Platform
/
Patient enrollment

Stop enrolling the same patient
in five different places.

Connect brings treatment plan selection, enrollment, consent, identity verification, payment and medication ordering into one workflow. Enter the patient once, then carry the same information forward instead of rebuilding the program across your EMR, payment system, pharmacy portal and spreadsheets.

One patient, entered again at every stop
EMR
Name
DOB
Address
Payment
Name
Card
Zip
Pharmacy portal
Name
DOB
Address
Medication
Dosage
Spreadsheet
Name
DOB
Medication
Dosage
Notes
Portal again
Lookup: Name, DOB
→ Tracking #
Messaging
Mobile / Email
Tracking #
Re-entries so far0
DrWell Connect
1
Enter mobile number
2
Select plan
3
Send enrollment link
Three steps. The patient completes the rest on their own phone.

Included on every Connect plan, with unlimited users and locations.

Today vs Connect

What your staff does today, and what Connect turns into one workflow

Without Connect
8 handoffs

Spread across your EMR, a separate payment workflow, the pharmacy portal, a spreadsheet and whatever system your team messages tracking from.

•
Create the program or subscription in the EMR
•
Collect payment in a separate workflow
•
Re-enter the patient in the pharmacy portal
•
Re-enter the prescription
•
Return to the EMR for shipping information
•
Add medication and dose to a spreadsheet
•
Return to the pharmacy portal for tracking
•
Send tracking from another system
With Connect
1 workflow

One connected workflow from plan selection through the first order, and through every program cycle after it.

•
Patient and treatment-plan information entered once
•
Consent and identity completed in checkout
•
Payment method captured with the subscription
•
First medication order generated from the plan
•
Order and program details stay connected
•
No separate spreadsheet to remember the next program step
Manual
Entered by your staff
EMR
Payment
Portal
Re-enter Rx
EMR again
Spreadsheet
Portal again
Messaging
Connect
Plan
Demographics
Shipping
Payment
Consents
Identity
Order
Your practice
The patient
Automatic
The same enrollment. Your staff touches two steps, the patient completes four on their own phone, and identity is verified automatically.
The flow

One enrollment flow from treatment plan to first order

Treatment plan
Weight management
Monthly
Hormone therapy
Wellness program
Send enrollment link
01

Choose the treatment plan

Medication, price and order cycle carry with the plan, so your staff does not rebuild them somewhere else.

Checkout
Shipping
Payment
Consents
Identity
02

The patient checks out on their phone

Shipping address, payment, program consents and identity verification all happen in one checkout on the patient's own phone. Your staff does not collect or re-key any of those details.

Order generated
From the treatment plan
Subscription started
Next order scheduled
03

Orders are generated in Connect

When enrollment completes successfully, Connect generates the medication order from the treatment plan and starts the subscription. Nothing gets retyped into a separate portal.

The next cycle

The real savings show up again on the next cycle

Enrollment is not finished when the first medication ships. Connect keeps the treatment plan, order cycle and payment workflow together, so your staff is not rebuilding the process every month.

Without a connected workflow
Check the spreadsheet for the next dose
Verify the recurring payment
Chase a failed card if needed
Return to the pharmacy portal
Enter the next prescription
Repeat the tracking process
With Connect
The treatment plan carries the program forward
Recurring payment runs through the subscription
Failed payments can trigger recovery
The next medication cycle stays connected to the patient's program workflow
Day
1
Dose step updates
Carried by the treatment plan
Recurring payment runs
Through the subscription on file
Next medication order
Generated from the same plan
Card declines
Payment recovery retries, then the order continues
No spreadsheet to check and no portal to re-enter.
01
Program consent

The right consent stays attached to the program

Connect presents the consent tied to the treatment plan and keeps the exact version the patient signed. If another medication requires additional consent, Connect can present it without losing the existing record.

•
Consent is tied to the treatment plan, not to the practice as a whole
•
The signed version stays on the record when you update the language later
•
A patient adding a second medication signs the consent for that one too
Weight loss program consent
v3
Signed and stored on the patient record
Identity verified
Passed
Order is created only after this step
Medication order
02
Identity verification

Verify the patient before creating the medication order

Identity verification happens inside checkout. The medication order is created only after the verification step clears, which reduces the cleanup work your team would otherwise do later.

•
Runs inside the enrollment flow, not as a separate tool your staff opens
•
The patient completes it themselves, on their own device
•
A failed check stops the order rather than creating one to clean up later
03
Payment and card on file

Start the subscription with payment already connected

Payment is captured as part of enrollment, so later program cycles do not begin with your staff hunting down payment information. Failed later charges can retry automatically, and patients can update their own card.

•
High-risk payments built for this category, not a general terminal
•
Declines on later cycles retry automatically instead of ending the program
•
The patient updates their own card later, in the portal, without calling you
Start subscription
$363 / mo
Enroll patient
Card stored for the subscription
Where it starts

Start enrollment wherever the patient is ready

In the room, with your staff

Your staff sends the enrollment link to the patient's phone during the visit. The patient completes it before they leave, which is when intent is highest.

Virtually, after a consultation

After a virtual consultation, your staff sends the same enrollment link to the patient's phone.

What the patient sees

One guided flow on the patient's own device. No separate portal, no paperwork to bring back.

Treatment plan, identity, consent and payment happen in one sequence on the patient's phone, while the same enrollment updates on your staff's Connect record in parallel. That is why it finishes: there is no form to take home, no separate portal to register for, and no second appointment to complete paperwork.

Enrolling
Plan selected
Identity verified
Consent signed
Payment
Your Connect record, at the same time
Treatment plan attached
Identity result recorded
Consent version stored
Subscription started, first order created
Straight answers

What practices ask about enrollment

Can we use our own consent language?

Yes. Consents are configured by treatment plan, so your practice controls the language. Have your counsel review whatever you use, the same as you would with a paper form.

What happens if identity verification fails?

The workflow pauses before a medication order is created, so your team is not finding and cancelling an order afterward.

Can a patient have multiple medications?

Yes. Multiple medications can sit on one subscription with their own order cycles, and each medication carries the consent that applies to it.

Why capture payment at enrollment?

Capturing payment starts the subscription and supports later program cycles without your staff collecting payment information again.

Does Connect write enrollment back into our EMR?

Not today. Connect keeps the program record alongside your EMR rather than syncing enrollment into it. If that matters for your practice, raise it on the demo and we will tell you plainly where it stands.

Does Connect replace our EMR?

No. Connect manages the cash-pay program workflow described on this page. Your EMR remains the clinical record where your practice uses it.

Connect by DrWell

Bring your current enrollment process. Watch Connect collapse the handoffs.

Bring one treatment plan you already sell. We will run the patient from plan selection through consent, identity, payment and the first order, then show what happens when the next program cycle comes due.

EMR
Payment
Pharmacy portal
Spreadsheet
Consent forms
Identity check
Tracking
Messaging
DrWell Connect
One program workflow
One patient. One program workflow.