Practitioner CRM Overview Help

The Practitioner CRM is a separate workspace for health coaches, nutritionists, and functional medicine practitioners managing multiple client lab results…

The Practitioner CRM is a separate workspace for health coaches, nutritionists, and functional medicine practitioners managing multiple client lab results.

Who is it for?

Functional medicine doctors reviewing patient bloodwork Nutritionists managing client supplement protocols Health coaches tracking client progress over time Any practitioner managing 10+ clients with regular lab testing

Key features

**Multi-client dashboard** — see all clients, their latest lab status, and upcoming retests at a glance. **Client assignment** — assign protocols, set goals, add practitioner notes. **Program templates** — create reusable protocol templates for common conditions (iron deficiency, thyroid, vitamin D repletion). **Team collaboration** — multiple practitioners can work on the same client roster.

How to access