EMR for cash-pay medicine
Charting, SOAP notes, medication presets, dosing trackers, and protocol-driven visit flows. The chart is organized around the treatment plan, because in cash-pay medicine the plan is the product.
THE PLATFORM
Four integrated layers replace the tool pile: the clinical core, the fulfillment engine, the growth and retention layer, and the business office. Deep-link any capability from a sales call — every section below is an anchor.
Clinical core
Designed cash-first — not an insurance EMR with the billing ripped out.
Charting, SOAP notes, medication presets, dosing trackers, and protocol-driven visit flows. The chart is organized around the treatment plan, because in cash-pay medicine the plan is the product.
Physician-built protocols for hormone optimization, medical weight loss with GLP-1 programs, thyroid optimization, IV therapy, sexual wellness, and longevity medicine. Run them as shipped or fork them to your practice style.
Orders and ingests panels, flags candidacy for treatment programs, and produces patient-legible interpretive reports — the document that turns a lab result into a treatment plan a patient says yes to.
Full eRx for routine primary care — hypertension, diabetes, thyroid, statins — sent to the patient’s own retail pharmacy from inside the visit. Refills approved from the chart in one click, medication lists stay reconciled, and e-Fax handles the records that still travel by fax.
Fulfillment engine
The deepest compounding-pharmacy integration in cash-pay medicine — plus native eRx for everything else.
The signed treatment plan fires the order. Compounding, shipment, tracking, and refills flow back into the chart automatically — your clinic never opens a pharmacy portal.
Compounded medications priced for members, applied automatically at order time. Patients feel the membership value every single refill.
Month-to-month refills queue themselves before patients run out — the quiet mechanic behind retention and protocol adherence.
Growth & retention
Purpose-built for economics where retention is the business model.
Lead capture through membership lifecycle: automated follow-ups, recall campaigns, renewals, and win-back flows. Runs standalone, or connects to the CRM you already use.
The patient’s clinic in their pocket: treatment plan, dosing schedule with reminders, lab results, messaging, refills, and membership management. Installs from a link — no app store friction.
Personalized plans tied to the patient’s protocol and labs. A service clinics bundle into memberships to raise perceived value at near-zero marginal cost.
Business office
The CFO layer most clinic owners never had.
Memberships, packages, subscriptions, and one-time services with integrated payments. No claims, no clearinghouses, no denials — recurring revenue tooling built in.
Clinic P&L, margin tracking by service line, and books that stay tax-ready all year. Year-end becomes a file handoff.
Monthly closes that reconcile themselves, visit and panel analytics for primary care, and one-click exports your accountant, a lender, or an auditor can take as-is. The reporting a DPC owner otherwise pays for in accountant hours — running quietly all year.
A thirty-minute walkthrough. Your goals, your state, your stack — and a straight answer on whether this is your structure.
Book a walkthrough →