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Best EMR for weight loss clinic and hormone practices: 9 platforms compared (2026)

Avatar photo Alex Koch
Last Updated: October 6, 2026
Reviewed by: Avatar photo Lucy Galloway

The best EMR for weight loss clinic teams that also run hormone therapy is Pabau, the practice management platform we build. Pabau keeps consent, memberships, claims, labs and GLP-1 dose records on one patient record. That matters when one patient gets injectables, hormones and a GLP-1.

Other picks suit narrower models. Integrative, hormone-led practices may prefer OptiMantra or Cerbo, and virtual-first GLP-1 programs may prefer Healthie. Insurance-heavy bariatric groups may prefer AdvancedMD.

Pabau wrote this list, and Pabau is one of the nine options on it. The criteria reflect our view of what weight loss and HRT or BHRT practices need from an EMR for weight loss and hormone care.

We call them the one-record scorecard: Consent, memberships, insurance billing and claims, and labs and dose records. Every rival fact comes from that vendor’s own website, checked 11 Nov 2026.

Key takeaways

Key takeaways

1. Pabau — the only EMR of the nine with consent, memberships, claims, labs and dose records all built in.

2. OptiMantra — integrative, hormone and weight loss practices that want published per-practitioner pricing.

3. Cerbo — cash-pay BHRT and pellet practices that send insurance billing to another system.

4. Healthie — virtual-first GLP-1 and longevity programs that bill insurance through Claim.MD.

5. PatientNow — cash-pay med spas adding GLP-1 programs alongside before-and-after photo marketing.

6. CharmHealth — budget-conscious weight loss practices that bill insurance and want low entry pricing.

7. DocVilla — weight loss practices that e-prescribe compounded medications on its top plan.

8. Canvas Medical — engineering-led telehealth GLP-1 programs that build their own workflows.

9. AdvancedMD — insurance-heavy bariatric and weight management groups that want an integrated clearinghouse.

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Best EMR for weight loss clinic operations: Quick comparison

Pabau is the only EMR of the nine whose criteria are all built in on the one-record scorecard. OptiMantra, Cerbo and CharmHealth each have three of the four built in.

The table scores every vendor on the same four criteria, in the same order. “Built in” means the vendor’s own site states it without an add-on or a higher plan.

ProviderConsentMembershipsInsurance billing and claimsLabs and dose records
PabauBuilt in: Completed form lands in the patient recordBuilt in: Core featureBuilt in: US, UK and Australia claimsBuilt in: Quest, Labcorp, doses given (switched on per account)
OptiMantraBuilt in: E-signed in the portalBuilt in: Memberships and packagesAdd-on: $0.25 per claimBuilt in: LabCorp, Quest, dose changes
CerboBuilt in: Forms come into the EHRBuilt in: Membership billingPartial: Forms and superbills, not billed in CerboBuilt in: Quest, LabCorp, pellet records
HealthieBuilt in: E-signed forms in the profileBuilt in: Recurring subscriptionsAdd-on: Claim.MDPlan-dependent: Labs on higher plans
PatientNowBuilt in: Signed, filed to the chartBuilt in: Standard planTop plan or add-onTop plan only: Labs; doses not stated
CharmHealthBuilt in: E-signed in portal or kioskBuilt in: Packages and recurring chargesAdd-on: Electronic claimsBuilt in: LabCorp, Quest, injection doses
DocVillaSilver plan and upGold plan onlyGold plan onlyGold plan: Labs; doses not stated
Canvas MedicalPartial: Tracked, no signed copy storedNot statedBuilt in: Claim.MD claimsPartial: Labs; dose via extension
AdvancedMDBuilt in: Loads into the chartPartial: Recurring payments onlyBuilt in: 1,800-carrier clearinghousePartial: Labs; doses not stated

Source: Each vendor’s own website, checked 11 Nov 2026. Pabau facts come from pabau.com.

1. Pabau — Best for practices running injectables, hormones and GLP-1 together

Rating4.8/5★★★★★Top pick
The bottom line

Pabau keeps consent, memberships, claims, labs and GLP-1 dose records on one patient record.

