B2B CLINICAL OPTIMIZATION

Make your GLP-1 program safer, smoother, and easier to run.

A focused, fixed-scope clinical review for clinics and med spas prescribing GLP-1 medications. The goal: reduce preventable side-effect escalation, patient drop-off, and operational friction—without adding complexity.

Schedule a 15-minute fit check View pricing

Led by: Dr. Shatika James, DNP, FNP-BC • Obesity & GLP-1 therapy focus • Clinical + operational perspective
Westchester, NY (remote engagements available)

Who this is for

Clinics and med spas already prescribing GLP-1 medications that want to improve reliability, patient experience, and staff workload.

Med spas

Standardize screening and follow-up to reduce preventable escalations that trigger churn and refunds.

Primary care practices

Improve consistency across providers, reduce inbox burden, and clarify patient messaging boundaries.

Telehealth programs

Simplify workflows and tighten guardrails for scale—without turning it into a protocol binder.

Common problems this addresses

Drop-off at weeks 6–10Preventable side-effect spirals and unclear expectations.

Staff workload creepRepeated messaging, inconsistent triage, and ad hoc decisions.

Ambiguous escalationUnclear red-flag handling and documentation patterns.

What changes after the review

Cleaner workflowsFewer “exceptions,” more consistency, less friction.

Better patient messagingMore clarity for patients; fewer unnecessary escalations for staff.

More defensible documentationClear decision points and standardized guardrails.

What you get

A fixed-scope clinical optimization review designed to be practical, implementable, and aligned with how real clinics operate.

Workflow review

Intake → screening → follow-up cadence → escalation handling → documentation consistency.

Risk & red-flag gaps

Identify where criteria, messaging, and documentation should be clearer and more consistent.

Operational simplification

Reduce staff burden by standardizing common decisions and clarifying boundaries.

Deliverables

Structured findings memoPrioritized gaps + recommendations with rationale.

Program guardrailsClearer screening, escalation, and documentation decision points.

Leadership review callWalk-through and implementation sequencing.

Optional: provider education session, quarterly advisory support, forms/template review (pricing below).

Not included

Patient careNo diagnosing, treating, or managing individual patients.

Legal adviceClinical perspective only; consult counsel for legal questions.

Open-ended implementationFixed scope keeps expectations and timeline clear.

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Pricing

Simple, fixed-scope pricing designed to be easy to approve and easy to execute.

CORE ENGAGEMENT

GLP-1 Program Clinical Optimization Review

$4,500

Fixed scope • Typical timeline: 2–3 weeks

Workflow + risk reviewAssess intake, screening, escalation, and documentation patterns.

Findings memoPrioritized recommendations focused on reliability and operational ease.

Leadership callImplementation sequencing and Q&A.

Schedule a fit check

Payment terms: invoice due before work begins (custom terms available for groups).

OPTIONAL ADD-ONS

Add-ons (as needed)

Provider education session90 minutes • $1,500

Workflow + template reviewIntake/forms/messages • $2,000

Quarterly advisory support$2,000–$3,000/month

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Unsure what fits? Book a fit check and I’ll recommend the smallest scope that solves the real problem.

FAQ

Is this patient care?

No. This is a program-level clinical optimization review. No individual diagnosis, treatment, or patient management is provided.

What do you need from us?

Typically: current intake/screening flow, patient messaging templates, follow-up cadence, escalation approach, and (if available) de-identified examples of common issues.

How fast can we start?

After the fit check call, you’ll receive a short scope summary and invoice. Work begins once paid and required materials are received.

Do you offer on-site work?

Yes, depending on location and scheduling. Most engagements can be completed remotely.