Serevance.AI
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A group wellness session in a bright practice room

Every Step of Client Care, Connected in One Place.

start your journey

Serevance.AI helps you manage every client from their first enquiry to their follow-up. It handles forms, documents, appointments, reminders and progress updates in one place. AI reads and organises client information, finds missing details and prepares recommendations for staff review. Finally, it brings everything together into one clear client journey, ready for your team to manage.

see how it works
central view

Every step of the journey, held in one central view.

Serevance.AI — dashboard

89%

less manual work

96%

fewer missed details

14+ hrs

saved per week

3×

without extra hiring

The Nestack Healthcare Suite

Built for every corner of modern healthcare & wellness.

Care moves differently in every clinical setting, with unique practitioner workflows, client journeys, notes, and documentation standards. Explore our purpose-built AI platforms designed for each care vertical.

A patient at home going through a care plan together with a family member
Digital Health & Virtual Care
Qevarynth AI
Digital health operators
Two clinicians reviewing outpatient operations and diagnostic records together
Outpatient & Ambulatory Care
Tamvoriq AI
Outpatient specialty clinics
Caring moment with a senior resident in an assisted living community
Senior Living & Memory Care
Elyqentra AI
Assisted living & CCRCs

The entire journey, from intake to outcome.

Serevance.AI connects your entire practice, from the first booking to the final progress report. Each module manages an important step in the client journey, keeping everything simple and clear. This helps your team work faster, focus entirely on care, and ensures no important detail is ever missed.

Serevance.AI — Client Intake and Onboarding dashboard
Client Intake and Onboarding

Transform intake responses into structured profiles and flag missing details.

Simplify how you collect and review client information before their first visit. Once a client submits their intake forms, the AI instantly reads the data, extracts their wellness history, and organizes uploaded documents.

A complete profile is automatically built, checking for missing details like an emergency contact or unclear answers. By flagging exactly what needs follow-up, your team saves hours of manual review and is always prepared for the appointment.

Serevance.AI — Scheduling & Activity dashboard
Scheduling & Activity

Automate scheduling and avoid double-bookings.

Managing your practice calendar has never been easier. Our intelligent assistant works behind the scenes to match client needs with the right provider, service duration, and open time slots.

Every appointment is instantly organized while the system continuously monitors for overlaps, flagging any conflicts so you can resolve them quickly. With these tasks automated, your team reclaims their time and keeps the entire week running smoothly.

A hot-stone treatment laid out with orchids

Stress-Free Treatments

Clients arrive ready to relax because all intake forms and checks are handled before their visit.

A practitioner working with a client in a bright, quiet room

Prepared Practitioners

Your staff gets a complete view of the client's history and goals before the session even begins.

A small group holding tree pose on a misty beach

Effortless Group Classes

Schedules, waitlists, and class capacities are all managed automatically without any manual effort.

Serevance.AI — Session and Activity Management dashboard
Session and Activity Management

Automatically track every session detail in one place.

Effortlessly handle everything that happens during a client visit in real-time. As the session takes place, our AI automatically logs staff notes, completed activities, and live device readings.

Behind the scenes, every entry is checked to make sure no details fall through the cracks. Once the session is complete, the system prepares an organized record for your review. This process saves time and guarantees all client records remain accurate and up-to-date.

Serevance.AI — Personalized Plans dashboard
Personalized Plans

Instantly build care plans tailored to each client.

Creating customized care plans for your clients is now completely effortless. Our AI automatically reviews the client's past sessions, goals, and progress to suggest the most effective activities for them.

A fit score is calculated for every suggestion, alongside checks for any conflicts with your practice rules. Ultimately, it prepares a complete draft for you to review and approve, ensuring every client gets a plan perfectly matched to their needs.

Serevance.AI — Progress & Follow-up dashboard
Progress & Follow-up

Track client progress and automate follow-ups.

Gain clear visibility into how your clients are doing over time. Our AI automatically compares new session notes and device data against past records to measure true progress, instantly spotting whether a client is improving, unchanged, or facing delays.

From there, it drafts a complete progress report and assigns targeted follow-up tasks directly to your team. This proactive approach ensures nothing is missed and keeps your client care moving forward without a hitch.

Serevance.AI — Content Knowledge dashboard
Content Knowledge

Say it once, and let it be said properly everywhere.

Consolidate all your practice guidelines, FAQs, and policies into one central hub. When you write and approve a piece of guidance, our AI automatically learns it and applies it consistently everywhere.

That approved content is then used to accurately answer client questions, update portal FAQs, and send automated pre-visit reminders. The result is that every client gets the right answer instantly, sparing your team from repeating themselves.

traditional saas vs serevance.ai

Don’t settle for the AI your software chose.

