Concierge & membership medicine
Concierge medicine software
Deliver the premium, proactive experience concierge clients expect. A branded portal and app, all their data in one place, and an AI copilot that helps your team stay ahead between visits.
White-label
Portal & app
100+
Integrations
Proactive
Alerts & monitoring
HIPAA
& SOC 2
Trusted by Health Professionals Globally
100+ integrations. Your clients’ wearables, labs, devices and EHR, connected with no engineering.
See all integrations
Everything the practice needs
One clinical-grade platform to replace spreadsheets and disconnected tools.
Branded client experience
A white-label portal and mobile app in your practice’s brand.
One unified record
Labs, wearables, devices and history in a single longitudinal view.
Proactive monitoring
Thresholds and alerts so your team acts between appointments.
AI copilot
Chart prep and insights that scale premium care.
100+ integrations
Every device and lab your members already use.
Outcome tracking
Show members measurable progress over time.
Between visits
Your clients’ health, between every visit
Your clients live their health every day. Heads Up brings what happens between appointments into the record your team works from.
Your clinic
One longitudinal record for every client, ready before each visit
Sleep
Sleep stages, HRV and readiness from Oura, Apple Watch and WHOOP
Nutrition
Food logs beside CGM glucose response
Movement
Training load, VO₂ max and daily activity
Recovery
Stress and recovery trends between visits
Up and running in weeks, not quarters
Connect
Link your clients’ wearables, labs, devices and your EHR: no engineering needed.
Unify
Every source lands in one longitudinal record, trended over time automatically.
Act
You and the AI copilot surface what changed and what needs attention.
Engage
Automated reports and the client app keep patients on-track between visits.
Practice fit
What could your concierge practice track?
Pick your focus and the data you collect today. In under a minute, see the labs, scans, device metrics and patient check-ins Heads Up brings into one record.
See it in the platform
Every client’s data, unified and trended over time.
“With Heads Up, I can synthesize complex data in a clear way that helps both me and the patients make better decisions.”
Concierge Medicine Platform Powered By AI Clinical Intelligence
Give every member one complete, longitudinal record: labs, wearables, EHR data and notes. Before each appointment, a two-minute Pre-Visit Intelligence briefing shows what changed and what to discuss, so your time with members goes to care, not chart review. Trusted by concierge practices worldwide.
Dr. Regina Druz
Holistic Heart Centers
"Heads Up has been quite instrumental in terms of building our workflow and giving us a line of sight to work with multiple patients with ease."
Boost your business with Heads Up
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Save Time
A two-minute AI briefing before each visit replaces manual chart review. Lab PDFs are extracted for you and trended over time.
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Improve Outcomes
Programs turn your protocol into tasks clients follow between visits, and adherence data shows whether the plan happened.
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Grow Revenue
Clients see their progress against baseline at every visit. Visible results support renewals and referrals.
Fragmented Data, Organized
Concierge medicine promises members more attention. But their data is spread across lab portals, wearables, the EHR and outside providers, and reviewing it all before each visit eats into the time members pay for. Details slip through the cracks.
Heads Up puts it all in one longitudinal record per member. AI prepares a briefing before each appointment, so you spend the visit on the member, not the chart.
Various Sources Data
The Heads Up Platform Overview
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General Health & Wellness
- Sleep
- Energy
- Fitness
- Mindfulness
- Mental Health
- Physical Performance
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Specialty Metrics
- Heart Rate & HRV
- Heart Rate Variability
- Stress
- Blood Pressure
- Body Fat %
- Blood Glucose
- And More
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Clinical Labs
- Cardiometabolic
- Metabolic Health
- Hormones
- And More
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Between Visits: What Clients See and Do
- Mobile Wellness Companion: Where your clients interact with your practice and track their personal progress toward their health and wellness goals: their own trends, their enrolled programs and the next task on each.
- Programs: Your protocol as tasks: medications and supplements, labs, education and assessments. Clients mark tasks done and log or skip doses.
- Secure Messaging: Two-way messaging between your care team and clients, with file sharing and read receipts.
- Progress at every visit: Clients see how their numbers moved since baseline, which is what keeps them committed to the plan.
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Track Protocols and Show Outcomes
- Protocol adherence: The Programs Enrollments view shows which tasks each client completed and which doses they logged.
- Cohorts: Group clients by rule (for example, sex and age range) and give each cohort its own reference ranges.
- Panel view: Weekly Key Metric Trends shows each client's key metrics week over week, so you can scan the whole panel in minutes.
- Outcomes over time: Compare the latest lab draw with the previous one and device trends against baseline. That's the evidence your programs work.
Better Insights, Better Outcomes
The answers for your clients are in their data. Heads Up's AI helps you find them: ask a plain-language question across a client's record, or read the pre-visit briefing that ranks what changed.
