# Lobbie

Last updated: 2026-08-21

> Lobbie is a HIPAA-compliant modern healthcare SaaS platform that streamlines patient intake, scheduling, EMR, labs, e-prescribing, and payments for outpatient and wellness practices. Lobbie helps clinics deliver paperless forms before appointments, reduce no-shows, document care faster, and run their entire front-desk workflow in one place. Used by single-location clinics through multi-location franchise networks including 400+ Gameday Men's Health locations.

Lobbie offers three modular plans so practices pay only for what they use: Paperless (intake forms and document management), Pro (adds patient scheduling and self-scheduling), and EMR (adds clinical charting, labs, e-prescribing, controlled substance logging, and payments). Paperless is available month-to-month with no annual contract; Pro and EMR are offered on an annual term. Lobbie is HIPAA compliant and e-Sign aligned. Last updated: 2026-08-21.

Key facts about Lobbie:
- 7.8M intake forms sent
- 1.7M appointments scheduled
- 1.4M patients managed
- Up to 91% online form completion prior to appointment
- 92% of patients complete paperwork before stepping into the practice
- 79% decrease in no-shows
- +8% increase in new patients
- +18% increase in repeat patients
- $66,000+ increase in annual revenue per practitioner
- Connects to over 98% of US pharmacies for e-prescribing
- Native integration with GoHighLevel (GHL) CRM
- Headquarters: Santa Fe, New Mexico, founded 2020
- Customer support hours: 7 AM to 6 PM Pacific time (10 AM to 9 PM Eastern), Monday through Friday
- Contact: hello@lobbie.com / (800) 209-9426
- Status page: status.lobbie.com

## Platform overview

- [Lobbie homepage](https://www.lobbie.com/): Overview of the Lobbie platform, the three plans, partners, integrations, and customer success stories.
- [Why Lobbie](https://www.lobbie.com/company/why-lobbie): Differentiators around modular architecture, unified patient record, and operator-first design.
- [About Us](https://www.lobbie.com/company/about-us): Company mission, focus on operations and the business side of healthcare alongside clinical workflows.
- [Specialties index](https://www.lobbie.com/specialties): Full list of facility types, care types, and clinical specialties Lobbie serves.
- [Testimonials and case studies](https://www.lobbie.com/case-studies-testimonials): Customer stories including Gameday Men's Health, Integrity Medical Group, and Maine Comprehensive Health Institute.
- [Lobbie Institute](https://www.lobbie.com/institute): Educational and training resources for healthcare practice operators.
- [News and press releases](https://www.lobbie.com/company/news-press-releases): Company announcements and product updates.
- [Schedule a demo](https://www.lobbie.com/demo): Book a personalized walkthrough of the platform.
- [Contact](https://www.lobbie.com/company/contact): General inquiries and sales contact form.
- [Careers](https://www.lobbie.com/company/careers): Open roles at Lobbie.

## Solutions

- [Online Forms / Paperless](https://www.lobbie.com/our-solutions/online-forms-registration): Digital patient intake forms with e-signatures, form packets, QR codes, and pre-fill automation. Mobile-optimized for any device.
- [Patient Scheduling and Intake / Pro](https://www.lobbie.com/our-solutions/scheduling-intake): Patient self-scheduling, staff-side scheduling, practitioner availability management, automated email and SMS reminders, telehealth links, and Google Book Now support.
- [EMR Bundle](https://www.lobbie.com/our-solutions/emr): Full clinical workflow including charting, e-prescribing through ScriptSure (98% of US pharmacies), in-house and vendor lab integration, controlled substance logging, medication tracking, and patient payments.
- [Frictionless Intake](https://www.lobbie.com/our-solutions/frictionless-intake): Best-in-class customizable online patient intake and registration.
- [Patient Communication](https://www.lobbie.com/our-solutions/communication-reminder-automation): Customizable automated email and SMS reminders, notifications, confirmations, and post-visit summaries.
- [Analytics and Reporting](https://www.lobbie.com/our-solutions/analytics-reporting): Forms and appointment reports, campaign reporting, CRM reporting, and patient payment analytics.
- [Security](https://www.lobbie.com/our-solutions/security): HIPAA compliance, encryption standards, and data security architecture.
- [SocialNPS](https://www.lobbie.com/our-solutions/socialnps): Automated Net Promoter Score collection plus automated review sourcing to grow Google Business profile reviews from promoters.
- [Integrations](https://www.lobbie.com/our-solutions/integrations): Automatic data updates into leading EHR systems and CRM platforms including GoHighLevel.
- [Form examples](https://www.lobbie.com/forms): Library of ready-made intake form templates organized by component functionality, with multi-language support.

