Leading Medical Weight Loss Clinic, ThreeHealth, Validates Protocols and Tracks Outcomes Remotely with Heads Up

Leading Medical Weight Loss Clinic, ThreeHealth, Validates Protocols and Tracks Outcomes Remotely with Heads Up

Medically-supervised weight management clinic, ThreeHealth, Inc., takes a multifaceted approach to wellness. Focusing on the physical, mental, and emotional aspects of metabolic health and weight loss, ThreeHealth combines science and technology with personalized behavioral therapy to deliver outstanding results for a diverse array of clients.

Founded by Brad Butterfield, Brandy Wiltermuth and Marlene Sexton, ThreeHealth treats diabetes, cardiometabolic, and weight loss issues with a uniquely client-focused approach. Taking into account medical conditions, behaviors, biometrics, and goals, ThreeHealth uses state-of-the-art technology to provide sustainable metabolic health results.

ThreeHealth Weight Loss Practitioner Team

Working remotely with clients, ThreeHealth needed a comprehensive way to upload, monitor, and interpret client data. When ThreeHealth discovered Heads Up (HU), the industry-leading health tracking platform, they found the perfect solution for their clinic’s needs. HU created a custom dashboard for ThreeHealth that included a bulk upload of client data, real-time health tracking, and tools for quantifying ThreeHealth’s performance.

“The Heads Up dashboard is an incredibly powerful tool,” says Brad Butterfield of ThreeHealth. “The tracking of all this information can be extremely freeing. Maybe that sounds counterintuitive, but it works, it really works.”

If you run a health practice and are interested in a comprehensive remote data monitoring system, reach out to our New Accounts team at Heads Up here.

About ThreeHealth

Comprised of licensed medical and behavioral specialists, ThreeHealth focuses on improving metabolic health, reversing diabetes, and developing sustainable weight loss programs. ThreeHealth uses a unique combination of metabolic assessment, behavioral health, and technology tools to support their clients’ goals.

The founding team at ThreeHealth consists of Brad Butterfield, LMHCA and Brandy Wiltermuth, ARNP. Along with Marlene Sexton, LMFT, director of Behavioral Therapy, ThreeHealth has a thriving direct primary care practice and robust telemedicine program with a track record of success. 

Beginning with cognitive-behavioral therapy to address the emotional responses behind eating, ThreeHealth helps clients understand their relationship with food. By uncovering the psychological factors of health, ThreeHealth then creates “individualized, medically-driven, holistic programs that treat the mind, the body, and the spirit,” says Marlene Sexton of ThreeHealth. “Everyone is different, and every patient requires an individualized program based on his or her personal medical conditions and profile.”

In addition to behavioral counseling and personalized nutritional prescriptions, ThreeHealth uses state-of-the-art technology to remotely support and monitor patients. Through the use of smart devices and wearable technology, such as the Oura Ring and Biosense, they are able to detect trends in vital body functions including weight, heart rate, blood pressure, sleep quality, and ketone levels. 

Business Challenge

ThreeHealth needed a system for measuring progress on the individual and cohort level to validate their protocols and promote client retention. Proving the success and capability of their methods is integral to ThreeHealth’s business growth and development. 

Because ThreeHealth provides their clients with a variety of tech tools to track health metrics, they also needed a way to compile client data for easy interpretation. “I can’t have six different platforms for the six different devices that I want people to use,” said Brandy Wiltermuth. 

According to Wiltermuth, compiling and interpreting data “opens the window into exactly what people are doing.” Working remotely with clients, ThreeHealth needed a way to monitor client data in realtime, as well as upload historical data to create accurate baseline metrics and chart progress.

Patient Working on Metabolic Health with Caring Doctor

Technology Solution

The goal for Heads Up was to create a comprehensive solution to meet ThreeHealth’s diverse needs. HU designed a custom dashboard that integrates with ThreeHealth’s smart devices. Additionally, HU designed a system to bulk upload client data that allows ThreeHealth to measure performance over time, both for individual clients and for the clinic as a whole. 

Heads Up delivers a clinical-style effectiveness proving platform, giving ThreeHealth all the tools they need to validate their protocols and verify the success of their methods. 

