ThriveLabPatient Plans
Domain: Plans & Sales | Type: Custom (Sales_Orders) | Fields: 247 | Workflow Rules: 125
Full reference: CRM Modules Guide
What is it?
The signed, billable treatment program. This is the module that governs the full clinical, financial, and fulfillment lifecycle of a patient’s treatment.
In Zoho’s internal structure, this is called
Sales_Orders. In the UI and in conversation, it’s referred to as Patient Plans.
Plan Types (Layouts)
Different layouts exist for different program types:
| Layout | Program |
|---|---|
| Belaros Injectable | Hormone/BHRT injectable therapy |
| Thrive | Standard Thrive program |
| Insurance | Insurance-covered plan |
| Cash Transformation | Cash-pay transformation program |
Each layout shows different fields depending on what’s relevant for that program.
Plan States (Blueprint)
Patient Plans use a Blueprint — a state machine that controls what actions are available at each stage:
| State | Meaning |
|---|---|
| PC Plan | Plan created, not yet approved. Patient is in PC Plan stage. |
| Approved | Plan approved. Patient moves to Journey stage. |
| Active | Patient actively receiving treatment |
| Retention | Patient at risk of canceling |
| Exit | Plan closed/exited |
What’s in a Patient Plan
| Field/Section | Description |
|---|---|
| Products/Medications | What the patient is prescribed (medications, peptides, supplements) |
| Dosage | Dose amounts, frequency, route of administration |
| Billing | Payment method, membership fee, recurring invoices |
| Provider | Nurse Practitioner who approved the plan |
| PCA | Patient Care Agent assigned |
| Insurance | Insurance details if applicable |
| Start/End dates | Treatment duration |
| Notes | Clinical notes and additional recommendations |
Plan Change Logs
Every meaningful edit to a Patient Plan’s product/dose list is captured in Plan Change Logs — a historical diff. This allows auditing what changed, when, and by whom.
Relationship to Other Modules
- Contacts — each plan linked to a Contact (patient)
- Encounters — Encounter findings may trigger plan updates
- Invoices — billing generated from the plan
- Recurring Invoices — membership fee ($49/mo, billed quarterly)
- Supplement Orders — supplements ordered as part of the plan
- Medication Orders — compounded medications ordered
- Lab Orders — labs ordered to monitor treatment
- Plan Proposals — pre-signature drafts showing current vs new plan
Membership Fee
Patients with an active plan in Journey stage pay:
- $49/month platform membership fee
- Billed quarterly ($147 every 3 months)
- System: Zoho Books Recurring Invoices
Important Rules
- Never modify plan products without logging the change — Plan Change Logs must reflect every meaningful edit
- Blueprints control transitions — you cannot skip states in the blueprint
- If a medication is added that requires syringes, the system should prompt for it. Currently this validation is limited in Zoho and may require code. See Zoho Development.
Plan Proposals
Before a plan is updated and re-signed, a Plan Proposal is created showing current vs new plan side-by-side. Once the patient approves, the plan is updated.
Full reference: CRM Modules Guide