). Members who opted in may still receive activity notifications, weekly digests, or community updates. Managed in Circle directly.

Why we survey

Surveys serve three distinct purposes at Welltheory — for members, for practitioners, and for the organization.

Purpose 1

A reflection tool for members

Surveys give members a way to see their own progress reflected back to them in real time — an opportunity to acknowledge what is going well and identify where they still need support. This keeps the member at the center of their own care.

Purpose 2

A care tool for practitioners

Survey data gives practitioners a quantified picture of how a member is progressing in symptom reduction and quality of life. This informs how they adjust and direct care over time — grounding sessions in measurable trends rather than memory alone.

Purpose 3

An outcomes tool for the organization

Aggregated survey data lets Welltheory quantify the impact of the program — for current and prospective partners. It also informs programmatic changes and practitioner training.

What we measure

Surveys are designed to track improvement across the core body systems we focus on in care, as well as broader quality of life indicators.

Symptom reductionPainFatigueDigestive healthBlood sugar regulationMental healthProductivityOverall quality of life

How we use the data

Care delivery

Practitioners use survey trends to inform and adjust care in sessions.

Program development

Outcomes data informs programmatic changes and provider training.

Partner reporting

Aggregated data supports client success conversations and reporting.

Sales & marketing

Member outcomes support sales conversations, testimonials, and prospecting.

See also

For when each survey is sent and a full reference of every survey, see Survey Cadence & Index.

Survey categories

Surveys fall into two categories based on who uses them and why.

Care delivery forms

Tools practitioners use to understand, personalize, and direct care. Primary users are the care team, though program and client success pull from them secondarily.

  • Intake Form
  • Follow-Up Session Check-In
  • Reassessment Form
  • Year-in-Review Form

Outcomes & feedback surveys

Tools used org-wide to measure program impact, track member satisfaction, and support reporting, sales, and marketing.

  • Health Outcomes Baseline
  • Health Outcomes Survey
  • Satisfaction Survey
  • Exit Survey

Survey index

What each survey is designed to do.

SurveyPurpose
Care delivery forms
Intake Form
Consolidated Onboarding Steps 1 and 2
Captures member demographics, health goals, barriers, symptoms, diagnosis, and baseline health outcomes at enrollment.
Follow-Up Session Check-InA pre-session progress check-in sent 2 days before each follow-up. Helps practitioners personalize care delivery and arrive prepared for what the member needs most.
Reassessment Form
v3 - 11.21.2024
Sent 1 week before each reassessment. Tracks progress, health outcomes, and care delivery personalization. Designed to align with the Intake Form.
Year-in-Review Form
v1 - 11.21.2024
Sent 1 week before the Year in Review. Mirrors the reassessment structure with additional focus on full-program reflection and self-management readiness.
Outcomes & feedback surveys
Health Outcomes Baseline
v4 - 06.28.2024
Establishes the member's baseline across QOL, GAD-7, and PHQ immediately after onboarding. The reference point for all future outcomes measurement.
Health Outcomes Survey
v3 - 06.28.2024
Measures QOL, GAD-7, and PHQ at months 3, 6, 9, and 12. Tracks longitudinal outcomes against the baseline established at onboarding.
Satisfaction Survey
v1
Measures NPS, general satisfaction, and care experience at months 3, 6, 9, and 12. Flags member concerns and informs partner reporting, provider performance, and marketing.
Exit Survey
v2 - 06.06.2025
Sent after cancellation. Captures cancellation rationale and member suggestions for improvement. Key input for churn analysis and program iteration.

Survey cadence

Surveys are triggered in one of three ways — by a member account action, on a fixed time-based schedule, or in response to a specific member event such as a session being scheduled or a cancellation.

SurveyTimingTriggerSource
Care delivery forms
Intake FormEnrollment flowAccount actionTypeform
Follow-Up Session Check-In2 days before each follow-upMember eventHealthie
Reassessment Form1 week before reassessment - months 3 and 6Member eventTypeform
Year-in-Review Form1 week before Year in Review - month 12Member eventTypeform
Outcomes & feedback surveys
Health Outcomes BaselineWeek 0 - after onboarding callTime-basedTypeform
Health Outcomes SurveyMonths 3, 6, 9, 12Time-basedTypeform
Satisfaction SurveyMonths 3, 6, 9, 12Time-basedTypeform
Exit SurveyAfter cancellationMember eventTypeform
Surveys currently under review

Satisfaction Survey — content fine-tuning in progress to ensure we are asking the most valuable questions.

Reassessment Form — being updated to align with the Intake Form. In progress.

Intake Form — actively being experimented on. May change in the near future.

In progress

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