Discovery Series – Algorithms & Intake Forms Overview

Presented by Dr. Jessica Gerhart, FNP, DC

One of the biggest predictors of a thriving RxHarmony practice isn’t clinical expertise — it’s how efficiently your team moves a patient from first inquiry to first prescription. In this Discovery Series session, Dr. Jessica Gerhart, FNP, DC walks you through the Program Placement Algorithm and intake forms that make that flow effortless for your staff and consistent for every patient.

Jessica opens with the seven-section Program Placement Algorithm and shows how each section — from chief complaint through hormone symptoms, weight and metabolic history, aesthetic concerns, and lifestyle factors — routes a patient into the right RxHarmony program without guesswork. You’ll see how the algorithm compresses a 45-minute discovery conversation into a structured intake your team can run in minutes.

The middle of the session is pure workflow: how the intake forms plug into your pre-appointment, in-consult, and checkout steps so that no patient falls through the cracks and every provider walks into the room already knowing where the conversation is going. Jessica then makes it concrete with three case studies — Sarah, Jennifer, and Kevin — showing exactly how the algorithm placed each patient into the right program and what the follow-up cadence looked like.

If you’ve ever felt like your intake process was the bottleneck between interested patients and enrolled patients, this session gives you the tools to fix that in a single team meeting.

This presentation is for educational purposes only and does not constitute medical advice, diagnosis, or treatment recommendations. Compounded medications are not FDA-approved and may differ from FDA-approved products in safety, quality, or effectiveness. All clinical decisions remain the sole responsibility of the prescribing healthcare provider. Individual results may vary.