Most platforms ship one model and you work inside its limits. Serevance.AI puts an orchestration layer between the workflow and the model, so each step of client care runs on the intelligence that suits it.

traditional saas
Built-in
AI

One model, one pass, and no step you can point somewhere else.

You work within its limits.

serevance.ai — routed workflow
01

Read every intake form

Layout-aware OCR keeps multi-page health histories and scanned consent forms intact, where a general model flattens them into a wall of text.

Mistraldocument ocr
02

Match a request to the right slot

A fine-tuned classifier reads service type, duration and provider skill before anything is written to the calendar.

Hugging Faceinference providers
03

Log what happened in the session

Long context holds the whole visit, so a device reading at minute five still binds to the practitioner's note at minute forty.

Geminilong context
04

Draft a plan from the evidence

Structured reasoning over past sessions, goals and practice rules, returned against a strict schema your team reviews before it reaches a client.

Claudestructured reasoning
05

Compare progress against the record

The longitudinal health record is the most sensitive data you hold, so an open-weight model can run this step inside your own environment.

Llamaprivate deployment
06

Answer from approved guidance

Embeddings find the right approved passage, and a retrieval-tuned model writes the answer with the source it came from.

Cohereembed & rerank
one structured client recordevery module · one thread · practice-wide view

Note: Model names and marks are the property of their owners and appear here to say which APIs a workflow step can be routed to. No endorsement or partnership is implied.

how it works

Getting started is quieter than you expect. 

  1. 01

    Connect your existing data

    Import the forms, spreadsheets and calendars you already use. The AI reads everything, from scanned documents to handwritten notes, and builds an organised profile for every client.

  2. 02

    Automate scheduling and care plans

    Your availability is matched against what each client needs, and conflicts in their history are flagged before anything reaches the calendar. A care plan arrives drafted, for you to approve.

  3. 03

    Track progress effortlessly

    After each session the record updates itself: documents filed, progress measured against past visits, and follow-ups drafted and assigned to your team.

what we are held to

Care carries duties.
We hold every one.

A wellness practice is answerable for the records it keeps, the reminders it sends and the people it must not leave behind. Serevance.AI is built to the standards below, so the work those duties create is handled quietly in the background of your day.

  • HIPAA

    Health Insurance Portability and Accountability Act

    Sets how protected health information must be kept private and secure; client records, intake forms and session notes are handled to its Privacy and Security Rules.

  • HITECH

    Health Information Technology for Economic and Clinical Health Act

    Extends HIPAA with mandatory breach notification and audit duties; every record access is logged so a disclosure can be reconstructed and reported on time.

  • TCPA

    Telephone Consumer Protection Act

    Governs consent for automated appointment reminders by call or text; scheduling captures, stores and honours each client's opt-in and opt-out.

  • WCAG 2.1 AA

    Web Content Accessibility Guidelines 2.1, Level AA

    The accessibility bar for client-facing booking and intake; contrast, keyboard operation and screen-reader labelling are built to Level AA throughout.

Note: Serevance.AI is not a certification and does not make your practice compliant. These are standards the platform supports operationally: it captures the consent, logs the access and retains the records your own privacy, security and accessibility obligations depend on. Conformance assessment, audit and certification remain yours.

ADD-ONS

Add the hardware your workflow needs.

Everyday kit your clients already own or can afford. Each one feeds a module in Serevance.AI, so the weeks between appointments arrive on your dashboard as readings rather than recollection.

Bluetooth blood pressure monitor

Bluetooth blood pressure monitor

Any upper-arm cuff implementing the standard Bluetooth Blood Pressure Service pairs directly, so systolic, diastolic and pulse reach Progress & Follow-up without anyone typing them in.

Activity and sleep tracker

Activity and sleep tracker

Mainstream wrist trackers keep their data closed over Bluetooth, so these connect through the vendor's health API or the client's phone health platform. Steps, resting heart rate and sleep feed Personalized Plans.

Bluetooth pulse oximeter

Bluetooth pulse oximeter

A fingertip clip implementing the Bluetooth Pulse Oximeter Service streams SpO2 and pulse into Session and Activity Management. Display-only units carry no radio and cannot be integrated.

Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

our prices

Support that fits your practice.

A first conversation is often just that — a conversation. From there it is one plan at one price, whichever threads of your practice you hand to Serevance.AI. No per-seat maths, no tiers to decode.

Note: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
the whole practice
$200/mo

Starting at $200/mo — every module, every practitioner, billed monthly.

