Treat the Whole Patient.
Eliminate Intake & Dispensary Drag.
Stop losing 20+ hours a week reviewing 15-page functional health intakes, chasing specialty lab test kits in Rupa Health, coordinating Fullscript supplement refills, creating out-of-network superbills, and fielding non-clinical portal chats in Jane App or CharmHealth. Get a clinic-literate virtual assistant supervised by your dedicated Project Manager at zero extra cost.
Focus on Root-Cause Care & Treatment Plans
Single Dedicated Project Manager
Your PM coordinates intake compliance, tracks specialty lab turnaround times, audits superbill coding, and enforces clinical SOPs.
Functional Medicine Ecosystem Fluency
Native proficiency in Jane App, CharmHealth, Power2Practice, Practice Better, Fullscript, Rupa Health, Cerbo, and IntakeQ.
Strict Productive Time Billing
No inflated medical staffing placement fees or bloated agency retainers. Pay purely for productive minutes logged on clinic administration.
Daily Native Fluency Across Essential Naturopathic EHR, Functional Lab & Dispensary Software
What Your Naturopathic Clinic Virtual Assistant Executes Daily
Naturopathic physicians (NDs), functional medicine doctors, and integrative health clinic owners should spend their prime energy investigating complex root causes, counseling patients on lifestyle medicine, and customizing therapeutic protocols. Delegate the laborious intake triage, specialty lab drop-shipping, dispensary re-orders, and superbill paperwork to vetted specialists.
Patient Intake Triage & EHR Registration
Naturopathic intakes can be 10 to 15 pages deep with multi-system symptoms. We review incoming submissions in IntakeQ or Jane App, audit medical records for completeness, verify signed consent forms, and stage files for initial 60–90 minute visits.
- ✔ Reviewing comprehensive dietary, environmental & symptom timelines
- ✔ Verifying state-compliant informed consent & arbitration disclosures
- ✔ Requesting and filing previous PCP lab reports, imaging & specialist notes
Fullscript & Dispensary Protocol Staging
Keep nutraceutical protocols active and patient adherence high. We stage practitioner-prescribed supplement recommendations in Fullscript or Wellevate, configure recurring patient discounts, and resolve shipping or backorder delays.
- ✔ Staging practitioner-approved botanical, vitamin & peptide recommendations
- ✔ Sourcing brand alternatives for out-of-stock tinctures or nutraceuticals
- ✔ Following up on supplement refill adherence prior to follow-up visits
Specialty Lab Coordination (Rupa Health)
Eliminate testing bottlenecks. We order test kits via Rupa Health, Genova, Dutch (Precision Analytics), Diagnostic Solutions (GI-MAP), and Great Plains, track patient sample shipments, and index incoming PDF lab results into your EHR.
- ✔ Ordering home collection kits (Dutch hormones, GI-MAP, SIBO breath tests)
- ✔ Sending pre-test preparation instructions (fasting, supplement holds)
- ✔ Tracking accessioning statuses and uploading lab results for ND review
Superbills, Cash Billing & HSA/FSA Tracking
Maintain predictable cash-pay practice revenue while helping patients obtain insurance reimbursements. We prepare detailed superbills populated with accurate CPT (99204, 99214) and ICD-10 codes, manage recurring membership auto-charges, and track payment receipts.
- ✔ Generating itemized superbills with practitioner NPI and taxonomy codes
- ✔ Processing patient credit cards, HSA/FSA cards, and monthly care retainers
- ✔ Reconciling end-of-day transaction settlements in Stripe and Jane Payments
Compounding Pharmacy & Tincture Logistics
Ensure custom formulations reach patients smoothly. We route authorized doctor prescriptions to specialized compounding pharmacies for bioidentical hormones (BHRT), low-dose naltrexone (LDN), custom herbal tinctures, and IV therapy supplies.
- ✔ Transmitting authorized compounded prescriptions to specialized pharmacies
- ✔ Following up on patient shipping addresses and pharmacy payment authorizations
- ✔ Tracking clinic in-house medicary and botanical dispensary stock levels
Patient Portal Triage & Appointment Hygiene
Protect your clinical focus from daily notification clutter. We triage non-clinical patient portal messages in CharmHealth or Practice Better, manage appointment rescheduling, enforce 48-hour cancellation policies, and manage waitlists.
