Functional medicine, nutrition & weight management
Keep programs full and patients progressing—without chasing labs, refills, and renewals between hour-long consults.
Deptly helps functional medicine, nutrition, and weight management practices turn more inquiries into enrolled programs and completed renewals — and carries the lab-completion chasing, the between-visit check-ins and refill reminders, and the program and membership renewals that stall between consults — while diagnosis, protocol changes, and every dosing decision stay with your licensed providers.
What does Deptly do for functional medicine, nutrition & weight management?
Deptly is a managed service for functional medicine, nutrition, and weight management practices. It answers program inquiries while your providers are in hour-long consults, books discovery calls and initial consultations under your rules, chases lab completion so results-review visits actually happen, keeps between-visit check-ins, refill reminders, and supplement reorders on the cadence you set, and follows package renewals and payments within your policy. Diagnosis, protocols, dosing, and every clinical decision stay with your licensed providers.
Sound familiar?
Five moments from the way this work actually runs — not because anyone is careless, but because the loop depends on whoever is busiest.
A web form arrives at 9:41 PM: 'Do you prescribe semaglutide? What does the program cost?' Your provider sees it the next afternoon between consults — after the patient has already had a discovery call with another clinic.
The lab requisition went out after the initial consult three weeks ago. No draw, no results, no review visit — and nobody notices until the provider preps a chart for a follow-up that was never booked.
A weight management patient misses her weigh-in week, then her refill window. By the time she resurfaces, the momentum is gone and she's embarrassed to come back.
The supplement protocol ran out six weeks ago. You find out at the follow-up visit, when 'how's the protocol going?' gets an awkward pause.
A six-month program ends at week twenty-six with no renewal conversation — not a no, just silence — while January's inquiry wave buries the phones exactly when your team has the least room to answer.
Why this happens
Revenue in this model doesn't arrive as visits — it arrives as programs. A six-month functional medicine program, a twelve-week weight management enrollment, a nutrition package: each one is a promise of a sequence, and the sequence is where the outcome and the revenue both live. The model leaks in the gaps between steps — the requisition that never becomes a draw, the results that sit two weeks without a review visit, the check-in that gets skipped, the renewal date that passes in silence. None of those look like emergencies on the day they happen, which is exactly why they compound.
The person best positioned to catch the gaps is the provider — who is in 60- and 90-minute consults all day, precisely because the model sells depth. High-touch care means every hour of patient time is spoken for, so the between-visit work — lab chasing, check-ins, reorder reminders, renewal conversations — has no owner. In smaller practices the provider is also the front desk; in bigger ones, the front desk is scheduling today, not watching cadence across every active program. The follow-through the model depends on becomes a spare-minutes task, and spare minutes don't exist.
The clinical boundary sharpens it. Almost every message in this branch brushes clinical territory — 'can I take this with my thyroid medication?', 'my results came in, what do they mean?', 'I've felt off since the dose change' — so whoever covers the inbox hesitates, threads sit, and the provider gets interrupted anyway. Deptly is built for that line. It carries the administrative layer inside templates your providers approve, and hands the clinical layer to your team, flagged, with the patient's own words attached.
What Deptly handles here
Three complete responsibilities — each with a trigger, the actions carried, the escalation point, and what done actually means.
Responsibility 1
Turn every inquiry into an enrolled, ready patient
- Starts when
- A program inquiry, discovery-call request, or referral arrives while your provider is deep in a 75-minute initial consult — or at 9:30 PM, after the research is done and the nerve is up.
- What Deptly does
- Answers in your voice within minutes on phone, text, and the channels patients actually use — evenings and weekends included
- Asks the screening questions you define, so discovery calls land with patients who fit the program and know what it involves
- Books discovery calls and initial consultations into real provider openings and explains program structure, visit length, and fees from your approved language
- Sends intake forms, health-history questionnaires, and prior-lab requests right away, so the first consult starts with a complete picture instead of a blank one
- Confirms and reminds on your cadence, so the long consult blocks you protected actually get used
- Comes to you when
- Clinical questions — 'will this help my Hashimoto's?', 'is semaglutide safe with my blood pressure medication?' — route to a provider with the patient's exact words attached, never answered by guess. Fee exceptions and anything beyond your published options come to you.
Every inquiry ends as a booked discovery call or consultation with paperwork moving, or a recorded no with the reason — and the weekly brief shows exactly which.
Responsibility 2
Keep the lab-and-visit cycle moving
- Starts when
- A lab requisition goes out and the draw doesn't happen, results arrive with no review visit on the calendar, or a patient drifts past the check-in cadence their program prescribes.
