This is a sample — generated for Apex Hormone Clinic (a fictional hormone, peptide & longevity business). Your real assessment will be 100% specific to your actual operations.
AI Assessment Report
Your AI
Roadmap
Executive Summary
Hours You Could Reclaim
28
hrs / week
Assessment Finding
You could reclaim 28 hours a week across intake, refills, adherence, and aesthetic upsell — and unlock retention upside on titration with purpose-built adherence tooling.
Your Top Time Wasters
Patient intake forms (medical history, off-label GLP-1 consent, baseline biomarkers, aesthetic intake) are getting filled out twice — once on JotForm, then re-keyed by your MA into Charm Health.
Lab requisitions are sent manually across the stack — Quest for standard panels, ULTA for peptide-friendly hormone work, TruDiagnostic for epigenetic age. Results land in your inbox and get manually attached to charts.
Refill workflow has 7 touchpoints between patient request and compounded med shipping from Strive. It should be 2.
No automated adherence check-ins on titration schedules — patients on weeks 4, 8, 12 of a tirzepatide titration or a peptide stack aren't getting structured follow-ups, and your retention metrics show it.
Aesthetic-to-longevity upsell is entirely unstructured — patients walk in for Botox or Morpheus8, walk out, and never get converted into a hormone consult or longevity protocol.
IV therapy scheduling (NAD+, Myers, glutathione push) is manual — no automated rebooking, no membership management, no membership pricing logic.
No automated longevity protocol adherence — CGM data review, biomarker re-test cadence, supplement/peptide stack tracking all happen by memory or in a spreadsheet.
Multi-state licensing tracking is a Google Sheet maintained by your office manager. Renewals nearly slipped in Texas last quarter.
Impact-Effort Matrix
Quick Wins — High Impact, Low Effort
Fill-ins — Low Impact, Low Effort
Big Bets — High Impact, High Effort
Ignore — Low Impact, High Effort
Hover any badge to see the description
Recommended Solutions
Phreesia
Solves: MA re-keying intake forms into Charm Health
BAA-covered intake platform with Charm Health integration. Patient completes medical history + off-label GLP-1 consent + baseline biomarkers + aesthetic intake + payment auth on their phone. Data flows directly into the EHR. Eliminates the re-keying step entirely.
Spruce
Solves: Refill workflow has 7 touchpoints when it should have 2
BAA-covered HIPAA messaging with workflow automation. Patient texts "refill" → Spruce triages to your NP → NP approves → auto-routes to Strive Pharmacy with the script attached. Cuts 5 of 7 touchpoints week one.
Make.com + Lab APIs
Solves: Lab requisitions sent manually across Quest, ULTA, and TruDiagnostic
Custom Make.com scenario triggered by Charm Health patient enrollment + quarterly cadence. Auto-creates lab requisitions across Quest, ULTA Labs, and TruDiagnostic; emails the patient the orders; polls for results; attaches everything to the patient chart. Eliminates the manual order + result-routing entirely across all three lab vendors.
RepeatMD
Solves: Aesthetic + wellness memberships and upsells managed by hand
Purpose-built membership management for med spa + wellness practices. Handles monthly subscription plans (Botox + IV + longevity stacks), automated rebooking, member-only pricing, treatment reward programs, and the upsell journey from a single aesthetic visit into a recurring wellness membership. The aesthetic side of the practice runs itself.
Make.com IV scheduling automation
Solves: IV therapy scheduling and rebooking is fully manual
Lightweight Make.com scenario tied to Charm Health appointment data. After every IV visit (NAD+, Myers, glutathione, high-dose vitamin C), patients receive an SMS link to book the next session in their cadence. Handles standalone visits and series subscriptions. Replaces the manual rebooking call your front desk runs after every drip.
4-Day Quick Wins Plan
Day
1
Sign up for Phreesia, execute BAA, scope Charm Health integration. Schedule kickoff call with their integration team.
Sign up for Spruce, execute BAA, port your clinic phone number. Migrate active patients to Spruce messaging this week.
Day
2
Configure Spruce automated workflows: refill request triage, intake reminder, post-visit check-in, IV rebooking. Test with a beta patient.
Begin Titrax discovery call. Scope titration tracking + provider dashboard against your specific GLP-1, TRT, and peptide stack protocols.
Begin RepeatMD onboarding call. Map your current aesthetic + IV memberships, single-treatment menu, and the upsell journey from Botox/Morpheus8 into longevity.
Day
3
Phreesia integration testing in Charm Health. Pilot with 5 new patient intakes — split across hormone, peptide, and aesthetic. Validate data mapping.
Begin Make.com lab routing scenario build (Neural Rebel). Map Quest, ULTA, and TruDiagnostic webhooks + Charm Health attachment flow.
Day
4
Roll Phreesia live for all new patient intakes. MA shifts to QA-only review instead of re-keying.
Document the new refill SOP under Spruce. Train NP + MA on the 2-touchpoint workflow.
Launch RepeatMD pilot membership: Botox-monthly + quarterly NAD+ IV bundle. Test the upsell journey on 10 active aesthetic-only patients.
What Comes After Quick Wins
Opportunity
Titrax — peptide tracker + automated check-ins
Built specifically for hormone, peptide, and longevity clinics like Apex. Patient-facing app for titration tracking + body comp + biomarkers, FDA intelligence surfaced to providers on the compounded peptides you prescribe, structured 4/8/12-week follow-up cadence baked in. Handles adherence — the make-or-break retention metric — and gives you clinical visibility you don't have today.
$5,000-$12,000 setup + monthly per-patient SaaS
Opportunity
Multi-state licensing tracker dashboard
Replaces the Google Sheet your office manager owns. Tracks renewal dates, CME requirements, DEA registrations across all 4 states with 90-day auto-alerts. As you expand to states 5, 6, 7 it scales without breaking.
$3,000-$5,000 one-time build
Opportunity
Aesthetic-to-longevity member journey orchestration
Custom Neural Rebel build. Triggers a structured nurture from a single aesthetic visit (Botox, fillers, Morpheus8, IPL) into a hormone consult, longevity protocol, or NAD+ IV series. Converts your single-treatment aesthetic patients — currently your largest leaky bucket — into recurring membership revenue.
$4,000-$7,000 one-time build
Ready to take this further?
Let's build the system together.
Financial Impact
Estimated Monthly Net ROI
$13,900
per month
Time Reclaimed
28 hrs/wk
× $125/hr
Monthly Time Value
$15,050
hours × rate × 4.3 wks
Less Tool Costs
−$1,150
estimated monthly subscriptions
Based on estimated hourly value of $125/hr. Actual results vary.
Your Turn
Ready to get yours?
One $1,000 fee. A 20-minute intake call. A custom roadmap delivered within 24 hours — built around the way you actually operate.
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