For practitioners using Practice Better, Healthie, SimplePractice, Jane, OptiMantra, Carepatron, Cliniko, Kalix, Power Diary, GoHighLevel, or spreadsheets.
Most platforms handle scheduling, notes, billing, and portals. The friction shows up when intake forms become too long, follow-ups are inconsistent, and client information has nowhere clean to go.
Custom intake, check-in, and follow-up workflows for practitioners who need cleaner client review, less copy/paste, and better handoff from form submission to care action.
Turn sprawling questionnaires into structured, branded intake paths with cleaner review sections and next-step routing.
Build check-ins for symptoms, supplements, protocols, readiness, adherence, labs reviewed, and follow-up timing.
Create PDF summaries, spreadsheet rows, CRM updates, and internal notifications so the form leads to action.
A focused engagement to map one messy client workflow, rebuild the intake or check-in structure, and define what happens after the form is submitted.
Review the current form, platform, bottleneck, and client journey.
Create a cleaner form, check-in, tracker, or summary path in FormsHQ.
Document the platform handoff, follow-up trigger, and next operational step.
DocTA Herbalist Dwight is a master herbalist, author, and systems builder. He was born into a Jamaican Maroon family tradition in the Blue Mountains, raised in the lineage of Queen Nanny, and began learning plants as a young child under his mother, Ivy, a living matriarch now 103. More than 65 years of botanical practice gave him the instinct he now brings to software: people do better when they have systems built around real life.
His wellness practice, Mayan Botanicals, exposed the gaps every small operator faces, including lost leads, messy intake, and follow-up that stalls. So he built the tools to close them. Through FormsHQ Inc in Atlanta he created FormsHQ, SETTEROS, SetterOS Cockpit, Fix It, CareFlow Setter, and DueSmart. Together with Mayan Botanicals, that makes seven companies forming one client journey with zero gaps.
He is also a published author across both of his worlds, natural wellness and practical AI for entrepreneurs:
Educational wellness support only. Individual results vary. Products, content, and protocols are not intended to diagnose, treat, cure, or prevent any disease.