One System — Every Direction

See how Meridian-One actually works.

Faithful UI recreations — plus clickable demos for waitlist fill, Auto-GFE automation, Rx estimate, fulfillment and Care Coordination queues, Pulse routing, and contraindication quizzes.

Dashboards Care Rx Fulfillment Calendar Portals Catalog Clinical Weight Automations Chat Finance Marketing
Command center

Today, Care & billing, Business, Marketing.

Four lenses on the same system — swipe or use arrows to tour ops, billing health, MRR cohorts, and campaigns.

TODAY · CLINICAL SNAPSHOT
Today
Care & billing
Business
Marketing
22Overdue tasks
7GFE overdue
6Rx queue
NEEDS ATTENTION
Waitlist · overdue labs · clinical snapshot
Today dashboard

Leads, tasks, appointments, Rx/GFE queues, and SMS recovery — one morning view. Deep work lives in Care Coordination →

CARE & BILLING · AUTOPILOT
MRRSubscriptions
ActiveLabs tracked
AlertsFailed charges
BILLING HEALTH
Past-due subs · overdue invoices · titrations in place
CLINICAL OPS
Overdue Rx · overdue labs · active prescriptions
Care & billing

Autopilot subscriptions, vault recovery signals, and clinical ops health in one pane.

BUSINESS · MRR & COHORTS
ALL
GLP-1
TRT
Peptides
MRR BY SERVICE LINE
Revenue trend · program filters
RETENTION COHORTS
GLP-1 · TRT · month 0–6 views
Business analytics

Service-line MRR and retention — deep owner roll-ups, projections, and location views in Finance.

MARKETING HUB
EmailCampaigns
SMSBlasts
SocialPipeline
DripsActive
Welcome series · GLP-1
Drip · scheduled
ACTIVE
Refill reminder
SMS · segment
SENT
Marketing Hub

Unified campaign list across email, SMS, drips, and social — same patient database.

1 / 4 · Today
Care Coordination

Every patient who needs you — in one queue.

One prioritized work list across intake, visits, GFEs, labs, refills, Rx dispatch, weight programs, Pulse flags, and paid-package fulfillment. Who needs attention, why, and what to do next — without hunting five tabs.

CARE COORDINATION · ACTION CENTER
R. Chen · Adverse reaction (Pulse)
Recommended: message + open chart · same-day follow-up
URGENT Message →
M. Cole · Intake pending · GLP-1
Paid 6 days ago · auto-reminders exhausted · escalate
HIGH Message →
J. Meyer · Refill due in 3 days
Tirzepatide · no Rx queued yet · open workflow
HIGH Rx Queue →
D. Ruiz · Labs blocking sync visit
CMP pending · visit Thu · prevent no-show
MEDIUM Lab Ops →
Message patient Open chart Open workflow Schedule Resolve
One queue, many sources

Filter All / Pre-visit / Clinical / By patient. Priority is automatic (overdue → urgent). Quick actions deep-link into Rx, labs, calendar, and messaging with the patient pre-selected.

PATIENT JOURNEY · SLIDE-OVER
M. Cole
GLP-1 program · paid · not booked
BLOCKER
Intake · incomplete (3 nudges)
GFE · waiting on intake
Sessions · not started
RECOMMENDED
SMS intake link + offer scheduling help
Template ready · {{first_name}} · {{chart_link}}
Patient Journey

See who / what / when without opening six chart tabs — current blocker and next step per service line.

WHAT SURFACES AUTOMATICALLY
CONVERSION
Intake pending · Needs visit · Form incomplete
Paid-but-stuck patients escalate in days
CLINICAL
Pulse flags · Weight stalling · Notes to sign
Safety + compliance without chart archaeology
FULFILLMENT
Refills · Planned fills · Rx queue · Packages
Unused sessions and due meds don’t disappear
LABS & GFE
GFE labs · Labs blocking sync visits
Unblocks approval and prevents no-shows
14+ automated sources

Most items appear when clinical/ops events happen — staff resolve or dismiss without deleting clinical data.

CARE COORDINATION
What needs a human today?
Prioritized inbox · orchestration
RX · GFE · LABS
Execution desks
Deep-linked from the queue
PULSE · WEIGHT
Signals in
Flagged responses land as work items
Featured clinical tools

Titration planner + Smart Rx purchase

Specialty ops for GLP-1 and peptide protocols: build a dose schedule, then estimate the cheapest valid vendor packages — titration-aware, calculator-only or attached to a client.