Who it’s for
  • Practices running hormones, GLP-1 and injectables
  • Med spas adding weight loss programs
  • Practices billing insurance in the US, UK or Australia
  • Solo practitioners up to multi-location groups
PricingPricing on requestfive plans, Solo to Enterprise
What works
  • Completed consent forms land in the patient record
  • Memberships and packages are a core feature
  • Quest and Labcorp results sync to the chart
What doesn’t
  • GLP-1 tab records doses given, not future dose steps
  • Labs and the GLP-1 tab are switched on per account
  • SMS, telehealth and Scribe credits are usage-based

Pabau runs booking, charting, consent forms, payments and memberships for practices that offer aesthetics, hormone therapy, weight loss and longevity care in one system. Pabau is rated 4.8 on G2 and 4.7 on Capterra.

Practices can switch on the GLP-1 tab and lab ordering in Pabau’s weight loss clinic software. That puts a hormone review and a GLP-1 check-in on the same chart.

Pabau practice management dashboard with online bookings, client card, point of sale and stock
Pabau’s dashboard brings online bookings, client cards, point of sale, stock and reports into one system. A practice running weight loss and hormone programs can book, chart and bill each patient without switching tools.

Consent

Pabau sends consent and intake forms before the visit, and the completed form lands in the patient record rather than as a PDF. Pabau GO, our iOS app for practitioners, supports care-pathway forms and consents.

Memberships

Pabau handles recurring memberships and treatment packages for hormone, GLP-1 and longevity programs. A perk can cover a service, a category or wallet credit with rollover. Patients view, pause and cancel memberships in the patient portal, as Pabau’s memberships feature shows (checked 11 Nov 2026).

Insurance billing and claims

Pabau handles self-pay, memberships and insurance billing in one system, in the US, UK and Australia. US claims run through Claim.MD, with CMS-1500/837P claims, eligibility checks, ERA remittances and secondary claims.

UK claims go through Healthcode and BUPA, and Australian claims through Tyro Health. Canadian practices record policies, authorizations and superbills. Prior authorization codes, dates and sessions are tracked on the case, per Pabau’s claims management software (checked 11 Nov 2026).

Labs and dose records

US practices order Quest tests from the patient record with their own Quest login, and results import automatically. Labcorp orders are placed in Labcorp Link, and results sync back. A biomarker-over-time chart sits on the patient record.

Pabau’s GLP-1 tab shows dose over time, the current dose, the licensed dose-step ladder and weight, plus weekly check-ins in the portal. Stock carries batch number and expiry, and the lot is recorded against the patient and the appointment.

Where Pabau falls short

  • The GLP-1 tab records doses given and does not plan future dose steps, so titration planning stays with the prescriber.
  • Labs and the GLP-1 tab are switched on per account, so confirm both during onboarding.
  • SMS, two-factor codes, telehealth and Pabau Scribe, our AI scribe, use credits, so usage can grow the bill.

Customer reviews

“From appointment bookings and patient communications to medical histories, consent forms, clinical photographs, treatment notes, laser settings, payments and reporting, it really does cover everything we need to run our clinic efficiently.”

Pabau review on Capterra

“After setup, it’s genuinely helpful and cuts down a lot of the admin involved in running a business.”

Pabau review on G2

Pricing

PlanPriceWho it coversWhat to know
SoloPricing on request (checked 11 Nov 2026)1 userCore features included
TeamPricing on request (checked 11 Nov 2026)2–3 usersCore features included
MediumPricing on request (checked 11 Nov 2026)4–5 usersCore features included
GroupPricing on request (checked 11 Nov 2026)6–15 usersCore features included
EnterprisePricing on request (checked 11 Nov 2026)16+ usersMulti-location supported

Every Pabau plan includes the core features, and add-ons enhance the experience. Credits for SMS, 2FA, telehealth and Scribe are usage-based, so usage can grow the bill. Telehealth and Pabau Scribe credits are free with the Care Plus add-on. Plan details sit on the pricing page at pabau.com.

2. OptiMantra — Best for integrative practices that want published per-practitioner prices

OptiMantra describes itself as software for integrative and wellness practitioners, with dedicated hormone replacement therapy and weight loss content on its site.

OptiMantra and Cerbo are both provided by CerboOM, LLC, according to the OptiMantra subscription agreement and the Cerbo subscription agreement (checked 11 Nov 2026).

Consent

Patients complete consent and intake forms in the OptiMantra portal and sign them electronically, and intakes import into the chart. Source: The OptiMantra FAQ (checked 11 Nov 2026).

