Getting Started with Programs

Last updated: September 1, 2026

Osmind's Programs Feature enables you to automatically distribute pre-loaded content to patients over a cadence of time. Content may include videos, quizzes, handouts, and surveys (with scoring capabilities). This tool is highly customizable to meet your particular workflow needs and can be used for delivering content, distributing e-mails and videos, and overall, building long-term relationships with your patients.

Importantly, the programs feature within Osmind enables your patients to access materials within their patient portal, and also discover and enroll in programs that may be a fit for their health and wellness needs.

In this article:

  • Features of Osmind Programs

  • Building an Online Program

  • Track Program and Patient Progress

  • Program Notifications

  • Archive a Program

  • Best Practices for Programs

  • Program FAQs

  • Additional Resources


Features of Osmind Programs

Programs enable you to build, compile, and distribute resources on a specific topic, to an audience of your choosing. The core tenant of a program is that it drips content out over the course of weeks and months, rather than sharing all information at once. Content in a program can include videos, e-mails, documents, surveys and quizzes, and links to external websites.

Programs can be used as lead generation tools (and given to patients for free), as a part of an encompassing online program, or as an add-on service that patients can purchase directly from you (and, via Osmind). Patients appreciate receiving guidance over time, in digestible formats that enable them to build successful habits or achieve specific goals. Wellness programs can also be used to deliver branded programs, like the Diabetes Prevention Program.

Utilize the Osmind Programs feature to:

  • Distribute videos, e-mails, documents, surveys over a cadence of time

  • Assign specific modules to specific courses

  • Set a start date or enable ongoing enrollment for a particular program

  • Track your patients' progress as they complete a program

  • Run a Program's Report to gain valuable insights into your program's performance

  • Tie Programs to Packages to sell as an add-on service you provide

Learn how to create your first program here.


Track Program and Patient Progress

Launching a program allows you to help educate, and work with, several patients at once. Staying informed on your patients' progress is important, so Osmind has built-in tools to help you.

Patient Profile:

Navigate to a patient's profile. By scrolling down, you'll see a "Programs" section. This will tell you which programs your patient is (or has) been enrolled in, as well as their current progress. Click the three dots to see actions you can take, including:

  1. View Details: see a comprehensive report of your patient's progress through a program

  2. Nudge Patient: send them an email notification reminding them to complete their next module.


Program Notifications

Want to receive more real-time notifications?

Navigate to the Settings gear icon in Osmind > Notifications.

From here you'll be able to adjust email and push notifications you receive on behalf of your patients. For Programs, you have the option of receiving updates when a patient has completed a program module or an entire program. Simply check the box next to these notification settings if you'd like to receive an email.

Patients will receive no more than 1 email notification per day regardless of how many modules become available to a patient on the same day.


Archive a Program

If you no longer wish to no longer offer a program, you have the option to archive it.

  • Programs > Locate your program

  • Click the down arrow next to Edit to expand the options

  • Click Archive

A modal will appear asking you to confirm that you would like to archive the program. Please note the following:

  • Archiving a program will archive it for your entire organization.

  • The program will be removed from any packages that it is currently added to. This will prevent patients from purchasing a package that contains a program you no longer offer.

  • Patients already enrolled in the program will continue to have access to the program, and can complete the program if they have not already.


Best Practices for Programs

Programs can be used in a wide range of ways, depending on your business goals, and patient-base. Here are some common ways providers use Programs, that may be applicable for your business.

1. Run a 12-week online group on a particular topic

e.g., a weight loss program: Every Tuesday at 7 pm, for 12 weeks, participants log onto Osmind in a group video chat (via Zoom) and a provider will walk through a topic of interest (e.g., Mindful Eating). Following this live session, participants receive relevant handouts and a short quiz. At the culmination of a program, all participants receive a survey to rate their satisfaction. This data can then be aggregated.

2. Provide reference material

Whether it's content for a corporate wellness program, or a nutrition guide for a single patient, the education tool is an excellent way to provide reference material.

You don't have to worry about your patients forgetting or misremembering your guidance. Your patients don't have to worry about losing printed material.

The scalability of this tool makes it an ideal way to distribute these kinds of materials to groups of all sizes.

3. Create bonus material for packages

Bonus materials are a highly effective way of adding value to your packages and setting yourself apart from the competition.

This strategy makes your practice more marketable and enhances the level of care you provide. Having valuable material will boost patient satisfaction and retention.

4. Create an online course for sale

Creating multiple revenue streams is an excellent way to stabilize your practice, especially if it's still new.

Selling a course through Patient Packages is an excellent source of passive income and a way for you to provide care to as many people as possible.

5. Distribute feedback surveys

Feedback surveys are a great way to continually improve your practice and care.

The information you receive will give you ideas for new services, ways you can improve, and insights into how your patients think.


Program FAQs

Can I set a cap on program participants?

While you cannot set a cap on program participants, if your program is part of a package that includes group appointments, you may set a cap on the number of participants that can sign up for the group appointment.

Can I change the order of programs on the Programs Page?

You can reach out to getsupport@osmind.org for assistance in customizing program order.