TakeHelm for concierge, functional and longevity practices
Give every patient a health assistant between visits.
TakeHelm turns your care team’s plan, your records and each patient’s own data into weekly support they can follow: nutrition and exercise plans, a weekly check-in, an agenda for their next visit, and a clear path back to your team when something needs clinical judgment.
- Works with Cerbo
- HIPAA, with a signed BAA
- Your practice’s name on the patient experience
Have TakeHelm through your doctor? Sign in
Why practices use TakeHelm
Patients follow through. Providers see the whole picture. Your practice grows.
One platform sits between your EHR and your patients’ daily lives, so the plan from each visit keeps working all week.
Patients
Understand their health, keep their information organized, and put their treatment plan into practice between visits, with guidance on nutrition and fitness, help working through barriers, and support for goals and accountability.
Providers
A provider dashboard with each patient’s full health picture: labs, wearables, nutrition, training and check-ins in one place. Ask our literature research engine questions about a patient’s chart and get answers backed by published research, with citations. Less administrative work, and visits that start further along.
Your practice
More value in your membership, more engaged patients, the latest AI power tools for your doctors, and a practice set apart by personalized technology.
One platform, powered by the latest AI.
Every plan, answer and check-in is built from your care team’s guidance and each patient’s own records and data, so each experience is fully personalized and your clinicians stay in charge.
- Your care team’s plansTargets, prescriptions and priorities from your clinicians.
- Each patient’s whole pictureRecords, labs, wearables, food logs and check-ins over time.
- The latest AI modelsTurning all of it into guidance written for one patient.
Your EHR
No new EHR required.
- Records flow in automaticallyLabs, care plans and visit summaries, with no double entry.
- Connected to Cerbo todayAlongside the portal you already use.
- More EHRs on the wayWe’re adding support for more EHRs.
For your members · nutrition
Your care team sets the nutrition plan. Patients make it fit their life.
Your nutritionist or provider owns the targets and instructions. Each patient tells TakeHelm how they actually eat: their meals, routine, the foods they like and the time they have to cook. TakeHelm builds a nutrition plan with sample days that fits both, and tracks the week against your targets.
- Works from a nutritionist’s targets and meal plans, or a provider’s recommendations.
- Patients shape the plan around their own routine and tastes; your targets stay yours.
- No nutritionist on staff? Patients still get a plan to follow.
For your members · fitness
An exercise plan built around each patient.
TakeHelm builds each patient’s exercise plan from their goals, the equipment they have and the time they can give it, and folds in your care team’s recommendations. If you have an exercise physiologist, their prescription and testing anchor the plan.
- Built from the patient’s goals, equipment and schedule.
- Incorporates your team’s recommendations and any exercise prescription.
- No exercise program in-house? Patients still get a plan that fits.
- Supported wearables add optional activity and recovery context.
For your members · every week
A weekly check-in that keeps them going.
Each week TakeHelm recognizes what worked, names one useful focus, and asks a question worth answering. The reply carries into next week.
- Progress is measured against your plan, not a generic score.
- Labs, genetics, wearables and body composition add context when available.
- Questions get answered with the member’s whole history.
When it’s clinical
Hands off to your team cleanly.
TakeHelm knows when a question belongs to your clinicians, and offers the patient two routes: add it to the agenda for their next appointment, or send your team a portal message on their behalf, written with the relevant history and recent data.
- The patient chooses the route. Nothing is sent without their OK.
- Your team sees the context, not just the question.
- No implied monitoring or response-time promises.
For your patients · before each visit
Visits that start with the right questions.
Patients keep a running agenda for their next appointment. Questions that come up between visits collect in one place instead of in scattered messages, ready for your team to review before the patient walks in.
- Patients add topics themselves, or TakeHelm suggests one when a question needs your team.
- Each topic notes who it’s for, such as primary care or nutrition.
- Fewer between-visit messages, and fewer questions forgotten in the room.
For your practice
Built to make your membership work harder.
What TakeHelm is designed to do for the practice, not just the patient.