Memberships

OptiMantra runs recurring memberships, prepaid packages and subscriptions tied to services, and packages count down as patients use them. Source: The same OptiMantra FAQ (checked 11 Nov 2026).

Insurance billing and claims

OptiMantra’s insurance module submits claims from the chart note, tracks pending claims and auto-posts EOBs. Clearinghouse partners include Office Ally, Eligible and Change Healthcare, and insurance billing is a $0.25-per-claim add-on. UK and Australian claims are not stated on OptiMantra’s site (checked 11 Nov 2026).

Labs and dose records

OptiMantra lists LabCorp, Quest and eight other lab integrations on its integrations page, with results returning to the chart (checked 11 Nov 2026).

For dosing, OptiMantra’s GLP-1 charting article describes tracking dose changes and titration schedules. That covers recorded doses and a planned schedule (checked 11 Nov 2026).

Where OptiMantra wins

OptiMantra suits small integrative, HRT or weight loss practices that mix subscriptions with insurance claims and want published per-practitioner pricing.

Pricing

PlanPriceWho it coversWhat to know
First practitioner$99/monthOne practitionerNo long-term contract, 30-day notice
Additional practitioner$49/month eachGroup practicesAdded to the first practitioner
Clinical staff$25/month eachClinical team membersClerical staff are free
Add-ons$0.25/claim insurance billing; $38/month eRx with EPCS; $19/month AI ScribePer practiceSetup fee not stated

Figures come from OptiMantra’s pricing page (checked 11 Nov 2026), and OptiMantra advertises a 15-day free trial. Our OptiMantra cost breakdown models what a group practice pays.

3. Cerbo — Best for cash-pay BHRT and pellet practices

Cerbo calls itself a “do-it-all EHR solution” for functional medicine, direct primary care, IV and BHRT, med spa and cash-based practices. Cerbo shares a provider, CerboOM, LLC, with OptiMantra.

Consent

Cerbo’s patient portal lets patients complete intake forms, questionnaires and consent forms that come directly into the EHR (checked 11 Nov 2026). Cerbo’s main site does not state an e-signature method.

Memberships

Cerbo says it is optimized for cash-based, membership or direct-pay billing on its IV and BHRT page. Its subscription tools track remaining purchased items and automatic payment plans (checked 11 Nov 2026).

Insurance billing and claims

The Cerbo FAQ answers “Can I bill insurance in Cerbo?” with “Not directly within Cerbo.” Cerbo syncs one way to third-party billing platforms and produces HCFA-1500 forms, superbills and an EDI claim file (checked 11 Nov 2026).

Labs and dose records

Cerbo lists bi-directional Quest and LabCorp interfaces on its integrations page (checked 11 Nov 2026).

The IV and BHRT page describes documenting hormone pellet insertions and tracking their due dates. GLP-1 dosing and titration are not stated on Cerbo’s site (checked 11 Nov 2026).

Where Cerbo wins

Cerbo suits cash-pay BHRT and pellet practices that want pellet insertion records with due-date tracking and send insurance billing elsewhere.

Pricing

PlanPriceWho it coversWhat to know
Prescribing provider$281/month full time, $174 part timePer userIncludes eRx, eFax and EPCS
Non-prescribing provider$256/month full time, $160 part timePer userPart time means under 30 hours a week
Additional staff$63/month full time, $39 part timePer userSupporting provider seats cost $127 or $78
Setup$1,195 one timePer practiceNew-practice special $595; portal add-on $79/month

Figures come from Cerbo’s pricing page (checked 11 Nov 2026). Telemedicine is a $27-per-provider monthly add-on, and AI Scribe starts at $29 per provider a month.

4. Healthie — Best for virtual-first GLP-1 programs that bill insurance

Healthie builds for health and wellness providers, from private practices to digital health startups, and lists GLP-1 administration among its longevity capabilities. Hormone therapy is not stated as a target market on Healthie’s site.

Consent

Healthie forms can carry signature fields that patients e-sign, and completed forms appear in the patient profile, per Healthie’s e-signature guide (checked 11 Nov 2026). Completed forms also download as PDFs.

Memberships

Healthie’s billing page offers recurring subscriptions and scheduled payments, and its longevity page names membership models with automated recurring billing (checked 11 Nov 2026).