- What Deptly does
- Follows unfinished lab work — the requisition sent, the kit delivered but not returned, the draw never scheduled — with warm persistence until it's done
- Books the results-review visit as soon as results are recorded in, so findings get discussed while the patient is still engaged
- Runs between-visit check-ins, weigh-in reminders, and follow-up scheduling on the cadence each program prescribes
- Watches the caseload for drifters — the missed check-in, the skipped follow-up — and reaches out before a quiet week becomes a quiet exit
- Flags patients approaching program milestones or end dates, so the renewal conversation happens with the provider, not by accident
- Comes to you when
- A patient reporting side effects, new symptoms, or wanting to stop for medical reasons goes straight to their provider, flagged urgent, with their words attached. Lab findings are never discussed — Deptly books the review; the provider delivers the results.
The cycle report in your weekly brief shows labs pending, labs complete, reviews booked, and everyone contacted — so no program stalls in the gap between the draw and the conversation.
Responsibility 3
Carry renewals, reorders, and the payment follow-through
- Starts when
- A supplement protocol runs low, a program or membership approaches its end date, a card fails on a recurring plan, or a balance ages past the window you set.
- What Deptly does
- Sends supplement reorder reminders timed to the protocol your provider wrote, pointing at the dispensary you already use
- Opens renewal conversations before programs and memberships lapse — in your voice, with the next-step options your team defines
- Follows failed recurring payments with a polite retry-and-reminder sequence within your written policy
- Sends invoices and superbills on your schedule and answers routine HSA, FSA, and out-of-network questions from your approved language
- Keeps confirmations, reschedules, and visit reminders flowing so a full program calendar stays full
- Comes to you when
- Discount requests, hardship conversations, and contested charges come to you as a clear summary — never handled by script. Any protocol or dosage question inside a reorder thread routes to the provider immediately.
Renewals get a real conversation instead of a silent lapse, protocols stay stocked, and the weekly brief shows what renewed, what's pending, and the few decisions that need you.
One job, before and with Deptly
The same signal, followed all the way to a verified outcome instead of waiting on whoever is busiest.
Today
- Week two of a six-month program: the lab requisition goes out after the initial consult. The patient means to schedule the draw.
- Three weeks pass. No draw, so no results — and no results-review visit gets booked, because there's nothing to review.
- Your provider notices at week six while prepping another chart. Someone leaves a voicemail between consults.
- The patient, embarrassed about the delay, doesn't call back. The program she paid for stalls at one visit.
- At renewal time there's nothing to renew — six months of care compressed into one consult and an awkward refund conversation.
With Deptly
- Week two: the same requisition goes out — and a friendly reminder follows four days later with the lab's hours and a direct scheduling link.
- She books the draw for Saturday morning. Deptly confirms it and notes the expected results window.
- Results are recorded in on Thursday. By Friday she has a results-review visit booked for the following Tuesday.
- Her provider walks in with results in hand and a patient still engaged — week four, right on the program's rhythm.
- The weekly brief shows every open requisition, every pending draw, and every review booked — no program stalled in the gap.Closed loop
Start from the outcome you want
The same responsibilities, prioritized differently depending on what you are trying to change first.
Enroll the patients you never hear back from
The patient researching medical weight loss or a functional approach to her fatigue contacts two or three practices at 9:30 PM — and enrolls with the one that answers well. Deptly replies while the intent is warm, follows discovery calls that went quiet, carries program proposals to a decision on your cadence, reaches back out to finished-program patients when the reactivation timing you set says they're due, and asks the patient who just hit a milestone for the review. Same providers, same consult hours — more of the demand you already earn becoming enrolled programs.
Get the between-visit work off your plate
In program-based care, the work between visits is the job — and it lands on whoever has a spare minute, which is nobody. Deptly carries that layer: lab completion chased until the draw happens, results reviews booked the day results land, check-in and weigh-in reminders on each program's cadence, supplement reorders timed to the protocol, renewals opened before they lapse, and payments followed within your policy. What reaches you is the clinical work and a short weekly brief — the between-visit layer is already handled.
Grow enrollment without dropping the high-touch
A fuller program calendar only helps if patients finish what they enrolled in. Deptly books new consultations under your rules, keeps the lab-and-visit cycle moving so programs progress instead of stalling, catches drifters before a missed check-in becomes a quiet exit, and opens renewal conversations while the results are fresh. The weekly brief shows what was handled and the few things that need you — so enrollment grows and the high-touch model still feels high-touch.
What Deptly handles, asks about, and never decides
Every responsibility above runs inside this boundary. You set the rules; anything outside them waits for you.
Deptly handles
Routine work done within the rules you approve.
