No health intake on file. Click Edit Intake or send the client a link to complete their intake form.
Guardian / Parent (Client under 18)
Health Intake Form
▾
Comprehensive intake for chiro, physio, massage, OT, counselling & more. Fill in-clinic or send client a link.
Personal Information
Primary Complaint
Medical History
Lifestyle
Treatment History & Goals
Prepaid Package
Memberships
Insurance Policies
No insurance policies on file.
This client has an active prepaid package. Package sessions will use Courtesy Billing (patient reimbursement). Direct billing available for non-package sessions.
Add Insurance Policy
eClaims Consent on file — —
Appointments
No appointments found
Session Notes
No notes recorded yet
Payment & Invoice History
No payment records found
Treatment Plan
Uses ~4x more tokens than a SOAP note. Best for complex cases.
No treatment plan yet. Create one to track diagnosis, goals, and progress.
Upload a CSV or Excel file with your existing client list. The importer will map your columns automatically.
Drop your file here or click to browse
Supports .csv, .xlsx, .xls, and .tsv files
Expected Columns
Required: First Name, Last Name Optional: Email, Street, City, Province, Postal Code, Session Type Rates, Waiver (yes/no), Notes Column headers are matched flexibly — "Given Name" or "First" both work for First Name. Rate columns match your configured session types.
file.csv— 0 rows found
Column Mapping
Preview (first 5 rows)
Import Complete!
Assign Membership
Payment Method
Card on file
New Membership Plan
$
Checkout
Outstanding Payments
Track pending e-transfers, invoices, and unpaid packages.
Awaiting Payment
Failed Renewals
No membership issues.
All memberships are active.
Practitioners
Add and manage your staff members, roles, and access levels.
Define the types of sessions your studio offers (1–15 types). Set each type's default price and appointment slot length — these apply to both internal calendar bookings and external online client bookings. Client-specific rates can override the default price. Check 2+ Clients to allow multiple clients (up to 16) to sign up for a single session.
Client Pricing Mode
Controls whether sessions are billed at the session type's default rate for everyone, or whether individual clients can have custom rates set on their profile.
Switching to session type pricing will clear all individual client rates. Each client will then use the session type default price. This cannot be undone automatically.
Rooms & Equipment
Add the rooms and equipment your practice uses. Each resource gets its own slot in the booking dropdown and cannot be double-booked. You can mix rooms and equipment freely, or use just one type. Completely optional — leave any slots blank that you don't need.
Enable resource selection
A dropdown appears on booking forms so staff can assign a room or piece of equipment to each session.
0 of 6 used
Click Room or Equipment on any slot to set its type. Leave slots blank if you don't need them. Resources cannot be double-booked — the calendar checks automatically.
Location Management
Manage your practice locations. Each location has its own practitioners, schedules, session types, and settings. Clients are shared across all locations.
Your Locations
New Location
Subscription: Multi-location billing is consolidated. Adding locations may affect your subscription rate — contact [email protected] to update your billing. To remove a location from billing, use the Cancel Location option in Subscription & Billing.
Define your studio's cancellation window and how late cancellations and no-shows are handled.
This applies to both prepaid packages and single-session clients.
Enable cancellation policy enforcement
Cancellations within the notice window will prompt staff to charge the client or waive the fee.
Clients who cancel before this window won't be charged.
What happens when a client cancels late or doesn't show up.
Treat no-shows the same as late cancellations
When off, no-shows are always charged the full session rate regardless of the late cancel action above.
Staff always has the option to waive charges
When cancelling or marking no-show/late-cancel, staff will be given the choice to charge or waive the fee.
This allows discretion for emergencies, accidents, or other circumstances at your studio's discretion.
Payment & Prepaid Settings
Require prepayment to book
When on, clients without an active package must pay before their booking is confirmed. When off, payment is collected on the day of the visit.
What to offer clients who need to pay
Only packages compatible with the session type being booked will be shown.
Staff booking options
Allow staff to bypass prepayment
Staff can book a client who has no package and choose what action to take.
Allow "Collect on session day" option
Staff can defer payment entirely. Session is flagged Payment Deferred. Turn off for strict prepayment-only clinics.
Payment at time of visit options
Auto-prompt payment when session is completed
When staff marks a session complete, the payment panel opens automatically so nothing slips through.
Offer package purchase at time of payment
Staff can offer clients a package deal when collecting payment — client pays the package price and remaining sessions are added to their profile.
Allow clients to purchase packages online
Clients can buy a package during online booking even if prepayment is not required (e.g. a 10-session bundle for a discount).
Prepaid Packages
Set up up to 12 prepaid packages. Each package includes a set number of sessions at a fixed price, valid for a specific time period. Assign packages to clients from their profile.
Edit Package
from date of purchase
Membership Plans
Create recurring monthly plans to assign to clients.
Liability Waiver
Configure how your practice collects liability waivers from clients. You can send a digital signing link or track paper waivers manually.