  • Data-Driven Key Performance Indicators
    • Using HU, ThreeHealth can define and measure progress against their program KPIs for business planning and adjustment to better serve clients.
  • Data-Driven Protocol Validation
    • With HU, ThreeHealth can validate their protocols on the individual and aggregate level, giving them the tools to guide business development and growth. 
    • ThreeHealth providers can continuously engage patients, increasing LTV by providing positive reinforcement in real time, based on graph data and metrics.
  • Data-Driven Client Acquisition 
    • With HU, ThreeHealth now has social proof of protocol efficacy that goes beyond written testimonials and before/after pictures. 
    • ThreeHealth can attract new clients based on quantified evidence of their success.
    Heads Up Custom Metabolic Health Dashboard on Tablet, Mobile, and Desktop

    Validating Protocols with Historical and Real Time Data  

    With years of data ranging from lean body mass to ketone levels, ThreeHealth needed to assess their clinic and client performance based on historical, as well as real-time, data. To address this, HU custom-designed a system for ThreeHealth to bulk upload client records, thereby giving ThreeHealth a holistic view into each client’s progress and a tool for validating the overall success of the clinic. 

    HU’s bulk upload solution allows ThreeHealth to easily track individual and aggregate success through the practitioner portal. With HU, ThreeHealth is able to customize thresholds and reference ranges for tailoring KPIs to their specific needs. This gives the clinic the ability to: 

    • Define the KPIs to track to validate programs at individual and aggregate levels
    • Provide TheeHealth with the tools to easily see results in real time
    • Display the clinical and functional data for metabolic health monitoring 
    • Dig deeper into each client’s health with markers specific to the ThreeHealth program

    ThreeHealth generates graphs showing individual or aggregate weight loss over any time frame, be it a week or the duration of the program. In looking at the data point of weight, or other biomarkers like BMI or blood glucose, ThreeHealth can see overall trends over a given period of time.

    Using Heads Up to gather and track their clients health information, providers can not only see progress at the individual level but also validate and improve their protocols by looking at their clients’ data holistically. In 2020, they saw a significant drop in weight correlated with increased Aces gathered from clients’ Biosense devices. Using this kind of information to feed their programs means they can deliver a more competitive, data-driven approach.

    Client Metabolic Health Progress Charted on iPad

    Custom Lifestyle Dashboard

    Heads Up displays data for clear interpretation by ThreeHealth providers and clients alike. Facilitating patient engagement, data from smart devices is elegantly showcased on the client-facing dashboard, making it easy for clients to monitor their progress. That same data is available through the practitioner-facing portal, allowing ThreeHealth coaches to interpret and clarify metrics for their clients in real time.

    The HU custom lifestyle dashboard was preloaded with tracking tiles specific to the clinic’s needs. ThreeHealth is committed to empowering their clients with information and they track not only weight loss and blood pressure, but other unique metrics including sleep and ketone levels.

    Having a full suite of health information at the fingertips of both the clients and practitioners on one central platform, ThreeHealth can then easily interpret and explain metrics to their clients. The data becomes the foundation for curiosity and a tool for education, empowerment, and understanding about how lifestyle changes affect metabolic health.

    With the HU custom dash, the clinic gives their clients the tools for success, fostering client engagement and increasing LTV. By detecting data trends in vital body functions and promptly intervening when needed, treatments can be easily adjusted and administered quickly based on insights gained from HU’s customizable reports.

    Heads Up Lifestyle Dashboard for Metabolic Health on Computer

    Custom Dashboard Metrics for Metabolic Health

    HU integrates seamlessly with a wide range of wearable health devices and ThreeHealth’s custom dashboard gives an in-depth platform to record and interpret client data. The clinic uses a unique set of metrics from smart devices and wearable technology to optimize clients’ health and weight loss. Beyond the obvious weight management metrics of body weight and blood pressure, ThreeHealth provides their clients with BIOSENSE ketone monitors and Oura Ring sleep monitors. 

    The Three Health client dashboards consist of the following metrics:

