Leads, tasks, appointments, Rx/GFE queues, and SMS recovery — one morning view. Deep work lives in Care Coordination →
Faithful UI recreations — plus clickable demos for waitlist fill, Auto-GFE automation, Rx estimate, fulfillment and Care Coordination queues, Pulse routing, and contraindication quizzes.
Four lenses on the same system — swipe or use arrows to tour ops, billing health, MRR cohorts, and campaigns.
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.
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.
See who / what / when without opening six chart tabs — current blocker and next step per service line.
Most items appear when clinical/ops events happen — staff resolve or dismiss without deleting clinical data.
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.
Step editor → protocol preview with dose bars, phase table, route/frequency, and maintenance target. Feeds Clinical Intelligence and Rx planning.
Click Estimate — ranked vendor/package options with cost, overage caps, and titration-aware staging appear before any Rx is sent.
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.
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.
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).
Different meds per cycle from GFE Create — durations cascade, and each cycle lands in the Rx queue only when payment and date clear.
Waitlist match logic, soft-locks, chain fills, and Morning Brief — clinical context on every card.
Click to watch cancel → match → chain fill. Soft-lock + SMS confirm when the cascade completes.
In-app, email, SMS, or Teams — overnight cancels, intakes, balances, waitlist readiness before first patient.
Branded patient experience and a full clinical provider surface — same lead ID underneath.
Labs, weight, meds, shop, rewards, documents, booking — under your brand.
Schedule, chart, GFE, write Rx, labs, Clinical Intelligence, team chat.
Per-service visibility: public catalog, intake-gated checkout, or patient-only shop. Native in-house payments with med spa and telehealth–focused rates.
Browse, compare, subscribe, and BNPL — each service set to public, intake-gated, or patient-only. See the full commerce page →
Logged-in patients see private catalog items, earn cash-back, and redeem at checkout.
Configure each service independently — public, intake-gated, or patient-only — or run both storefronts at once.
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
Contraindication quizzes, secure GFE links, partner labs with live tracking, Weight Journey outcomes, and Pulse Check routing.
Branching quiz rules block or route before purchase — tap an answer to see the path.
Token link via SMS, email, or Slack — four surfaces, one clinical standard.
Partner labs, at-home kits, AI result review, and queues that protect the schedule.
See kit status on a US map — from outbound through return to lab — tied to the patient record.
| Trend | Med | Recent | Lifetime | Last log | Status |
|---|---|---|---|---|---|
| Tirzepatide | −1 lb | −31 lbs | 6 days ago | LOSING | |
| Compounded Tirzepatide | 0 lb | −2 lbs | 13 days ago | STALLING | |
| Tirzepatide B6/B12 | −2 lbs | −10 lbs | 3 days ago | LOSING |
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.
Click to watch 8-category AI triage — flagged replies land in Care Coordination when a human is needed.
Cohort ranked by refill, labs, engagement, titration, and weight risk — feeds the same work items staff clear in Care Coordination.
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.
Click Run — watch each handoff light up. Cleared Rx enters the pharmacy desk; scheduled fills and peptide cycles follow when due. See fulfillment →
Event-triggered and recurring form delivery with completion tracking — wired to clinical outcomes.
Runs with the pipeline demo above — cards light as the GFE is created and routed.
Patient conversations and staff coordination in one product layer. No Intercom or Slack bolt-on for clinic ops.
SMS and live chat side by side on the CRM contact.
Branded patient chat with AI handoff into the same staff inbox.
Staff-to-staff coordination inside Meridian-One — next to the work.
Owner-level P&L and forecasts, manager views by location or program, and collections health — without a separate BI stack.
Org-wide revenue and margin by location and program — one morning read for owners.
Forward MRR and revenue scenarios against live subscriptions — not a spreadsheet export.
Location and program performance with targets — built for day-to-day operators.
Past-due, failed charges, and aging — finance visibility on the same billing engine.
Run email and SMS from one hub, generate creatives in-product, then publish social, blog, QR, and reviews — same patient database.
Run campaigns
Blasts and sequences on the same patient database as clinical and billing.
Educate prospects and nurture patients — AI assist for drafts, then publish under your clinic domain.
Create and publish posts, then push to clients via the same email/SMS tools.
Make creatives
Video, logo, photo, and campaign creatives in-hub — then launch from Marketing Hub.
Ideation to live — with budget overview and platform connections.
Acquisition tools
Print once, change destination anytime, track every scan and A/B path.
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.