Enable Digital Waivers
Send clients a unique signing link instead of collecting paper forms
This text is shown to clients when they open the signing link
Auto-send on Add Client
Email waiver link when a new client is created
Warn if Unsigned at Booking
Show alert when booking a client without a signed waiver
Waiver Status Overview
Digital waivers are off. A manual "Waiver on File" checkbox will appear on each client profile for paper-based tracking. Toggle digital waivers on above to send signing links.
Notes & Body Chart
Body chart mode
Choose which body chart to include in session notes. The Simple chart lets you click anywhere on four body views to place pain markers. The Clinical version uses 41 anatomical zones with 0–9 severity scoring and per-zone notes — including a full Spine view (Cervical, Thoracic, Lumbar, Sacrum, Pelvis) — ideal for detailed assessments and AI analysis with MyoMind.
Enable treatment plans
Add treatment plan tracking to client profiles — diagnosis, goals, interventions, progress, and milestones. Ideal for physio, RMT, chiro, and rehab practitioners.
Connect a video conferencing provider to automatically generate meeting links for virtual sessions.
Virtual Sessions
Enable virtual sessions to offer video appointments alongside in-person visits. When booking, staff can choose in-person or virtual — a meeting link is auto-generated and included in the confirmation email.
Enable Virtual Sessions
Show in-person/virtual toggle when booking sessions
Connected Providers
Google Meet
Automatically generates a Google Meet link for each virtual session.
Connected as
Zoom
Automatically generates a Zoom link for each virtual session.
Connected as
Default Provider
PHIPA Note: Ensure your Zoom or Google Workspace account has a signed BAA before conducting clinical sessions virtually. Both platforms support HIPAA/PHIPA compliance on qualifying plans.
TELUS eClaims — Insurance Billing
Direct-bill Canadian insurers on behalf of your clients. Free from TELUS Health. Claims submitted via HL7 messaging standards.
Enable Insurance Billing
Show insurance fields on profiles, claim panel on sessions, and Claims Dashboard
Linked Providers
No providers linked yet. Link a practitioner to start submitting claims.
Default Billing Mode
When a prepaid package is detected on a session, MyoMesh auto-switches to Courtesy Billing.
PHIPA: All claim data transmitted via HL7 standards. Written patient consent required before first claim. One claim per treatment type per day enforced. Cannot direct-bill for future visits.
Mailchimp — Client Campaigns
Sync your client list to Mailchimp and send targeted campaigns based on follow-up status, session type, and package data.
Enable Mailchimp Sync
Auto-sync clients and show campaign tools in the Clients tab
Connected — Audience: — · 0 contacts synced
Tags synced: session type, last visit date, follow-up status, package status. Sync runs on client create/update.
Send automatic appointment reminders, booking confirmations, and cancellation notices directly to clients. Uses your connected AWS SES (email) and AWS SNS (SMS) via Firebase Cloud Functions.
Configure when and how SMS text messages are sent to your clients. Unlimited SMS appointment reminders are included in your plan at no extra charge.
SMS Notification Settings
Appointment Reminders
Send SMS reminder before appointments
Booking Confirmations
Text client when a session is booked
Cancellation Notices
Notify client when a session is cancelled
Unlimited SMS appointment reminders are included in your MyoMesh subscription. Configure your notification settings above.
Website Integration
NEW
Embed a booking widget directly on your website. New clients register and wait for your approval — returning clients book directly. Manage your API keys, embed code, widget theme, and platform setup guides.
Opens in a new page — embed snippets, theme options, platform guides, and full API reference.
Auto-Logout Duration
Automatically log out staff after a period of inactivity to protect client health records. Activity like mouse movement, typing, or scrolling resets the timer.
Your device's own lock screen and password are your first line of defence. This timeout is an additional safeguard for shared or unattended computers.
Access & Audit Log
PHIPA-compliant audit trail of all access to client health records. Every view, edit, export, and deletion is logged with timestamps, user identity, and field-level change details.
Required under Ontario's Personal Health Information Protection Act (PHIPA) for all Health Information Custodians using electronic records. Logs are retained for 10 years.
0
Total Events
0
Views
0
Edits
0
Deletes/Exports
Timestamp
User
Action
Client
Details
Showing 0 events
My Profile
Your name and email as they appear across MyoMesh — in calendar invites, receipts, and session notes.
Email cannot be changed directly. To update your email, ask your practice owner to pause your account and send a new invitation to your updated email address.
Name
Email
Owner changes require verification
To update the account owner's name or email, please send an email to
[email protected]
with the subject line "Owner update/change request". We'll verify your identity and process the change.
Practice Setup
Configure your practice using the Settings panels. The dashboard banner tracks your progress.
Client Data Management
Import clients from a CSV or Excel file, or export your current client list for backup or migration.
0 clients currently in your system.
Individual Client Data Export
Download a complete record for any client including their demographics, session history, clinical notes, body charts, invoices, and audit trail. Use this for patient record requests, care transfers, or regulatory inquiries.
Open any client's profile and click Download Complete Record in the top-right corner.