    • Sleep and Heart Rate Variability (HRV)
      • Disrupted (e.g apnea), insufficient sleep and chronic stress all have an adverse effect on metabolism and appetite control. All ThreeHealth clients are given an Oura Ring to accurately monitor sleep quality, circadian rhythm and HRV. ThreeHealth practitioners use this data to detect sleep and stress issues and work with clients on corrective measures
    • Ketosis
      • Entering into a state of nutritional ketosis is an important part of the ThreeHealth program. ThreeHealth uses the BIOSENSE breath acetone meter to teach clients how to maintain a state of ketosis for optimal weight loss, blood sugar control and energy levels.
    • Macronutrients (protein, fat, carbs, and calories consumed)
      • ThreeHealth clients maintain a food journal using the Cronometer app. This allows ThreeHealth practitioners to optimize macronutrient ratios for optimal weight loss.
    • Blood Pressure
      • When needed, ThreeHealth uses the Qardioarm blood pressure cuff to remotely monitor blood pressure on clients.
    • Weight, Lean Mass, and Body Fat
      • ThreeHealth makes a keen distinction between weight and body composition. Clients use the Withings scale for monitoring weight at home, in addition to an Inbody clinical grade scale for more in-depth analysis of body fat and lean mass. 
    • Lab Testing
      • Clients also obtain periodic lab testing (cholesterol, Hba1c, etc.) to ensure all clinical markers are improving as their clients body composition, diet, sleep and stress improve during the course of the program.

    All of this data is centrally managed for each client in the Heads Up platform. This gives ThreeHealth a powerful solution for remote monitoring and tracking outcomes at the individual and aggregate levels.

    Woman at Home Using Telemedicine Portal for Weight Loss


    ThreeHealth is committed to solving the metabolic health challenges with a multifaceted approach to wellness. By combining health data with behavioral counseling and nutritional programming, ThreeHealth delivers industry-leading weight loss results for their clients. HU designed a seamless user experience on both the frontend for clients and backend for practitioners, allowing the team at ThreeHealth to focus on supporting their clients, improve metabolic health, and keep weight off for a lifetime.

    Clarifying data and making it accessible to clients and practitioners paves the path to success. Like so many clinics working in functional and integrative medicine, ThreeHealth needed tools to validate their protocols and verify the effectiveness of their methods. Heads Up delivers a business development tool for new client acquisition and a data-driven platform to validate their methods and engage their clients.

    Interested in a custom data portal for your practice? Click here to learn more about the Heads Up platform and schedule a demo with one of our team members.

    A Global Fasting Clinic Provides Data-Driven Results

    A Global Fasting Clinic Provides Data-Driven Results

    The Fasting Method

    Developed by Megan Ramos and Dr. Jason Fung from years of clinical experience with intermittent fasting and time restricted eating, The Fasting Method (TFM) provides the education, guidance, and support necessary for successful weight loss and type 2 diabetes remission. With clients all over the world, The Fasting Method needed a comprehensive solution to monitor and support their customers.

    Heads Up (HU), the industry-leading health tracking platform, worked closely with TFM to create a combined technology solution to meet their needs. The resulting single-sign-on interface gives clients and coaches secure access to TFM’s custom lifestyle dashboard with community and education resources as well as health metrics and lab results tracking. 

    HU integrates seamlessly with TFM’s WordPress site to deliver a data-driven approach to guide users through structured intermittent fasting. 

    TFM Dashboard 640x640 1

    Fasting for Health

    Megan Ramos and Dr. Jason Fung are the co-founders of The Fasting Method which provides solutions for weight loss, type 2 diabetes control, and metabolic syndrome. 

    Ramos is a Canadian clinical researcher and expert on therapeutic fasting and low carbohydrate diets. Megan is one of the directors of the nonprofit organization Public Health Collaboration Canada (PHC Canada), an international group dedicated to promoting evidence-based nutritional information. She is also on the editorial board of the Journal of Insulin Resistance.

    Dr. Fung, MD, is a Toronto-based nephrologist and a world leading expert in intermittent fasting and low-carb diets. He has written the bestselling health books: The Obesity Code, The Complete Guide to Fasting, The Diabetes Code, and The Longevity Solution. Dr. Fung currently practices in Toronto, Canada and also works with Team Diet Doctor. He is the scientific editor of the Journal of Insulin Resistance, and the managing director of PHC Canada.

    About The Fasting Method

    The Fasting Method focuses on client empowerment by providing education, support, and access to an engaged community of TFM members. Centered around creating sustainable life changes, participants enroll in TFM’s self-guided program for access to a suite of resources to support their health goals. TFM also provides custom coaching for customers seeking tailored solutions to their fasting goals.

    TFM’s three-pillar system of education, community, and health tracking gives clients the tools they need to succeed with fasting and time-restricted eating to tackle health challenges and meet their goals. Clients with a range of experience have access to appropriate educational courses on eating strategies and support from a community who shares their goals. 

    Business Challenge

    With customers all over the world, TFM needed a product to remotely track client progress, compile health metrics, and measure the effectiveness of their protocols over time. 

