# ProtocolEMR

> ProtocolEMR is an all-in-one practice management platform and EMR (electronic medical record) for functional medicine practitioners, health coaches and wellness clinics. It replaces the separate tools a functional practice typically uses — scheduling, intake forms, e-signature, lab spreadsheets, supplement lists, invoicing, client messaging and a website booking widget — with one system, from first discovery call to lab results to protocol.

## Who it is for
- Functional medicine practitioners, naturopaths, nutritionists and dietitians, health coaches, and wellness clinics
- Solo practitioners and multi-practitioner teams (owners, practitioners/coaches, staff); each practice's data is fully separated

## What it does
- Client charts: one page per client (profile, focus, program, timeline, session notes, labs, protocols, supplements, questionnaires, agreements, documents, invoices, payments, messages), pre-call review sheets, leads pipeline
- Labs and biomarkers: upload a lab PDF (including scanned PDFs) and AI extracts every result, detects the report type (e.g. GI-MAP, comprehensive blood panel) and structures it as chartable data; custom per-practitioner optimal ranges; highlights, comments, trends over time, reports shared with clients
- Protocols and supplements: reusable supplement, diet and lifestyle protocols; supplement library and per-client lists; AI medication review that flags interactions and concerns
- Intake, forms and agreements: questionnaires, symptom surveys and check-ins; agreements with e-signature; template library
- Scheduling and sessions: online booking with availability and rules, Zoom and other video links, email/SMS/push reminders, calendar feed, session templates, multi-session programs, free discovery-call booking
- Billing on Stripe: session packages and programs, subscriptions and memberships, custom invoices, payment links, package tracking, refunds, online store for supplements and products
- Communication and marketing: secure messaging, branded email and SMS, campaigns, practice blog
- Business insights: revenue, sessions and invoice profitability dashboards
- AI assistant: lab reading, medication review, drafting and improving notes, automatic session documentation, content generation; personalizable prompts; owner-controlled AI usage limits and credit packs
- Security and privacy: healthcare-grade security, strict per-practice data isolation, two-factor authentication, role-based access

## Client experience
- Branded client portal (web) plus iOS and Android app: book and manage sessions, buy packages, pay invoices, complete questionnaires, sign agreements, view lab results and reports, follow protocols and supplement plans, message the practitioner, access documents and the practice blog

## Website widgets
- Embeddable booking, store and blog widgets for WordPress, Webflow, Wix, Squarespace and other sites (light or dark), plus a discovery-call landing page

## Links
- Website: https://protocolemr.com/
- FAQ: https://protocolemr.com/#faq
- Book a demo: https://protocolemr.com/#demo
- Sign in (existing customers): https://app.protocolemr.com/