CLINICAL PROGRAM

The Hormone Optimization in Perimenopause

Clinical Program and Marketing Suite

$2,997

Your perimenopause patients need more than a prescription.

You need the system to deliver what happens after it.

Women have seen the symptom lists. Taken the quizzes. Googled themselves into a spiral and still walked away wondering what is actually happening in their body.

They don't need another prescription and a pamphlet.

They need a provider who can turn the confusion of this transition into a clear clinical path and a plan that makes sense beyond the prescription.

What you don't need is to spend the next six months building every educational handout, intake form, symptom questionnaire, health coaching email, workflow, and marketing asset yourself to deliver that kind of care.

The Hormone Optimization in Perimenopause Clinical Program + Marketing Suite gives you the done-for-you clinical infrastructure to launch a structured, high-touch perimenopause program directly inside your practice.

So you can deliver comprehensive hormone health support, reduce the one-to-one education burden, and position your practice as the trusted destination for women who are done piecing together answers from podcasts, Instagram carousels, and “this is just aging” energy.

Already designed.
Ready to customize to your brand.
Built to be delivered with your very next patient.

What This Program Delivers

✦ Clinical Documentation + Decision Support

Intake forms, symptom questionnaires, consents, SOAP note frameworks, suggested lab panels, supplement references, pharmacy formulary support, prescribing pearls, and written care plan language organized into one clinical delivery suite.

So the foundation of the program is already mapped before you begin implementing it with patients.

✦ Patient Education Guide + Companion Handouts

Nearly 200 pages of education that help patients understand what is happening in their body, why symptoms can feel so disconnected, and how hormones, labs, lifestyle, treatment options, and follow-through fit into the bigger picture.

Because a patient who understands the plan is much easier to guide than one who is trying to decode perimenopause alone.

✦ Digital Health Coaching

Pre-written weekly emails that keep patients educated, encouraged, and supported between appointments.

The program continues the conversation after the visit, reinforces the next step, and answers the questions that usually become another message in your inbox.

High-touch care, without making you the entire follow-up system.

✦ Social Media Assets + Sales Funnel

Ready-to-customize social media content and email funnel that helps your audience understand why structured perimenopause care matters and why your practice is equipped to deliver it.

No vague “balance your hormones” captions. Just clear messaging that positions you as the provider with the plan behind the promise.

✦ Three-Tier Package Presentation

A sample package presentation designed to make your program easier to understand, compare, and say yes to.

It gives you a clear way to show what is included, position each level of care, and guide patients into the right package without the sales conversation feeling vague or improvised.

✦ Digital Presentation

A ready-to-deliver presentation for webinars, workshops, or community outreach that educates prospective patients on perimenopause and positions your practice as the provider who can make the transition make sense.

✦ Healthie EHR Integration (Optional)

Optional Healthie integration so the program can be loaded directly into your dashboard and brought into your existing workflow.

* 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.

Everyone is talking about perimenopause.

Not everyone has the clinical authority to lead the conversation well.

When patients can see the education, clinical checkpoints, follow-up, and support built into your care model, the investment feels less like another hormone consult and more like the relief of having a clear path forward.

The Perimenopause Clinical Program gives you that structure from the start, so your offer is not just well-positioned. It is ready to hold the complexity of the transition.

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Why Providers Choose the Perimenopause Program

What Changes in Your Practice Immediately

You Stop Over-educating in Every

Appointment.

The patient education guide and companion handouts handle what you have been spending 45 minutes explaining in the exam room.

Patients come in more informed. Follow-ups become more focused. Your time shifts back to connection, clinical judgment, and next-step decision-making.

You Stop Improvising Treatment Plans.

Pre-built SOAP notes with retail and compounding pharmacy formularies, prescribing pearls including HRT contraindications, breast cancer risk assessment, and endometrial protection considerations, plus lab panels, supplement bank, and a fully written plan give syou a documented clinical framework to work from.

Your judgment still leads. The framework turns it into a repeatable standard of care.

Intake gets Clearer, Faster, and more Clinically Useful.

The symptom-specific intake forms are designed to show you what the patient cannot always articulate clearly: where the pattern is, which systems are involved, and what needs your attention first.

Less decoding in the room. More clinical clarity before the conversation starts.

You Keep Patients Engaged without Manual Follow Up.

Pre-written health coaching emails keep patients educated, accountable, and supported between appointments.

They understand what is happening, know what to expect, and receive timely guidance before every question becomes a message in your inbox.

You deliver high-touch care without the manual follow-up.