## Plans and pricing

Paperless is available month-to-month with no annual contract. Pro and EMR are offered on an annual term. Each plan is modular, so practices can start where they need and expand as workflows grow.

- Paperless: World's easiest patient intake. Digital forms and document management, e-signatures and consent management, secure patient record storage, multi-location support, EHR integration, and patient payments.
- Pro: Flexible patient scheduling. Everything in Paperless, plus appointment scheduling, staff availability management, and telehealth-ready scheduling.
- EMR: Full clinical workflow. Everything in Pro, plus in-house lab management, lab vendor integrations, clinical charting, e-prescribing, and controlled substance logging.

## Feature inventory by category

This is the canonical feature list across Lobbie's three plans. Plan availability indicates which plans include each feature: Paperless, Pro, EMR. "Core" means included in the base plan. "Add-On" means available as an additional module.

### Scheduling (Pro, EMR)
- Staff-Side Scheduling - Core
- Patient Self-Scheduling - Core
- Practitioner Availability Management - Core
- Patient Reminder Automation: Email, Text - Core
- Patient Notifications: Email, Text - Core
- Customizable Schedules - Core
- Calendar Views: Daily and Weekly (Scheduler v2) - Core
- Multi-Timezone Schedule Display: schedule columns display in the location's timezone, with selectable timezone view for multi-schedule layouts - Core
- Telehealth Support - Core

### Patient Charting (EMR)
- Clinical Notes - Core
- Form field prefilling and autofilling - Core
- Customizable Clinical Notes - Core
- Supervisor View - Core
- Communication Notes - Core
- Patient Tags - Core
- Clinical Macros - Core
- Allergies, Medications, Diagnoses - Core
- In-House Lab Results Integration to Clinical Chart - Core
- Vendor Lab Results Integration to Clinical Chart - Add-On
- Staff-Customizable Clinical Macros (upcoming) - Core
- CSL / Injection Log Integration to Clinical Chart (upcoming) - Add-On
- Order Management: In-House and External (upcoming) - Add-On

### Intake Forms (Paperless, Pro, EMR)
- Customizable Intake Forms - Core
- Form Packets - Core
- Form field prefilling and autofilling - Core
- Reminder Automation: Email, Text - Core
- Top-Tier Usability and Accessibility - Core
- Static Links and QR Codes to Forms - Core
- Multi-Lingual Support - Core
- Patient Reminder Automation: Email, Text - Core
- Patient Notifications: Email, Text - Core
- Mobile-Optimized: Use on any device - Core
- Duplicate Form Assignment Prevention: recently completed forms are not re-sent to patients when a new appointment is created from GoHighLevel, self-scheduling, or the patient profile - Core

### Patient Data Management (Paperless, Pro, EMR)
- CSV Export and Import - Core

### Analytics
- Forms and Appointments Tracking and Reporting (Paperless, Pro, EMR) - Core
- Trending for In-House Labs (EMR) - Core
- Trending for Vendor Labs (EMR) - Add-On
- UTM Reporting for Campaigns and patient self-scheduling, with attribution captured at landing and carried through to booking so self-scheduling traffic that did not convert remains reportable (Pro and EMR) - Core
- CRM / Patient Census Reporting, including Census Revenue by Category over time - Core
- CSV Export for Appointments Dashboard - Core
- Payments V2 KPI Compatibility: KPI and revenue reporting works for accounts on either the previous or the new payments model through Payments V2 migration - Core

### Account Management (Paperless, Pro, EMR)
- Multi-Location Support - Core
- Staff Access Management - Core
- Custom Branding - Core

### Internal Communication (EMR)
- Task Management: Clinician-Specific Tasks - Core
- Workflow Automation: Automated Tasks - Core
- Communication Notes - Core
- Patient-Linked Tasks View on Patient Profile - Core