TITRATION PLANNER
Titration protocol Semaglutide · Escalation · SubQ weekly
STEPS · DOSE / WEEKS
0.25 mg
4
×
0.5 mg
4
×
1.0 mg
4
×
1.7 mg
4
×
2.4 mg
∞
×
+ Add step
0.25start mg
2.4target mg
16+weeks
DOSE PROGRESSION
0.254wk
0.54wk
1.04wk
1.74wk
2.4∞
#PhaseDoseDur
1Starting0.254wk
3Step 31.04wk
5Target / Maint.2.4∞
Titration planner

Step editor → protocol preview with dose bars, phase table, route/frequency, and maintenance target. Feeds Clinical Intelligence and Rx planning.

RX ORDERING CALCULATOR
∑
Rx Ordering Calculator & Estimator Vendor catalog · deterministic packages · no guesswork
WORKFLOW MODE
Calculator only
Attach to client
Save as client draft
MEDICATION
Semaglutide
TITRATION (WEEKS : DOSE)
4: 0.25mg
4: 0.5mg
4: 1.0mg
4: 1.7mg
8: 2.4mg
RANKED OPTIONS
Enter medication + titration, then estimate.
Vendor catalog options appear here.
BEST VALUE
Preferred Pharmacy A
3 packages · 10mg vials · 5% overage cap
$412
Vendor B Compounding
4 packages · 5mg vials · 10% cap
$468
Vendor C
2 packages · higher unit cost
$521
Dose efficiency: Ordering at 1.0 mg vs 0.9 mg may cut $/dose — ~$38 savings over full course. Clinical suitability is a separate decision.
Staged / titration-aware: each shipment segment uses the actual dose amounts for those weeks · max 8 weeks/shipment
Smart Rx purchase (Ordering Estimator)

Click Estimate — ranked vendor/package options with cost, overage caps, and titration-aware staging appear before any Rx is sent.

Rx fulfillment

Pharmacy work lives in a queue — not an inbox.

One desk for active fills, scheduled next vials, and labs. Clinical approval and payment gates clear first; then staff dispatch — or the system sends on the date you planned.

RX MANAGEMENT · FULFILLMENT DESK
6active fills
4scheduled
1stale >24h
2labs pending
R. Chen · Sermorelin 10mL
Fill 1 · GFE approved · preferred pharmacy
STALE 26h Process →
M. Cole · Tirzepatide 10mg
Assigned · LifeFile ready
ASSIGNED Process →
K. Alvarez · BPC-157 15mg
Peptide cycle 1 · just entered queue
PENDING Process →
Rx Management

Switch tabs — active pharmacy work, future vials timed to run-out, and labs on the same desk. Dispatch via secure link, email, LifeFile, or fax when you Process.

SCHEDULED FILLS · NEXT VIAL
FILL 1 · SHIPPED
Sermorelin 10mL
Sent on GFE approve · patient started coverage
FILL 2 · PLANNED
Sermorelin 5mL · send Apr 12
Order-by = supply end − pharmacy lead time · auto-send on
PAYMENT GATE
Covered → may auto-send
Payment needed or unknown blocks the pharmacy
Plan the next vial

Split shipments and shelf-life timing — nothing hits the pharmacy at setup. The scheduled task joins the queue when due (or when staff Send Rx Now).

PEPTIDE CYCLES · TREATMENT PLAN
ONE GFE · MULTI-MONTH PROTOCOL
CYCLE 1
BPC-157 Weeks 1–8 · shipping now
CYCLE 3
Sermorelin Weeks 17–24 · scheduled
DISPATCH GATE
Later cycles ship when charged + date due
Upfront paid · or month-to-month after each rebill
Peptide rotation plans

Different meds per cycle from GFE Create — durations cascade, and each cycle lands in the Rx queue only when payment and date clear.

SAME MED · SPLIT VIALS
Scheduled fills
Sermorelin 10mL now + 5mL later
DIFFERENT MEDS / MONTHS
Peptide cycles
BPC → TB-500 → Sermorelin
TRT · GLP-1 MONTHLY
Subscription auto-dispatch
Not a scheduled-fill workflow
Smart Calendar

A day that fills itself.

Waitlist match logic, soft-locks, chain fills, and Morning Brief — clinical context on every card.