- ✔ Answering administrative queries regarding clinic hours, fees & scheduling
- ✔ Sending automated 72-hour and 24-hour appointment reminder sequences
- ✔ Backfilling sudden client cancellations from active patient waitlists
How SageDoer Works for Naturopathic Clinics
From first patient inquiry to ongoing functional lab & dispensary management—completely hands-off with zero supervisory headache for doctors and practice directors.
Phase 1: Submit Requirements
Share your current patient volume, clinical EHR software (Jane App, CharmHealth, Practice Better), dispensary setup (Fullscript), lab partners (Rupa Health), and administrative bottlenecks via WhatsApp, Form, or Email.
Phase 2: Finalise the Deal
Our dedicated project manager meets with you to review HIPAA compliance protocols, sign Business Associate Agreements (BAA), establish role-based access rules, and document your clinic's intake & dispensary SOPs.
Phase 3: Expert Execution
Your project manager coordinates your virtual assistant daily, spot-checking patient registration accuracy, monitoring Rupa test kit shipments, verifying Fullscript orders, and checking superbill codes.
Phase 4: Pay Only for Output
We log and charge exclusively for the assistant's actual working time. Your dedicated project manager's clinical operations supervision is 100% free.
Simple, Predictable Hourly Rates. No Retainers.
Pay strictly for hours of real naturopathic clinic operational support. Your dedicated Project Manager's oversight is 100% free.
Part-Time
Perfect for solo Naturopathic Doctors (NDs) seeing 15–25 patients a week needing intake processing, Fullscript orders & lab tracking.
- ✔ Pay only for hours of pure work
- ✔ Dedicated Project Manager included
- ✔ Free management supervision
- ✔ Zero setup or onboarding fees
- ✔ No monthly membership charges
Full-Time
For multi-provider integrative clinics, functional medicine centers & busy high-volume IV/medicary practices.
- ✔ Pay only for hours of pure work
- ✔ Dedicated Project Manager included
- ✔ Free management supervision
- ✔ Zero setup or onboarding fees
- ✔ No monthly membership charges
Why Naturopathic Clinics Choose SageDoer
Freelance job boards pass all hiring, HIPAA training, and management risk onto clinic owners. SageDoer delivers fully supervised clinical administration.
| Feature | Traditional Freelance Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers between 60-minute patient visits | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with no background in Jane App, Fullscript, or functional lab testing | Internally vetted, rigorously trained integrative clinic admin experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates during busy patient influx seasons | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches for practice accounting | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and HIPAA onboarding process all over again when an assistant quits | Seamless internal replacements with zero clinic workflow disruption |
Trusted by Solo Naturopathic Physicians & Integrative Health Centers
Hover over any card to pause the review stream
"As a solo ND seeing 25 patients a week, I was drowning in 15-page intake reviews and tracking down Dutch and GI-MAP kits on Rupa Health. My SageDoer assistant reviews every intake in Jane App, orders patient test kits, and tags completed lab PDFs. My admin time dropped by 18 hours every week!"
"Our dispensary revenue through Fullscript grew by 35% in 90 days. Our assistant stages protocols based on our charting notes, follows up on refill adherence, and helps patients find in-stock alternatives when certain tinctures backorder. An incredible clinical partner."
"Patients used to constantly email our clinic asking for superbills and CPT code itemizations for their out-of-network insurance claims. SageDoer generates clean, compliant superbills in CharmHealth within 24 hours of each appointment. Having a dedicated PM oversee QA at $6/hr is a blessing."
"We run an 8-provider integrative center with acupuncture and IV nutrition. SageDoer manages our compounding pharmacy prescriptions for BHRT and LDN, verifies patient delivery addresses, and fields non-clinical portal questions. It saved our practice over $60,000 in front-desk payroll."
Frequently Asked Questions
Clear answers on how our managed virtual assistants support naturopathic doctors, functional medicine practices, and integrative clinic managers.
Ready to streamline your naturopathic clinic operations?
Tell us about your weekly patient volume, EHR platform (Jane App, CharmHealth, Practice Better), dispensary provider (Fullscript), and primary operational bottlenecks. We’ll structure a tailored clinical support workflow within 24 hours.
Request Your Naturopathic Clinic Assistant
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