Programs, run from the record.
A metabolic reset with nine people is one record per person and one plan for the room, with the same notes, the same billing and the same follow-through.
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Cohorts on one plan
The room shares a plan; every member keeps their own record, logs and claim.
Forgiving streaks
Adherence that survives a missed week keeps people in the program.
For GLP-1 clinics
Refer a cohort, get a report back per patient.
Programs from referrals
A clinic’s starts arrive as a program with coverage verified by Lana.
Reports to the clinic
A one-page summary per patient after every session block, from the record.
What it does
One program, nine records
The room shares a plan; every member keeps their own chart, logs, targets and claim.
Program templates
Sixteen weeks, weekly sessions, the check-in cadence between them.
Attendance and billing
Group codes billed per member, self-pay packages settled per member.
Cohort view
Who is logging, who is slipping, who needs a call, across the whole room.
The forgiving streak
Adherence that survives a missed week keeps people in the program.
Streaks
Missed once, kept; missed twice, a nudge; missed three times, a call.
Check-ins
Scheduled by the flow, sent by the coordinator, answered on the record.
Outcomes
Weight, A1C and intake trended for the cohort and for each person.
Clinics as partners
A GLP-1 clinic refers a cohort and gets a report back for each patient.
Referrals
A clinic’s patients arrive as a program with coverage verified by Lana.
Reports
A one-page summary per patient to the referring clinic, from the record.
Shared context
Both sides work from the same plan without sharing the whole chart.
“Eight people in the room, eight separate records. The program runs as a group, but the chart is always personal.”
How practices run programs
Metabolic reset
Sixteen weeks, nine people, one plan for the room.
GLP-1 cohorts
A clinic’s starts run as a program with weekly check-ins and titration notes.
Prenatal groups
Trimester-based sessions with individual lab flags.
Corporate wellness
A worksite cohort billed to the employer, charted per person.
Maintenance
Graduates on a monthly cadence, still on the record.
Referral loops
Reports back to the referring clinic after every session block.
Sixteen weeks, nine people, one plan for the room.