Ancillary provider guides
For clinics

Bringing an ancillary provider into your clinic

An independent practitioner — a massage therapist, say — running their own lane inside your clinic: their own calendar, services, prices and page, with the money settled between the two of you. Here is every screen, in order.

1

Ask Aperta Health to turn it on

Ancillary providers are switched on per clinic, by Aperta Health, on the clinic's own record. It is the one part of this that is not yours to do, and it is also the only part: once the switch is on, Aperta never manages the person.

  1. 1Tell Aperta Health who you are bringing in and what they do (one line is enough: "Lisa, massage therapy").
  2. 2Aperta opens your clinic's record and ticks Ancillary providers. The first version allows one practitioner per clinic.
  3. 3From here on everything is between you and them: the invite, the split, the schedule, and settling up.

Note: Their licensure, your agreement with them, and paying their share are your clinic's responsibility. Aperta's involvement is the switch.

2

Open Ancillary Providers

Once the switch is on, a new link appears in your Provider Tools. It lists your clinic, any invite you have out, and the lane of anyone who has accepted.

Dashboard
Schedule
Patients
Tasks
My Earnings
Ancillary Providers
Tap here
My Schedule
Share My Clinic
Ancillary Providers
Active Wellness Chiropractic
No ancillary providers yet. Invite one below.
  1. 1Sign in to the provider portal as you normally do.
  2. 2In the sidebar, under Provider Tools, tap Ancillary Providers.
  3. 3If the link is not there, the switch in step 1 has not been turned on yet.
3

Send the invite

The invite form asks for who they are, what they do, and the money terms. The two money fields are the whole agreement as the software understands it, so read them before you send.

  1. 1Enter their first name, last name and the email they will sign in with.
  2. 2What they do is the service kind — it is printed on their page, in their invite, and in every text a client gets ("your Massage Therapy with Lisa"). Keep it to the plain name of the service.
  3. 3Their share is the percentage of what their visits collect that is theirs. The default is 60.
  4. 4Who takes the client's payment decides the direction of settling up. Our clinic means clients pay at your desk and you owe them the share. They do means they take payment themselves and owe you the rest. You can flip this later.
  5. 5Tick the acknowledgement and tap Send invite. They receive an email with a link that works for 7 days; Resend and Withdraw sit beside the pending invite.

Note: The invite is the only way an ancillary login is ever created. Aperta's own provider and staff forms cannot make one.

4

What happens on their side

They set a password, accept the platform terms, and land in a portal of their own — not yours. Their page cannot go live until their setup is complete, so there is nothing half-built for a client to find.

Home
Schedule
My Hours
My Services
My Clients
Earnings
My Page
Their portal · Home
Before your page can go live
A few things are still missing:
  • your credential (e.g. LMT)
  • your license number
  • the state that issued your license
  • a photo
  • a short bio
  • your page address
  • at least one service
  • your weekly hours

Their Home page keeps this list until every item is in.

  1. 1They fill in My Page: credential, license number and state, a photo, a short bio, and the web address of their page (their slug, for example aperta.chiroshack.com/lisa-massage).
  2. 2They add their services with a length and one price, and set their weekly hours.
  3. 3The moment all of that is in, their page is live, an "Also at your clinic" card appears on your clinic's own page, and your patients see them on their portal dashboard.
  4. 4Point them at their own chapter of this guide — it walks them through each screen.

Note: They never see your roster, your patients' charts, or your schedule. Their portal holds only their own calendar, clients, notes and earnings.

5

Find their lane on your schedule

Their hours are a separate lane on your clinic's calendar. The ordinary "All providers" day is the clinical day and leaves them out, so their massage slots never look like open chiropractic time. Pick them in the provider dropdown to see their lane.

  1. 1Open Schedule and use the Provider dropdown at the top.
  2. 2Choose their name — it is tagged (ancillary) so it cannot be mistaken for a doctor.
  3. 3Their open hours fill the grid in the same way a doctor's do, and their booked visits appear on it. Switch back to your own calendar or All providers to leave their lane.
6

Book a client onto their lane

Your front desk can book them from the schedule exactly like any calendar: pick their lane, tap an open time, choose the client. The client's confirmation comes from your clinic, in massage wording, and any reply lands at your desk.

