Membership tracking for GLP-1, hormone, TRT, and peptide programs
Every member on one list: next reorder, next autopay, last nurse follow-up, and order status. Order online in minutes, no consult needed.
What it does
Built for clinics that run monthly medication memberships. From Prescripta, the all-in-one EHR for specialty and wellness practices.
One membership list
Name, start date, membership type, next autopay, next reorder, last follow-up, and order status, all on one screen with filters.
Reorder reminders
A reminder goes up seven days before each medication reorder and stays until the order is placed. Overdue reorders are flagged.
Nurse follow-ups
Every member gets a follow-up every four weeks. Answered or not answered is logged, and the member stays on the list either way.
Order status pipeline
Upcoming, pending approval, ready, ordered, shipped, delivered. Each step is dated, and approvals go to the right role.
Autopay visibility
The autopay date is separate from the reorder date, rolls monthly, and a failed payment is visible on the member.
Pharmacy e-ordering
Place medication orders with your pharmacy from the order form. Plus and Pro work with more than one pharmacy.
AI morning brief
A short morning summary of who needs a reorder, a follow-up, or an approval today, by email and on the dashboard.
eFax on Pro
Fax prescriptions straight from the order form and read the fax inbox with AI help.
Works alongside your EHR
Keep your EHR for charting and billing. Member Management is the membership list it is missing: who is due for a reorder, a follow-up, or an approval today.
OptiMantra has no membership API, so Member Management connects through the two things it does offer: outbound webhooks and the Patient Tags report.
A patient tag per plan (for example MM-Hormone) tells the portal who holds a membership. The Booking and Checkout SuperBill webhooks keep patients and tags current. Your existing book comes over once from the Analytics, Patient Tags report through the Connect OptiMantra wizard. The portal keeps the schedule: next reorder, next autopay, nurse follow-up. Your card processor is not involved.
- Connect wizard in Settings, EMR
- Existing members imported from the Patient Tags report
- Tags decide who is a member; the portal keeps the dates
- Check-outs recorded as the last visit
Membership status and counts sync from Zenoti on a schedule, with Current, Active, Suspended, Payment failed, and Frozen shown with Zenoti’s own labels.
- Scheduled sync
- Membership status on every member
- Match review for unmatched records
Export your patient or membership list from any EHR and import it. Re-importing updates only the cells that changed, and never touches dates your staff set by hand.
- Template and header matching
- Preview before commit
- Export members, orders, and follow-ups any time
Prescripta is not affiliated with OptiMantra or Zenoti. Their names describe compatibility only.
How buying works
Pick a plan
Base, Plus, or Pro. Prices are per clinic, per month. No consult needed.
Enter your clinic and pay
Give us the clinic name, accept the Business Associate Agreement and the membership agreement, and pay by card. Your Prescripta account is created for you after payment.
Sign in within a minute
Two e-mails arrive within a minute of payment: your portal sign-in and your Prescripta account. Sign in at membermgt.prescripta.com with a code from the authenticator app on your phone.
Plans
Prices are per clinic, per month. Buy online, no consult needed.
Base
One clinic, one pharmacy
- ✓ Membership list and dashboard
- ✓ Reorder reminders and nurse follow-ups
- ✓ Order status pipeline
- ✓ Pharmacy e-ordering (one pharmacy)
- ✓ EMR sync
- ✓ Manual and multi-memberships
- ✓ CSV import and export
- ✓ AI morning brief
Plus
Order from up to three pharmacies
- ✓ Everything in Base
- ✓ Up to three pharmacies
Pro
Unlimited pharmacies plus eFax
- ✓ Everything in Plus
- ✓ Unlimited pharmacies
- ✓ eFax: fax prescriptions from the order form
- ✓ Fax inbox with AI read
Built for a HIPAA workload
Data under a BAA
Your data lives in AWS under a Business Associate Agreement, signed before your clinic is set up.
Authenticator at sign-in
Every sign-in uses a six-digit code from an authenticator app on your phone. There is no password-only access.
No patient data by email
No patient information is sent by email.
Roles that fit a clinic
Admin, provider, nurse, and staff roles decide who can approve, update, or only view.
Questions clinics ask
Related reading
Most clinics re-type every monthly GLP-1, hormone, and TRT refill into the pharmacy's portal. Prescripta Member Management sends the order from the member's own row, pre-filled from the last one, and brings shipped and tracking back to the same screen.
A working system for monthly medication memberships, from the spreadsheet that gets a new clinic through its first fifty members to the point where it breaks, and what replaces it.
Failed autopay, the paid month that does not match the medication month, downgrades that force refunds, liability nobody can see, and the handoff between billing and the pharmacy order. What each one costs and how to run it so it stops happening.
Questions before you buy?
Book a short consult or send us a note. Buying does not require either one.
Book a consultContact us