PROVIDER CALENDAR · LIVE DEMO
9:00
K. Alvarez
TRT follow-up · cycle 3
10:15
J. MeyerLabs review · Dr. Shah
11:00
Open
15 min
2:30
M. ColePeptide consult · telehealth
WAITLIST
M. Cole 96%
PRIORITY · wants earlier
D. Ruiz 88%
ANY · Tue/Thu
T. Brooks 61%
ALL · Dr. Shah AM
2 patients moved up · 0 gaps · SMS confirmations sent
Slot-fit waitlist

Click to watch cancel → match → chain fill. Soft-lock + SMS confirm when the cascade completes.

MORNING BRIEF
14on the book
2overnight CXL
96%utilization
RISK
3 incomplete intakes
Auto-nudge SMS queued 7:15 AM
WAITLIST
5 ready to fill gaps
PRIORITY matches for AM openings
BALANCE
2 open balances
Front desk prompted pre check-in
Morning Brief

In-app, email, SMS, or Teams — overnight cancels, intakes, balances, waitlist readiness before first patient.

Portals

Patient + provider on one record.

Branded patient experience and a full clinical provider surface — same lead ID underneath.

PATIENT PORTAL
Patient on a telehealth visit from home
MY LABS
Panel complete · AI summary ready
Shared with care team
WEIGHT JOURNEY
−14 lbs · dose step 2
REWARDS
$42 cash-back available
Apply at portal checkout
CARE TEAM
Message your clinic
SMS + portal thread
Patient portal

Labs, weight, meds, shop, rewards, documents, booking — under your brand.

PROVIDER PORTAL
8GFEs today
3Rx queue
2lab reviews
CHART
R. Chen · TRT
SOAP · meds · weight · GFE
WRITE RX
Fill queue · preferred pharmacy
TEAM
Staff chat · @pharmacy
No Slack required
GFE
Secure link via SMS / email
Provider portal

Schedule, chart, GFE, write Rx, labs, Clinical Intelligence, team chat.

Commerce

Shopify-esque storefront — public, private, or both.

Per-service visibility: public catalog, intake-gated checkout, or patient-only shop. Native in-house payments with med spa and telehealth–focused rates.

STOREFRONT · PUBLIC VIEW
Public
Intake-gated
Patient-only
All services
GLP-1
TRT
Labs
GLP-1 programPublic · From $299/mo
At-home lab panelPublic · kit + results
Red light consultIntake-gated · form first
Refill bundlePatient-only · portal shop
Custom storefront

Browse, compare, subscribe, and BNPL — each service set to public, intake-gated, or patient-only. See the full commerce page →

PORTAL SHOP · CASH-BACK
$42 REWARDS PATIENT-ONLY VIEW
CART
GLP-1 refill · subscription
Rewards code applicable at checkout
PAYMENT
Card on file · vault recovery
HSA/FSA docs available after pay
FULFILLMENT
Paid → Auto-Rx path ready
Lands on Rx queue after clinical gate · see desk →
Gated shop + rewards

Logged-in patients see private catalog items, earn cash-back, and redeem at checkout.

VISIBILITY TIERS · PER SERVICE
PUBLICGLP-1 program · anyone buys, no login
INTAKE-GATEDPeptide consult · form before checkout
PATIENT-ONLYRefill bundle · portal login required
MIX & MATCH
Run public prospect catalog + private member shop together
Same checkout engine · one patient record
Three visibility modes

Configure each service independently — public, intake-gated, or patient-only — or run both storefronts at once.

IN-HOUSE PAYMENTS
Stripe
GreenPay
Affirm BNPL
NMI
RATES
Best-in-market pricing for med spas & telehealth
Native processing — no redirect checkout
VAULT
Card on file · expiring-card alerts
Protect recurring subscription revenue
RECEIPTS
HSA/FSA docs · quote-to-pay in CRM
Catalog, subscriptions, and staff quotes
Built-in payment processing

Charge inside Meridian-One — competitive med spa and telehealth rates, BNPL, and vault recovery without a third-party stack.

In-house payments · Autopilot subscriptions · Partner pharmacies & labs · LegitScript · No contracts · No hidden fees · HIPAA

Clinical journey

Qualify before they buy — or after. Your call.

Contraindication quizzes, secure GFE links, partner labs with live tracking, Weight Journey outcomes, and Pulse Check routing.

QUIZ · CONTRAINDICATIONS · DEMO
Have you ever been diagnosed with medullary thyroid carcinoma or MEN2?
Route: blocked. Patient sees education page — no catalog checkout. Staff can review exceptions.
Route: continue. Next question / catalog CTA / booking — journey continues under your rules.
TRY IT
Tap Yes or No
Clinic configures block vs continue outcomes
Smart contraindication forms

Branching quiz rules block or route before purchase — tap an answer to see the path.