- Answers routine program, fee, and scheduling questions in your voice — including the 9:30 PM form fills
- Books discovery calls, consultations, follow-ups, and results reviews against real provider openings
- Chases lab completion, intake forms, health histories, and prior records before visits
- Runs between-visit check-ins, refill and reorder reminders, and renewal outreach on the cadence your providers set
- Fills canceled consult blocks from your waitlist rules
- Follows recurring payments, packages, and balances within your written policy
Deptly asks first
Anything judgment-shaped waits for your okay.
- Exceptions to your cancellation, refund, or program-pause policy
- Discounts, payment arrangements, or program changes beyond your published options
- Any message that reads as a complaint or a concern about care or results
- Outreach beyond the consent and channels your practice has approved
- Anything without an approved template
Always human
The decisions that stay yours, always.
- Diagnosis, protocols, supplement plans, and every dosing decision — including GLP-1 prescribing and titration — belong to your licensed providers
- Lab interpretation: Deptly books the review visit; the findings conversation is the provider's, always
- Side-effect reports and anything that reads like a new or worsening symptom — routed to the prescriber immediately, flagged urgent
- The consult itself — Deptly gets the patient enrolled, prepared, and progressing; the medicine is your team's
The full rulebook — approvals, escalation, and audit history — lives on trust and control.
Who this covers
Each one gets the same execution engine — these notes call out what actually changes.
Functional & integrative medicine
The long-consult, deep-workup model — comprehensive panels, GI and hormone testing, supplement protocols, often a membership underneath. The costly leak is the lab-to-review gap: a program's momentum lives in the stretch between the requisition and the results conversation, and every week that stretch grows, engagement drops. Deptly chases draws and unreturned kits, books the review the moment results are recorded, and times reorder reminders to the protocol your provider wrote — through the dispensary you already use. Interpretation and protocol changes stay with your provider, always.
Nutrition & dietitian practices
Weekly-cadence care where the relationship is the intervention — which means one quietly missed session is often the beginning of the end. Deptly protects the rhythm: reschedules land the same week instead of 'whenever works,' packages get a renewal conversation before the last session instead of after it, and the January wave gets answered while your dietitians are in back-to-back sessions. Superbill, HSA, and FSA questions get your approved answers; anything about the care itself goes to the clinician.
Medical weight management
A visit-and-refill rhythm where continuity is the outcome — a missed weigh-in becomes a lapsed refill becomes a patient too embarrassed to return. Deptly keeps the cadence honest with judgment-free reminders in your voice, catches the drift early, answers the after-hours 'do you prescribe semaglutide, and what does it cost?' inquiries from your approved language, and books consultations while intent is warm. Prescribing, titration, and every medication decision stay with your prescriber — Deptly carries the logistics around them.
Systems we commonly work in
- Phone calls & SMS on your existing business lineConfirmed
- Email & calendarConfirmed
- Practice BetterPossible
- HealthiePossible
- SimplePracticePossible
- FullscriptPossible
- Legacy EMR, lab-portal & pharmacy coordination setupsScoped in discovery
Confirmed means standard channels every business already has — phone, text, email, and calendar. Possible means the platform supports what the workflow needs. Anything marked scoped in discovery gets verified during discovery before we commit to it — Deptly works within the tools you already have, as described on how it works.
See the loop close
Every proof item on this site is labeled for exactly what it is.
A 9:41 PM weight-management inquiry becomes an enrolled, ready first visit
Website form
I've been researching medical weight loss for months and I'm finally ready to do something. Do you prescribe semaglutide? What does the program cost, and is it a monthly thing? I'd rather text than talk about this on the phone at work.
Tuesday 9:41 PM
Deptly → Renee
Hi Renee — glad you reached out, and text is perfect. The program starts with a 60-minute consultation with Dr. Alvarez: she reviews your history and lab work and builds the plan with you, including whether medication is a fit. After that it runs as a monthly membership — I can send the full pricing breakdown now. For the consultation, would Thursday 2:00 or Monday 10:30 work?
9:44 PM
Renee
Monday 10:30 works. One thing — I take levothyroxine for my thyroid. Is semaglutide safe with that?
9:52 PM
Deptly
Books Monday 10:30 in the schedule, sends intake and health-history forms plus the lab requisition your protocol calls for before a first visit, and tells Renee the medication question is one for Dr. Alvarez — flagged with her exact words, no answer improvised.
9:54 PM
Deptly → Dr. Alvarez
Needs your OKNew consultation Monday 10:30: Renee T., medical weight management. She asked overnight whether semaglutide is safe alongside levothyroxine — her message is attached. Reply directly, or send your standard note that medication questions are covered at the consult?