### E-Prescribing (EMR)
- Patient Prescription Management - Add-On (via ScriptSure)

### Controlled Substance Logging (EMR)
- Medication Administration Logging - Add-On
- Integration with Patient Chart - Add-On
- Medication Inventory Management - Add-On
- FDA Integration for NDC details - Add-On
- PMP Reporting - Add-On

### Labs (EMR)
- In-House Labs - Core
- Vendor Integration: Labcorp, Access Medical, SpotDX, Brio, Prime Lab, Other - Add-On
- In-House Integration with Patient Chart - Core
- Vendor Integration with Patient Chart - Add-On
- In-House Trending Labs for Patient - Core
- Vendor Trending Labs for Patient - Add-On
- In-House Automated Reference Ranges - Core
- Lab Configuration Deactivation and Reactivation: retire unused test packets, panels, and components without deleting history; separate Active and Inactive views; Enter Labs and Order Labs pickers list only active configurations and previously ordered labs are unaffected - Core
- In-House Lab Report Metadata: reports include appointment ID and patient ID to support lab inspection requirements - Core

### Billing (EMR)
- Invoicing - Add-On
- Subscriptions - Add-On
- Inventory Management: Services and Items - Add-On
- Tax Rate Support: Canada - Add-On
- Tax Rate Support: US (upcoming) - Add-On
- Billing Ledger: filterable, exportable view of all money movement across payments, refunds, and chargebacks for reconciliation - Add-On

### Payments V2 (EMR, staged rollout)

Payments V2 is Lobbie's next-generation billing workflow. It is rolling out to practices in stages; practices can contact support@lobbie.com to request access.

- End-to-end order processing: review a draft order, choose a payment method, and watch the charge complete in real time
- Accept a payment against an open invoice directly from the invoice drawer, without creating a new order
- Change the payment method and retry a payment attempt directly from the order processing flow
- Record manual payments (cash, check, and other offline methods) against invoices, immediately reducing the outstanding balance
- Accepted manual payment methods managed at the account and location level
- Void a subscription created in error before it becomes active, with no billing or processor interaction
- Automatic Invoice Paid billing task when an invoice is marked paid, carrying invoice, patient, and payment details for follow-up
- Bill a patient directly from the appointments dashboard and appointment detail, with a View Billing drawer showing existing billing for an appointment
- Orders search table with search, filter, sort, and pagination alongside Subscriptions, Invoices, and Payment Attempts
- Per-subscription task automation managed from the subscription detail drawer and honored at billing time
- End-to-end surcharge support: surcharge quoted at order confirmation and actual charged values persisted; live processing-fee rate shown in Payment Vendor settings (availability depends on merchant configuration)
- Full subscription lifecycle management from the subscription detail drawer: list, filter, and open subscriptions to edit, pause, resume, complete, or cancel a recurring plan
- Staff can pause a subscription to stop charges and resume it later; the change syncs to the payment processor
- Edits to an enrolled subscription (price, frequency, schedule) reach the payment processor so recorded amounts match what cards are actually charged
- Billing intervals are Weekly, Monthly, and Yearly; the Daily interval has been removed
- Recurring subscription payments record sales tax and surcharge as separate line items
- Billing Ledger view lists, filters, and exports all money movement (payments, refunds, chargebacks) for reconciliation
- Ledger labels card payments as "Credit Card: Visa - 4242", matching the Payment Attempts format
- Ledger refund records credit the staff member who issued the refund
- Surcharge refunds display with a negative sign and in a distinct color, matching how other amounts are shown
- Invoice IDs include the account and location prefix in Payment Attempts, Orders, and Subscription details, consistent with other tables
- Invoice pay links are single-purpose and time-limited: they expire, and they authorize only that invoice's payment rather than granting broader portal access
- Payment attempts stuck in Pending re-check the processor for resolution and move to Failed after 14 days
- Bill and invoice totals account for discounts created by editing a line item's charge amount; Original price consistently reflects service settings
- Order line items reject invalid money entries (negative quantity or price, discounts over 100%, negative tax rates)
- Tax Applied column is hidden across billing tables and PDFs for locations that do not have taxes enabled; sales tax is neither shown nor applied on overnight recurring invoices for locations without tax enabled
- Draft orders can be marked as void; impossible status options (Draft on Invoices; Pending and Canceled on Orders) have been removed from filter dropdowns
- One-time payments succeed on invoices carried over from the previous billing system
- Partial refunds preserve GoHighLevel opportunity value; partially paid and partially refunded invoices are reflected accurately
- The patient pay page indicates when a card is already on file, matching the behavior in staff Billing
- Payments V2 migration: subscription payments that were failing as "Unauthorized" on migrated accounts now process successfully; migrated orders carry the correct tax rate; refunded payments from the previous billing system migrate as Void invoices; migration does not trigger GoHighLevel start-service automations or prescription tasks against patients' historical paid invoices