Insurance billing and claims

Healthie submits claims directly from session notes, with Claim.MD as its recommended clearinghouse for eligibility and ERAs. Source: The Healthie insurance page (checked 11 Nov 2026). Claim.MD is a paid add-on, and country coverage is not stated.

Labs and dose records

Healthie links Quest and Labcorp accounts for Enterprise customers only, and lab packages need the Plus plan or above. Source: Healthie’s labs guide (checked 11 Nov 2026).

Healthie’s GLP-1 charting template records the medication, dose and start date. Titration planning is not stated (checked 11 Nov 2026).

Where Healthie wins

Healthie suits virtual-first GLP-1 and longevity programs that bill insurance through Claim.MD and want weight and BMI graphs from custom metrics.

Pricing

PlanPriceWho it coversWhat to know
Essentials$49.99/month, or $45/month annuallyUp to 250 active patientsEntry plan
Plus$129.99/month, or $115/month annuallyUnlimited patientsGroup telehealth, online programs
Group$149.99+/month, or $135+/month annuallyTeams$50/month per added clinician
Add-ons$40/month per clinician for DoseSpot; Claim.MD from $25 or $30/monthPer clinician or practiceLab account link $10/month per ordering provider

Figures come from Healthie’s pricing page (checked 11 Nov 2026). Healthie’s site lists the Claim.MD add-on at both $25 and $30 a month, and shows a 14-day free trial.

5. PatientNow — Best for cash-pay med spas adding GLP-1 programs

PatientNow says it is built only for aesthetic medicine, and its weight loss software manages GLP-1 care, injections, nutrition and blended programs.

Consent

PatientNow sends digital intake and consent forms by SMS or email before the visit, and they file into the chart. Source: The PatientNow EMR page (checked 11 Nov 2026). Consent and treatment plans can be signed digitally.

Memberships

PatientNow supports memberships, bundles and recurring payments for weight loss programs on its weight loss software page. Loyalty and memberships are in the Standard plan (checked 11 Nov 2026).

Insurance billing and claims

PatientNow lists insurance billing in its Catalyst AI plan and an Optum insurance processing add-on, per its integrations page (checked 11 Nov 2026). Availability depends on practice setup, and the clearinghouse and countries are not stated.

Labs and dose records

PatientNow’s Health Gorilla integration reaches more than 120 lab vendors, including LabCorp and Quest, and saves results to the chart. Source: PatientNow’s lab ordering release (checked 11 Nov 2026).

E-prescribing and lab ordering sit in the Catalyst AI plan or come as add-ons. GLP-1 and hormone dose records are not stated on PatientNow’s site.

Where PatientNow wins

PatientNow suits cash-pay med spas adding GLP-1 programs that want approved before-and-after photos synced to their website gallery.

Customer reviews

“Very easy and convenient. Quick and clear to make appointments, schedule, invoices etc…”

PatientNow review on G2

“Patient Now told us we could not cancel our contract based on a minor technicality, even with a nearly decade-long customer.”

PatientNow review on G2

Pricing

PlanPriceWho it coversWhat to know
StandardPricing on requestPer practiceEMR, booking, photos, payments, memberships
AmplifyPricing on requestPer practiceAdds deposits, drip campaigns, telehealth
Catalyst AIPricing on requestPer practiceAdds eRx, labs, insurance billing

PatientNow publishes no prices, and each plan is “tailored to your practice,” per its pricing page (checked 11 Nov 2026). AI Scribe is included in all plans, and the setup fee is not stated.

6. CharmHealth — Best for budget-conscious weight loss practices that bill insurance

CharmHealth is a multi-specialty EHR that lists weight loss among its specialties, with a bariatrics page offering ready-to-use and custom templates. Hormone therapy is not stated as a target market.

Consent

CharmHealth builds consent forms as questionnaires that patients e-sign in the portal or check-in kiosk, per its CharmHealth kiosk FAQ (checked 11 Nov 2026). Where the signed form is saved is not stated.

Memberships

CharmHealth has no product called a membership. Its billing packages bundle procedures over periods such as six months, and recurring card charges run weekly to annually (checked 11 Nov 2026).

Insurance billing and claims

SuperBill and CMS-1500 come with every plan, with the free plan capped at 50 claims a month. Electronic claims through Optum are an add-on from $25 a month, per CharmHealth’s US pricing page (checked 11 Nov 2026).

