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General questions:
Protocol CRM is a specialized practice management platform designed specifically for longevity medicine and advanced healthcare practices. We help transform traditional medical practices into premium longevity centers through comprehensive patient lifecycle management, advanced biomarker tracking, and automated patient engagement. Our platform enables practices to create and monitor custom longevity protocols while optimizing revenue through subscription-based services. Whether you're an established longevity clinic or a traditional practice looking to expand into longevity medicine, Protocol CRM provides the tools and support you need to succeed.
For practices using FHIR-compatible EMR systems, our implementation process typically takes under two weeks. For non-FHIR systems, the timeline varies depending on your specific EMR and requirements. The implementation process encompasses platform setup, EMR integration, and comprehensive staff training through four detailed online sessions. We'll work with you to set up protocol templates and migrate any necessary data, ensuring a smooth transition to the new system.
Protocol CRM serves a wide range of medical practices, with particular value for longevity and anti-aging clinics, functional medicine practices, and integrative health centers. We're especially well-suited for forward-thinking practitioners who want to incorporate longevity services into their practice. Our Enterprise plan caters to multi-location health centers, while our Professional plan is perfect for individual practices and smaller groups looking to establish themselves in the longevity space.
Our Professional plan includes support for up to 300 active clients, while the Enterprise plan accommodates up to 1,000. Beyond these limits, additional clients can be added for $4 per month each. We define active clients as patients with ongoing protocols, those who've had activity in the last 30 days, or patients on subscription plans. To help you get started, we offer a free trial period for your first 10 clients, allowing you to experience the platform's full capabilities risk-free.
License & Billing:
The Professional plan setup fee of $25,000 covers your full EMR integration, comprehensive staff training through four online sessions, complete white-labeling, custom protocol creation, marketing materials, and implementation support.
For Enterprise clients, the setup fee starts at $50,000 and includes everything in the Professional plan plus on-site training, custom integrations, multi-location setup, custom development work, and a dedicated project manager to ensure smooth implementation across your organization.
Our pricing is straightforward and transparent. The Professional plan ($2,000/month) includes up to 300 active clients, while the Enterprise plan ($4,500+/month) includes up to 1,000. Each additional active client beyond your plan limit is billed at $4 per month. Active clients are calculated based on peak usage during each billing cycle. The first 10 clients are free, allowing you to trial the system. We don't count inactive patients or archived records toward your client limit. For practices with special needs or high volume, we offer custom pricing packages.
Additional clients beyond your plan limits are billed at $4 per month each, based on your peak active client count during the billing period. We've designed this system to be flexible, with no long-term commitment required for additional clients. Your account will automatically scale up or down based on usage, and we offer volume discounts for larger practices.
We offer month-to-month billing with no long-term commitment required. If you need to cancel, we require 30 days' written notice. During this period, you'll have full access to export all your data in standard formats. We'll provide detailed documentation and support for transitioning your data to another system if needed. Any unused portion of your setup fee or prepaid services is non-refundable, but we won't bill you for any periods beyond your cancellation date.
Support & Updates:
Professional plan members receive comprehensive support through email and phone channels, with access to our priority support queue. You'll also have access to our extensive online knowledge base, training materials, and community forums where you can connect with other practitioners.
Enterprise plan members enjoy enhanced support with 24/7 priority access, a dedicated account manager, and direct access to our technical team. We also provide custom training sessions and prioritize feature requests from our Enterprise clients, ensuring your needs are met as your practice grows.
We maintain a regular update schedule with major feature releases occurring quarterly. Security updates are released monthly or more frequently as needed, while bug fixes are deployed weekly. For urgent security concerns, we release emergency patches immediately. Enterprise clients with custom development work receive updates according to their specific project timelines.
Feature requests are managed differently based on your plan level. Professional plan members can submit feature requests through our support portal, where they're evaluated and prioritized for future platform updates. Enterprise clients receive dedicated consideration for their feature requests and can work directly with their account manager to scope and implement custom features. For mission-critical customizations, Enterprise clients can also engage our development team for custom solutions with guaranteed timelines.
Response times vary by issue severity and plan level. For Professional plan members, critical issues affecting system operation receive a response within 2 hours during business hours, while standard issues are addressed within 24 hours. Enterprise clients benefit from 24/7 support with 30-minute response times for critical issues and 4-hour response times for standard issues. For FHIR-integrated EMR systems, we maintain direct monitoring and often identify and resolve potential issues before they impact your operations.