### Integrations
- Labs: Labcorp (EMR) - Add-On
- Labs: Access Medical (EMR) - Add-On
- Labs: SpotDX (EMR) - Add-On
- Labs: Brio (EMR) - Add-On
- Labs: Prime Lab (EMR) - Add-On
- Labs: Other custom lab vendors (EMR) - Add-On
- E-Prescribing: SureScripts (EMR) - Add-On
- API (Paperless, Pro, EMR) - Add-On
- Partner API v2: read endpoints for Accounts, Payments, Invoices, Payment Attempts, Subscriptions (list and detail, filterable by order, status, patient, and item), Orders, and Refunds; Forms endpoints for creating, reading, updating, and deleting form packets and for retrieving packet PDFs and form elements; Scheduler resource to list scheduler configurations, read templates, and fetch availability before booking; Tasks resource to read tasks with filters and to create or update manual tasks with staff assignees and due dates; External IDs resource so integrators can map Lobbie patients and locations to GoHighLevel and MX Merchant identifiers in both directions; UTM endpoints to list attribution records (filtered by appointment, attempt, date range, or funnel stage) and to attach UTM data to a self-scheduling attempt; cross-patient patient-category query to list all patients in a category or CRM status along with their transition dates; webhook events for form-packet creation and completion and for payment and payment-attempt events across both payment models (payment attempt events include location ID so the related invoice can be resolved); webhook subscriptions for Appointment and Patient events with full webhook management; webhook endpoints that fail consistently are automatically disabled with partner notification; past webhook attempts can be queried and re-triggered so failed deliveries can be replayed programmatically; patient responses and webhooks include created and updated timestamps so integrators can preserve original dates when backfilling; list endpoints can return up to 1,000 records per page; rate limit responses distinguish short-term burst throttling from daily quota exhaustion and indicate when to retry, and one partner's traffic cannot throttle another partner; appointment list endpoint responds in well under 200 ms; OpenAPI specification documents the webhook envelope schema so partners can generate types for inbound handlers; manual payments included in payment list endpoints and the payment.created webhook (BETA) - Add-On
- Payments: Stripe (Paperless, Pro) - Add-On
- Payments: MX Merchant (EMR) - Add-On
- EHR: DrChrono (Paperless, Pro, EMR) - Add-On
- EHR: Athena (Paperless, Pro, EMR) - Add-On
- Telehealth: Provider telehealth URL integration, any platform (Pro, EMR) - Core
- Clearing House: Claims MD (upcoming, EMR) - Add-On

### Patient Details Management (Paperless, Pro, EMR)
- Personal Representative Feature - Core
- Automated Data Flow from and to Intake Forms - Core

### SocialNPS (Paperless, Pro, EMR)
- Automated review sourcing from Promoters - Add-On
- Automated NPS - Add-On

### Patient Communication (Paperless, Pro, EMR)
- Customizable Automated Notifications: Email, Text - Core
- Customizable Automated Reminders: Email, Text - Core
- Clinical Chart and Visit Summary: Share PDF with patients - Core
- Patient Portal with email and one-time code sign-in, staged rollout not yet broadly available (upcoming, EMR) - Add-On

### Printing and PDF (Paperless, Pro, EMR)
- Intake Forms, Clinical Charts, Labs - Core

## Specialties served

Lobbie supports a broad range of healthcare facilities, care types, and clinical specialties. Dedicated pages exist for each.