    TFM was seeking a comprehensive solution for data aggregation that could not only track fasting intervals but also measure other critical health parameters such as sleep, heart rate variability (HRV), weight, DEXA scans, and lab results. They needed a custom portal to integrate directly with their existing WordPress client portal for a seamless single-sign-on experience.

    Promoting client engagement is essential for businesses in the dynamic health and wellness sector. The team at TFM was seeking an accessible solution for their customers to self-monitor and track the positive impacts of the program on their wellbeing. Giving clients a platform to see real data and numbers for themselves leads to better outcomes and long-term customer retention.

    Technology Solution

    The goal for Heads Up, the personal health platform for tracking and analyzing health data, was to develop a custom solution to meet TFM’s diverse needs. In creating single-sign-on access to the HU platform, clients can now effortlessly monitor their health metrics, in addition to connecting with essential education and community resources, from within the TFM website.

    Heads Up Computer Login for Fasting

    Custom Lifestyle Dashboard

    Heads Up created the custom dashboard to be an organic component of the TFM member portal. Featuring a single sign-on experience, the HU integration is programmed with default tiles for tracking key fasting metrics and lab results, while the frontend interface gives clients a seamless user experience on their journey to health. 

    Custom Single Sign-on

    A cornerstone feature of HU’s technology solution is the custom single sign-on (SSO). Heads Up integrates with TFM’s WordPress website and client portal via SSO to create a seamlessly fluid, on-brand user experience. 

    Heads Up has the ability to integrate with any patient portal or existing membership platform. With a custom SSO, HU can open as an iframe within the existing webpage or in a separate tab from the client portal. TFM chose to have HU open in an adjacent tab from the main dashboard, allowing users to navigate multiple features of their website simultaneously.

    Like many clinics in the health and wellness space, TFM has an extensive database of electronic health records. With SSO, clients are automatically connected to their HU dashboard when logging into their TFM account. This secure and streamlined approach eliminates the need for clients to sign onto multiple apps and programs to achieve their health goals. 

    TFM Custom Dashboard

    The Heads Up dashboard, when accessed by TFM clients, is fully branded with TFM’s logos and color palettes, as well as being pre-programmed with the proper tiles for tracking fasting metrics alongside other lifestyle data (weight, blood sugar, nutrition, sleep etc.) and lab data (cholesterol levels, hemoglobin a1c etc). 

    The TFM program leads to substantial improvements in body composition and the new TFM dashboard lets clients see these changes in relation to other lifestyle metrics. 

    The goals The Fasting Method protocols are to regulate the insulin response, reduce medication dependency, and improve overall wellness through intermittent fasting. The Heads Up integration with TFM gives clients an easy way to track their most essential metrics of fasting.

    Heads Up on Mobile and Computer for Fasting

    Custom Dashboard Metrics

    TFM clients see the following metrics on their custom dashboard:

    • Fasting: Tracking fasting intervals gives insight into when the body is using stored sources of energy to fuel itself. Whether following an intermittent or extended fast, you are lowering blood sugar and body fat by using these stored sources of energy. The timer helps motivate users so they can see exactly how long they’ve been fasting and to learn how their other vital signs (sleep, blood glucose, ketones etc.) are changing.
    • Weight: Fasting has recently been rediscovered as a highly effective weight loss method, in addition to its many other healthy properties. Though weight may fluctuate throughout the fasting journey, measuring weight change over time is one baseline metrics of a healthy lifestyle.
    • Body Fat: Reducing overall body fat is key in improving fitness and avoiding health problems. Tracking changes in body fat is a tool to assess body composition and measure lean mass gains.
    • Blood Pressure: TFM’s method of intermittent fasting can lead to reduced blood pressure by reducing insulin and improving weight loss. Tracking blood is a metric of elasticity of the circulatory system, a key health indicator. 
    • Ketones: As blood glucose and insulin levels begin to drop during fasting, the body starts to burn fat and produce ketones. Measuring breath ketones indicates periods of nutritional ketosis versus glycolysis.The dashboard can sync ketone readings from Keto-Mojo, Ketonix and Biosense or can be entered manually.
    • Blood Glucose: Glucose and fat are the body’s main sources of energy. If glucose is not available, then the body will adjust by using fat, without any detrimental health effects. Tracking glucose gives insight into the metabolic stage that the body is in during fasting.
    • Sleep: Timing meals affects our circadian rhythms that exert a powerful influence over our sleep and wellbeing. Monitoring sleep and waking hours is helpful in timing intermittent fasting windows and ensuring proper rest. TFM clients can sync sleep data from Oura, Garmin, FitBit, Biostrap, Apple Watch and other industry-leading wearables.