GFE · SECURE LINK
PATIENT
M. Cole · GLP-1
Labs · −14 lbs
AI SUMMARY SMS SENT
Mobile GFE

Token link via SMS, email, or Slack — four surfaces, one clinical standard.

LABS · KIT + AI
Lab kit labeled at a Pittsburgh partner lab
KIT
Outbound · live tracking
Patient SMS on ship + return
AI PARSE
Biomarkers extracted
In-chart review queue
OPS
Labs can gate care
Hold until results ready
Integrated labs

Partner labs, at-home kits, AI result review, and queues that protect the schedule.

LIVE LAB TRACKING · MAP
All
Outbound
At patient
Awaiting return
At lab
Live lab tracking

See kit status on a US map — from outbound through return to lab — tied to the patient record.

WEIGHT JOURNEY · COHORT VIEW
Losing · >1 lb down Stalling · flat Gaining · weight up No recent log · 14+ days
Trend Med Recent Lifetime Last log Status
Tirzepatide
2.5 → 5 mg · step 2
−1 lb
04/30 – 07/24
−31 lbs
12.6% body weight
6 days ago LOSING
Compounded Tirzepatide
5 mg / 0.5 mL · B12
0 lb
07/04 – 07/17
−2 lbs
−1.2%
13 days ago STALLING
Tirzepatide B6/B12
15 mg · maintenance
−2 lbs
06/14 – 07/27
−10 lbs
5.1% body weight
3 days ago LOSING
Weight Journey

Cohort view across the program — trend sparklines next to med/dose, recent vs lifetime change, and stalling alerts so staff catch drop-off early. Patients log in the portal; clinical + titration context stays on the same record.

PULSE CHECK ROUTING · DEMO
Waiting for patient replies…
Adverse reaction · R. ChenCRIT
Refill request · M. ColeHIGH
Side effects · K. AlvarezMED
Feeling great · D. RuizLOG
Pulse Checks

Click to watch 8-category AI triage — flagged replies land in Care Coordination when a human is needed.

CLINICAL INTELLIGENCE
URGENCY
12 patients need attention
REFILLS
5 due this week
Linked to Rx queue
TITRATION
3 ready to step up
Consent + planner hooks
Clinical Intelligence

Cohort ranked by refill, labs, engagement, titration, and weight risk — feeds the same work items staff clear in Care Coordination.

Form automations · Auto-GFE

Intake submits itself into the clinical chain.

Triggered from purchase, inbox, or staff send — patient submits, Auto-GFE queues for provider review, payment-aware Rx release, then the next protocol step. Productized specialty workflow, not Zapier glue.

AUTOMATION PIPELINE · DEMO
TriggerPurchase · inbox · staff send
→
Patient submitsSecure form link · tracked
→
Auto-GFEQueued for provider review
→
ApprovalProvider completes the path
→
Rx releaseAfter coverage or successful charge
→
FulfillmentQueue · dispatch · next fill
GFE created · provider notified · Rx held until payment clears · lands in fulfillment queue
Form → GFE → payment-aware Rx → fulfillment

Click Run — watch each handoff light up. Cleared Rx enters the pharmacy desk; scheduled fills and peptide cycles follow when due. See fulfillment →

FORM AUTOMATIONS
ON EVENT
Service purchased · GLP-1
Send medical intake · remind until complete
RECURRING
Follow-up form cadence
Side effects · weight · refill intent
ON SUBMIT
Create GFE automatically
Status → pending · notify provider queue
RX MODE
Release after payment clears
Hold pharmacy until coverage or charge succeeds
Rules engine

Event-triggered and recurring form delivery with completion tracking — wired to clinical outcomes.

AUTO-GFE QUEUE
CREATED
GFE · intake submit
Queued for chart review
ROUTED
Provider queue
Secure review link ready
AWAITING
Provider review
NEXT
On approve → payment-aware Rx
Then chain to next protocol step
Auto-GFE

Runs with the pipeline demo above — cards light as the GFE is created and routed.

Communications

Inbox, live chat, and internal chat — native.

Patient conversations and staff coordination in one product layer. No Intercom or Slack bolt-on for clinic ops.

INBOX
SMS + CHAT
Unified thread
Same contact record
TRIAGE
Needs reply · assigned
Staff inbox, not a side tool
Communications hub

SMS and live chat side by side on the CRM contact.

