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
| Field | Description |
|---|---|
| Service | Which service the patient is enrolled in |
| Start Date | When enrollment began |
| Status | Active, paused, cancelled |
| Recurring Invoice Cadence | Billing frequency for this service |
| Trainer / Provider | Assigned staff member (for fitness/coaching services) |
| Patient | Linked 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
| Module | Relationship |
|---|---|
| Contacts | Each enrollment linked to a patient |
| Patient Plans | Plan defines what services are included |
| Invoices / Recurring Invoices | Billing generated from enrollment |
| Service Provider | Which provider covers this service |
| Bookings Services | Service 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