Live in production · Med spas · GLP-1 & hormone · Longevity · IV · Functional medicine
The same patient's name re-typed into a fourth tool before your first appointment; five logins open just to see tomorrow's schedule. ProtokolIQ puts intake, charting, protocols, body composition, prescribing, inventory, commerce, billing, marketing and the patient portal on one connected record — so you enter a patient once and everything agrees. The AI drafts; you sign as the author. Your patient data is never sent to outside AI services.
The clinical depth a med-spa CRM doesn’t have: ProtokolIQ turns labs into trends your patient can see, drafts the visit note from a recorded visit (you sign as the author), and runs interaction and eligibility checks that behave the same way every time and show their reasoning — so nothing touching care relies on AI guesswork.
Turn every lab into trends your patient can see across years — so renewals show the value instead of arguing it. Results that match the review rules your medical director sets are surfaced and routed for sign-off. The clinical layer a med-spa CRM doesn’t have.
Get the visit note drafted before you leave the room — you review, edit and sign as the author. A local model does the drafting; audio and transcripts are never sent to outside AI services.
Interaction and eligibility checks that behave the same way every time and show their reasoning — they flag and surface; the clinician sets the rules and makes the call. No AI guesswork on anything that touches care. GLP-1, HRT and injectable pathways.
Visible progress that makes the renewal conversation easy — InBody, DEXA, SECA, Styku, BodPod or manual on one trend line, with no device lock-in.
One patient record instead of the same name re-keyed into intake, consent and the portal — with a documented good-faith exam for every patient, versioned consents, a §164.524 record-set export, and delegation configured to your license. Patients see your brand, never ProtokolIQ.
A documented good-faith exam captured for every patient — with intake, medical history, screening, versioned consents and e-signatures. The paperwork an inspector expects, done once and on the record.
Your brand, never ours — patients see your practice start to finish. E-sign, plus a §164.524 record-set export when a patient asks.
Configure who can do what under your license — MA, RN, NP or PA — and the system flags work that falls outside the role you’ve set. License tracking and delegation logged, so your oversight is provable.
The operational spine that fills the chair and keeps the numbers honest: scheduling with card-on-file and waitlist backfill against no-shows, inventory tied to the chart down to a partial vial, e-prescribing under the supervision rules you set, and billing that connects to the QuickBooks your accountant already trusts.
Fill the chairs you’re already paying for — card-on-file at booking and reminders cut the no-show bleed, and one-tap waitlist backfill keeps providers, rooms and devices earning.
e-Prescribing and pharmacy ordering in the same record, under the delegation and supervision rules you configure — provider-agnostic, so you’re not locked to one network.
Know your true margin on every vial and never run out mid-treatment — each dose, down to a partial GLP-1 vial, is tied to a chart and a charge, with live expiry and reorder alerts so product gets used before it expires in a drawer.
Memberships and packages that hold up as you grow — point of sale, prepaid packages, gift cards and wallet credits, with reliable autopay so members don’t churn by accident.
One clean set of numbers that agree — connects to the QuickBooks your accountant already trusts (not a closed ledger to reconcile), so month-end isn’t an 11pm spreadsheet.
A lead that sits an hour books the provider who replied first; a member churns on a card that expired, never meaning to leave. ProtokolIQ works both ends: text-first lead follow-up, reactivation for dormant leads, reliable autopay so members don’t churn by accident, and a practice-pulse view of where revenue is leaking. Your patient data is never sent to outside AI services.
Follow up before leads go cold and keep the members you’ve earned — text-first follow-up in seconds (patients book the first provider who replies), reactivation for dormant leads, and nudges before a membership lapses. None of it sends patient data to outside AI services.
See where revenue is leaking — your busiest and deadest hours, membership churn and margin by service in one practice-pulse view. Your numbers stay in your record.
Charting, campaigns and scoring are drafted by AI, then reviewed and signed by a person — you stay the author. Anything sensitive is drafted privately and never sent to outside AI services.
Protocols, contraindications and supervision checks run on explicit rules that behave the same way every time and show their reasoning — not a black-box model. The clinician sets the rules and makes the call; every step stays auditable.
Every ProtokolIQ AI action sits on a five-level ratchet, scoped by governance zone — so you grant more autonomy only after it has demonstrated accuracy, any level is revoked automatically on error, and prescribing and dispensing stay human-only regardless of level.
Ingestion, scoring, notifications.
Recommendations, patient communications.
Prescribing and dispensing decisions.
Promotions are earned by demonstrated accuracy; demotions are automatic on error. Controls live inline — no settings screens.
Founding practices · Limited 2026 cohort
You left someone else's way of doing things to run the room your way. We're onboarding a small 2026 cohort of founding practices as design partners — you shape the modules for your clinic type, and pricing is built around what you're replacing and walked through together, not printed on a rate card.
A small 2026 cohort — we review every application by hand. No public pricing yet; we'll walk through it together on a short call.