Labs and dose records

CharmHealth offers ready-to-use LabCorp and Quest interfaces on its EHR page (checked 11 Nov 2026).

CharmHealth’s injection orders record dosage, administration date and time, route and lot number. GLP-1 and hormone titration are not stated (checked 11 Nov 2026).

Where CharmHealth wins

CharmHealth suits cash-conscious US weight loss practices that bill insurance and want a $0 plan or per-encounter pricing with superbills included.

Pricing

PlanPriceWho it coversWhat to know
Free$01 provider, 1,000 patients50 encounters a month
Encounter$0.50 per encounter, $25 monthly minimumUnlimited providersPay as you see patients
Provider$200/month per providerUnlimited encountersA $350 tier adds credits
Add-ons$20 telehealth; $15 eRx; $125 AI ScribePer provider, per monthEnterprise is custom; setup fee not stated

Figures come from CharmHealth’s US pricing page (checked 11 Nov 2026). Prices exclude state sales tax, and annual contracts are discounted.

7. DocVilla — Best for weight loss practices that e-prescribe compounded medications

DocVilla runs a dedicated weight loss and bariatrics EHR page with over 50 templates for weight management, pre-operative assessments and post-operative follow-ups.

Consent

DocVilla has built-in digital signatures, and consent forms completed in the portal are stored in the EHR. Source: The DocVilla consent forms page (checked 11 Nov 2026). E-signed consent starts on the Silver plan.

Memberships

DocVilla offers subscription tiers with automatic recurring payments on its direct primary care page, but only on the Gold plan (checked 11 Nov 2026).

Insurance billing and claims

DocVilla files claims electronically to over 4,000 payers with real-time eligibility and ERA, per its claims page (checked 11 Nov 2026). Claim filing sits in the Gold plan, and the clearinghouse is not named.

Labs and dose records

DocVilla exchanges orders and results by HL7 with Quest, LabCorp, Accu Reference and Vibrant Wellness, per its lab integration page (checked 11 Nov 2026). Lab interfaces may carry extra fees, and GLP-1 or hormone dose logging is not stated.

Where DocVilla wins

DocVilla suits small weight loss practices that e-prescribe compounded medications to compounding pharmacies through Surescripts on its Gold plan.

Pricing

PlanPriceWho it coversWhat to know
Bronze$100/month per providerNo staff seatsAnnual upfront payment required
Silver$200/month per providerProviders and staffAdds e-signed consent, superbills, inventory
Gold$350/month per providerProviders and staffAdds subscriptions, eRx, claims, labs
PlatinumCall for pricingMore than 25 prescribersAdds data migration and training

Figures come from DocVilla’s pricing page (checked 11 Nov 2026). Every plan has a one-year minimum and an initiation and training fee, and DocVilla does not state the fee.

8. Canvas Medical — Best for engineering-led telehealth GLP-1 programs

Canvas Medical sells a weight loss EMR built for weight management, obesity, diabetes and heart conditions, with FHIR APIs and an SDK. Canvas plugins need no coding to activate, and its specialty EMRs ship templates and prebuilt workflows.

Consent

Canvas tracks consents on the patient profile, and portal patients accept or reject them, per Canvas’s portal guide (checked 11 Nov 2026). Canvas states that the portal does not store a separate signed copy of the consent PDF.

Memberships

Canvas states no built-in membership feature. Its longevity guide says the SDK can charge a stored card for recurring membership fees, which a developer builds (checked 11 Nov 2026).

Insurance billing and claims

Canvas sends electronic claims through Claim.MD, posts ERAs, checks eligibility and prints superbills, per its Canvas claims guide (checked 11 Nov 2026).

Labs and dose records

Canvas orders LabCorp and Quest tests through Health Gorilla, per its Canvas labs guide (checked 11 Nov 2026).

The weight loss EMR lists a Titrate GLP-1 Agonist Dose extension without saying whether it records or recommends doses. One Canvas customer built dose tracking across visits as custom SDK plugins.

Where Canvas Medical wins

Canvas Medical suits telehealth-first GLP-1 programs that bill insurance and have engineers to build workflows on FHIR APIs and an SDK.

Pricing

PlanPriceWho it coversWhat to know
Builder$4,000/monthUnlimited users, first 1,000 monthly active patients8-week onboarding included
EnterpriseContact salesFirst 3,000 active patientsPlugins, custom development, volume pricing
Hyperscribe AI$0.60 per visitPer visitVolume discounts

Figures come from Canvas’s pricing page (checked 11 Nov 2026). Contracts generally start with a two-year term, and standard implementation is included.