### Enterprise and facility types
- [Health Systems](https://www.lobbie.com/specialties-business/health-systems)
- [Multi-Specialty](https://www.lobbie.com/specialties/multi-specialty)
- [FQHC](https://www.lobbie.com/specialties/fqhc)
- [Large Acute Care](https://www.lobbie.com/specialties/large-acute-care)
- [Large LTC](https://www.lobbie.com/specialties/large-ltc)
- [Large SNF / Rehab](https://www.lobbie.com/specialties/large-snf)
- [Large Physician Groups](https://www.lobbie.com/specialties/large-physician-groups)
- [Large Medical Centers](https://www.lobbie.com/specialties/large-medical-centers)

### Care types
- [Acute Care](https://www.lobbie.com/specialties/acute-care)
- [ASC](https://www.lobbie.com/specialties/asc)
- [Assisted Living and Group Homes](https://www.lobbie.com/specialties/assisted-living-group-homes)
- [Behavioral Health](https://www.lobbie.com/specialties/behavioral-health)
- [CAH](https://www.lobbie.com/specialties/cah)
- [CORF](https://www.lobbie.com/specialties/corf)
- [DSO](https://www.lobbie.com/specialties/dso)
- [Home Health](https://www.lobbie.com/specialties/home-health)
- [Hospice](https://www.lobbie.com/specialties/hospice)
- [Hospital](https://www.lobbie.com/specialties/hospital)
- [IRF](https://www.lobbie.com/specialties/irf)
- [Lab / Diagnostics / Imaging](https://www.lobbie.com/specialties/lab-diagnostics-imaging)
- [Long-Term Care](https://www.lobbie.com/specialties/long-term-care)
- [Mental Health](https://www.lobbie.com/specialties/mental-health)
- [Nursing Homes](https://www.lobbie.com/specialties/nursing-homes)
- [Outpatient](https://www.lobbie.com/specialties/outpatient)
- [Physical Therapy](https://www.lobbie.com/specialties/physical-therapy)
- [Post Acute](https://www.lobbie.com/specialties/post-acute)
- [Primary Care](https://www.lobbie.com/specialties/primary-care)
- [SNF / Rehab](https://www.lobbie.com/specialties/snf-rehab)

### Clinical and treatment specialties
- [Acupuncture](https://www.lobbie.com/specialties/accupuncture)
- [Allergy](https://www.lobbie.com/specialties/allergy)
- [Audiology / Hearing](https://www.lobbie.com/specialties/audiology-hearing)
- [Cardiology](https://www.lobbie.com/specialties/cardiology)
- [Chiropractic](https://www.lobbie.com/specialties/chiropractic)
- [Cosmetic Surgery / MedSpa](https://www.lobbie.com/specialties/cosmetic-surgery-medspa)
- [Dental / Orthodontia](https://www.lobbie.com/specialties/dental-orthodontia)
- [Dermatology / Skin Care](https://www.lobbie.com/specialties/dermatology-skin-care)
- [Dialysis / Renal](https://www.lobbie.com/specialties/dialysis-renal)
- [Dietetics / Dietician / Diet](https://www.lobbie.com/specialties/dietetics-dietician-diet)
- [Endocrinology](https://www.lobbie.com/specialties/endocrinology)
- [Esthetician](https://www.lobbie.com/specialties/esthetician)
- [Family Medicine](https://www.lobbie.com/specialties/family-medicine)
- [Gastroenterology](https://www.lobbie.com/specialties/gastroenterology)
- [Geriatrics / Aging](https://www.lobbie.com/specialties/geriatrics-aging)
- [Hematology](https://www.lobbie.com/specialties/hematology)
- [Holistic / Alternative](https://www.lobbie.com/specialties/holistic-alternative)
- [Infusion](https://www.lobbie.com/specialties/infusion)
- [Internal Medicine](https://www.lobbie.com/specialties/internal-medicine)
- [Nephrology](https://www.lobbie.com/specialties/nephrology)
- [Neurology / Neurosurgery](https://www.lobbie.com/specialties/neurology-neurosurgery)
- [Nutrition](https://www.lobbie.com/specialties/nutrition)
- [Obstetrics / Gynecology](https://www.lobbie.com/specialties/obstetrics-gynecology)
- [Oncology](https://www.lobbie.com/specialties/oncology)
- [Optometry / Ophthalmology / Optician](https://www.lobbie.com/specialties/optometry-ophthalmology-optician)
- [Otolaryngology (ENT)](https://www.lobbie.com/specialties/otolaryngology-ent)
- [Orthopedics](https://www.lobbie.com/specialties/orthopedics)
- [Pain Management / Physiatry](https://www.lobbie.com/specialties/pain-management-physiatry)
- [Pediatrics](https://www.lobbie.com/specialties/pediatrics)
- [Pharmacy](https://www.lobbie.com/specialties/pharmacy)
- [Phlebotomy](https://www.lobbie.com/specialties/phlebotomy)
- [Podiatry](https://www.lobbie.com/specialties/podiatry)
- [Pulmonology](https://www.lobbie.com/specialties/pulmonology)
- [Radiology](https://www.lobbie.com/specialties/radiology)
- [Rheumatology](https://www.lobbie.com/specialties/rheumatology)
- [Speech Therapy](https://www.lobbie.com/specialties/speech-therapy)
- [Surgical Specialties](https://www.lobbie.com/specialties/surgical-specialties)
- [Urgent Care](https://www.lobbie.com/specialties/urgent-care)
- [Urology](https://www.lobbie.com/specialties/urology)
- [Veterinary](https://www.lobbie.com/specialties/veterinary)