What the client's phone shows. The text leaves from your clinic's line.

  1. 1With their lane selected, tap an open time. The booking window opens with them as the provider.
  2. 2Choose the client (search the same way you book a patient) and their service. Their service length is the room the booking reserves.
  3. 3Leave Send confirmation ticked unless the client is standing there. The confirmation names you as the sender and them as an independent practitioner at your clinic.
  4. 4Clients can also book directly from the practitioner's page. They are told of each booking directly; your desk sees them on their lane, and Aperta's admins through their practice-wide watch.

Note: Their texts come from your clinic's line unless Aperta later buys them a number of their own. That is a feature: from the first message the client is in a conversation with your desk.

7

A massage visit on the schedule, and on the chart

Open one of their visits and you see their session note and what they recorded at checkout — not a chiropractic encounter. The patient's chart shows the same on the visit row. Their note is its own record and never appears among SOAP notes.

  1. 1Tap any of their visits on the schedule to open the detail panel.
  2. 2Their session note is read-only to you — they write it from their own portal.
  3. 3The charge they recorded is listed under their name on your Visit Report, so a day's takings still reconcile at the desk.
  4. 4Cancelling one of their visits from the schedule tells them directly; the client is not messaged by a staff cancel, so let them know as you would for any visit.
8

They check out their own visits — on your terminal

At the end of a massage they open the visit in their portal, record the amount and how it was paid, and the client pays at your desk. The card is swiped on your clinic's terminal; nothing moves through Aperta.

  1. 1They record the visit from their own Schedule page; the desk takes the payment.
  2. 2What they record is what the earnings figures read from, so a visit they forget to complete does not count until they do.
  3. 3If they take payment themselves instead, set Who takes payment to They do on their lane (step 10) and the direction of settling up flips.
9

Stats & earnings, and settling up

Each lane has a Stats & earnings panel: what their visits collected, their share, which way the money goes, and a month-by-month table. The figures are an estimate from the percentage you set; you settle on your own books, in whatever rhythm you agreed with them.

  1. 1On Ancillary Providers, tap Stats & earnings under their lane.
  2. 2Collected is what their completed visits recorded, after refunds; their share is that figure times the percentage.
  3. 3Owed to them (or They owe you, when they take payment) is the direction. Nothing here moves money — it is a statement you settle against.
  4. 4When you pay them (a check, a transfer, cash), record it under Settling up: the amount, the date and a note. The outstanding figure drops by that amount, and they see the same record on their Earnings page. Remove undoes a mistaken entry.
  5. 5The loop line says how many of their clients have since booked a chiropractic visit or joined membership. That is the reason to have them in the building.

Note: They see the same figures on their own Earnings page, worded from their side, so you are both reading one number.

10

Change the split, who collects, or pause the lane

The terms are editable on their lane whenever they change, and a lane can be paused without removing anything: their page goes dark, their card disappears, their hours stop surfacing, and their login stays so their earnings remain readable.

  1. 1Change the share percentage (it saves when you leave the box) or the collector on the lane. The new terms apply to the estimate from then on; the monthly table is figured from the percentage in force when you look at it, so note the date you changed it.
  2. 2Pause lane takes their page and their booking offline the same minute. Resume lane brings everything back as it was.
  3. 3A pause is the right tool for a leave of absence or a parting of ways; nothing is deleted either way.
11

What stays separate, on purpose

They are inside your clinic but not inside your practice. A few lines the software holds for you, so you never have to.

  1. 1They never see a chart, a SOAP note, your schedule or your patients. Their My Clients list holds only people who booked them.
  2. 2Their session notes are their own table, not SOAP notes. They never appear in clinical notes and your doctors' notes never appear to them.
  3. 3Your doctors are never listed on their page and they are never listed on the doctors' roster, the About page, or the network's pages. Their only public home is their page and the card on yours.
  4. 4The Aperta member rate does not apply to massage. Their page carries one price for everyone and says so; Ari says the same.
  5. 5A massage client who books a chiropractic visit from their page is tagged "Massage: Lisa" as their referral source, which is where the loop figures come from.

That is the whole of it

Aperta turns on the switch; you send one invite; they build their page; their lane appears on your schedule; you settle up from the stats. Send them the chapter written for their side so they know what each screen is for.

Questions?