9. AdvancedMD — Best for insurance-heavy bariatric and weight management groups

AdvancedMD’s bariatrics page targets small and independent bariatric surgeons and weight management specialists, from a single provider to medium-size groups.

Consent

AdvancedMD patients complete intake and consent forms at home or on an office iPad, and the forms load into the chart automatically. Source: The AdvancedMD consent forms page (checked 11 Nov 2026).

Memberships

AdvancedMD offers scheduled and recurring payments and auto-drafted payment plans, per its payment processing page (checked 11 Nov 2026). Memberships and packages are not stated.

Insurance billing and claims

AdvancedMD’s integrated clearinghouse connects to 1,800 carriers, with background eligibility checks and claim scrubbing (checked 11 Nov 2026).

Labs and dose records

AdvancedMD offers electronic orders and results for most major US labs through Ellkay and Falkon Data, without naming the labs. Source: AdvancedMD’s developer solutions page (checked 11 Nov 2026). GLP-1 and hormone dosing are not stated.

Where AdvancedMD wins

AdvancedMD suits US bariatric surgery and weight management groups that want an integrated clearinghouse or outsourced billing at 4–8% of collections.

Customer reviews

“Very easy for patients to use and they have a huge learning center so it’s easy to self start or learn new things.”

AdvancedMD review on Capterra

“It’s not geared for PT clinics at all.”

AdvancedMD review on Capterra

Pricing

PlanPriceWho it coversWhat to know
Medical specialties$429–$1,070/month per providerMid-level clinicians and upSubscription pricing
Encounter pricing$1.08–$2.17 per claimPM plus EHRPay per claim
Outsourced billing4–8% of collectionsPer practiceCore software included
Setup and migrationSetup free to $6,000; migration $800–$2,000Per practiceHigher end for enterprise

Figures come from AdvancedMD’s pricing page (checked 11 Nov 2026). AI tools add $100 per provider a month or $0.99 per encounter.

How the best EMR for hormone and weight loss clinic programs keeps one record

The best EMR for hormone and weight loss clinic programs keeps consent, membership billing, claims, labs and dose history on one patient record. Lab results and signed forms then stop living in a lab portal or a PDF folder.

These practices rarely run one service line, so one patient on hormone therapy, a GLP-1 and injectables often touches several separate tools. Each split has a cost:

  • Blood results land in a lab portal: The prescriber reviews a value with no trend or dose history beside it.
  • Consent forms sit as PDFs: Staff cannot quickly confirm which version a patient signed before a dose change.
  • The membership tool can’t bill the program: A hormone or GLP-1 plan ends up on a second billing system.
  • Claims run in a separate tool: The practice reconciles one patient’s payments in two places.

Pellet tracking is one test of the best EMR for BHRT, and it is not enough on its own. The best hormone therapy EMR also has to bill the program and trend the labs. Pabau’s hormone clinic software covers the HRT side in more depth.

The scorecard below shows how many of the four criteria each vendor’s own site states as built in.

One-record scorecard matrix of nine EMRs on consent, memberships, insurance claims, and labs with dose records. Criteria built in: Pabau 4 of 4, OptiMantra 3, Cerbo 3, CharmHealth 3, Healthie 2, PatientNow 2, AdvancedMD 2, Canvas Medical 1, DocVilla 0, where DocVilla gates all four to higher plans.
Only Pabau states all four criteria as built in, while DocVilla puts all four behind higher plans. Source: Each vendor’s website, checked 11 Nov 2026.

What should the best EMR for HRT clinic teams track?

The best EMR for HRT clinic teams tracks lab values over time, recall dates for re-dosing visits, membership billing and signed consent before each visit.

  • Labs trended on the record: Pabau charts biomarkers over time.
  • Recalls for re-dosing visits: Pabau’s recall Workflows use 90-day and 6-month templates and skip patients who already have a booking.
  • Program billing: A hormone program needs memberships or packages, not one-off invoices.
  • Consent before the visit: The signed form should sit on the chart before the prescriber sees the patient.

Cerbo adds pellet insertion records with due-date tracking, which matters if pellets are a core service.

What does a GLP-1 clinic EMR need to record?

