This is what your patients see: your logo, colours, name and contact on every report, app and letter. You can change it any time.
New here? Watch the walkthrough first
A quick tour of the dashboard and the patient app, so the rest of this page makes sense.
How the dashboard works (quick read)
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Your dashboard runs each patient one at a time, from their first report to graduation. Pick a patient on the left, and every tab on the right is about that patient. Prefer to watch? The video above covers the same ground.
Getting set up
Connect Cliniko (optional, Pro). Link your Cliniko once and the dashboard can pull a patient's consult note, imaging and intake, and auto-draft first-visit letters. You can run everything without it.
Add your patients.Import your existing list from Cliniko in one go, or + Add a patient by hand (name, program, start date).
The tabs
Overview — progress, session log, Score trend, and any flags for the selected patient.
Score — start a review. Five markers, 0 to 20 each, total 100, graduate at 80. Pull from Cliniko pre-fills what it can; you can type or change any score.
Report — builds the patient's Report of Findings (goal, starting score, findings, plan, pricing). Pick the pathway, then share it.
Details — the patient's record: name, condition, program, and their Cliniko patient ID (the one link to their Cliniko record).
Messages — a two-way line with the patient through their app.
Letters — draft a first-visit summary, GP care plan, WorkCover or NDIS letter. Pull from Cliniko brings the note, imaging and intake. Review, then copy or download a branded PDF. Draft only, nothing sends on its own.
Giving a patient the app
Open a patient and use Copy app link (or send it to their in-app inbox). The link is unique to that patient and carries your branding. They open it once and add it to their home screen.
No gym? No problem
You don't need a rehab gym to run this. The program works at home: the app shows a home alternative for the exercises, so a patient only needs resistance bands and a dumbbell or kettlebell. The gym versions are there for when you have the equipment.
Your clinic
Shown on reports and the patient app (e.g. "Align Spine Clinic").
Used in the score label, e.g. "Align" becomes "Align Score".
Practitioner & contact
Program name
Default "Rebuild". Whatever you set shows in the patient app (e.g. "Restore").
Colours
Logo
PNG or SVG. We resize it automatically. Leave blank to use your clinic name as a wordmark.
preview
Report: program & pricing optional
Fills the plan, inclusions and pricing on the patient report (ROF). Leave the pricing blank and the report simply hides the pricing slide, no half-finished prices ever show a patient.
Your Stripe/checkout link. The "Pay upfront" button opens this. Leave blank to hide that button.
The pathways you offer, shown as a dropdown on each patient's report. e.g. "Decompression, Chiro" or "Rehab, Pilates, Clinical". Leave blank for Decompression, Chiro.
Score rubric optional
Five markers, each out of 20. They add up to a score out of 100, and 80 is the graduation goal.
We boil the whole assessment down to one number because it is easy to understand, easy to track, and gives the patient something to watch climb, which lifts retention. You choose what to measure, and scoring is simple: the better they do, the closer to 20 (a solid but not maximal back extension might be a 12).
Optional. The Score shows on the patient's report and in their app; nothing else in the Stack depends on it, so you can skip this section entirely.
Your Shift clinical rubric is loaded by default. Switch it here: Simple for plain 0 to 20 bands, VALD for dynamometry, or Blank to build your own.
Every field below is pre-filled from the preset you picked. Leave it, reword it, or change a number.
Lumbar markers
Cervical markers
Using Pull from Cliniko? Write the markers into your treatment note, labelled M1 to M5.
The pull reads your three most recent Cliniko treatment notes and the patient's latest intake form. It only picks up a marker that is written out explicitly, and it never guesses. If a marker isn't in the note, its box stays empty for you to fill in. For example, in your Cliniko note:
M1 Back extension: 22/30 reps
M2 Hip extension (VALD): 28% BW weaker side, 16/20
M3 TSK-11: 30/44 (or: M3 Confidence: 12/20)
M4 Slump: negative bilaterally
M5 Side bridge: L 45s / R 38s
NRS 6/10 · ODI 34%
On the Shift clinical rubric (lumbar) the pull turns M1, M3, M4 and M5 raw readings into a /20 score automatically. For M2, for cervical patients, and on any Simple or custom rubric, write the score itself, e.g. M3 14/20. Changing the rubric after you've scored patients starts a fresh baseline.
M3 movement confidence: two ways to have it scored for you
TSK-11 on your Cliniko intake form (auto-calculated). Add the 11 TSK-11 questions to your intake form as their own section with TSK-11 in the section title. Make each question a single choice with the number in every option, e.g. 1 Strongly disagree · 2 Disagree · 3 Agree · 4 Strongly agree. When you press Pull from Cliniko, the Stack adds up the answers (11 to 44) and converts them to M3 out of 20. No reading or interpreting needed. It needs at least 8 of the 11 answered.
Or a 1 to 20 rating, asked during the history. Ask: “How confident do you feel moving right now, from 1 to 20? 1 = it feels fragile, 20 = I feel like I could do anything.” Write it in your treatment note as M3 Confidence: 12/20, and that number becomes the score. You can also put this question on your intake form; include “1 to 20” in the question wording so it's recognised.
If both are present, the TSK-11 is used. Pick one per patient and stick with it, so their reviews compare like for like.