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Care plansPlans from your own templatesClinical notesSOAP notes you signAI scribeVisit notes drafted for reviewE-prescribingPrescribe from the chart

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Patient portalYour brand on every screenIntake formsYour forms, assigned in the portalScheduling and videoBooking, calendars and visitsMembershipsSell plans through your Stripe

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Longevity clinicsThe EHR built around the care loopFunctional medicineDeep panels, ranges and protocolsConcierge and DPCMemberships and a member portalHormone optimizationHormone panels tracked over time

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  3. Care plans

Care plan software that follows the patient between visits

Build plans from your clinic's templates, personalize them for each patient and see progress as patients mark steps done in your branded portal. When new results arrive, you edit the plan and nothing the patient already did is lost.

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15-day free trial · Unlimited patients · BAA on request

LongevityEHR care plan template assigned to a patient, next to the portal on a phone with the first supplement step done

A protocol sent as a PDF can't tell you which steps the patient started, which ones slipped or when the follow-up is due.

In LongevityEHR the plan lives in the chart and in the patient's portal.

Care plan software, from template to progress

LongevityEHR is personalized care plan software for longevity clinics. Each plan is broken into steps the patient marks done, so you see progress before the visit instead of asking for it.

LongevityEHR care plan template editor with five lab, nutrition, exercise and supplement steps placed in days across an 84 day plan
LongevityEHR care plan template beside the same plan assigned to a patient, with the follow-up visit step moved later
LongevityEHR patient portal care plan on a phone with a walking step marked done and the provider's comment open
LongevityEHR care plan read view in the patient chart with completion dates, one step overdue and a booked follow-up visit

Write the longevity care plans your clinic runs as templates, with steps that each have a type, a label and timing in days.

Templates

Templates stay yours, plans stay theirs

Assigning a template creates a personalized care plan for that patient. Editing the template later only affects plans you assign from then on, so a patient's plan never changes under them because a protocol was updated for someone else.

The plan's length follows from where its last step lands, so there is no separate duration field to keep in sync. A plan can run up to 104 weeks.

  • Step types for general, medication, supplement, exercise, nutrition, lifestyle, lab test, appointment and form steps.
  • Each step is placed in days, and due dates follow from the plan's start.
  • Medication and supplement steps describe the protocol. Sending prescriptions from the chart is in development.
LongevityEHR care plan template editor with nine steps of different types placed in days and an 84 day plan length

A plan patients can act on from their phone

Care plans have their own screen in your white-label patient portal, shown in your clinic's logo and brand color.

LongevityEHR patient portal care plan on a phone with a form step three days late and a supplement due this week

Due dates that stay honest

Each step shows when it is due, and a step that slips shows how many days late it is.

LongevityEHR patient portal on a phone with an omega-3 supplement step marked done and the provider's comment inside it

One tap to mark it done

One tap marks a step done, and another undoes it. Your comments appear inside the step they are about.

LongevityEHR patient portal on a phone with a booked video follow-up visit step showing its date, Join and Cancel buttons

Booking from the step

Appointment steps link straight into booking, then show the date with options to join or cancel. See scheduling and video visits.

Provider review

Progress you can read at a glance

In the chart, a provider reads the whole plan without opening an edit form: which steps the patient marked done and when, what is due and what is overdue. Write a short comment on a step and the patient reads it in the portal. Book a step's appointment on the patient's behalf when that is easier.

When new results land in the patient's biomarker trends, edit the plan. Each step keeps its identity, so what the patient already completed survives the edit. A step you drop is archived, not deleted, because a plan the patient followed is part of their record.

LongevityEHR care plan read view in the provider chart with completion dates, an overdue check-in and its comment thread open

AI-drafted care plans are on the roadmap

A first draft of the plan, built from the patient's results, that the provider reviews and edits before anything reaches the patient. It is not available today. Today every plan comes from your own templates and your team's judgment.

FAQs

Frequently asked questions

Still unsure? Book a demo and ask us directly.

What is care plan software?

Software that turns a treatment protocol into a structured plan with steps, timing and follow-up, and tracks progress against it. In LongevityEHR the plan sits in the chart and in the patient's portal, next to their labs and biomarkers.

Can I personalize a care plan template for one patient?

Yes. Assigning a template gives the patient their own copy, which you edit freely. Changes to the template afterward only apply to plans assigned from then on.

Can patients mark care plan steps done?

Yes. Patients mark steps done, or undo them, in the patient portal, and the provider sees each completion and its date in the chart.

Can a care plan schedule follow-up appointments?

Yes. An appointment step lets the patient book the visit from the step itself, and a provider can book it on the patient's behalf. See scheduling and video visits.

Does LongevityEHR write care plans with AI?

Not today. AI-drafted care plans, always reviewed and edited by the provider, are on the roadmap. Today plans are built from your clinic's templates.

Can I prescribe from a care plan?

Not yet. Medication steps describe the protocol, and e-prescribing from the patient chart is in development.

Keep exploring

[01]Care plansYou are here
[02]Biomarker tracking[03]White-label patient portal[04]AI lab extraction

Every step visible, for you and your patient

Start a free trial, load one of your protocols as a template and assign it to a test patient.

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LongevityEHR

The EHR and white-label patient portal for longevity, functional medicine and concierge clinics.

Platform

  • Overview
  • AI lab extraction
  • Biomarker tracking
  • Lab ordering
  • Wearables
  • Care plans
  • Clinical notes
  • AI scribe
  • E-prescribing

Practice

  • White-label patient portal
  • Intake forms
  • Scheduling and video visits
  • Memberships and payments

Solutions

  • Longevity clinics
  • Functional medicine
  • Concierge and DPC
  • Hormone optimization

Compare

  • Best longevity clinic software
  • LongevityEHR vs Healthie
  • LongevityEHR vs Heads Up Health
  • LongevityEHR vs Decoda Health
  • OptiMantra alternatives
  • Cerbo alternatives

Resources

  • All resources
  • Biomarker library
  • How to start a longevity clinic
  • Longevity membership pricing
  • What is longevity medicine?
  • Longevity medicine certification
  • Functional medicine certification
  • EHR vs EMR

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