Functional/integrative medicine

Patients reorder supplements with one tap.

Your clinic texts a refill nudge; the patient taps once in your portal and the order lands in your dispensary queue. Check-ins, labs, and the pre-visit briefing stack on what already happened at home.

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Berberine portal confirm

  1. Quick check-in from Pratt Clinics: how on track were you with your supplements this week? Reply 1-10.
  2. 5, been forgetting the evening dose Delivered
  3. Thanks for sharing. Want a simple daily timing text for Berberine, Thyroid Support, and IgG? Reply YES.
  4. YES Delivered
  5. Daily schedule from your Feb visit: Berberine: 2 caps with meals Thyroid Support: 2 caps at breakfast IgG Support: 2 caps before dinner
  1. Bringing other labs? Tap to upload.
  2. Thanks! Your upload is in the queue for your team.
  1. Berberine is running low on your plan. Tap to reorder: prattclinics.helose.com/refill
  2. Thanks :) Delivered
  3. Got it! Order is with your care team.

Patient thread

Problem

Most follow-through problems happen in the first two weeks.

  • Supplements forgotten
  • Labs delayed
  • Questions unanswered
  1. Visit
  2. Week 1
  3. Week 2
  4. Week 3
  5. Week 4
  6. Week 5
  7. Next visit

Pre-visit briefing

See reorders, adherence, and labs before the visit.

What was on the plan, what patients confirmed, and what still needs a fix.

  • Reorders logged from the thread
  • One screen for staff, not five tabs
Pre-visit briefing Sarah Mitchell · Follow-up · Apr 7

Key updates

  • Bloating persists intermittently but improved later in the week.

  • Evening doses missed on 3 of the last 7 nights.

  • Food diary completed 4 of 7 days.

  • Vitract submitted Apr 2; results pending.

  • Berberine refill delayed.

Suggested agenda

  • Assess whether missed doses correlate with symptoms.

  • Review refill barriers and adherence.

  • Hold protocol changes until Vitract results are available.

  • Decide next steps once testing returns.

Between visits

Refill nudge, one portal confirm, order queued.

Refills · Check-ins · Labs

  • Refills

    Berberine is running low on your plan. Tap to reorder: prattclinics.helose.com/refill

    Patient portal prattclinics.helose.com

    Berberine · from your visit plan

    Tap to order

    Thanks :)

    Got it! Order is with your care team.

  • Check-ins

    Quick check-in from Pratt Clinics: how on track were you with your supplements this week? Reply 1-10.

    5, been forgetting the evening dose

    Thanks for sharing. Want a simple daily timing text for Berberine, Thyroid Support, and IgG? Reply YES.

  • Labs

    Bringing other labs? Tap to upload.

    Patient portal prattclinics.helose.com

    Prior labs · upload once

    Upload files

    Thanks! Your upload is in the queue for your team.

Deliverables

  • More on-protocol reorders

    Timed refill nudges and one-tap confirm links through your dispensary, Shopify, or QuickBooks queue.

  • Less coordination chase

    Patients text your practice number; staff open one brief instead of five tabs between visits.

  • 1 holistic brief

    Adherence, symptoms, supply, and labs on one screen before every visit—not five tabs at the desk.

Helose is built for HIPAA-covered clinics. BAA at onboarding. US-only infrastructure. We never train models on your PHI.

Book a demo.

Book a demo