    In addition to the above metrics, TFM clients have access to the full suite of Heads Up tracking modules and integrations. Tracking other metrics such as exercise, macros, or HRV can serve as additional markers of a healthy lifestyle.

    Custom Lab Results

    With a focus on data-driven results, the custom portal also allows clients to track their lab results as they embark on the journey with TFM. 

    Traditional lab tests such as lipid panels (cholesterol, HDL, LDL, etc.), metabolic markers (fasting insulin, Hba1c, etc.), and thyroid markers can all be tracked by clients. Clients can see for themselves how TFM is improving their markers of health and disease. Similarly, TFM experts can review these results with clients to help optimize and personalize the treatment protocol for each client. 

    Custom Lab Results for Fasting on Computer


    Clear access to health data gives TFM clients the tools they need to set actionable goals and track improvement. The HU team designed a seamless user experience on both the frontend for clients and backend for practitioners.

    With an eye on customer retention, HU’s custom dashboard is designed with a clean look and intuitive feel to facilitate customer motivation and satisfaction. Whether accessing the dashboard on desktop, mobile, or tablet, clients and practitioners have an elegant and practical experience from sign in to sign out.

    Interested in a custom data portal for your practice?

    Schedule a free strategy session with a specialist to learn how to implement Heads Up Health in your organization. Plus, get a free demo with best practices on how to maximize your practice revenues using Heads Up.

    Get started by clicking the button below.. 

    The Fasting Method on iPhone

    Update From Megan Ramos And The Fasting Method.

    Ready to get started with Heads Up Health in your practice?

    Calculating the Neutrophil-Lymphocyte Ratio (NLR) as Immune and Inflammatory Markers

    Calculating the Neutrophil-Lymphocyte Ratio (NLR) as Immune and Inflammatory Markers

    Conventional vs. Functional Lab Testing Ranges And Markers

    The Neutrophil-lymphocyte ratio is a blood marker calculation used in functional medicine, particularly in the fields of immunology and cancer.  Looking at conventional lab testing can be a great screening tool for diseases and disorders, but looking at them through a functional lens can provide insight into the health trend of a patient long before a disease is discovered.

    Functional ranges and ratios can help a clinician to see the health trend of a patient long before a diagnosis is made, thereby improving the overall health, wellness, and longevity potential of a patient, lowering medical costs, and improving the quality of life.

    What Is NLR?

    The neutrophil-lymphocyte ratio (NLR) is a calculation that can be run off of a Complete Blood Count (CBC), which is a very low-cost, low barrier test picked up by most insurance companies or available through any direct to consumer lab testing. This marker  “may be an indicator of systemic inflammation, as neutrophils and lymphocytes are thought to be significant in tumour immunology and inflammation.

    What Do Neutrophils And Lymphocytes Do?

    Neutrophils are a white blood cell (WBC) and are part of the innate immune system, which is the branch of our immune system that we are born with and identifies potential threats as either self or not-self. They make up about 60-70% of WBCs, are made in the bone marrow, and are found mostly in the lymphatic system including the lymph nodes, spleen, and thymus.

    Lymphocytes are another type of white blood cell, and are part of the adaptive or acquired immune system, making up about 20-25% of the WBCs and are more specific in their targets. They are what we acquire after exposure to a virus or pathogen and is the system that vaccines are based upon.

    Together the neutrophils and lymphocytes work to protect the body from potential pathogens or threats, by increasing inflammation to bring nutrients to the site of injury or using inflammation to keep the infection or pathogen from spreading to other parts of the body easily.

    How Can The Neutrophil-Lymphocyte Ratio Benefit Myself Or My Patients?

    Looking at the ratio between neutrophils and lymphocytes can help to show if there is an increased likelihood of inflammation and other threats to the system that are working in the background against the body on a chronic or acute level.  This ratio is often used with functional doctors who work with cancer patients. One study found that preoperative breast cancer patients with a high NLR had worse outcomes than those with a lower NLR. Another study found that the NLR in conjunction with a CRP (C-Reactive Protein) could be a better predictor of outcome for gastric cancer patients utilizing a ratio known as COC-NLR.

