Frequently Asked
Questions

Supplement Practice consolidates patient intake, supplement protocol creation, appointment scheduling, invoicing, and inventory management into a single platform. Instead of juggling separate tools for each task, everything lives in one workspace — so you spend less time on admin and more time with patients.

You can create interactive intake surveys that patients complete before their appointment. The surveys collect health history, current medications, dietary preferences, and wellness goals. Responses flow directly into the patient's record — no manual data entry required.

Once a patient completes an intake survey, the platform analyzes their responses and automatically generates a draft supplement protocol using only the brands your practice carries. You review the recommendations, make any adjustments, and approve the protocol — turning a process that used to take 20+ minutes into a few clicks.

Supplement Practice currently supports Standard Process, Gaia Herbs / Gaia Herbs PRO, Food Research, Designs For Health, Metagenics, and Xymogen — with more brands being added regularly. You select which brands your practice carries, and the platform filters the entire catalog and AI recommendations to only show those products.

The platform is built for any practitioner who recommends supplements — chiropractors, naturopaths, functional medicine doctors, nutritionists, acupuncturists, integrative medicine physicians, and wellness coaches. If you build supplement protocols for patients, Supplement Practice is designed for you.

Go to app.supplementpractice.com. You can sign in three ways: enter your email and click Continue with Email for a passwordless link, or use the Apple or Google button to sign in with that account.

No. Email sign-in is passwordless — we send a one-time link to your inbox. Apple and Google sign-in use your existing account credentials, so there's nothing extra to set up on our side.

Yes. The login screen has dedicated Apple and Google buttons under "or continue with" — click whichever provider matches the account you signed up with.

Use the same email tied to your Supplement Practice subscription. If you signed up with Google or Apple, sign back in with the same provider so your workspace and patient data stay linked to one account.

Check your spam or promotions folder, confirm you're entering the email you registered with, then request the link again. If it still doesn't arrive, reach us at support@supplementpractice.com and we'll sort it out quickly.

The dashboard greets you by name and shows today's date and appointment count. From there you'll see the Clinical Co-Pilot chat, Today's Appointments, a Patient Manager snapshot (Total / Active / Follow-up + recently updated patients), Inventory Alerts, and Supplement Catalog quick access — your whole day at a glance.

The Clinical Co-Pilot is the AI assistant pinned to the top of your dashboard. Ask it about patient protocols, drug-nutrient interactions, supplement choices, or any clinical question — it draws on your catalog and patient context to help you decide faster. Type your question into the box that says "Ask about protocols, drug-nutrient interactions, supplements…".

Total is every patient ever added to your workspace. Active is patients currently on a supplement protocol. Follow-up flags patients whose protocol has ended and may need a check-in or renewal — your at-a-glance to-do list.

The Recently Updated list inside the Patient Manager card shows your most recently touched patients with their initials and last-update date. Click any name to open that patient's record. Use View All → to jump to the full Patient Manager.

Inventory Alerts surfaces products that are low or out of stock. The +1, +5, and +10 buttons next to each product let you add that many units to your on-hand count in one click — no need to leave the dashboard. Click Manage to open the full Inventory Management screen.

The left side panel under Supplement Practice holds Dashboard, Patient Manager, Appointments, Supplement Catalog, Inventory Management, and Practice Management. The New Chat button at the bottom-left opens a fresh Clinical Co-Pilot conversation any time.

The Patient Manager is a feature for healthcare practitioners — nutritionists, functional medicine doctors, wellness coaches, and similar professionals. It allows you to manage multiple patients, track their supplement protocols, monitor protocol timelines, and issue invoices — all from a single workspace.

From the Patient Manager screen, click the "Add Patient" button and fill in the patient's name, email address, and any relevant tags or focus areas. The patient will receive an invitation to set up their own Supplement Practice profile, which you can then monitor and manage from your Supplement Practice account.

Use the "Import Patients" option in the Patient Manager to upload a CSV file containing your patient list. The CSV should include at minimum each patient's name and email address. After uploading, you can review and confirm the import before patients are notified.

Active patients are currently on a supplement protocol. New (30D) indicates patients added within the last 30 days. Protocol Ended (Follow Up) flags patients whose protocol has expired and may need a check-in, reassessment, or protocol renewal — helping you stay proactive about patient care.

The search bar at the top of the Patient Manager accepts free-text queries across patient names, email addresses, assigned tags, and health focus areas. You can also use the filter controls to narrow your list by status (Active, New, Protocol Ended) or sort by date added.

The Supplement Catalog is a curated database of professional-grade supplements available through the Supplement Practice platform. Practitioners can browse, search, and assign products directly to patient protocols from within the catalog.

The catalog currently includes products across 6 professional supplement brands — with more being added. The catalog is regularly updated as brands release new products or discontinue existing ones.

The catalog includes products from: Standard Process, Gaia Herbs / Gaia Herbs PRO, Food Research, Designs For Health, Metagenics, and Xymogen — with more brands coming soon. Additional brands may be added based on practitioner demand.

Use the search bar at the top of the Supplement Catalog and type a product name, active ingredient, herb, or health condition. The catalog returns matching products and allows you to view full product details, ingredient lists, and dosage information before assigning to a patient.

Use the brand filter dropdown in the Supplement Catalog to limit results to one or more specific brands. This is especially useful if your practice only carries certain lines and you want to recommend products you actually have in stock.

Yes. In Practice Management → Supplement Brands tab, select which brands your practice carries. This permanently filters the catalog view and the AI's recommendations so patients only see products you actually stock, reducing confusion and streamlining purchasing.

