One System — Every Direction

See how Meridian-One actually works.

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

Dashboards Rx Calendar Portals Catalog Clinical Weight Automations Chat Growth
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.

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
See where drop-off happens
Business analytics

Service-line MRR and program retention cohorts — owner-level clarity without a BI stack.

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
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.

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
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-type 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
Peptide 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.

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
Pharmacy dispatch after clinical gate
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
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.

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
GFE created · provider notified · Rx held until payment clears
Form → GFE → payment-aware Rx

Click Run — watch each handoff light up. Scheduling and protocol chaining available as configured.

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.

Growth & AI

Marketing Hub + creative generation.

Native email, SMS, social, blog, Pulse, QR — plus an AI Marketing Generator for video, logo, photo, and campaign creatives.

MARKETING HUB · EMAIL + SMS
Email
SMS
Drips
Social
Welcome series · GLP-1
Drip · 5 emails · 42% open
ACTIVE
Refill reminder blast
SMS · segment: due 7 days
SCHEDULED
March specials
Email · 12,408 recipients
DRAFT
SAME CRM
Audiences = leads & clients
Consent-aware · no second Twilio/Mailchimp stack
Built-in email & SMS campaigns

Blasts, drips, and SMS campaigns on the same patient database as clinical and billing — Marketing Hub calendar included.

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

Full CMS to create, edit, and publish posts — then push to clients via the same email/SMS tools.

AI MARKETING GENERATOR
Video
Logo
Photo
Campaign copy
BRIEF
GLP-1 spring promo · clinic brand kit
Audience: cold leads · channel: Meta + email
OUTPUT
3 creatives ready for review
Assets land in Marketing Hub · same CRM
NEXT
Push to social pipeline or email blast
AI Marketing Generator

Create video, logo, photo, and campaign creatives in-hub — then launch from the same Marketing Hub.

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

Full pipeline from ideation to live — with budget overview and platform connections.

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 — staff woken only when a human is needed.

INBOX + STAFF CHAT
SMS
Unified patient inbox
Automation bot escalations
TEAM
#pharmacy · #front-desk
Channels + DMs in-OS
VOICE
AI phone triage
Transfer · SMS follow-up
Communications hub

Email, SMS, voice, fax, chat, video — native, not bolted on.

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.

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.

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.

Mocks with five clickable demos (calendar, Auto-GFE, Rx estimate, Pulse, quiz) are not live PHI.