    NLR may help to reflect systemic inflammation in patients with cancer and their immunologic capacity to mount an attack against the malignant cells. An increasing number of recent reports suggest that NLR can be used as a prognostic marker in various malignancies”.  The NLR “has been shown to predict cardiac arrhythmias as well as short- and long-term mortality in patients with acute coronary syndromes”.

    How Do I Calculate Neutrophil-Lymphocyte Ratio (NLR)?

    To calculate the NLR marker, you simply need to divide the neutrophils into the lymphocytes based on your most recent CBC. Rather than manually calculating your patient’s NLRs, Heads Up is now calculating this measurement for you when you import or enter your lab values into our system.

    Seeing the trends over time will provide an even deeper insight into the health trend of your patients and can be a warning sign that it’s time to take action with diet or lifestyle interventions or perhaps even consider further testing.

    What Do The Numbers Mean?

    I use a 2:1 or better ratio for neutrophils to leukocytes for the NLR when working with patients. For example, a ratio of 55-60:25-30 would be the highest/lowest I would want to see a neutrophil to lymphocyte ratio.

    I also look at how big of a gap there is between neutrophils and lymphocytes, with a larger gap indicating a higher risk. Additionally, there is cause for concern if there is a relative ratio switch and the lymphocytes are elevated, and neutrophils lowered which could equate to blood dyscrasias, leukemias, lymphomas.

    Consult with your health professional of choice if you have questions on these or any other lab values.

    How can I track my NLR?

    If you are using the Heads Up app to track lab values, you can either use the default ranges or enter your own custom ranges depending on your unique health objectives.

    This video will show you how to track lab values and customize ranges in your Heads Up profile.

    Customize your lab test reference ranges from Heads Up Health on Vimeo.








    New to Health Coaching?  The Best Health Coach Tools to Keep You  (& Your Clients) Thriving

    New to Health Coaching? The Best Health Coach Tools to Keep You (& Your Clients) Thriving

    The health and wellness market is absolutely exploding, now estimated at $4.2 trillion as of 2019. It wasn’t that long ago when being “healthy” meant hitting the gym and getting an occasional massage. Today, however, the wellness mindset is permeating the global consumer consciousness, so it’s no surprise that right along with it has come the explosive growth of health and wellness coaches for hire. 

    If you’ve jumped into the health coaching game with gusto, then finding the best tools for your health coaching business is just as important as finding your first clients. That’s not only good for business, it’s great for your soon to be clients because once you get going, it’s easy to quickly get lost in the weeds. The good news is that there are some useful coaching tools to help you get organized while streamlining critical aspects of the business such as communicating with clients, scheduling, promoting, and tracking client progress. 

    So you don’t get bogged down in tool reviews, here’s the low-down on the best we’ve tools we’ve found to fast-track your way to productivity, so you can spend more time focused on helping clients and less time in the admin details. 

    Scheduling, Organizing & Communication Tools for Health Coaches


    Evernote is a note-taking and task management app that gives you an easy way to take notes, share with clients, and keep an organized to-do list. One of the best features is the sync across devices, so you always have access, even when on the go. 

    Cost: Free version; PRO upgrade option for added features

    Acuity Scheduling. We’d probably all love it if email disappeared from our work lives, and although that may not quite be the case yet, Acuity Scheduling software lets your clients book appointments with you directly instead of doing the back and forth dance through email or SMS.

    Cost: Free version for solo use; plans start at $15/month for added features.

    Bookly is an appointment and scheduling plugin for WordPress websites which creates a form that you can easily add to your site to handle booking, cancellations, and re-scheduling, so it’s all automated. The system also handles online payments, notifications, and syncs with your Google calendar. 

    Cost: $89 regular license with 6 months support included; WooCommerce integration; 12 languages

    Practice Better is online coaching software specifically designed to help manage a variety of aspects of a health coaching business, including managing 1-on-1’s with clients and managing your online coaching. The free version lets you manage up to 3 clients, storage space, HIPAA and PIPEDA compliance, scheduling, billing and a client portal.

    Cost: Free version up to 3 clients, storage, compliant iOS and Android apps and more; upgrade for additional features.

    The Coaches Console

    If you’re feeling overwhelmed by the number of tools you need to manage a coaching business, not to mention the costs, then consider The Coaches Console, an all-in-one platform for managing nearly every aspect of your new coaching business. 

    Cost: Core system is $147/month; upgraded system is $247 per month.


    Meeting with your clients regularly is obviously vital, but staying in touch with them via a video conferencing tool is a great way to stay connected more frequently without the travel time. Zoom is a user-friendly video conferencing tool that lets you and clients host and attend web conferencing easily on any device, including tablets and smartphones.

