SIGNATURE COURSE

Hormone Optimization in Perimenopause Clinical Program & Marketing Suite

Empowering Providers to Lead in Hormone Health Optimization

This evidence-based, results-driven Perimenopause Hormone Health Optimization Program is a done-for-you implementation toolkit, complete with patient education, clinical documentation, and marketing assets so you can integrate it directly into your practice in days, not months.

This program is designed to support care delivery, not to provide clinician education, case studies, or clinical training. It helps patients address the root causes of hormonal imbalance, mood and sleep disturbances, and perimenopausal weight changes while equipping your practice with a comprehensive framework to deliver personalized, high-impact care.

By offering this program, you’ll deliver exceptional support to women navigating the complex physical and emotional transitions of perimenopause, while positioning your practice as a trusted leader in hormone health, integrative care, and whole-person transformation.

What This Program Delivers:

✦ Patient Intake Forms, Symptom Questionnaires, Consents, & SOAP Notes

• New Patient Intake Forms and Follow-Up Symptom Questionnaires gather a comprehensive patient history both at the start and throughout the patient’s health journey to provide quantitative and qualitative data to guide your clinical decision making.
• Consent forms that can be customized to align with your practice’s policies and compliance requirements.
• SOAP notes fully built out with professionally crafted clinical language that reflects best practices in patient documentation, along with suggested lab panels and commonly prescribed medications to simplify charting and ensure consistency in care delivery. 

✦ Evidence-Based Supplement Bank

Each program includes a comprehensive supplement bank tailored to address common nutrient deficiencies, blood sugar balance, inflammation reduction, and hormone regulation to streamline your workflow while aligning with evidence-based practices.

✦ Patient Education Guide + Companion Handouts
 

This comprehensive resource is both an educational and empowering tool designed to help women understand the hormonal changes of perimenopause and take confident, informed steps toward balance and symptom relief. The guide integrates clinical insights with real-world strategies, while the companion handouts offer practical, actionable tools to reinforce learning and promote meaningful change between visits.

Topics covered include:

• The hormonal foundations of perimenopause and their impact on metabolism, mood, sleep, and cycle changes
• Evidence-based lifestyle strategies to support estrogen, progesterone, and testosterone balance
• The relationship between insulin, cortisol, and hormonal weight gain
• Nutritional approaches for inflammation, blood sugar regulation, and appetite control
• Circadian rhythm support, sleep hygiene, and light exposure timing
• Digestive and liver health for optimal hormone detoxification and symptom resolution
• Micronutrient repletion and targeted supplementation during hormonal transition
• Sexual wellness, libido, and genitourinary changes in perimenopause
• Mind-body strategies for emotional regulation, self-trust, and body awareness
• Patient-centered goal setting, symptom tracking, and redefining health beyond weight

✦ 12 Pre-Written Health Coaching Emails

Use these engaging, educational emails to support patients between visits with strategies, motivation, and reminders that help them stay on track. Designed to deepen accountability, promote insight, and improve outcomes.

✦ Social Media Assets to Promote Your Program

Ready-to-post graphics and captions to help you generate interest and drive enrollment. These assets highlight the real-life impact of hormone optimization and position your practice as a leader in whole-body hormone care in perimenopause and menopause.

✦ 5 Pre-Written Sales Email Templates

A professionally written email sequence designed to convert leads into clients. Each message walks your audience through the journey—from identifying their struggles to seeing your program as the solution.

✦ Sample Package Presentation with Three-Tier Sales Model 

A professionally designed presentation that shows you exactly how to structure and price your services in a clear three-tier format. Use it to position your program as a premium offering, provide patients with simple and compelling options, and increase both retention and revenue.

✦ Digital Presentation for Community Outreach or Webinars

A polished slide deck you can use for webinars, workshops, or community talks to generate awareness and establish authority in metabolic health and weight loss solutions.

✦ Fully Integrated with Healthie EHR (Optional)

You will receive all program assets in PDF and/or Canva Template format to integrate into your chosen EHR or CRM. However, if you are a Healthie member in a paid version of a Plus plan or above, you will also be able to take advantage of The Advanced Practice’s partnership with Healthie to provide our clinical programs (complete with intake forms, SOAP notes, consent forms, and patient education materials) fully integrated into your account. This allows for seamless implementation, complete with automated workflows, coaching emails, and patient engagement tools—all saving you time and enhancing the patient experience.* Please note, you do not need to be Healthie member to utilize our clinical programs; they may be utilized with any EHR or CRM platform.

Why Providers Choose Our Clinical Programs

Tailored to Your Practice:
Deliverable via telehealth or in-person, this program can be customized to reflect your brand and practice style. Use it in digital or print formats and embed it seamlessly into your workflows.

Streamlined & Scalable:
Reduce admin time and decision fatigue while offering your patients a clinically sound, beautifully designed, results-oriented experience.

Improves Patient Outcomes:
This is more than symptom management—it’s a comprehensive recalibration of hormonal, metabolic, and emotional health. Empower patients with the knowledge, support, and structure they need to navigate perimenopause with clarity, confidence, and long-term impact.

Position Your Practice as a Leader in Longevity & Women's Health:
Stand out by offering a thoughtful, sophisticated solution that bridges functional medicine, behavior change, and modern science.

Increase Retention & Referrals:
Patients who see and feel real change are more likely to remain engaged—and to send others your way.

 
Transform Care. Elevate Your Practice.

With this program, you’re not offering a quick fix; you’re delivering a comprehensive, hormone-informed care experience that honors physiology, supports emotional well-being, and fosters sustainable change. Help your patients achieve more than symptom relief. Help them reclaim energy, mental clarity, self-trust, and the freedom to feel at home in their bodies again.

*Note: Healthie members must have completed their initial free two-week trial and be in a paid version of a Plus plan or above in order to be eligible to receive any of The Advanced Practice Clinical Program materials integrated into their account.