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Hormone health · TRT · BHRT · Menopause

Hormone clinic software.
The operating system for hormone health.

A hormone clinic is a medical practice that diagnoses and treats hormone imbalance, most often with testosterone therapy, menopause and perimenopause hormone therapy, bioidentical hormones or thyroid care, and follows each patient with scheduled labs and dose adjustments.

Book your demo Follow a patient
Laboratory monitoring, results and a refill request routed for clinician review.
  1. Lab schedule
  2. Results filed
  3. Refill request
  4. Clinician review
Workflow illustration

Inside your hormone clinic

Hormone care runs on a schedule
of labs, reviews and refills.

Every patient has a monitoring cadence. When a draw is missed or a refill request sits in voicemail, the plan slips.

Hormone clinic scheduleIllustrative example
The visits hormone care runs onVisit planning
Selected visitBaseline labs

Before the first consult

Timing follows your protocol.

Labs booked on the monitoring schedule

Baseline and follow-up draws are booked and reminded on the cadence your clinicians set, before each review visit.

Lab resultsIllustrative example
A result reaches the prescriber
  1. 01
    Result arrives

    By fax or PDF

  2. 02
    Filed to the chart

    Matched to the patient

  3. Clinician reviews

    Before the review visit

The clinician interprets results and directs care.

Results filed before the review

The Document Inbox files each result that arrives by fax or PDF to the right patient, so the clinician sees it before the visit.

Refill requestsIllustrative example
Care coordinationA request reaches the prescriber
  1. 1
    Request received

    By call or text

  2. 2
    Task created

    Latest labs attached

  3. 3
    Prescriber decides

    In your eRx tool

  4. 4
    Patient told

    Approved message sent

Caesar does not prescribe. Prescribing stays in your certified eRx tool.

Refill requests become tasks

A refill request by phone or text becomes a task with the latest labs attached. The prescriber decides in your e-prescribing tool.

Review visitIllustrative example
Follow-up note draftExample
Symptoms
Patient-reported since last visit
Results
Reviewed with the patient
Plan
Set by the clinician
Next labs
Draw date booked
The clinician reviews and signs the draft.

Follow-up notes in your template

The AI Scribe drafts each review note in your template: symptoms, results discussed, the plan the clinician sets, the next draw.

A patient’s path through hormone care

A patient asks about hormone therapy.
Follow the monitoring loop.

From the first call to baseline labs, the consult and the follow-up schedule. The clinician makes every treatment decision.

Choose a stage to explore
01 / 04A patient journey · Illustrative example
New patient callIllustrative example
Book the first stepsVisit planning
Selected visitBaseline labs

Before the consult

Clinical questions follow your escalation protocol.

A patient calls about testosterone therapy. The agent answers from your approved wording, books baseline labs and the consult, and routes clinical questions to your team.

In depth

Caesar is the operating system for hormone clinics. This page covers the hormone-care loop, the e-prescribing rule for testosterone, what to ask any vendor, and where Caesar fits.

Demand is rising

Testosterone prescribing to men is climbing again after a decade of decline. In Epic Research's analysis of Epic Cosmos records, the share of male patients prescribed testosterone fell from 0.83% in 2013 to 0.64% in 2021, then rose to 0.93% in 2025 and 0.95% in the first half of 2026.

Menopause care is under-served. In a Mayo Clinic survey of nearly 5,000 women aged 45 to 60, more than 80% had not sought medical care for their symptoms, and only about 1 in 4 were receiving any treatment.

More patients are arriving, and each one enters a monitoring loop that runs for years.

How a hormone clinic runs

Hormone care is a loop, not a visit. Testosterone therapy, menopause and perimenopause care, bioidentical hormones and thyroid care all follow the same cycle.

  1. Inquiry. Symptoms first: fatigue, low libido, hot flashes, poor sleep, weight gain. The patient calls or writes in.
  2. Baseline labs. Drawn before the first visit, often fasting or at a set time of day.
  3. Consult. The clinician reviews symptoms, history and labs and decides whether therapy is indicated.
  4. Treatment. A prescription, a pellet, an injection schedule or a cream, with instructions.
  5. Monitoring. Repeat labs and follow-up visits on the schedule the prescriber sets, with dose changes as results come in.

Many hormone clinics also offer peptide therapy and GLP-1 medications. The same loop applies: baseline, treatment, monitoring, adjustment.

The monitoring step is where most of the work sits, and where patients drop out. Clinical guidelines for testosterone therapy and for menopausal hormone therapy both call for regular follow-up. Every missed draw is a visit the clinician can't finish.