    Cost: Free version for 1-on-1 calls for up to 40 minutes; upgrade plan options starting at $14.99/month.

    Marketing & Social Media Tools for Health Coaches


    Social media is essential for promoting your new business and being easily found, but it can take a lot of admin time. Tools like Buffer let you create posts and custom images and schedule them out over time, so you can crank out social media content like a pro, and look like you’re posting all week, even when you’ve spent just 30 minutes on it the week before. 

    Cost: $15/month basic plan; upgrade plans available for more users, posts and social accounts.


    Another social media automation tool, Edgar lets you create and schedule evergreen posts, as well as update your status in an automated way so you can control your brand reputation while looking like you’re on top of regular status updates.

    Cost: One month free; plans starting at $25/month.


    Smart marketers and entrepreneurs understand the power of growing your email database over time. SumoMe is a free email capture tool for adding simple pop up forms to a website. Ideally you offer your web visitors something of educational value or an ‘opt-in’ offer, and they ‘trade’ you their email for the offer. That gives you a captive audience of prospects to stay in contact with over time. 

    Cost: Free basic plan; upgrade options to remove Sumo branding and customize more on your web forms.


    Marketing automation is another important way to stay in front of clients and prospects, so once you’ve grown your email database with a tool like SumoMe, you can stay in touch regularly with contacts through newsletters, special offers, and more. 

    Cost: Free plan; upgraded plans start at $9.99/month as your database and automation needs evolve.


    Canva is an online design tool that expedites the custom image creation process with a do-it-yourself way to create custom images for everything from brochures and business cards to YouTube thumbnails, Facebook page graphics, social media ads, and more. Templates for every type of graphic are provided along with access to free stock images you can use. 

    Cost: Free plan for individual users; Pro plan starts at $12.95/month for added features.

    Boomerang for Gmail

    Yes, we all wish email was a thing of the past, but frankly, it’s just not yet. So, this cool little tool for Gmail helps you better manage your inbox with read receipts, email scheduling, email reminders, and prompts. You can set follow up reminders so you never forget to circle back when you need to again.

    Cost: Free basic version includes up to 10 email credits; upgrade plans available for unlimited starting at $4.99/month.

    Client Progress Tracking & Measurement Tools for Health Coaches

    As a new health coach, tracking client progress is mission-critical to demonstrating your value over time, and therefore, to maintaining a healthy pipeline of recurring revenue and a solid way to gain word-of-mouth referrals. Using the above-mentioned Coaches Console is certainly one way to do that all in one system, and there are a lot of health coaching practice apps on the market too.

    Practice management apps have important features to streamline the business admin side of your practice, such as processing client intake forms, logging and sharing goals and meal plans, keeping client charts (securely), sending and processing invoices, email marketing and client scheduling. Take a look at several well-balanced tools that offer such features including Healthie, SimplePractice, MindBody, Trainerize and Cliniko.

    And yes, all that’s required to build a successful coaching business, but what about tracking client’s health metrics so clients also have a clear view of how your efforts are helping them reach their goals? You could do everything else right, but if you’re clients don’t see real, measurable results from your work with them, it will be challenging to retain them over the long haul. Arguably, keeping tracking of their health metrics is the #1 thing you can and should be doing.

    Try Heads Up (free for 30 days), a health metrics dashboard app designed to help users optimize their health. The system integrates with a wide variety of other niche health tracker apps and wearable devices so you can see all of your client’s health metrics in one place, via the web dashboard, or for quick views from the mobile app (for iOS and Android) that’s synced across devices.

    Ready to Go?

    Your new health coaching career will be off to the races with the right tools in place to help you more easily manage the day to day aspects of the business, and a few key tools to track client progress. All of that will be well worth it so you can clearly demonstrate your value over the short and long haul… which is precisely how you retain clients and secure positive referrals. 

    The key to success will be finding ways to simplify and streamline your daily to-do list, and most importantly, finding ways that work with your style and comfort level with just how ‘teched-up’ you want and need to be. 

    Health coaches can grab a 30-day free trial of Heads Up, and trials and/or free versions of many of the tools listed above. 

    Happy Coaching My Friends, and Namaste!

