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For hormone optimization & TRT practices

Titration protocols, optimal ranges, and Schedule III compliance — handled

Hormone medicine is protocol medicine: dose, draw, adjust, repeat — under controlled-substance rules that get sharper every year. CareOS runs that loop natively and closes it: DEA/PDMP-gated prescribing, Schedule III consent checks before signing, a TRT note the scribe drafts during the visit, and repeat panels that result, notify the patient, and advance the plan on their own.

What EHR is best for TRT clinics? One that treats hormone optimization as protocol medicine: titration schedules with lab checkpoints, hormone panels trended against optimal ranges, and Schedule III compliance — DEA and per-state PDMP tracking that actually gates prescribing. CareOS is built around exactly this loop.

The dose–draw–adjust loop, systematized

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HRT titration protocols

Testosterone, estrogen, thyroid, and peptide adjunct protocols with dose steps, hold conditions, and auto-scheduled lab checkpoints that chase themselves.

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Optimal-range trending

Total T, free T, E2, SHBG, HCT trended against your optimal targets. Safety flags (like rising hematocrit) surface before they become problems.

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Schedule III, gated

DEA registration and per-state PDMP compliance tracked per provider — and enforced. Ineligible prescribing is blocked in real time, not caught in an audit.

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Multi-state telehealth

Scaling TRT across states is a licensing minefield. The 50-state eligibility engine blocks bookings where providers aren't licensed and opens renewal tasks 90 days out.

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Memberships & lab bundles

Monthly optimization memberships with labs included, follow-up packages, and superbills — the cash-pay engine hormone clinics run on.

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Follow-ups in minutes

AI drafts the 12-week follow-up from the protocol, latest panel, and symptom check-ins. You review, adjust the dose, sign.

Building the compliance side first? Read the TRT compliance checklist: DEA, PDMP & multi-state prescribing.

"Compliance used to be a spreadsheet we prayed over. Now the calendar just won't let us make the mistake."
Operations Lead, multi-state hormone clinic (CareOS design partner)

Run your hormone practice on CareOS

Setup walkthrough · Growth $189/provider/mo · Multi-state compliance on Scale · Migration path included