LIVE CHAT · PATIENT
PATIENT
“When does my kit arrive?”
AGENT
Tracking shared from Lab Manager
HANDOFF
AI → live staff · context kept
Live patient chat

Branded patient chat with AI handoff into the same staff inbox.

INTERNAL CHAT
TEAM
Ops ↔ clinical notes
In-product, not a separate app
CONTEXT
Tied to patient / order threads
Care coordination without tab switching
Internal chat

Staff-to-staff coordination inside Meridian-One — next to the work.

Owner & manager finance

Roll-ups, projections, and location clarity.

Owner-level P&L and forecasts, manager views by location or program, and collections health — without a separate BI stack.

OWNER ROLL-UP
OrgAll locations
NetMargin pulse
CashCollections
P&L SNAPSHOT
Revenue · COGS · contribution by service line
ROLL-UP
Locations + programs on one owner view
Owner roll-up

Org-wide revenue and margin by location and program — one morning read for owners.

PROJECTIONS
90-day
6-month
12-month
FORECAST VS ACTUAL
MRR trajectory · booked renewals
SCENARIO
Base · growth · churn stress
Same patient & billing data underneath
Projections

Forward MRR and revenue scenarios against live subscriptions — not a spreadsheet export.

MANAGER VIEW
Location A
Location B
GLP-1
TRT
Target vs actual
New starts · retained MRR · visit volume
ON TRACK
Team load
Provider capacity · front-desk queue
WATCH
Manager view

Location and program performance with targets — built for day-to-day operators.

COLLECTIONS & AR
Past dueSubs + invoices
FailedCharge recovery
ARAging buckets
RECOVERY
Vault retry · SMS dunning · staff queue
HEALTH
Collections trend tied to Care & billing
Same autopilot stack — owner lens
Collections

Past-due, failed charges, and aging — finance visibility on the same billing engine.

Marketing Hub

Campaigns, creatives, and acquisition.

Run email and SMS from one hub, generate creatives in-product, then publish social, blog, QR, and reviews — same patient database.

Run campaigns

MARKETING HUB · EMAIL + SMS
Email
SMS
Drips
Welcome series · GLP-1
Drip · 5 emails · 42% open
ACTIVE
Refill reminder blast
SMS · segment: due 7 days
SCHEDULED
March specials
Email · draft · calendar slot
DRAFT
SAME CRM
Audiences = leads & clients
Consent-aware · no second stack
Email, SMS & drips

Blasts and sequences on the same patient database as clinical and billing.

BLOG CMS
PUBLISHED · /blog/glp1-what-to-expect · SEO ready
What to expect in your first 90 days on GLP-1

Educate prospects and nurture patients — AI assist for drafts, then publish under your clinic domain.

AI assist
SEO fields
Public /blog
Send to segment
Email patients who started GLP-1 this month
NURTURE
Clinic blog

Create and publish posts, then push to clients via the same email/SMS tools.

Make creatives

AI MARKETING GENERATOR
Video
Logo
Photo
Campaign copy
Generated Meta ad creative Generated spring promo still
BRIEF
GLP-1 spring promo · clinic brand kit
Audience: cold leads · channel: Meta + email
OUTPUT
Creatives ready for review
Push to social pipeline or email blast
AI Marketing Generator

Video, logo, photo, and campaign creatives in-hub — then launch from Marketing Hub.

SOCIAL MEDIA PIPELINE
Ideation
Content
Approval
Scheduled
Live
Spring GLP-1 social creative in the content pipeline
Instagram · spring GLP-1
Budget tracked · impressions sync
CONTENT
Submit for approval
Then schedule across connected platforms
NEXT
Social campaigns

Ideation to live — with budget overview and platform connections.

Acquisition tools

QR TRACKER
QR code for /qr/gym-flyer
SLUG
/qr/gym-flyer
REROUTE
Now → GLP quiz
Was → catalog · 1,204 scans
Dynamic QR

Print once, change destination anytime, track every scan and A/B path.

REVIEWS → GOOGLE
5★
“Easiest telehealth experience”
Push to Google · embed widget
2★
Shipping delay feedback
Stays internal · ops alert
Built-in reviews

Collect in-product; promote the wins; fix the rest before they go public.

Mocks with clickable demos (calendar, Auto-GFE, Rx estimate, Care Coordination & fulfillment tabs, Pulse, quiz) are not live PHI.

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