The source of truth for how the Welltheory base program works — its structure, philosophy, and member experience.
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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Program Guide›Care: Inside Live Sessions
Care: Inside Live Sessions
How Welltheory delivers care inside live sessions — the skills practitioners bring, and the relationship that determines how those skills land.
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 managementNervous system regulationMovementSleepConnection 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.
Program Guide›Care Delivery Philosophy
What Is Care
How Welltheory defines care and what it means in practice.
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.
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.
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.
Program Guide›Care Delivery Philosophy
Care Model
How care is structured, who delivers it, and how the pieces fit together.
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.
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
Program Guide›Care Delivery Philosophy
Guiding Principles
The values and beliefs that shape how we deliver care and make decisions.
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.
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
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.
Program Guide›Care Delivery Philosophy
What Makes Us Different
Why Welltheory's care model produces outcomes that standard care can't.
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.
Program Guide›Program Structure
How the Program Works
A structured 12-month program of live coaching and nutrition support designed to reduce autoimmune symptoms and improve quality of life.
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
Members typically meet with their provider every 3 weeks on average, though cadence flexes to match where they are in their journey — more frequent early on to build momentum, tapering to less frequent as they build independence.
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.
Cadence is a provider judgment call, not a fixed rule.
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
Early on
Building momentum
Month 6
Reassessment
Later on
Maintaining progress
Month 12
Year in Review
Sessions are scheduled by the member on a rolling basis within their current cadence. 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.
Program Guide›Program Structure
Session Cadence & Types
What each session type is designed to do and how they are sequenced across the 12-month program.
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 type
Length
Who runs it
Purpose
Onboarding Call
30 min
RD (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 Session
~30 min early on · ~15 min in maintenance mode
Primary provider
The standard recurring session. Review progress, address challenges, adjust care supports or direction, and build momentum.
Reassessment
30 min
Primary provider
A structured check-in at months 3 and 6. Review symptom trends, reassess goals, evaluate progress, and adjust the care approach going forward.
Year in Review
30 min
Primary provider
Reflect 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 Coach
30 min
Incoming provider
Introduces 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, but cadence and session length flex over time — more frequent early on to build momentum, tapering as members build independence. The 6-Month Reassessment is a natural check-in point along that arc, not a hard cutover.
Session
Timing
Cadence
Length
Onboarding Call
Month 1
More frequent
30 min
Meet Your Coach
If provider transition applies
As needed
Either
30 min
Follow-Up Sessions
Every ~2–3 weeks
More frequent
30 min
3-Month Reassessment
~Month 3
More frequent
30 min
Follow-Up Sessions
Every ~2–3 weeks
More frequent
30 min
6-Month Reassessment
Often a natural shift toward less frequent sessions
~Month 6
Midpoint
30 min
Follow-Up Sessions
Every 4+ weeks
Less frequent
15 min
Year in Review
~Month 12
Less frequent
30 min
Not a fixed rule
Cadence and session length are provider judgment calls, not fixed rules — the table above reflects a typical baseline, and providers flex it to match member needs.
Program Guide›Async Touchpoints
The App: Philosophy & Role
The one-stop shop for everything related to a member's care — including accessing live sessions.
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.
Program Guide›Async Touchpoints
Member Communications
Every notification a member can receive across email, push, and SMS — and when.
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.
Notification
When it sends
Email
Push
SMS
Session Scheduled
When 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 hours
2 days before session
● On
● On
○ Off
Reminder — 24 hours
1 day before session
● On
● On
● On
Reminder — 1 hour
1 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.
Notification
When it sends
Email
Push
SMS
New Chat Message
When provider sends a message
🔒 Locked
● On
—
Form Assigned
When provider assigns a form
🔒 Locked
● On
○ Off
Survey Request
When 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 Shared
When provider shares an article or resource
● On
—
—
Document Shared
When provider shares a document
● On
● On
○ Off
Folder Shared
When provider shares a folder
● On
—
—
Program Enrolled
When enrolled in an educational program
🔒 Locked
● On
○ Off
Action Step Reminder
Periodic reminder about incomplete action steps
● On
● On
○ Off
Lab Request Ordered
When a lab is ordered for the member
● On
—
—
Eligibility & account notifications
System-triggered notifications related to membership status, insurance, and profile security.
Notification
When it sends
Email
Push
SMS
Insurance Needs Update
When insurance info needs updating
🔒 Locked
○ Off
○ Off
Lost Coverage
When membership is canceled due to lost coverage
● On
—
—
Exit Survey
When membership is canceled for any other reason
● On
—
—
Marked Ineligible
When member loses eligibility for their org
● On
—
—
Marked Eligible
When 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.
Notification
When it sends
Email
Push
SMS
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 Confirmation
Immediately after booking
● On
—
—
Reminder — 3 days before
3 days before onboarding call
● On
—
—
Reminder — 24 hours before
1 day before onboarding call
● On
—
● On
Reminder — 1 hour before
1 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.
Program Guide›Async Touchpoints
Survey Overview
Why we survey members, what we measure, and how we use the data.
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.
Program Guide›Async Touchpoints
Survey Cadence & Index
What each survey is designed to do and when it is sent.
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.
Survey
Purpose
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-In
A 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.
Survey
Timing
Trigger
Source
Care delivery forms
Intake Form
Enrollment flow
Account action
Typeform
Follow-Up Session Check-In
2 days before each follow-up
Member event
Healthie
Reassessment Form
1 week before reassessment - months 3 and 6
Member event
Typeform
Year-in-Review Form
1 week before Year in Review - month 12
Member event
Typeform
Outcomes & feedback surveys
Health Outcomes Baseline
Week 0 - after onboarding call
Time-based
Typeform
Health Outcomes Survey
Months 3, 6, 9, 12
Time-based
Typeform
Satisfaction Survey
Months 3, 6, 9, 12
Time-based
Typeform
Exit Survey
After cancellation
Member event
Typeform
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.