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GrowthPractice dashboard

Practice management software for therapists, built for South Africa.

Wholistic is practice management software for therapists, psychologists and registered counsellors in South African private practice. It opens on one dashboard that shows today’s sessions, what needs doing and what you’re owed, and every other feature feeds into it. This is Growth, one of Wholistic’s three pillars, at its simplest: you see the practice as a business and not only as a diary.

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1 month completely free · then R68/month · every feature included

DemoPractice dashboard: a quick tour

  • Today timeline

    Today’s sessions in order, with a “Happening now” banner and a Join button for online sessions.

  • One To do list

    Booking requests, notes, invoices and claims in a single list, most urgent first.

  • Money at a glance

    What you collected this month and what is still owed to you.

  • Compliance in view

    CPD status and registration renewals appear before they become a problem.

01

What is practice management software?

It is the one system that holds your clients, diary, notes and billing, so you are not copying the same details between a calendar, a spreadsheet and a folder of documents. Most practice management software in South Africa is general medical software. Wholistic is psychology practice management software: it is built around sessions, clinical notes, couples work and medical aid claims for mental health practitioners.

  • Clients, bookings, notes and invoices in one place
  • Built for psychologists, registered counsellors and other independent practitioners
  • Anything you enter once carries across to every other feature
  • Works in a browser, with a phone layout for when you are away from your desk
App screenshotWhat is practice management software?

02

Your whole day on one screen

The dashboard starts with today. Sessions are listed in order, the one happening now is marked, and online sessions have a Join button. If any client is flagged as high risk, they are named at the top. When there are none, that block is not shown.

  • Today timeline with a “Happening now” banner
  • High-risk clients named at the top, only when there are any
  • A “Session starts in 10 min” bar on every page, with Join, client profile and calendar links
  • Quick buttons: New client, New note, New invoice, Add session
App screenshotYour whole day on one screen

03

One To do list, most urgent first

Admin in a private practice comes from several directions at once. Wholistic gathers all of it into one list and sorts it by urgency. Overdue items are shown in red.

  • Booking requests to answer
  • Sessions to write up
  • Draft invoices to send
  • Rejected, queried or short-paid claims, and claims with no response from the scheme
  • Clients to remind about payment
  • Intake forms awaiting signature
  • Notes and invoices you put aside for later
App screenshotOne To do list, most urgent first

04

Private practice management software that watches the business too

A side column keeps the business in view without opening a report. You see how much of the week is booked and how much is free, what has been collected this month and what is owed to you. Risk and progress trends show weekly averages across all your clients’ notes.

  • This week: booked and free time
  • Money: collected this month, and owed to you
  • CPD status alongside your registration renewals
  • Risk and progress trends built from your notes
App screenshotPrivate practice management software that watches the business too

05

Private practice software made for South Africa

If you have searched for practice management software in South Africa, you will know most options were written for another country or another profession. Wholistic works the way local private practice works, from medical aid claims to HPCSA registration dates.

  • Cash and medical aid invoices with ICD-10 and tariff codes
  • Renewal dates for HPCSA, BHF, indemnity and CIPC
  • South African public holidays kept off your booking page
  • Date of birth read from the South African ID number
App screenshotPrivate practice software made for South Africa

06

Set up in minutes, not weekends

New accounts open with a three-step getting-started card and a “Finish setting up” checklist. Each feature has its own two-minute guided setup, so you can start with bookings and add invoicing later.

  • Three-step getting-started card
  • “Finish setting up” checklist on the dashboard
  • A two-minute guided setup for each feature
  • Rates set once and used on invoices, your booking page, your website and the directory
App screenshotSet up in minutes, not weekends

The Growth pillar

Growth starts with seeing the whole practice

Most software shows you a calendar. Wholistic’s Growth pillar is about understanding the practice behind it: how full the week is, what has been collected, what is still owed and what is waiting on you. The dashboard puts that picture in front of you every morning, so decisions about your practice rest on what is true today.

Understand your practice, not just your calendar.

Reminders and messages

What gets sent, and what stays with you

The dashboard does not send anything to clients. It shows you what needs attention.

In-app, automatic

  • “Session with … starts in 10 min” bar on every page, with Join, client profile and calendar links
  • Registration renewals coming up or lapsed
  • CPD points about to lapse
  • A warning when Gmail isn’t connected, so you know client emails aren’t going out
  • Overdue To do items shown in red

Emails

  • None are sent from the dashboard itself.

Questions

Practice dashboard: common questions

Straight answers about what this feature does, and what it doesn’t.

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Is this practice management software for psychologists only?

No. Wholistic is practice management software for psychologists and equally practice management software for counsellors, including registered counsellors. Other independent health practitioners can use it too, by adding their own codes and rates.

What should the best practice management software for therapists do?

It should cut down double entry. Look for software where a booking leads to the intake form, the intake form creates the client file, the session leads to the note and the invoice, and all of it shows up in your reports. That connection is what Wholistic is built around.

Is Wholistic private practice software for South Africa specifically?

Yes. It is built around South African private practice: medical aid schemes, ICD-10 and tariff codes, HPCSA and BHF registrations, and local public holidays. Practitioners elsewhere can still use it and adjust codes and rates to suit.

What does it cost?

Your first 1 month is completely free, so you can test the software in your own practice. After that the founders price is R68 per month, and it includes every feature. There are no tiers and no add-ons.

Does it work on a phone?

Yes. Wholistic runs in your browser and has a phone layout, so you can check your day or join a session without a laptop.

Free resources

Templates and guides to use today

Free to download, with no sign-up. Use them in your practice whether or not you use Wholistic.

Guides

Care · Compliance · Growth

Every feature, under three pillars

Enter it once. Use it everywhere. Each part of Wholistic feeds the others, so nothing is typed twice.

Free trial

Understand your private practice.

Be one of the first practitioners on Wholistic. Your first 1 month is completely free, so you can test the software in your own practice — then it’s the founders price of R68/month, with every feature included.

Start 1 month free trial
  • 1 month completely free
  • Built around South African private practice
  • Built by practitioners
  • Every feature included