### Other industries served
- [Billing Services](https://www.lobbie.com/specialties-business/billing-services)
- [Blood Donation](https://www.lobbie.com/specialties/blood-donation)
- [Child Care](https://www.lobbie.com/specialties/child-care)
- [Clinical Trials](https://www.lobbie.com/specialties/clinical-trials)
- [Dispensary](https://www.lobbie.com/specialties-business/dispensary)
- [Education](https://www.lobbie.com/specialties-business/education)
- [Fitness](https://www.lobbie.com/specialties-business/fitness)
- [Government Agency](https://www.lobbie.com/specialties-business/government-agency)
- [Healthcare Services and Consulting](https://www.lobbie.com/specialties-business/hc-services-consulting)
- [Legal](https://www.lobbie.com/specialties-business/legal)
- [Real Estate](https://www.lobbie.com/specialties-business/real-estate)
- [Spa and Beauty](https://www.lobbie.com/specialties-business/spa-beauty)

## Men's Health and TRT

Lobbie is widely used by men's health and TRT clinics, including 400+ Gameday Men's Health locations across the franchise network. Additional men's health customers include Integrity Medical Group and other clinics across the United States. The platform supports the full TRT clinic workflow from new-patient intake through subscription billing, lab trending, controlled substance logging, and e-prescribing of testosterone and compounded preparations.

### E-Prescribing and EPCS for Testosterone

E-prescribing in Lobbie is powered by ScriptSure (D.A.W. Systems), a DEA-accredited EPCS solution and Surescripts-certified platform.

- DEA-accredited for Electronic Prescribing of Controlled Substances, including Schedule III testosterone and anabolic steroids
- Surescripts-certified; 2024 White Coat Award winner for Highest Prescription Accuracy (12 consecutive years)
- ID.me integration for DEA-required identity proofing and two-factor authentication
- Reach to over 95% of U.S. pharmacies, including retail, mail order, and specialty
- Native compound medication prescribing for testosterone cypionate, enanthate, propionate, HCG, anastrozole, B12, and peptides
- Order sets
- State Prescription Drug Monitoring Program (PDMP) reports at the point of prescribing
- Patient medication history at prescribing
- Web-based; works on desktop, tablet, and mobile

### Controlled Substance Logging for In-Clinic Testosterone

Lobbie includes built-in Controlled Substance Logging for clinics that administer or dispense testosterone in-office.

- Real-time DEA NDC database lookup auto-fills schedule, strength, and dosage form
- Multiple NDC variants per medication for different manufacturers, strengths, and forms
- "Prescribed Medication" Schedule option allows logging non-controlled medications in the same workflow alongside controlled substances
- Container-level inventory with lot number, expiration date, container size, and date received
- Vial inventory workflow
- Pellet inventory workflow
- Container status management (Available → Open); enforces one open container per medication
- Per-patient, per-appointment administration logging
- Administration vs. dispensing distinction on each entry
- Dual-signature requirement for wasting (amount, reason, method of destruction)
- Daily reconciliation workflow with signer requirement
- Filterable usage logs by patient, medication, date range, or log type
- Nullify function for error correction; reverses inventory impact while preserving full audit history
- PMP (Prescription Monitoring Program) reporting
- NDC and medication records with existing signed or reconciled log entries are locked from editing; locked records display in read-only mode with explanation
- Reconciled CSL entries can be amended to correct reconciliation errors, with full audit trail preserved

### Subscription and Membership Billing for TRT Clinics

Lobbie supports recurring revenue models common in cash-pay TRT and men's health clinics.

