Getting Started: Programs

The POC’s Programs Feature enables you to automatically distribute pre-loaded content to clients over a cadence of time. Content may include videos, quizzes, handouts, and surveys (with scoring capabilities). This tool is highly customizable to meet your particular workflow needs and can be used for delivering content, distributing e-mails and videos, and overall, building long-term relationships with your clients. 

Importantly, the programs feature within the POC enables your clients to access materials within their client portal, and also discover and enroll in programs that may be a fit for their health and wellness needs.  


  • Features of  Programs
  • Building an online program
  • Track program and client progress
  • Program notifications
  • Best practices for Programs
  • Additional resources

Features of Programs #

Programs enable you to build, compile, and distribute resources on a specific topic, to an audience of your choosing. The core tenant of a program is that it drips content out over the course of weeks and months, rather than sharing all information at once. Content in a program can include videos, e-mails, documents, surveys and quizzes, and links to external websites.

Programs can be used as lead generation tools (and given to clients for free), as a part of an encompassing online program, or as an add-on service that clients can purchase directly from you (and, via the POC). Clients appreciate receiving guidance over time, in digestible formats that enable them to build successful habits or achieve specific goals. Wellness programs can also be used to deliver branded programs, like the Diabetes Prevention Program.

Utilize the Programs feature to: 

  • Distribute videos, e-mails, documents, surveys over a cadence of time
  • Assign specific modules to specific courses
  • Set a start date or enable ongoing enrollment for a particular program
  • Track your clients’ progress as they complete a program
  • Run a Program’s Report to gain valuable insights into your program’s performance 
  • Tie Programs to Packages to sell as an add-on service you provide

Building an online program #

Here are some resources to help you begin building and running your online program. 

  • Creating a program
  • Adding clients to a program
  • Adding a video to your program
  • Tie your program into a package

Track program and client progress #

Launching a program allows you to help educate, and work with, several clients at once. Staying informed on your clients’ progress is important, so the POC has built-in tools to help you. 

Client Profile: 

Navigate to a client’s profile. By scrolling down, you’ll see a “Programs” section. This will tell you which programs your client is (or has) been enrolled in, as well as their current progress. Click the three dots to see actions you can take, including 

1. View Details: see a comprehensive report of your client’s progress through a program 

2. Nudge Client: send them an email notification reminding them to complete their next module. 

Learn more about tracking your client’s progress in a program in the knowledge center.

Program notifications  #

Want to receive more real-time notifications? Navigate to the Settings gear icon in the POC > Notifications. 

From here you’ll be able to adjust email and push notifications you receive on behalf of your clients. For Programs, you have the option of receiving updates when a client has completed a program module or an entire program. Simply check the box next to these notification settings if you’d like to receive an email. 

Best practices for Programs #

Programs can be used in a wide range of ways, depending on your business goals, and client-base. Here are some common ways other providers use Programs, that may be applicable for your business. 

1. Run a 12-week online group on a particular topic

e.g., a weight loss program: Every Tuesday at 7 pm, for 12 weeks, participants log onto the POC in a group video chat (via Zoom) and a provider will walk through a topic of interest (e.g., Mindful Eating). Following this live session, participants receive relevant handouts and a short quiz. At the culmination of a program, all participants receive a survey to rate their satisfaction. This data can then be aggregated 

2. Distribute content as part of a corporate wellness offering

Employees of a corporate wellness environment receive weekly videos on a particular topic, as well as a handout and short quiz. Once a month, employees participate in a group lunch and learn (virtual or in-person). Throughout the duration of a program, employees have access to POC’s client logging and messaging platform to build accountability and relationships with a provider. At the end of a program, data and outcomes can be aggregated to evaluate efficacy.

3. Provide reference material

Whether it’s content for a corporate wellness program, or a nutrition guide for a single client, the education tool is an excellent way to provide reference material. 

You don’t have to worry about your clients forgetting or misremembering your guidance. Your clients don’t have to worry about losing printed material. 

The scalability of this tool makes it an ideal way to distribute these kinds of materials to groups of all sizes.

4. Create bonus material for packages

Bonus materials are a highly effective way of adding value to your packages and setting yourself apart from the competition. 

This strategy makes your practice more marketable and enhances the level of care you provide. Having valuable material will boost client satisfaction and retention. 

5. Create an online course for sale 

Creating multiple revenue streams is an excellent way to stabilize your practice, especially if it’s still new. 

Selling a course through the education module is an excellent source of passive income and a way for you to provide care to as many people as possible. 

6. Distribute feedback surveys 

Feedback surveys are a great way to continually improve your practice and care. 

The information you receive will give you ideas for new services, ways you can improve, and insights into how your clients think. 

Additional resources #

Practitioner Support: Submit your questions through the form on the Support page HERE

POC Weekly Training: Join one of our weekly trainings to ask questions and work through settings. Link to upcoming events is also listed on the practitioner support page HERE

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