    ?? Dave

    How an Innovative Cryotherapy Center Uses Data to Personalize Client Recovery Programs

    How an Innovative Cryotherapy Center Uses Data to Personalize Client Recovery Programs

    Huemn is an innovative health and wellness cryotherapy center focused on providing clients with a non-invasive, drug-free, natural way of recovering from athletics, injuries, pain and inflammation. Using a variety of non-toxic, natural interventions that trigger the human body’s innate healing systems, such as cryotherapy, photobiomodulation, oxygen therapy, neurotherapy, and lymphatic drainage, the company’s value is in bringing advanced, all-natural remedies to clients at an affordable price.

    The Challenge

    Although the popularity of natural healing therapies is on the rise as many people seek alternatives to surgery and medication, it’s not uncommon for such health trends to come and go quickly. The Huemn team knew that in order to build a successful, long-term business, however, they needed an easy and predictable way to monitor the positive impact that their therapies were providing their clients. Such a solution would not only demonstrate the value of the client’s investment, but it would also allow them to cross-reference the benefits of their healing modalities with other health metrics such as sleep quality, inflammation levels and heart rate variability (HRV).

    The Solution

    Huemn found Heads Up, a personal health platform that makes it super easy to track and analyze health data for actionable insights on therapies and lifestyle changes that most positively impact one’s health. The goal of the project was to design a customized solution for Huemn that made it possible to track and validate their cutting-edge proprietary programs and protocols at the aggregate group and individual levels. The solution comprised of two components: a backend system  that enabled the Huemn team to customize their protocols and track client sessions; and a frontend interface for their clients to be able to easily add their favorite health apps and devices, view their health data in one single dashboard and track their improvements over time using Huemn’s healing programs.

    Data-driven Programs & Protocols

    One of the core principles of Huemn’s approach to recovery is supporting the body’s natural systems wholistically and synergistically. To achieve this, Huemn provides personalized programs for clients based on regular sessions of cryotherapy, oxygen therapy, neurotherapy and photobiomodulation, to name a few.

    To validate the effectiveness of these four cutting-edge protocols, Heads Up built custom modules that made it easy to input data for each client session and track the progress they made toward achieving their recovery goals. With this data in hand, Huemn’s team of wellness experts are able to analyze the data for key patterns and trends on the particular lifestyle interventions that are having the most positive impact on a client’s ability to become fully recovered and rejuvenated.

    Click on the images below to view customized recovery modules in detail.


    With Huemn’s core protocols and input modules in place, it became much easier for practitioners to store client session data and track their progress over time on each protocol. For more advanced analysis, Heads Up team developed an analytics tool that made it super easy to analyze the impact each of Huemn’s protocols were having on their client’s physiology and recovery status.

    Client Engagement Tools For Better Outcomes

    With practitioner tools in place, the Heads Up team designed a beautifully simple end-to-end experience. The goal was to leverage user data to drive client retention and accountability for better health outomes. This comprised of personalized dashboards that displayed Huemn’s core recovery protocols, and weekly progress reports to drive client engagement and intrinsic motivation.


    Client dashboards were meticuosly designed to visually present a user’s health data in the most easy to understand way possible. It included singular scores as well as trends across historical timelines. In conjuction with the dashboards, a personalized weekly progress report automatically gets send out regualarly. These reports help keep clients motivated and engaged knowing that they are making progress toward their health goals.

    The entire user journey from sign in to sign out was custom designed according to Huemn’s modern brand aesthetics. 

    Click on the images below to view how we customized Huemn’s onboarding process for a highly pesonalized user experience.

    Moverover, the platform was architechted so that both practitioners and clients would have a seamless experience across desktop, mobile and tablet.

    Click on the images below to view Huemn’s custom designed light and dark themes.

    Stay tuned as we dive deeper into Huemn’s story. In part 2, we will provide a comprehensive analysis of the metrics Huemn used to quantify their cutting-edge protocols and the outcomes they were able to achieve with clients that completed their recovery programs.

    About Heads Up

    Heads Up is a web and mobile platform for next-gen healthcare professionals who want to take a personalized and preventive approach to optimizing the health and wellness of their clients using science and data. Get a complete picture of your client’s health story by combing lifestyle data with clinical outcomes. Instantly centralize all client medical records, connect popular devices and apps (e.g., Oura, MyFitnessPal, Keto-Mojo, FitBit, Apple Health, MyMacros+, Withings and many more) and use data to optimize your client’s health.

    To learn more about how Heads Up can help you grow your health and wellness business or to schedule a call with a success agent, visit https://headsuphealth.com/contact.