- Recurring billing at weekly, monthly, or annual cadence
- Subscriptions configured in the patient chart and collected by front desk
- Discounting supported
- Card-on-file management and updates
- Failed payments automatically trigger staff tasks
- Subscription billing can be tied to a drug shipment workflow for at-home injection patients
- Separate line-item billing for memberships, labs, consults, medications, and injections
- Processing fees below industry average
- Full subscription lifecycle management from the subscription detail drawer: pause to stop charges and resume later, complete, cancel, or edit price, frequency, or schedule with edits synced to the payment processor
- Recurring subscription payments record sales tax and surcharge as separate line items
- Billing Ledger view lists, filters, and exports all money movement (payments, refunds, chargebacks) for reconciliation

### Lab Trending and Reference Ranges

- Integrations with Labcorp, Quest, Access Medical Labs, SpotDX, Brio, and Prime Lab
- Bidirectional ordering: orders sent electronically, discrete results returned to the chart
- Results trended by marker over time, including total testosterone, free testosterone, estradiol, SHBG, hematocrit, PSA, lipids, and HbA1c
- In-house lab workflow with CLIA compliance
- In-house lab values configurable with clinic-defined reference ranges based on age, sex, and machine
- Lab results integrated with the patient timeline and clinical chart
- Lab configurations can be deactivated and reactivated to retire unused test packets, panels, and components without deleting history; Enter Labs and Order Labs pickers show only active configurations, and previously ordered labs are unaffected
- In-house lab reports include appointment ID and patient ID to support lab inspection requirements

### GoHighLevel (GHL) Integration

Lobbie integrates bidirectionally with GoHighLevel for clinics that use GHL as their CRM and marketing platform.

- Appointments scheduled in GHL flow into Lobbie automatically
- Appointment creation in Lobbie triggers appointment-type-specific intake form packets to the patient
- Automated reminders are sent before the appointment
- Appointments scheduled directly in Lobbie flow up to GHL for marketing and CRM workflows
- Opportunities created by Lobbie in GHL carry a source field, so clinics can tell Lobbie-created opportunities apart from other channels
- Sync reliability rework in the 2026-08-21 release: patients and appointments reliably reach GoHighLevel, and previously silent sync failures surface immediately
- Patient text messages fail fast or fall back when rejected by GoHighLevel, so delivery problems surface immediately instead of retrying silently for up to a week
- Duplicate form assignment resolved: recently completed forms are not re-sent to patients when a new appointment is created from GoHighLevel, self-scheduling, or the patient profile
- Partial refunds preserve GoHighLevel opportunity value; partially paid and partially refunded invoices are reflected accurately in GHL

### Clinical Documentation for TRT Practices

- Notes lock after signing
- Notes can be formally amended; amendments preserved in the audit trail
- Full audit trail across the entire chart
- Role-based permissions and staff access management
- Supervising provider review and co-signing workflows for NPs and PAs
- Structured problem list, medication list, allergy list, and diagnosis tracking
- Patient Tags and clinical macros for fast documentation
- Customizable clinical notes and note templates

### TRT and Men's Health Customer Proof

- Gameday Men's Health: 400+ locations across the franchise network use Lobbie
- Gameday Cherry Creek case study: booking completion improved from 30% to 70% after deploying Lobbie
- Alissa Tyler, Gameday Men's Health Austin: "Our no-shows have been cut tremendously."
- Integrity Medical Group: men's health customer

## Partners and integrations

Lobbie integrates directly with the following platforms and partners:

- ScriptSure: E-prescribing engine connecting Lobbie to over 98% of US pharmacies.
- MX Merchant / Priority Payments: Payment processing for the EMR plan.
- Stripe: Payment processing for the Paperless and Pro plans.
- Labcorp: Lab vendor integration.
- Access Medical Labs: Lab vendor integration.
- SpotDX: Lab vendor integration.
- Brio (Brio Clinical): Lab vendor integration and clinical partner.
- Prime Lab: Lab vendor integration.
- Other lab vendors: Custom lab vendor support available on request.
- SureScripts: E-prescribing network.
- DrChrono: EHR integration with data migration support.
- Athena: EHR integration.
- Claims MD: Clearing house connectivity (upcoming).
- GoHighLevel (GHL): Native CRM integration. When a patient books in GHL, Lobbie automatically triggers the intake form packet.
- Hillstone and other clinical partners.
- Microsoft, Google, Dropbox: Workflow and document integrations.