Full Organization Data Export
Download everything — all clients, sessions, notes, invoices, audit logs, and settings in a single JSON file. Recommended before closing your account or for complete backup.
Delete Account Data
Request permanent deletion of all client records, sessions, clinical notes, invoices, staff accounts, and settings. Only the account owner can initiate this.
PHIPA Compliance: Your audit log is retained as required by Ontario's Personal Health Information Protection Act. After deletion, you can still log in to view and export your compliance records.
Deletion Scheduled
We strongly recommend downloading a full data export before requesting deletion.
13% HST is applied to all charges and shown on your Stripe invoice
13%
HST
SMS Reminders
Unlimited SMS included in your plan
Appointment reminders, booking confirmations, and cancellation notices are sent automatically at no extra charge. SMS is bundled into every MyoMesh plan — there's nothing extra to subscribe to.
SMS Sent This Month
Resets on the 1st of each month
—
Cancel individual locations using the location cards in the plan breakdown above. Per-location cancellations follow a 30-day notice period. The section below cancels your entire account.
Cancel Subscription
Cancel any time. Your account stays active until the end of your current billing period. No further charges after that. You can undo a cancellation at any time before your access ends.
Multi-location impact: Cancelling will end access for all locations and all practitioners across your organization. Make sure to export data from each location before cancelling.
Trial cancellation is immediate. You will lose access to all features straight away. You'll have 30 days to download your data. To regain access you must subscribe to a paid plan.
Cooldown: After cancelling, you cannot start a new free trial for 3 months. If you need an exception, email Hello@myomesh.com
Cancellation Scheduled
Before you cancel: Export your client data, session notes, and records from Settings → Client Data Management. After your subscription ends, you can request account data deletion from the same page. Your audit log will be retained per PHIPA requirements.
Pre-visit briefs — a plain-English summary of each client's history, what to focus on, and good questions to ask.
AI note scribe — speak or type what happened and MyoMind formats a complete SOAP note automatically.
Progress & trend analysis — spot plateaus, improving patterns, and compliance issues across client history.
Up to ${mmQueryCap || 300} queries/month — use MyoMind as much as you need.
Cancel any time. 13% HST applied at checkout.
MYOMINDAI Intelligence
Your session intelligence assistant
Who are you seeing?
Before Session
Notes
Trends
Homework
Setup
Select a client to begin
Choose who you're seeing and MyoMind will prepare everything you need before you walk in — including a visit frequency check.
Reading through their history…
Checking visit frequency
Select a client first
Tell MyoMind what happened in the session — in your own words. It handles the formatting.
Just describe what happened — as much or as little detail as you like.
Even a few sentences is enough. MyoMind knows your practice protocols and will format accordingly.
Formatting your session notes…
Select a client to see trends
MyoMind will analyse all sessions and tell you what's working, what's stalled, and what to watch for.
For insurers, referring physicians, or the client
Generating progress letter…
Looking for patterns across all sessions…
Select a client to create homework
Summarise what you worked on and MyoMind will generate a personalised homework plan your client can follow at home.
Describe what you worked on this session. MyoMind will create a client-friendly homework plan with exercises and lifestyle tips.
Building a homework plan...
Evidence & Knowledge Sources
Control where MyoMind draws its clinical knowledge from. Restricting to peer-reviewed sources keeps advice grounded in evidence rather than general internet content.
Peer-reviewed journals
PubMed, Cochrane, clinical guidelines
Clinical guidelines
APA, WHO, national body guidelines
Medical textbooks
Established reference texts
General web
Broader content — less filtered
Including general web sources means MyoMind may draw from non-peer-reviewed content. For clinical advice, we recommend sticking to journals and guidelines.
Your clinic's treatment protocols
The AI reads these every time it generates anything. The more you fill in, the more MyoMind sounds like it was trained specifically for your clinic.
Treatment approach & philosophy
How your clinic likes to treat
›
Shapes how the AI describes your approach in notes and what it prioritises in briefs.
Saved
Visit frequency guidelines
How often conditions should be seen, and what gaps to flag
›
Used to evaluate whether a client's attendance is on track — highlighted in every pre-visit brief.
Saved
Red flags & referral criteria
What to escalate, when to refer out
›
The AI checks client histories against these and flags them in pre-visit briefs when relevant.
Saved
Home exercise & self-care protocols
Standard programmes you assign
›
When notes mention home exercises, the AI factors in your protocols when writing notes and suggestions.
Saved
AI Connection
MyoMind AI
MyoMind uses AI to power clinical intelligence features. Your data is processed securely and is never used for AI training.
Query Usage This MonthLoading…
MyoMind Subscription
Loading subscription info…
Privacy & your data
Session notes, client histories, and your treatment protocols are sent to the AI service to generate summaries — this is what makes MyoMind feel clinic-specific. All AI queries are processed securely through MyoMesh's server-side proxy and your data is never used to train AI models.
Always review AI-generated notes before saving. MyoMind is a clinical assistant, not a replacement for your judgment.