A GLP-1 clinic EMR needs to record each dose given, the patient’s weight, signed consent, product lot numbers and any prior authorization codes.

  • Dose given over time, the current dose and the licensed dose-step ladder
  • Weight at each visit, plus weekly patient check-ins between visits
  • Lot number and expiry for each injection
  • Signed consent on the chart before the first dose
  • Prior authorization codes, dates and sessions tracked on the case

Recording a dose differs from planning the next one. Pabau’s GLP-1 tab records doses given and does not plan future dose steps. OptiMantra’s site describes titration schedules, and Canvas lists a titration extension.

Practices still on paper can start from a tirzepatide consent form before moving consent into their EMR.

How to choose the right EMR for weight loss clinic workflows

Choose the weight loss clinic EMR that keeps all four one-record criteria in the plan you will buy, then compare price at your provider count. The best weight management EMR software for a solo GLP-1 practice differs from the right pick for a bariatric group.

Seat counts, operating systems and basic scheduling are not criteria here, because every vendor on this list covers them. The four questions below separate the options.

Does the consent form land in the patient record?

Pick a system where the signed form lands on the chart, not one that stores a PDF somewhere else. Good patient intake software for weight loss practices sends forms before the visit, so the prescriber starts with a complete record.

Can the membership tool bill a hormone or GLP-1 program?

Check that memberships cover the program itself, not just a discount on services. DocVilla puts subscriptions on its Gold plan, and Canvas leaves memberships to developers. Our guide to weight loss clinic revenue shows how membership and package models fit together.

Which payers and countries does the claims tool reach?

Confirm the clearinghouse, the countries and whether claims cost extra. Pabau bills in the US, UK and Australia, while Cerbo sends claims to a third-party billing platform.

Does the chart record lab trends and every dose given?

Ask to see a lab trend and a dose history on one patient during the demo. Ask too whether the system records doses given or also plans the next dose step.

A simple decision rule by practice model:

  • Weight loss only, cash-pay: PatientNow, Healthie or CharmHealth, depending on budget and telehealth volume.
  • Weight loss plus hormones: Pabau, OptiMantra or Cerbo, with Cerbo strongest on pellets.
  • Weight loss, hormones and aesthetics together: Pabau, because injectables, memberships and claims share one record.
  • Insurance-heavy bariatric surgery: AdvancedMD for its clearinghouse, or Canvas Medical if you have engineers.

Questions to ask in a demo:

  • Can you show me a signed consent form on the patient chart?
  • Can one membership bill a hormone program and a GLP-1 program?
  • Which clearinghouse sends my claims, and what does each claim cost?
  • Where do Quest or Labcorp results appear, and can I see a trend?
  • Does the GLP-1 record show doses given, and does it plan dose steps?
  • Which features are add-ons, higher plans or usage-based credits?

For a GLP-1 or telehealth weight loss clinic, the best software is the one that answers those six questions in the plan you can afford.

Best weight loss practice management software for small clinics

For a solo or two-provider practice, the best weight loss clinic platform publishes an entry price, goes live quickly and runs reminders without extra staff.

Published entry prices on the vendors’ own sites, checked 11 Nov 2026:

  • CharmHealth: $0 Free plan for one provider, or $0.50 per encounter with a $25 monthly minimum
  • Healthie: $49.99 a month for Essentials, up to 250 active patients
  • OptiMantra: $99 a month for the first practitioner
  • DocVilla: $100 a month per provider on Bronze, paid annually upfront
  • Cerbo: $281 a month per prescribing provider, plus $1,195 setup

Pabau has a Solo plan for one user, with pricing on request. Small weight loss EMR buyers should also weigh go-live time, because a solo GLP-1 practice cannot absorb a long implementation.

Running weight loss and hormone programs in Pabau

A weight loss practice that adds hormones often ends up with a lab portal, a forms tool and a billing system beside the EMR. In Pabau, the same patient record holds the signed consent, the membership, the claim, the lab trend and the GLP-1 dose history.

Three objections are worth answering before a demo. First, cost: Every Pabau plan includes the core features, and add-ons enhance the experience. Credits for SMS, telehealth and Pabau Scribe are usage-based, and telehealth and Scribe credits are free with Care Plus.

