IV therapy clinic software for everything outside the chair.

Clinical vs operations

Do you need an IV therapy EMR, a CRM, or both?

Most vendors that rank for "IV therapy software," such as PatientNow and Pabau, sell an EMR with practice management attached: IV-specific charting, treatment protocols, consent tied to the treatment, and inventory. If you are starting from nothing and want one clinical system, that's the category to evaluate.

Many IV hydration businesses, especially groups and franchises, already have the clinical side covered by a medical director's preferred system. What they lack is the layer around it:

• Ad leads from Meta and Google that nobody follows up on within the hour.
• Walk-in and online bookings spread across calendars, with intake forms still on paper or clipboards.
• Bags, vials and supplies counted by hand at the end of the week.
• Location managers emailing HQ about broken equipment, price changes and new menu items, with no record of what was asked or resolved.

JBMOnboard360 handles that layer. Clinical charting, medical orders and anything a licensed clinician must document stay in your clinical system.

Inventory

IV therapy inventory: tracking supplies against visits

Supply cost is one of the few numbers an IV lounge controls directly, and counting at the end of the week hides waste. In JBMOnboard360 each service can have a list of consumables with the quantity a visit normally uses. When a visit is recorded, staff confirm or adjust what was actually used, in units, millilitres or milligrams, and stock moves are logged. The reorder list shows items below their minimum at each location.

Two caveats. This is operational stock tracking, not a pharmacy or controlled-substance log. And it records what your clinical team tells it; it does not decide what anyone receives.

Intake forms, consent and the BAA

Health questionnaires and consent forms count as protected health information for HIPAA-covered practices. JBMOnboard360 includes a Business Associate Agreement on every plan, and US customer data is hosted on AWS in the United States. Forms can be built for your menu, sent as a link or opened from a QR code at the front desk. If your medical director requires a good-faith exam or clinical sign-off before treatment, that record belongs in your clinical system. See HIPAA compliant intake forms.

WhatsApp for enquiries, never health information

If your clients message you on WhatsApp, the AI concierge answers general questions from your knowledge base (menu, prices, hours, parking, how long a visit takes) and books a callback. It is a WhatsApp AI receptionist, not calls: it does not answer your phone or send SMS. WhatsApp is not covered by a BAA, so the concierge is for general questions only, and Meta has paused WhatsApp marketing messages to US numbers since April 2025, so there are no promotional broadcasts. More on whether WhatsApp is HIPAA compliant.

Price

IV therapy clinic software pricing

Business is $399 per location per month billed annually ($499 monthly), with unlimited users, the help desk, WhatsApp concierge and lead inbox. Professional is $79 per user per month billed annually ($99 monthly) for records, scheduling, invoicing, forms, team chat and AI meeting summaries. Groups and franchises with 10 or more locations start at $349 per location on Enterprise, billed annually, with HQ help desk seats and data migration included. See the pricing table and the worked costs in wellness franchise software.