Wednesday 8:10 AM
- Dinbox
Owner brief
Friday 5:00 PM
Two after-hours program inquiries became booked consultations this week, both with intake and lab work moving before day one. One medication question was flagged to Dr. Alvarez and answered by morning. Nothing waited in the inbox.
More demonstrations live on proof and examples.
Questions owners ask
It answers the administrative half and routes the clinical half — by design. Program structure, fees, visit length, how refills are requested, and what happens at a results review all come from language your team approves. Whether semaglutide fits a patient's history, what a lab marker means, whether a supplement interacts with a medication — those route to your provider with the patient's exact words attached. Deptly never improvises an answer that belongs to a license.
High-touch is exactly what quietly breaks when the between-visit work has no owner — the check-in that slips is felt as neglect, not efficiency. Deptly makes the touches actually happen: in your voice, on the cadence your providers prescribe, with wording you approved before any patient sees it. What patients experience is a practice that remembered their draw, booked their review the day results landed, and noticed when they drifted. That reads as more attentive, not less.
Tone is treated as part of the protocol. Every message template is written with your team and approved before use — warm, matter-of-fact, never scolding — and the stopping rules are yours: a patient who asks for space gets it, recorded. A missed weigh-in gets a door held open, not a guilt trip. Most patients who drift weren't quitting; they were embarrassed about a hard week. A judgment-free check-in is often exactly what brings them back.
Deptly tracks each patient's open loop — requisition sent, kit shipped, draw scheduled, results expected — and follows up with warm persistence at each stall point: a reminder with the lab's hours, a nudge when a kit sits unreturned, a booking link once the draw is done. When your practice records that results are in, the results-review visit gets booked while the patient is still engaged. Your providers interpret the results; Deptly just makes sure there's a visit on the calendar to interpret them in.
Those are the platforms this branch tends to run on, and working inside your existing stack is the model — real openings read, real bookings written, follow-up logged where your team already looks, and reorder reminders pointing at the dispensary you already use. What each platform exposes varies, so your specific setup is confirmed during discovery rather than promised up front. Lab portals and older EMRs usually start with that discovery conversation.
Seriously and narrowly. Access is least-privilege — Deptly touches only the systems and fields a workflow needs — routine scheduling and reminder messages avoid clinical detail by design, and every action is logged. Discretion is part of setup, too: which channels a patient has consented to, and what a text may and may not reference. Your privacy and compliance requirements, including what a business-associate relationship requires, are mapped with you before anything goes live.
The renewal conversation opens the way your best coordinator would: with the patient's progress, the provider's recommendation, and the options your team defined — on timing you set, before the lapse instead of after it. Most lapsed programs weren't decisions; the end date just passed while everyone was busy. Deptly makes sure there's an actual conversation, answers logistics questions from your approved language, and brings anything about changing the care itself to your provider.
That message never waits in a queue. Anything that reads like a side effect, a new symptom, or a concern about a medication or protocol routes straight to the prescriber, flagged urgent, with the full thread attached — and the patient gets only an approved acknowledgment that their provider is being notified. Titration, pausing, and every clinical response stay with your licensed team, always.
It fits naturally — telehealth practices live on exactly this coordination layer. Deptly books virtual visits against real provider openings, sends join links and prep instructions, chases the local lab draws and shipped kits that telehealth depends on, and keeps time zones straight across the caseload. The rules about who your providers may treat and where are yours to define; Deptly applies the intake rules you set and asks when an inquiry doesn't fit them.
Those waves are when this matters most: inquiries spike exactly when your team has the least room to answer them. Deptly answers every inquiry within minutes regardless of volume, books consultations under the same rules on the hundredth conversation as on the first, and keeps the follow-through going for existing patients while the phones are loud. The surge becomes enrolled programs instead of a full voicemail box — without your team working weekends to catch up.
Pricing follows scope — which workflows Deptly carries, how much volume moves through them, and which systems are involved — rather than a per-seat software tier. A single high-value workflow, like new-inquiry response or the lab-and-review cycle, is a common starting point. The pricing page explains the models and what's included, and a scoped recommendation comes from a short conversation about your programs and caseload.
No — it carries what they never get a quiet hour for: the cadence watching across every active program, the lab chasing, the reorder reminders, the renewal timing, the balance follow-up that slips when the schedule is full. Your health coach stays in the coaching conversations, your providers stay in consults, and the between-work stops depending on spare attention that doesn't exist.
No pitch, just a straight read
Talk through how this would work in your business
Walk through how the work actually moves in your business and hear exactly what Deptly would carry first — including an honest no if the fit is not there.
