Integrative and functional medicine practices carry the most complex inventory of any cash-pay specialty. Supplement protocols, IV nutrients, peptides, herbal products, and nutraceuticals need lot-level tracking, low-stock alerts, and per-visit dispensing records in every treatment note. Brooke is the practice management platform built for this level of inventory complexity at $99 a month flat.
A functional medicine practice might carry 80 to 120 distinct supplement SKUs at any given time. An integrative medicine clinic that also offers IV therapy, peptide protocols, and in-office dispensing can easily manage 200 or more product lines. No other cash-pay specialty demands this level of inventory management from its practice software. Most EHR platforms were not built for it. Brooke was.
An integrative medicine patient on a comprehensive wellness program might receive a customized supplement protocol, a monthly IV infusion, a peptide injection, and dietary recommendations at the same visit. Each product dispensed needs to be recorded in the visit note with its lot number, and the inventory for each needs to be decremented automatically. Most platforms require this to be done manually, SKU by SKU.
Integrative medicine patients are long-term relationships. A functional medicine patient working through a gut health protocol might be seen monthly for six months, then quarterly for two years. The EHR needs to store the full protocol history, every dispensed product with its lot number, and every visit note in one chart across the entire relationship without an archiving gap or a separate records system for older visits.
Brooke's inventory module was built for the volume and complexity that integrative medicine practices require. Every product type an integrative practice carries — from single-ingredient supplements to compounded IV formulations — is tracked through the same system.
Integrative Medicine Product Type | Brooke Inventory Coverage Nutraceutical supplements dispensed in-office | Tracked per SKU with lot number, received units, dispensed units, and remaining stock IV nutrients and infusion compounds | Per-formula tracking with lot capture for each compound in every IV bag Peptides and injectable protocols | Lot-level tracking with low-stock alerts before the clinic runs short on high-use peptides Herbal formulas and botanical products | SKU-level inventory with lot documentation for every dispensed herbal product Compounded medications | Compounding lot capture in treatment records for every compounded product administered Testing kits and diagnostic supplies | Supply inventory tracked separately from dispensed products with low-stock alerts
Each of these practice types carries distinct inventory complexity and a direct-payment billing model. All run on the same Brooke platform at the same flat price.
Root-cause medicine addressing chronic conditions through metabolic, nutritional, gut, hormonal, and environmental assessment. Comprehensive intake, protocol-based care documentation, supplement dispensing with lot capture, and direct checkout for each visit and dispensed product.
Cash-pay naturopathic practices using botanical medicine, nutritional therapies, and lifestyle interventions on a direct-payment model. High-volume supplement dispensing, herbal formula tracking, visit documentation, and per-visit checkout for products and services combined.
IV nutrient therapy, high-dose vitamin C, NAD+ infusions, and other IV wellness protocols. Per-formula lot tracking, series scheduling for recurring infusion programs, infusion session documentation, and package billing for multi-session IV protocols.
Cash-pay peptide protocols for weight management, performance, recovery, and longevity. Peptide inventory with lot-level tracking, injection site documentation, protocol tracking for ongoing peptide programs, and direct checkout for each dispensed protocol kit.
Direct-pay longevity practices combining advanced diagnostics, hormone optimization, peptide protocols, and supplement programs. Membership or package billing for comprehensive longevity programs, with product inventory tracking across all dispensed items in every visit.
Cash-pay integrative wellness practices combining counseling, lifestyle medicine, nutritional support, and stress physiology. Direct-pay per-visit checkout, supplement dispensing with inventory tracking, and visit documentation for each integrative wellness encounter.
An integrative medicine patient does not follow a single-visit protocol. A gut health program might run four months. A hormone optimization program requires quarterly check-ins for as long as the patient is on the protocol. A IV nutrient program for a specific condition might run weekly for eight weeks before transitioning to monthly maintenance. Brooke tracks all of it.
Every integrative medicine visit is documented in Brooke's treatment records with clinical notes, protocol updates, dispensed products with lot numbers, patient response, and any protocol modifications. The full protocol history is available in one chart view at every subsequent visit — no searching through a separate archive for prior protocol notes.
A functional medicine patient on a monthly check-in schedule has all monthly visits booked at the first appointment with automated reminders before each one. An IV nutrient patient on a weekly program for eight weeks has all eight sessions scheduled at intake, with the transition to monthly maintenance visits scheduled before the active phase ends.
When an integrative medicine practitioner dispenses a supplement protocol — five products sent home with the patient at the end of a visit — each product is recorded in the treatment note with its lot number and the quantity dispensed. Inventory decrements automatically. The dispensing record is part of the visit note, not a side log outside the chart.
Integrative medicine practices use several billing structures simultaneously — membership fees, visit charges, and per-product dispensing fees often combine at a single patient checkout. Brooke handles all of these at the point of care without a separate billing system.
A functional medicine or longevity practice that charges a monthly membership for program access uses Brooke's card-on-file recurring billing. The monthly membership fee is charged automatically on the billing cycle. Included visits and any services beyond the membership scope are tracked in the same patient account without a reconciliation step.
A four-month gut health protocol or a six-session IV nutrient program priced as a single package is billed at the first visit. The patient pays in full or splits payment across sessions on a card on file. The package is applied to the treatment plan and session usage is tracked automatically in the chart.
