Functional medicine
Functional medicine software
Purpose-built for root-cause practice. Bring specialty labs, wearables and protocols into one longitudinal client record, automate chart prep with AI, and show clients objective progress across every intervention.
Rupa · DUTCH · Genova
Lab integrations
Protocols
Tracked over time
AI
Chart prep
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.
Specialty lab integrations
Rupa Health, DUTCH, Genova, Doctors Data and more, results chart automatically.
Import lab data from PDF
Turn any unstructured lab PDF into trendable charts and timelines.
Protocol tracking
Operationalise functional protocols and monitor adherence between visits.
Wearables & CGM
Correlate symptoms with HRV, sleep and glucose from 100+ devices.
AI copilot
Automated chart prep and insights on your own client data.
Branded client portal
A white-label experience that keeps clients engaged.
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 functional medicine 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.”
Functional Medicine Platform Powered By AI Clinical Intelligence
Put each patient's labs, wearables, assessments and supplement adherence into one longitudinal record. Heads Up's AI shows what changed since the last visit and what's moving toward or away from target, so visits go to root causes instead of chart prep. Trusted by functional medicine clinics worldwide.
"Heads Up provides a system to integrate all of the different data that you need to really deliver practice-based outcomes."
Dr. Regina Druz, Holistic Heart Centers
Boost your business with Heads Up
Save Time
A two-minute AI briefing before each visit replaces manual chart review. Lab PDFs are extracted for you and trended over time.
Improve Outcomes
Programs turn your protocol into tasks clients follow between visits, and adherence data shows whether the plan happened.
Grow Revenue
Clients see their progress against baseline at every visit. Visible results support renewals and referrals.
Fragmented Data Now Organized With Powerful Insights
Functional medicine means finding root causes. But each patient's labs, wearable data, assessments and supplement logs live in different places, and organizing them before every visit is slow. Patterns slip through the cracks.
Heads Up puts it all in one longitudinal record per patient. AI surfaces what changed since the last visit and how it lines up with the protocol, so you can test your hypothesis against the data and adjust the plan.
"With Heads Up, I can synthesize complex data in a clear way that helps both me and the patients make better decisions."
Dr. Michael Bazlinton, Bodymapping Clinic
The Heads Up Platform Overview
General Health & Wellness
- Sleep
- Energy
- Fitness
- Mindfulness
- Mental Health
- Physical Performance
Specialty Metrics
- Heart Rate & HRV
- Heart Rate Variability
- Stress
- Blood Pressure
- Body Fat %
- Blood Glucose
- And More
Clinical Labs
- Cardiometabolic
- Metabolic Health
- Hormones
- And More
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.
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.
"We use Heads Up to track trends related to sleep, stress, and HRV, which helps us pinpoint exactly where clients need to improve."
Angie Buonassisi, Founder, 8West Clinic
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.
"When clients see their data improve on Heads Up, it motivates them to double down on the process and stick with the program."
Sachin Patel, Founder, The Living Proof Institute
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.
"I just want to say I could not have done this without the amazing support I’ve received from the Heads Up team."
Angie Buonassisi, Founder, 8West Clinic
Show Your Results
When your data shows client progress, you can describe your programs with evidence instead of adjectives.
"With Heads Up, we can confidently market our services because the data proves the effectiveness of our coaching and programs."
Sachin Patel, Founder, The Living Proof Institute
AI-Powered Clinical Intelligence Features For Functional Medicine
Everything you need to bring client data together and use AI to prepare for every visit.
Dashboards
Feature the metrics that matter for each client and your practice.
Health Records
Pull records from a client's other providers through Human API.
Lab Results
Every draw on one chart, read against patient, cohort or practice reference ranges.
Integrations
100+ wearables, apps, devices and EHRs, including Oura, Garmin, InBody, Elation and Cerbo.
AI Assistant
Ask plain-language questions across a client's labs, device data and notes.
Pre-Visit Intelligence
A two-minute briefing before each visit, prioritized as Critical, Monitor or Positive progress.
AI Document Extraction
Upload lab PDFs. AI extracts the values, and you approve them before they enter the record.
Team Management
Assign team members to specific clients, groups and programs.
Programs
Turn protocols into tasks clients follow between visits, with adherence tracking.
Security
HIPAA-compliant, with data encrypted in transit and at rest.
Concierge Setup
Our team loads client info and data for you during setup.
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
"We use Oura Ring and Heads Up in our auto-immune program. Our coaches use the data to educate patients on how to properly manage their sleep and heart rate variability to minimize auto-immune flare ups."
Dr. Sherry Brewer, MD, AndHealth
Getting Started Is Easy
Customized for Your Practice, Set Up With Our Team
1. White Glove Setup
2. Design Your Dashboard
3. Onboard Clients
4. Review What Matters
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:
Clinical and wellness research studies
Custom solutions
Sports, high performance and health optimization
Concierge medicine
Longevity medicine
Integrative and functional medicine
Join Heads Up Today!
Contact our team to setup a discovery call.
Frequently asked questions
What is functional medicine software?
Functional medicine software organizes the labs, wearable data, assessments and lifestyle inputs practitioners use to find root causes. Heads Up puts them in one longitudinal record per patient and uses AI to summarize what changed between visits.
Does Heads Up replace my EHR?
No. Heads Up works alongside your EHR, adding the device, lab-trend and adherence data EHRs typically miss, and syncs with EHRs such as Elation and Cerbo.
How quickly can my practice get started?
Most practices are set up within a few days, with our team connecting integrations and loading patient data with you.
Is Heads Up HIPAA compliant?
Yes. Heads Up is HIPAA-compliant, and data is encrypted in transit and at rest.
How does AI help a functional medicine practice?
AI extracts results from lab PDFs, prepares a pre-visit briefing that ranks what changed, and answers questions across a patient's record. You review the evidence and decide the next step in the protocol.
Frequently asked questions
What is the best functional medicine software?+
The right platform unifies specialty labs, wearables and protocols into one longitudinal record with an AI copilot, so you practise root-cause medicine and prove outcomes with data. Book a demo to compare.
Does it work as a functional medicine EHR?+
Heads Up complements or integrates with EHRs (Elation, Cerbo, Healthie) and unifies device and lab data most EHRs can’t.
Which labs integrate?+
Rupa Health, DUTCH, Genova/GDX, Doctors Data, Labcorp, Quest and more, plus PDF import for any other lab.
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.”