Dr. Michael Bazlinton
The Bodymapping Clinic
"With Heads Up, I can get patterns in place for patients with metabolic health issues and present it to them in a way that’s easy to understand."
Put Clients in Charge
When clients can see their own trends, they understand why the plan matters. Programs give them a clear next step between visits, and their progress is waiting for you at the next appointment.
Sachin Patel
Founder, The Living Proof Institute
"When clients see their data improve on Heads Up, it motivates them to double down on the process and stick with the program."
Save Time and Hassle
Our team sets up your integrations and loads your client data with you, and support stays with you after launch, so you can focus on clients instead of software.
Angie Buonassisi
Founder, 8West Clinic
"I just want to say I could not have done this without the amazing support I’ve received from the Heads Up team."
Show Your Results
When your data shows client progress, you can describe your programs with evidence instead of adjectives.
Sachin Patel
Founder, The Living Proof Institute
"With Heads Up, we can confidently market our services because the data proves the effectiveness of our coaching and programs."
AI-Powered Clinical Intelligence Features For Concierge Medicine
Everything you need to bring client data together and use AI to prepare for every visit.
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Dashboards
Feature the metrics that matter for each client and your practice.
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Health Records
Pull records from a client's other providers through Human API.
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Lab Results
Every draw on one chart, read against patient, cohort or practice reference ranges.
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Integrations
100+ wearables, apps, devices and EHRs, including Oura, Garmin, InBody, Elation and Cerbo.
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AI Assistant
Ask plain-language questions across a client's labs, device data and notes.
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Pre-Visit Intelligence
A two-minute briefing before each visit, prioritized as Critical, Monitor or Positive progress.
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AI Document Extraction
Upload lab PDFs. AI extracts the values, and you approve them before they enter the record.
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Team Management
Assign team members to specific clients, groups and programs.
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Programs
Turn protocols into tasks clients follow between visits, with adherence tracking.
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Security
HIPAA-compliant, with data encrypted in transit and at rest.
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Concierge Setup
Our team loads client info and data for you during setup.
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Branding
Your logo and colors on the client experience.
Integrate Lab and Wearable Data With Ease
- Apps
- Wearables
- Labs & Pharmacies
- Self-Reported Data
Case Studies
Webinars
How To Integrate Oura Ring Into Concierge Medicine Practices
Discover how Concierge Medicine Professionals are providing world-class experiences using Oura Ring and Heads Up to actively engage their clients and provide data-backed outcomes.
Heads Up Health | Apr 29, 2024 | 0
Dr. Jake Deutsch
Oakwood Precision Concierge Medicine
"Good Data Ensures Good Outcomes & The Success Of Your Practice!"
Getting Started Is Easy
Customized for Your Practice, Set Up With Our Team
1. White Glove Setup
We connect your EHR, labs and devices with you, with support at every step.
2. Design Your Dashboard
Feature the data that matters most for your clients.
3. Onboard Clients
Invite clients to the Mobile Wellness Companion. Their devices connect and data starts building their record.
4. Review What Matters
Read the Pre-Visit Intelligence briefing before each visit, and scan your whole panel with Weekly Key Metric Trends.
Interested?
FAQ
General Questions
What is Heads Up, and how can it help my practice?
Heads Up is an AI-powered clinical intelligence platform for concierge, longevity, integrative and functional medicine practices. It brings labs, wearables, CGM, body composition, medical devices and EHR data into one longitudinal record per client, and its AI summarizes what changed between visits so clinicians can plan care. Practices use it to cut chart prep, turn protocols into Programs clients follow, and show clients their progress.
How is Heads Up different from an EHR system?
Heads Up works alongside your EHR; it doesn't replace it. Your EHR holds notes, orders and billing. Heads Up holds the longitudinal data your EHR wasn't built for (wearables, trended labs, assessments, adherence) and uses AI to summarize it before each visit. It syncs with EHRs such as Elation, Cerbo and AdvancedMD. Heads Up can integrate with popular EHR systems like Elation and Athena.
Is Heads Up a remote patient monitoring (RPM) or alerting system?
No. Heads Up is built for visit-to-visit care planning, not live monitoring or emergency alerts. Between visits, clients follow their Program and their data keeps flowing into the record. Before the next visit, Pre-Visit Intelligence summarizes what changed and ranks it for your review. The clinician decides what to do.
How does Heads Up use AI?
Pre-Visit Intelligence prepares a two-minute briefing before each appointment: what changed since the last visit, what needs attention and what to discuss. The AI assistant answers plain-language questions across a client's record. AI Document Extraction turns lab PDFs into trended results after you approve them. AI summarizes and prioritizes; clinical decisions stay with you.