A visit charge and a product dispensing charge combine at checkout. A patient who pays for a functional medicine consultation and takes home a three-product supplement protocol checks out once for both charges at the close of the visit. Tap-to-pay, card on file, or split payment — all at the point of care in the same screen as the treatment record.
Every visit charge and product sale collected through Brooke hits the practice account the same day. An integrative medicine practice that dispenses 20 supplement kits in a week knows its revenue for that week without waiting for a monthly report or a payment processing cycle to complete.
An integrative medicine practice tracks different business numbers than a procedure-focused specialty. Supplement revenue, protocol completion rates, patient panel retention, and average spend per visit across services and products combined are the numbers that tell the practice whether the model is working.
How much revenue the practice generates from in-office product dispensing versus professional services. For a functional medicine practice that generates significant revenue from supplement protocols, this split tells the practice owner how dependent the business is on product margins versus clinical service fees — and whether a change in either affects overall practice performance.
What percentage of patients on a multi-month integrative program complete the full protocol. A functional medicine patient who stops a gut health program at month two does not achieve the clinical outcome the protocol was designed to deliver. Tracking completion rate tells the practice where patients are dropping out and whether scheduling, cost, or engagement is the factor.
How much the average patient spends per appointment including both the visit fee and any products dispensed at that visit. For an integrative practice, this number is higher than a service-only practice because product dispensing adds to the per-visit total. Tracking it identifies which visit types or provider consultations generate the highest per-visit revenue.
What percentage of integrative medicine patients continue their program after the initial protocol period. For a functional or naturopathic practice, long-term patient relationships are where the majority of lifetime patient value is generated. Retention rate tells the practice whether patients are staying engaged after the initial clinical goals are met.
A solo functional medicine practitioner and a four-provider integrative wellness group pay the same $99 per location. No per-provider fees, no appointment caps, and the full inventory management platform — including lot capture for 200 SKUs — included at every price level.
+ integrated payments · Unlimited providers · No contracts
A functional medicine practice with 100 supplement SKUs needs inventory management that keeps up with daily dispensing and lot tracking. Brooke handles it at the same flat price as a med spa with six product lines.
No setup fee. No credit card required to start.
We switched from Aesthetic Record and never looked back. My injectors actually enjoy using it. Setup took one afternoon.
The GFE documentation alone was worth switching. Everything is compliant, auditable, and takes half the time it used to.
$99 flat. Unlimited providers. Everything works. I don't know why anyone pays $400 a month for the same features wrapped in a terrible UI.
The best EMR for an integrative medicine practice handles high-volume supplement and nutraceutical inventory with lot-level tracking, in-office dispensing records inside every treatment note, protocol documentation across multiple visits, series scheduling for recurring wellness programs, and membership or package billing for comprehensive health programs. Brooke provides all of these at $99 a month flat with unlimited providers, no appointment caps, and no contracts.
Yes. Brooke tracks every supplement, nutraceutical, herbal product, and in-office dispensed item by SKU with lot number documentation. Every product dispensed in a visit is recorded in the treatment note with its lot number, and inventory decrements automatically. Low-stock alerts trigger before the practice runs out of any tracked product.
Yes. When a practitioner dispenses a supplement protocol at the close of a visit, each product is recorded in the treatment note with its lot number and quantity. The dispensing record is part of the visit note, not a side log outside the chart. Inventory adjusts automatically based on what was dispensed.
Yes. Brooke's inventory module handles high-SKU integrative medicine practices. Each SKU is tracked individually with its own lot history, low-stock threshold, and dispensing record. A functional medicine practice with 100, 150, or 200 supplement products manages all of them through the same inventory interface at the flat $99 price.
Yes. Cash-pay naturopathic practices use Brooke for botanical and supplement inventory management, herbal dispensing records in treatment notes, visit documentation, recurring patient scheduling for long-term naturopathic care relationships, and direct checkout for visit and dispensed product charges combined.
Yes. An integrative practice that runs IV nutrient infusions and dispenses supplement protocols uses Brooke for both. IV compound lot tracking and infusion session documentation apply to the IV side. Supplement SKU inventory with lot capture and dispensing records apply to the supplement side. Both run through the same platform at the same flat price.
A functional medicine practice that charges a monthly membership for program access stores the patient's card on file at enrollment. Brooke charges the membership fee automatically each cycle without a manual invoicing step. Visit charges and product dispensing charges beyond the membership scope are billed through direct checkout at each appointment.
Yes. Integrative medicine practices that prescribe peptide protocols use Brooke for peptide inventory with lot tracking, injection site documentation, protocol tracking across monthly refill visits, and direct checkout for each dispensed peptide kit or administered injection.
Each visit in a functional medicine program is documented in Brooke's treatment records with clinical notes, protocol updates, products dispensed with lot numbers, patient response, and any protocol changes. The complete protocol history — every visit, every product, every clinical note — is in one chart view at every subsequent appointment without a separate archive.
No. Brooke charges $99 a month per location regardless of how many providers, health coaches, or staff are on the platform. A solo functional medicine practitioner and a four-provider integrative wellness group pay the same price.
$99 a month per location. Unlimited providers and staff included. No per-provider fees, no appointment caps, no setup fee, and no contracts. The same flat price covers a solo naturopath with 80 supplement SKUs and a multi-provider functional medicine group with 200.
The best EMR for integrative medicine handles supplement inventory, dispensing records, protocol documentation, and membership billing at one flat price. Book a 15-minute demo or start your free trial today.