  • client onboarding
  • scheduling optimization
  • personalized recommendations
  • progress reporting
  • document processing
  • inquiry triage bots
  • content knowledge automation
Know more

Nothing is locked in. Move at the pace your practice moves — change or pause whenever it suits you.

onboarding

What your onboarding fee covers

A one-time setup that gets your practice fully live before your first monthly cycle — we import your client records and appointment history, connect the calendar, intake and messaging you already run on, and tune every Serevance.AI module to the way your practitioners actually work.

how it runs

Two ways to run Serevance.AI — same platform, same monthly subscription. Only the onboarding may differ by your requirements.

Cloud (SaaS)

Runs in Nestack's managed cloud — the fastest way to go live. We handle hosting, updates and scaling so your practice logs in and starts working.

Private / self-hosted

The same Serevance platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for teams handling sensitive client health records, progress notes and predictive analytics. Your data never leaves your environment, and the monthly subscription stays the same.

Essential

$1,000+one-time
  • Kickoff call with your practice lead to map services, providers and hours
  • Serevance workspace provisioned with your branding and admin accounts
  • Import of your active client list, practitioners and service catalogue
  • Scheduling set to your real appointment types, lengths and provider availability
  • Client onboarding and intake forms configured to your existing paperwork
  • Calendar, email and SMS reminders connected for confirmations and check-ins
  • Roles and permissions set for your practitioners and front-desk staff
  • Live-readiness walkthrough and an onboarding handbook before your first cycle

Plus

most chosen
$2,500+one-time

Everything in Essential, plus:

  • Guided migration of appointment history, treatment plans and progress notes, validated on import
  • Two integrations wired up — your EHR, telehealth, payments or current intake tool
  • Document processing trained on your consents, referrals and insurance templates so filing runs from day one
  • Personalized recommendation library and fit rules configured to your programmes and client goals
  • Live training session for practitioners and front desk, with a recording to keep
  • A dedicated onboarding specialist through go-live

Enterprise

$5,000+one-time

Everything in Plus, plus:

  • Tailored rollout across multiple locations or practitioner teams
  • Bespoke integrations with SSO, plus a HIPAA-ready BAA and audit configuration
  • Bulk records migration with de-duplication and clinical data reconciliation
  • Inquiry triage bots and a knowledge base built from your handbook and tuned to your voice
  • Role-based training tracks and admin enablement for your operations team
  • Named onboarding manager with a committed go-live date and post-launch review
common questions

Your questions answered plainly.

Is our client data actually HIPAA-safe?

Yes. Everything a client tells you — intake answers, session notes, documents, reminders — is treated as protected health information: encrypted in transit and at rest, reachable only by the people you name, and every single access written to an audit log. Serevance.AI signs a Business Associate Agreement before your first real client record is ever loaded.

How does intake actually work?

You send one link. The client answers in plain language, at their own pace, on their phone — and the onboarding module reads that back into a structured record: history, goals, medications, consents, insurance. Nothing is retyped, and anything unclear is flagged for you rather than quietly guessed at.

Will it catch contraindications before a session?

That is what the triage matrix is for. Each intake is checked against the conditions, medications and injuries that matter for the modality booked, and anything that needs your judgement is raised with the reason and a confidence score attached — before the client is on your table, not after. It surfaces risk for you to decide on; it never clears a client on its own.

Does this replace the calendar we already use?

Only if you want it to. Scheduling optimization can run your bookings end to end — availability, rebooking, reminders, cancellations and the gaps they leave — or it can sit alongside your existing calendar and two-way sync, so your day looks the same and simply fills in better.

What happens to the notes and files we already have?

They come with you. Document processing ingests your existing charts, intake PDFs, consent forms and scanned notes, reads them into the same structure as new records, and keeps the original file attached so you can always see what it came from. Practices typically migrate a few years of history in the first week.

How does a client see their progress?

Progress reporting turns what you record in session — measures, milestones, home practice, wearable readings — into a short, plain summary the client receives between visits. You approve every report before it goes out, and you choose whether it arrives by email, in the portal, or not at all.

How do we get started?

Book a time below and we will walk through Serevance.AI on your own intake forms and your own schedule, not a demo dataset. Most practices are running live in a couple of weeks, and one of our team stays with you through the first month of real clients.

Didn’t find your answer? Send us a message — we’ll respond with care and clarity.

built for scale

Your Health & Wellness Services AI agents, run like production systems.

Pinned to its one relevant industry playbook, and connected through the documented APIs of the tools your practice already runs on.

discover nestack agents
  • Google Calendar
  • Outlook Calendar
  • Zoom
  • Twilio
  • SendGrid
  • Slack
  • Mailchimp
  • Microsoft 365
  • Stripe
  • Square
  • HubSpot
  • Google Drive
  • Dropbox
  • DocuSign
  • QuickBooks
  • Xero

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied. Integration availability depends on your existing systems, licences, API access and implementation scope.