Features and Functionality
What data sources does Heads Up integrate with?
100+ wearables, apps, devices and EHRs, including Oura, Garmin, Withings, InBody, Apple Health, Elation and Cerbo. Lab results come in through EHR sync or PDF upload with AI extraction, and clients can add self-reported data and assessments.
Can I customize dashboards for my clients?
Yes. Choose the metrics that matter for each client's goals, and set reference ranges per patient, per cohort or for your whole practice.
Does Heads Up send alerts?
No. Heads Up doesn't do real-time clinical alerting. It ranks what changed since the last visit (Critical, Monitor, Positive progress) inside the pre-visit briefing, and Programs show clients their next tasks.
How does Heads Up help with protocol tracking?
Build the protocol as a Program: medication and supplement tasks, lab tasks, education and assessments. Clients log doses and complete tasks, the Enrollments view shows adherence, and lab and device trends show whether the protocol is working.
Can my team access the platform?
Yes. Role-based access lets staff handle data review, onboarding and client messaging while keeping data secure.
Implementation and Support
How long does it take to set up Heads Up in my clinic?
Typically a few days. Our team handles onboarding with you, including integrations and loading client data.
Is training available for my team?
Yes: tutorials, live demos, a help center and ongoing support.
Does Heads Up integrate with my existing EHR system?
Heads Up has direct integrations with Elation, Cerbo and AdvancedMD, and pulls records from other providers through Human API. If your EHR isn't listed, contact us.
Client Engagement
How does Heads Up keep clients engaged?
Clients track their progress toward their goals in the Mobile Wellness Companion, follow their Program's tasks between visits and message your team securely. Seeing progress against baseline at each visit is what keeps them on the plan.
Can clients access their own dashboards?
Yes. In the Mobile Wellness Companion, clients see their metrics, their programs and their progress toward their health and wellness goals.
Security and Compliance
Is Heads Up HIPAA-compliant?
Yes, Heads Up is fully HIPAA-compliant, ensuring that all patient data is protected and secure.
How is my patients’ data stored?
Data is encrypted both in transit and at rest, adhering to the highest security standards.
Pricing and ROI
How much does Heads Up cost?
Pricing depends on your practice's size and needs. Talk to our team for a quote.
How does Heads Up improve my clinic’s ROI?
It cuts chart prep to a two-minute AI briefing, extracts lab PDFs for you, and makes client progress visible at every visit, which supports retention and referrals.
Support and Troubleshooting
What kind of support does Heads Up offer?
Our dedicated support team is available via email, phone, and live chat to assist with any questions or issues. We also provide an extensive knowledge base and training resources.
What happens if I encounter a technical issue?
Heads Up offers robust technical support, including troubleshooting guides, live chat, and priority escalation for urgent issues.
What other programs do we support?
Heads Up supports a wide range of practices and programs:
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Clinical and wellness research studies
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Custom solutions
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Sports, high performance and health optimization
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Concierge medicine
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Longevity medicine
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Integrative and functional medicine
Join Heads Up Today!
Contact our team to set up a discovery call.
Frequently asked questions
What is concierge medicine software?
Concierge medicine software helps high-touch practices give members more attention. Heads Up unifies each member's wearables, labs and EHR data in one longitudinal record and prepares an AI briefing before every appointment.
How does Heads Up improve member retention?
Members see their progress against baseline in branded dashboards and at every visit, which shows the value of their membership between appointments.
Can I brand the platform for my practice?
Yes. Your logo and colors appear on the client experience, so it reflects your practice, not ours.
What data sources can my concierge practice connect?
100+ integrations, including Oura, Garmin, Withings, InBody, Apple Health, CGM data, EHRs such as Elation and Cerbo, and lab PDFs extracted by AI.
How does AI help a concierge practice?
Pre-Visit Intelligence gives you a two-minute briefing before each appointment: what changed, what needs attention, what to discuss. The AI assistant answers questions across a member's record. The clinician decides.
Frequently asked questions
What is concierge medicine software?+
A platform that gives a concierge or membership practice a branded client portal and app, unifies all client data, and enables proactive monitoring and premium, data-driven care.
How much does concierge medicine software cost?+
Heads Up starts at $250/mo + $6/client with no long-term contract; white-label is available on Enterprise. See pricing.
Can members use their own devices?+
Yes, 100+ wearables, CGMs and labs connect, so members keep the devices they already use.
Explore integrations, pricing or how we compare.
Book a walkthrough
See Heads Up with your own patients in mind
- ✓A 30-minute walkthrough built around your practice and patients
- ✓See your own data sources connected: labs, wearables, devices and EHR
- ✓Pricing and onboarding plan for your client numbers
“With Heads Up, I can synthesize complex data in a clear way that helps both me and the patients make better decisions.”