You can add custom supplements — such as house-brand or compounded products your practice carries — from the Supplement Catalog by clicking "Add Custom Supplement." Enter the product name, dosage form, serving size, and any relevant ingredients. Custom supplements appear alongside catalog products and can be assigned to patient protocols just like standard items. They are visible only within your practice account and are not shared across the platform.

Yes. If there is a product or brand you'd like to see in the catalog, email us at Hello@SupplementPractice.com with the product name, brand, and a link to the product page if available. Our team reviews all requests and prioritizes additions based on practitioner demand. You'll be notified when the product is live in the catalog.

Go to Practice Management → Practice Information tab. Enter your practitioner name, credentials (e.g., ND, RD, CNS), organization or clinic name, Tax ID, and business address. This information appears on patient-facing invoices and documents generated by the platform.

When you enter your business address in Practice Information, the platform automatically calculates applicable sales tax rates for your jurisdiction and applies them to invoices. You can override the auto-calculated rate or mark specific line items as tax-exempt if needed.

Yes. In the Practice Information tab you can add custom text that appears at the top (header) and bottom (footer) of every invoice. This is a good place to include payment instructions, cancellation policies, or a personalized note to patients.

The All Invoices tab in Practice Management shows every invoice across your full patient roster in one view. You can sort by date, filter by status (Draft, Sent, Paid), and search by patient name or invoice number.

Draft invoices have been created but not yet sent to the patient. Sent invoices have been delivered to the patient and are awaiting payment. Paid invoices have been settled. Drafts can be edited freely before sending; sent and paid invoices are locked.

Navigate to Practice Management → Subscription tab to view your current plan, billing cycle, and available upgrades. For enterprise plans or custom pricing, contact us at Hello@SupplementPractice.com.

Go to Practice Management → Supplement Brands tab. Check the boxes next to each brand you carry. This setting affects both the Supplement Catalog view and the AI's recommendations — only products from your selected brands will appear in patient-facing suggestions.

Once you save your brand selections, the Supplement Catalog is filtered to show only those brands by default. Patients interacting with the AI Shopping Assistant will only receive recommendations from your selected brands, ensuring every suggestion maps to a product you can actually fulfill.

To cancel your account, go to Practice Management → Subscription tab and select "Cancel Subscription." Your access will remain active until the end of your current billing period. If you need assistance or have questions about your cancellation, contact us at Hello@SupplementPractice.com and our team will help.

Yes. The platform includes built-in appointment scheduling so patients can book directly through your practice. You set your availability, appointment types, and duration — patients pick a time that works and receive automatic confirmation.

Yes. Patients receive automated updates and reminders leading up to their appointment, helping reduce no-shows. You can customize the timing and content of these reminders from your practice settings.

Absolutely. Supplement Practice provides a shareable booking link and an embeddable scheduling widget that you can add directly to your existing website. Patients can book appointments without ever leaving your site, keeping the experience seamless and on-brand.

Your dashboard shows Today's Appointments at a glance, and the full Appointments section in the left sidebar gives you a calendar view of all upcoming, past, and pending bookings with patient details attached.

Supplement Practice includes AI-powered transcription that listens to your conversation with a patient and automatically converts it into structured clinical notes. Instead of typing during or after an appointment, you can focus entirely on the patient while the platform captures the key details for you.

Yes. After transcription, the notes are presented as a draft that you can review, edit, and finalize before they're saved to the patient's record. You always have full control over what goes into the chart.

Supplement Practice is designed to complement your workflow, not replace your EHR. The AI notes live within the patient's Supplement Practice record and can be copied or exported to your existing system. It's an extra layer of efficiency, not a forced migration.

When you build a protocol for a patient, the platform generates a clear supplement schedule showing each product, dosage, and timing (morning, afternoon, evening, with meals, etc.). The schedule is formatted for easy reading so patients know exactly what to take and when.

Yes. Every supplement schedule can be printed as a clean, professional handout or emailed directly to the patient from within the platform. Patients get a clear reference they can stick on their fridge or pull up on their phone.

Yes. Invoices work the same way — print them for in-office visits or email them directly to the patient. Each invoice includes your practice information, line items, tax calculations, and any custom header or footer text you've configured.

Yes. Supplement Practice integrates with both Stripe and Square. When you create an invoice in the platform, you can send it to either billing system with one click — the line items, amounts, and patient details populate automatically, giving you a seamless payment workflow without double-entry.

Once you connect your Stripe or Square account in Practice Management, any invoice you create in Supplement Practice can be pushed to your billing provider with a single click. The invoice details — patient name, line items, totals, and tax — transfer automatically, so you don't have to re-enter anything. Payments are processed through your existing Stripe or Square account.

Inventory Management lets you track every supplement you have on hand. You can filter by the brands your practice carries, view current stock levels, and quickly update quantities. The system flags low-stock and out-of-stock items so you never run out of a product a patient needs.

Yes. The inventory screen lets you filter by any of the brands you carry — Standard Process, Gaia Herbs / Gaia Herbs PRO, Food Research, Designs For Health, Metagenics, Xymogen, or your custom supplements — so you can quickly see stock levels for a specific line.

The dashboard surfaces products that are low or out of stock in the Inventory Alerts card. Each alert includes quick +1, +5, and +10 buttons so you can update stock counts without leaving the dashboard. Click Manage to open the full Inventory Management screen.

Yes. Any custom supplement you add through the Supplement Catalog also appears in Inventory Management. You can track stock levels, set low-stock thresholds, and manage reordering for house-brand or compounded products the same way you would for catalog items.