CLINICAL PROGRAM
The Hormone Optimization in Perimenopause
Clinical Program and Marketing Suite
Empowering Providers to Lead in Hormone Health Optimization
$2,997 $2,247
25% OFF WITH CODE SPRING25
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
✦ Evidence-Based Supplement Bank
✦ Patient Education Guide + Companion Handouts
✦ 12 Pre-Written Health Coaching Emails
✦ Social Media Assets to Promote Your Program
✦ 5 Pre-Written Sales Email Templates
✦ Sample Package Presentation with Three-Tier Sales Model
✦ Digital Presentation for Community Outreach or Webinars
✦ Integrated with Healthie EHR (Optional)
* 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.
Transform Patient Outcomes.
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.
And we’ve made it effortless to implement.
This program is designed for seamless integration and immediate execution. Every element, from clinical tools and patient education to marketing materials, is ready to use and fully customizable to your brand. You’ll deliver a comprehensive, professional program in days, not months—without the trial, testing, or content creation it would normally take.
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Tailored to Your Practice
This program can be utilized in in-person and telehealth practice settings and within any EHR system. The patient facing materials can be customized to your brand and practice in any way you desire and delivered in print or digital format and uploaded into your CRM or your EHR for easy automation.
Streamlined & Scalable
Reduce admin time and decision fatigue while offering your patients a clinically sound, beautifully designed, results-oriented experience.
Boost 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.
Increase Retention & Referrals
Patients who see and feel real change are more likely to remain engaged—and to send others your way.
Position Your Practice as a Leader in Women's Health & Longevity
Stand out by offering a thoughtful, sophisticated solution that bridges functional medicine, behavior change, and modern science.
Developed by clinicians. Designed for results.
A full hormone optimization
program you can implement instantly.
From intake forms and SOAP notes to patient education and marketing materials, every aspect of this program is designed to save you time and elevate your brand.
You’ll deliver a seamless, transformative patient experience with a system that’s been proven in practice for clinical precision and measurable results.
Launch with confidence knowing every detail has already been tested, refined, and ready for you to implement.
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.
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. However, if you are a Healthie member, you 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 your account.
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Trusted by 100's of Clinicians Just Like You 💕
“YES to ALL these [clinical] programs! They are gorgeous, informative, carefully curated with up to date evidence-based data. No one else has this! ... This completely adds value to your offer, mission, statement, level of care, and automation. I am in LOVE!”
— Tammy R.
"I just finished my first year in private practice and my revenue was $142k, profit margin 40%. I only sold packages and worked 1 day a week! I'm thrilled! Thank you for your help. Your mentorship is the sh*t. The real deal. I appreciate you so much."
— Nikki K., NP
"Sold a Lab + Wellness Intake [from the Intake Conversion System] to a patient this week for $695. She came in today and bought a Metabolic Reset and Menoapuse package for $5,000! And she'll be sending her husband in for TRT!"
—Margot W., NP
"Working with The Advanced Practice was the push I needed to move from clinician to business owner...I stopped trying to make everyone happy and started to really believe in and value the services I was offering... This is the investment you deserve to make for both your personal and professional growth! Take the leap you will never look back!!!”
—Jolie D., FNP
What You Can Expect
Built for Clinicians
Every course, program, and protocol is designed to be implemented fast—so you can spend less time creating and more time growing your practice.
Professionally Designed
Clinical program materials are clean, polished, and ready to use. Customize them to reflect your brand—no design background required.
Instant
Access
All products unlock immediately after purchase, giving you full access to your materials, templates, and resources the moment you check out.
Flexible Payment Options
Pay with credit card, Apple Pay, Google Pay, Klarna (for purchases under $10k), or Afterpay (for purchases under $4k)
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