Patient Intake

Upload a completed patient intake form and the AI will extract and pre-populate the patient profile automatically. Or skip to enter manually.

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Upload Patient Intake Form

Drop a PDF or image here, or click to browse

Supports PDF, JPG, PNG — AI extracts patient info automatically

✅ Intake form processed — patient profile pre-populated.

How it works:
Upload your practice's standard patient intake form after the patient completes it. The AI reads the document, identifies demographics, chief complaints, symptom scores, medications, supplements, diet, history, and clinical notes — and pre-fills the patient profile in Step 3. You review and confirm before proceeding.

Tip: Any fields the AI cannot confidently extract will be left blank for manual completion. Always review the pre-populated profile before generating recommendations.

Lab Recommendations

Based on the patient's chief complaints, symptoms, and history, the AI recommends which panels and specific markers to order before labs come back.

Patient Profile

Enter patient demographics, symptom scores, and relevant medical history. This information feeds directly into the protocol generation prompt.

01 Demographics

Patient First Name

Patient Last Name

Patient ID

Assign a unique ID — do not use patient's full name in shared documents

Age

Biological Sex

Occupation / Activity Level

Current Weight

Height

02 Chief Complaints

Primary Complaint

Secondary Complaint

Third Complaint

Duration of Symptoms

Previous Diagnoses

03 Symptom Severity Scores (1–10)

Fatigue

1 = No fatigue, 10 = Debilitating

Sleep Quality

1 = Excellent, 10 = Severely disrupted

Brain Fog

1 = Sharp and clear, 10 = Constant fog

Mood / Anxiety

1 = Stable, 10 = Severely affected

Libido / Drive

1 = Normal, 10 = Severely reduced

Chronic Stress Level

1 = Low, 10 = Extreme/constant

04 Medical & Lifestyle Context

Current Medications

Current Supplements

Diet Pattern

Exercise Pattern

Family History (Relevant)

Supplement Budget / Month

Clinician Observations / Additional Notes

Fullscript Dispensary Link (optional — patients will see an order button in their protocol)

Paste your Fullscript dispensary link once — it will appear as an order button in every protocol and patient portal you generate.

Lab Results Input

Upload your lab report PDF for automatic extraction, or enter values manually below. Each field auto-calculates status against functional optimal ranges.

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Upload Lab Report PDF

Drop your LabCorp, Quest, or specialty lab PDF here — AI extracts and populates all values automatically

Or enter values manually in the table below

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Reading lab report and extracting values...

Biomarker	Patient Value	Standard Range	Functional Optimal	Status

Pattern Summary

Overview of flagged systems based on entered lab values. This is your clinical snapshot before protocol generation.

Select Program Track & Generate

Choose the program structure that fits this patient's needs. The AI will tailor the protocol — phasing, milestones, supplement dosing, and follow-up intervals — to the selected track.

Select Program Track

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Foundation Protocol

Initial correction phase. Addresses root cause patterns identified in labs with targeted interventions across all flagged systems.

90 Days

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Optimization Protocol

Deep optimization and sustainability. Builds on foundation phase with progressive supplement adjustments and advanced lifestyle integration.

180 Days — 2 Phases

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Maintenance Protocol

For patients who have completed a foundation or optimization phase. Lighter touch — maintain gains, monitor key markers, prevent regression.

30–45 Days Recurring

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Custom Interval

Set a specific duration for patients who need a bridge extension or a non-standard program length based on clinical judgment.

You Choose

Custom Program Duration

days

45-day bridge protocol — midpoint check at day 22, final assessment at day 45. Supplement doses maintained from previous phase.

Previous Phase Context (optional)

⚠ Clinical Responsibility: All AI-generated content is a starting draft only. The clinician is responsible for reviewing, modifying, and approving all protocol recommendations before patient delivery. The AI does not practice medicine.

Track: 90-Day Foundation

Protocol Draft — Clinician Review & Annotation

Review the AI-generated protocol below. Hover over any section to add your clinical notes — they appear in red italic. Add overall impressions in the global notes field. Approve before delivery.

Hover any section to add a clinician note

✏️ Clinician annotations appear in red italic — visually distinct from AI-generated content in both screen view and print.

Protocol will appear here after generation.

📋 Clinical Note Draft

☰ Drag sections to reorder — arrange to match your preferred charting format before copying

✓ Clinical note copied to clipboard — paste directly into your EMR