Market the Program with the Same Authority You Deliver It

The promotional email sequence and social media assets help you introduce the program, communicate its value, and guide patients toward enrollment without building a marketing plan first.

Your offer becomes easier to explain. Your audience gets a clearer reason to care. Your practice has a direct path from education to enrollment.

Begin Implementing Immediately

The program is already built, organized, and ready to bring into your practice.

Customize the materials to your brand, align them with your workflow, and begin using the system with patients without spending months creating patient education, marketing assets, or email sequences first.

You're not buying a template library. You're investing in a ready-to-implement system built around real patient care.

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Perimenopause care is not the differentiator anymore.

The experience behind it is.

Patients can get hormone support anywhere.

What they are really looking for is the relief of handing the complexity over to someone who has a plan.

Add the clinical infrastructure that makes your perimenopause program easier to sell because patients can finally see the plan behind the promise.

GET THE PERIMENOPAUSE CLINICAL PROGRAM TODAY

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.

A Closer Look Inside the Program

This is where the Perimenopause Clinical Program moves beyond a resource library and becomes a true care delivery suite.

Inside, you’ll find the clinical documentation, patient education, and implementation support needed to bring structured hormone optimization into your practice with clarity.

Clinical Documentation + Decision Support

The program includes intake forms, follow-up symptom questionnaires, consent templates, and SOAP note frameworks designed to support a more organized and consistent perimenopause care experience.

Your documentation suite includes detailed HPI prompts, in-person and telehealth exam language, breast cancer and cardiovascular risk assessments, HRT contraindication support, contraception and screening considerations, progesterone guidance for endometrial protection, suggested lab panels, prescription options, provider prescribing notes, supplement recommendations, and fully written care plan language to simplify charting and support consistency in care delivery.

It also helps organize the broader clinical picture of perimenopause, including reproductive health, metabolic changes, muscle and bone health, sexual wellness, mood, sleep, skin and hair changes, and long-term preventive care.

In other words, the clinical pieces are already organized around the real decisions you are making in practice. Not scattered across notes, tabs, and memory. This is the difference between charting a hormone consult and documenting a complete standard of care.

Patient Education Guide + Companion Handouts

The Patient Education Guide helps women understand the hormonal shifts of perimenopause and feel more prepared to participate in their care.

It blends clinical education with practical strategies your patients can use between visits, so the learning does not begin and end in the consult room.

Topics 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

The companion handouts reinforce the education with practical tools patients can return to throughout the program.

Marketing Assets + Enrollment Support

Because a clinically sophisticated program should not be sold with vague hormone content and a “link in bio.” Your program includes ready-to-customize social media posts, a pre-written sales email funnel, and a digital presentation for webinars, workshops, or community outreach.

Built to help patients understand why perimenopause care needs structure, why your approach is different, and why this is not just another hormone consult.

The care has depth. Now the marketing does too.

Healthie EHR Integration (Optional)

All program assets are provided in PDF and/or Canva template format so they can be used with your preferred EHR, CRM, or workflow.

For providers using Healthie, the program may also be integrated directly into your Healthie account through The Advanced Practice’s partnership with Healthie. This can include intake forms, SOAP notes, consent forms, patient education materials, coaching emails, and patient engagement tools loaded into your account for a smoother implementation experience.

You do not need to use Healthie to purchase or implement any of the clinical programs. They are compatible with any EHR or CRM.

Healthie integration is optional and available only to eligible Healthie members who have completed the free trial and are enrolled in a paid Plus plan or above.

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Build Your Custom Program Bundle

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., NP

"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

"It has been only one year since switching to offering only packages for wellness and Carmen introduced me to her Metabolic Reset program and my wellness practice revenue has grown 370%"

—Heidi, FNP

I launched my signature Graceful Woman 6-month program to include all things "whole-woman care" and it includes gut health program and testing, nervous system regulation with the counselor, hormone and metabolic programs plus inflammation support.

Offered to two people only so far and both spent nearly $7500. That's $15k off two people! I should have had this ready to go from the start but really only started diving more into offering the gut health program recently.

I'm on track to bring in around $600k in revenue for year one and I have over 40% profit margin!

— Jordan P., FNP

"It has been one year since I switched to offering only packages for wellness after Carmen introduced me to The Metabolic Reset.

I have grown from $80,000 to $400,000 a month in wellness services... I plan to ramp up my wellness practice as it is bringing in more than my aesthetics practice now and this is what brings me the most satisfaction as a business owner.

I love learning from everyone and plan to add gut health and longevity to my packages

—Heidi., 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)