Keep account context together.
Work with client accounts and member profiles, including linked program activity, benefits, communication, and portal access.
Platform / Connect
Accounts, teams & locations
Give the whole team a shared picture.
Engagement works better when the team can see the relationship behind it. Bring client accounts, program activity, portals, and operating permissions together as your practice grows.
Thoughtful tools. More connected relationships.
Coordinate the team.
Use staff roles and permissions, alongside the team-performance tools available to your practice.
Make room to expand.
Manage additional locations, with Enterprise administration for multi-practice networks, cross-practice reporting, and consolidated billing.
Illustrative workflow / Not customer results
A team member picks up the next conversation.
An example of how your team could use accounts, teams & locations in Avlo.
- 01
Open the relevant client account rather than a separate program spreadsheet.
- 02
Review the program, benefit, and communication context available to that role.
- 03
Complete the next action with the appropriate staff and practice permissions.
What you can follow
Make the activity visible.
Review account activity, program participation, staff access, and the reporting available for your practice or network.
Before you launch
Know what is involved.
Location, staff, and Enterprise capacity depend on your subscription and add-ons. Avlo supports business and engagement workflows; it does not replace your clinical EHR or treatment-booking system.
Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.
Review plans and requirementsBetter connected
One part of
a bigger platform.
Connect this capability with the rest of your client experience. You don't have to begin with a membership program.
Automations
Build event-driven journeys with conditions, waits, messages, actions, polls, and surveys.
Explore automationsAnalytics & intelligence
Connect practice reporting with trade-area, population, provider, and competitive research.
Explore analytics & intelligenceCommunications
Bring email, SMS, templates, notices, and client follow-up into the same workspace.
Explore communicationsYour next chapter
Beautiful care.
Extraordinary potential.
Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.