A membership members feel every week
Your program shows up between visits, not just at them. Built for engagement and renewal.
Fewer “what does this mean?” messages
Routine interpretation questions get answered with the patient’s full context. The ones that need you arrive summarized.
Visits that start further along
Patients arrive having followed the plan, with the data to show for it, instead of a blank slate.
A new between-visit program
Practices without a membership can launch a between-visit tier with TakeHelm inside it.
Your workflow
Your clinicians stay in charge.
We prepare each patient’s profile from your records before they ever sign in, and your team has its own view of every enrolled patient.
Works with Cerbo
Labs, plans and visit summaries flow from your records. No double entry.
You choose who enrolls
Roll out by provider, location or program, at your own pace.
A provider dashboard
Each patient’s full health picture in one place: labs, wearables, nutrition, training and check-ins, behind two-factor sign-in.
For your clinicians · research
The literature, read against this patient’s chart.
Ask a clinical question about a patient. TakeHelm searches the published research, reads the most relevant studies, and answers with that patient’s labs, history and plan in view. Every point links to the study behind it.
Grounded in published research
Searches millions of indexed papers through Europe PMC and PubMed, not the open web.
Specific to the patient
Findings are weighed against the patient’s own results, history and current plan.
Every claim cited
Each answer shows its sources, with the study type, citation count and access level.
Identifiers stay in the chart
Searches are built without patient identifiers before anything leaves TakeHelm.
Safe to put in front of patients
Built for clinical trust from day one.
HIPAA, with a signed BAA
TakeHelm works for your practice as a business associate.
De-identified by design
Patient identifiers are kept out of AI prompts.
MFA-protected clinician access
Clinicians sign in with two-factor authentication.
Patients control what’s shared
Consent is captured at activation, and nothing reaches your team without the patient’s approval.
Clear lines
TakeHelm explains, tracks and guides. Diagnosis and prescribing stay with your clinicians.
Not emergency care
Urgent concerns are routed to your practice’s instructions and to 911.
How it works
From walkthrough to rollout.
- 1
20-minute walkthrough
See TakeHelm with a sample patient from a practice like yours, from the patient’s week to the clinician view.
- 2
Set up
We build each patient’s profile from your records, so it’s ready the first time they sign in.
- 3
Roll out
Practice-wide at your pace, by provider or location.
For patients
Does your doctor offer TakeHelm?
Sign in with the email address your practice has on file, and your account will be connected to your care team.
For individuals
TakeHelm is also available to individuals.
People managing their health on their own use TakeHelm Pro, with daily training programming and set-by-set workout logging. TakeHelm never markets it to your practice’s patients: patients who join through you are yours.
TakeHelm for individualsGood to know
Questions practices ask.
What does it cost?
Do we need to change EHRs?
Does it replace our patient portal or app?
Will TakeHelm market to our patients?
Who answers clinical questions?
How is this different from TakeHelm for individuals?
TakeHelm for clinics automatically brings in each patient’s health record, labs and visit summaries from your EHR, then layers on their wearables and tracking.
| Feature | For clinics | For individuals |
|---|---|---|
| Health records | Imported automatically from your EHR | Uploaded by the member |
| Plans | Start from your care team’s plan and targets | Built from the member’s own goals |
| Care team | Visit agenda and messages through your patient portal | — |
| Clinician tools | Provider dashboard and literature research with citations | — |
| Training | A weekly exercise plan built around each patient | Daily training programming with set-by-set workout logging |
| Coaching by iMessage | Not offered: iMessage isn’t HIPAA-compliant | Included |
Both include
- A health assistant that knows the whole health picture
- Nutrition plans and tracking
- Lab results explained over time
- Wearables like Oura, WHOOP, Garmin and Apple Health
- A weekly check-in
- Works on any phone, tablet or computer
Is there a mobile app?
What do patients need?
See it with a patient from a practice like yours.
Twenty minutes, with a sample patient: the patient’s week, the check-in, the visit agenda, the hand-off to your team and the clinician view.