## Customer support and helpdesk

Support hours are 7 AM to 6 PM Pacific (10 AM to 9 PM Eastern), Monday through Friday excluding US Federal holidays. Critical inquiries are handled by phone within 24 hours.

- [Lobbie Support Center](https://support.lobbie.com/hc/en-us): Main helpdesk index for setup guides, configuration documentation, and how-to articles.
- [Status page](https://status.lobbie.com/): Real-time service availability, incident reports, and maintenance windows. Subscribe via email, Slack, Microsoft Teams, RSS, or Atom.
- Support email: support@lobbie.com
- General contact: hello@lobbie.com
- Phone: (800) 209-9426

### Known helpdesk articles

- [Getting Started with Lobbie EMR: Setup and Administration](https://support.lobbie.com/hc/en-us/articles/29015555839261-Getting-Started-with-Lobbie-EMR-Setup-and-Administration): Setup walkthrough for location owners and account administrators covering forms, user permissions, NPI numbers, 2FA, telehealth links, notifications, scheduling templates, lab configuration, locations, and appointment types.
- [Prescribing with ScriptSure](https://support.lobbie.com/hc/en-us/articles/27530428535325-Prescribing-with-ScriptSure): Enable and use Lobbie's e-prescribing through ScriptSure.
- [Data Migration from DrChrono](https://lobbieinc.zendesk.com/hc/en-us/articles/26454506403485-Data-Migration-from-DrChrono): Data types migrated from DrChrono to Lobbie EMR, verification responsibilities, and recurring appointment reconfiguration steps. Available to US Lobbie EMR customers.
- [2026-08-21 Release Notes](https://support.lobbie.com/hc/en-us/articles/38544740861469-2026-08-21-Release-Notes): Payments V2 subscription management and Ledger, lab configuration management, Partner API expansion, timezone-aware scheduling, GoHighLevel sync reliability rework, and security fixes.
- User Administration: Adding new Lobbie users, managing access and permissions.
- Setting up In-House Labs: Configuring lab components, reference ranges, equipment, CLIA numbers, and disclaimer text.
- Notifications and Reminders: Configuring email and SMS reminder workflows for appointments and form completion.
- Configuring Practitioner Schedule and Availability: Creating templates, setting recurring hours, quantity limits per slot, and daily overrides.
- Setting up Billing with MX Merchant: Enabling MX Merchant for payment processing in the EMR plan.
- Creating a Subscription: Setting up services and subscriptions for patient billing.
- Controlled Substance Logging: Medication administration logging, inventory, and integration with patient charts.

## Customer proof points

- Gameday Men's Health: 400+ locations using Lobbie across the franchise network.
- Alissa Tyler, Gameday Men's Health Austin: "Our no-shows have been cut tremendously."
- Mark Hudgins, Integrity Medical Group: "I just have to keep saying, the level of responsiveness from your team is quite impressive."
- Mari Sawai, Maine Comprehensive Health Institute SC: "Lobbie has been very professional and responsive. I have been looking for an online fillable document platform for several years. I am happy with the service and pricing."
- Gameday Cherry Creek case study: Booking completion improved from 30% to 70% after deploying Lobbie.

## Security and compliance

- HIPAA compliant by design.
- e-Sign compliant.
- TLS encryption for data in transit and encryption at rest.
- Service uptime target: 99.9%.
- Invoice payment links are single-purpose and time-limited, authorizing only that invoice's payment rather than granting broader portal access.

## Legal

- [Terms and Conditions](https://www.lobbie.com/terms-conditions)
- [Privacy Policy](https://www.lobbie.com/privacy-policy)

## Optional

- [LinkedIn](https://www.linkedin.com/company/lobbiesoftware): Company updates and hiring.
- [Facebook](https://www.facebook.com/LobbieSoftware): Brand and customer content.
- [Crunchbase profile](https://www.crunchbase.com/organization/lobbie): Company funding and basic profile information.