INTAKE

PATIENT SUMMARY

LABORATRY TESTING

LABORATRY ANALYSIS

Predictive Dysfunctions Index ™

Personalized Treatment Protocols

AI-Powered Notes

Other Productivity Tools

Grow Your Practice
with the Right
Membership Plan

Our flexible tiers—Coach, Mid-Level, and Diamond—give you the tools, support, and

compliance you need to scale your impact, serve more clients, and elevate your practice.

Section Module/Service to license based on medical licensure Features
Intake Patient Intake
Patient Summary
Functional Body Systems Overview
Consents
Self-Service Appointment Booking – coming Q2
Patient Assessment Report (PAR)
Databases: First Data Bank
Databases: Address Lookup/Autofill
Database: US Pharmacies
Labs Lab Orders Sets / Guidance
Lab Results / Guidance
Lab Service (resell labs)
Empire City Labs Integration
Lab Eligibility (Insurance Verification - Empire Labs)
LabCorp / Quest / Genova Interface – coming late Q2
Manual Entry / Lab Results
Services: Phlebotomy Scheduling Services
POD Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Symptom Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Lab Biomarker Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - All Data Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Protocol Mapping
Treatments Treatment Protocols - Value Pack (20 protocols)
Treatment Protocols (280+)
Custom Protocols
Cart - Payments
Cart - Shipping
Point of Sale
Helcim Integration / Payment Processing (Merchant Account)
Helcim Integration / Payment Processing (Merchant Account)
Personalized Care Plans (PCP)
Services: Dispensary Services / Pouching / Shipping / Handling
Patient Coordination Calendar
Self Booking Appointments
Telehealth
SMS Notifications - Calendar
SMS / MMS Chat
Notes Module Voice Recordings / Transcriptions
Notes / Letters /OpenAI Integration
Document Management
Create / View / Print / - PDF
Education Clinical Content - Dysfunctions/Protocols/Biomarkers
Faxing Electronic Fax / Outbound / Inbound
Templates Template Management/Customization
eRx Electronic Prescribing – release - July 2025 (SureScripts)
eRx Drug-to-drug, Drug-to-Allergies Interaction Checking
Inventory Inventory Module – August '25
Implementation Data Conversion - Included
Marketing 60-Days of Marketing Services - subcontracted out - Included
Certifications One Functional Medicine Course - Included - via training partnership/affiliate
Compliance Plan Medical Director Oversight - Extra Charge / $400 month Optional
Section Module/Service to license based on medical licensure Coach Tier Mid-Level Tier Diamond Tier
Intake Patient Intake
Patient Summary
Functional Body Systems Overview
Consents
Self-Service Appointment Booking – coming Q2
Patient Assessment Report (PAR)
Databases: First Data Bank
Databases: Address Lookup/Autofill
Database: US Pharmacies
Labs Lab Orders Sets / Guidance
Lab Results / Guidance
Lab Service (resell labs)
Empire City Labs Integration
Lab Eligibility (Insurance Verification - Empire Labs)
LabCorp / Quest / Genova Interface – coming late Q2
Manual Entry / Lab Results
Services: Phlebotomy Scheduling Services
POD Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Symptom Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Lab Biomarker Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - All Data Mapping
Probability of Dysfunctions / Predictive Dysfunction Index (PDI) - Protocol Mapping
Treatments Treatment Protocols - Value Pack (20 protocols)
Treatment Protocols (280+)
Custom Protocols
Cart - Payments
Cart - Shipping
Point of Sale
Helcim Integration / Payment Processing (Merchant Account)
Helcim Integration / Payment Processing (Merchant Account)
Personalized Care Plans (PCP)
Services: Dispensary Services / Pouching / Shipping / Handling
Patient Coordination Calendar
Self Booking Appointments
Telehealth
SMS Notifications - Calendar
SMS / MMS Chat
Patient Email Notifications / Appointments
Notes Module Voice Recordings / Transcriptions
Notes / Letters /OpenAI Integration
Document Management
Create / View / Print / - PDF
Education Clinical Content - Dysfunctions/Protocols/Biomarkers
Faxing Electronic Fax / Outbound / Inbound
Templates Template Management/Customization
eRx Electronic Prescribing – release - July 2025 (SureScripts)
eRx Drug-to-drug, Drug-to-Allergies Interaction Checking
Inventory Inventory Module – August '25
Implementation Data Conversion - Included
Marketing 60-Days of Marketing Services - subcontracted out - Included
Certifications One Functional Medicine Course - Included - via training partnership/affiliate
Compliance Plan Medical Director Oversight - Extra Charge / $400 month Optional Optional Optional

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