Enrolled Services

Domain: Clinical Care | Type: Custom (active)

Full reference: CRM Modules Guide


What is it?

Active subscription/service-enrollment ledger per patient. Tracks what services a patient is enrolled in, the recurring invoice cadence, and trainer assignment.


What It Tracks

FieldDescription
ServiceWhich service the patient is enrolled in
Start DateWhen enrollment began
StatusActive, paused, cancelled
Recurring Invoice CadenceBilling frequency for this service
Trainer / ProviderAssigned staff member (for fitness/coaching services)
PatientLinked Contact record

Services Available

ThriveLab offers multiple service lines that can be enrolled:

  • Hormone Imbalance / BHRT
  • Weight Loss (WOS)
  • Peptides
  • Nutrition Coaching
  • Virtual Primary Care
  • Fitness Training (via Fitnes_and_Training module)
  • Stem Cell / Longevity (separate module: Longevity Installments)

Relationship to Other Modules

ModuleRelationship
ContactsEach enrollment linked to a patient
Patient PlansPlan defines what services are included
Invoices / Recurring InvoicesBilling generated from enrollment
Service ProviderWhich provider covers this service
Bookings ServicesService catalog with scheduling parameters

Services_x_Contacts vs Enrolled Services

Two similar modules exist:

  • Services_x_Contacts — Junction module connecting patients to Service_Provider rows (enables per-patient booking links)
  • Enrolled Services — Active subscription ledger with billing cadence

They serve different purposes: Services_x_Contacts manages booking eligibility, Enrolled Services manages the active subscription lifecycle.


Full reference: CRM Modules Guide