Second, setup: Pabau has no free trial. Onboarding is structured instead, and practices can switch on the GLP-1 tab and Labs for their account. Third, “too aesthetics-driven”: Pabau handles self-pay, memberships and insurance billing in one system, in the US, UK and Australia.

To see it on your own workflow, ask for a demo built around one patient on hormones and a GLP-1.

See one patient’s full record in a demo

Pabau keeps consent, memberships, claims, lab trends and GLP-1 dose records on one patient record. See how a hormone and weight loss practice runs on it.

Pabau practice management dashboard for weight loss and hormone practices

Conclusion

If your practice runs weight loss alone and bills cash, a lighter EMR with published pricing will do the job. Once hormones, injectables and insurance land on the same patient, buy for the record, not the feature list.

Score your shortlist on the one-record scorecard before you sign, and check each criterion in the plan you will buy. The trade-off worth remembering is that add-ons and higher plans decide what a cheap entry price delivers.

If one record for injectables, hormones and GLP-1 care is what you need, start there. Book a demo to see consent, memberships, claims, labs and doses on one Pabau patient record.

Continue your research

Continue your research

Planning your revenue model? How weight loss clinics make money covers memberships, packages and other revenue streams.

Need a dosing reference for staff? GLP-1 medication list lays out brands, indications and dosing in one template.

Opening a new practice? How to start a weight loss clinic walks through the setup steps in order.

Filling your GLP-1 program? Weight loss clinic marketing sets out a full patient acquisition strategy.

Checking payer coverage? Does Medicaid cover GLP-1? lists the states that still pay for weight loss.

Frequently asked questions

What is the best EMR for weight loss clinics?

Pabau is the best EMR for weight loss clinics that also run hormone therapy or injectables, because all four one-record criteria are built in. OptiMantra and Cerbo suit integrative, hormone-led practices. Healthie suits virtual-first GLP-1 programs, and AdvancedMD suits insurance-heavy bariatric groups.

What features should an EMR for a weight loss clinic have?

An EMR for a weight loss clinic should put signed consent, membership billing, insurance claims, and labs with dose records on one patient record. After those four, check e-prescribing, telehealth, recall reminders and lot and expiry tracking for injectables.

Does EMR software support GLP-1 medication management?

Yes, but most EMRs record GLP-1 doses rather than plan them. Pabau’s GLP-1 tab records doses given, the current dose, the licensed dose-step ladder and weight, without planning future steps. OptiMantra’s site describes titration schedules, and Healthie’s GLP-1 template records the current dose.

What is the difference between a bariatric EMR and a general practice EMR?

A bariatric or weight loss EMR ships templates for weight management visits and trends weight and BMI, which a general EMR needs configuring to do. CharmHealth, DocVilla and AdvancedMD all publish bariatric or weight loss templates on their own sites.

Can weight loss clinic EMR software integrate with telehealth?

Yes, several EMRs in this comparison offer telehealth, though pricing differs. DocVilla lists telemedicine from its Bronze plan, CharmHealth charges $20 per provider a month, and Cerbo charges $27. Pabau telehealth uses one credit per minute per staff member, and the credits are free with the Care Plus add-on.

Is there a difference between an EMR and an EHR for weight loss clinics?

In US practice the terms are used interchangeably, so a search for an EHR for weight loss means the same record system covered here. Technically, an EMR holds one practice’s charts, while an EHR is built to share data across providers. CharmHealth’s site states ONC-ACB certification under the 2015 Edition, if a certified system matters to you.

How much does an EMR for a weight loss clinic cost?

Published prices run from CharmHealth’s $0 plan to Canvas Medical’s $4,000 a month, checked 11 Nov 2026 on each vendor’s site. OptiMantra starts at $99 a month, Healthie at $49.99, and AdvancedMD at $429 per provider for medical specialties. Pabau and PatientNow price on request, and add-ons or credits can grow any bill.

Where can I find technology solutions that integrate various functions like EMR and patient care for a weight loss center?

Start with all-in-one practice platforms that combine the EMR with booking, consent, billing and patient messaging, such as Pabau, OptiMantra or PatientNow. The best weight loss clinic platform for your center also keeps memberships, claims and lab results on the same patient record.

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Alex Koch
Content Writer

Aleksandar is a content strategist and editor working in tech publishing, with a background in higher education. He specializes in topics around compliance in software solutions. When he's not writing at Pabau, you can find him tending to his bonsai collection or hitting the gym.
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