Where the work goes

  • Lab logistics. Booking the draw, reminding the patient of timing and fasting, and chasing the result.
  • Results in. Lab reports arrive by fax, portal and email and have to reach the right chart before the follow-up visit.
  • Refill requests. Calls and messages asking for the next prescription, most of which need a current lab value first.
  • Questions between visits. Side effects, missed doses, travel, injection technique. Some need a clinician. Most need a scheduled reply.
  • Notes. Every follow-up needs symptoms, labs, dose and plan documented the same way each time.
  • Rebooking. Patients who miss a follow-up drift out of the loop unless someone calls them.

Controlled substances and e-prescribing

Testosterone is a Schedule III controlled substance. Anabolic steroids are listed in Schedule III (21 CFR 1308.13(f)), and the list names testosterone.

A practitioner may prescribe Schedules II through V electronically only through an electronic prescribing application that meets the DEA's requirements (21 CFR 1311.100). A number of states require controlled-substance prescriptions to be sent electronically.

A hormone clinic needs an e-prescribing tool that is certified for controlled substances. Check this before you choose an EMR.

What to look for in hormone clinic software

  1. Does it schedule the lab draw with the visit? Labs first, review second, in the right order.
  2. Does it remind patients of timing and fasting? A mistimed testosterone draw is a wasted draw.
  3. Where do lab results land? Filed to the patient before the follow-up, or in a fax tray.
  4. How are refill requests handled? Captured with the patient's last lab date, or left as a voicemail.
  5. Does the note keep the same structure every visit? Symptoms, labs, dose, plan.
  6. Is e-prescribing certified for controlled substances? Required for testosterone in many states.
  7. Who rebooks the patient who misses a follow-up?
  8. Will the vendor sign a BAA?

Where Caesar fits

Caesar runs the loop around the prescriber.

  • The Phone Agent answers every call, books consults and lab draws, and takes refill requests as tasks for your team.
  • Patient Intake collects symptoms, history and medications before the first visit.
  • The SMS Agent reminds patients of draw timing and fasting, confirms follow-ups, and rebooks the ones who miss.
  • The Document Inbox files lab results that arrive by fax to the right patient.
  • The AI Scribe drafts each follow-up note in your template: symptoms, labs, dose, plan.

Caesar does not prescribe, choose doses or triage symptoms. Prescriptions go through your certified e-prescribing tool, and clinical questions go to your team under the rules you set.

Caesar works with the EMR you run today, including OptiMantra, Elation, DrChrono and IntakeQ and PracticeQ. See all integrations.

For hormone care inside a membership program, see longevity clinic software.

Frequently asked questions

What is a hormone clinic?

A hormone clinic is a medical practice that diagnoses and treats hormone imbalance, most often with testosterone therapy, menopause and perimenopause hormone therapy, bioidentical hormones or thyroid care. It follows each patient with scheduled labs and dose adjustments.

What software does a TRT clinic need?

An EMR with e-prescribing certified for controlled substances, since testosterone is Schedule III. Around it: booking that pairs lab draws with visits, reminders for draw timing, lab results filed to the chart, refill requests captured as tasks, and consistent follow-up notes. Caesar runs the booking, reminders, lab filing, refill tasks and notes.

Is testosterone a controlled substance?

Yes. Anabolic steroids, including testosterone, are listed in Schedule III of the federal controlled substances schedules (21 CFR 1308.13(f)).

Can AI handle refill requests at a hormone clinic?

It can take the request, match it to the patient and hand it to your team as a task. The decision to refill stays with the prescriber.

Does Caesar work for menopause and BHRT practices?

Yes. The same loop applies: labs, visit, treatment, monitoring. The agents schedule, remind, file results and draft notes in your template.

Sources

  • Epic Research, "After Nearly a Decade-Long Decrease, Testosterone Prescribing Rates Rising Again" (29 July 2026) — https://www.epicresearch.org/articles/after-nearly-a-decade-long-decrease-testosterone-prescribing-rates-rising-again — read 28 September 2026
  • Mayo Clinic, menopause symptoms and care survey, Mayo Clinic Proceedings (news release 29 October 2025) — https://www.eurekalert.org/news-releases/1103717 — read 28 September 2026
  • 21 CFR 1308.13(f), Schedule III anabolic steroids (Legal Information Institute) — https://www.law.cornell.edu/cfr/text/21/1308.13 — read 28 September 2026
  • 21 CFR 1300.01, definition of "anabolic steroid" (Legal Information Institute) — https://www.law.cornell.edu/cfr/text/21/1300.01 — read 28 September 2026
  • 21 CFR 1311.100, requirements for electronic prescriptions for controlled substances (Legal Information Institute) — https://www.law.cornell.edu/cfr/text/21/1311.100 — read 28 September 2026

See Caesar with your workflows

See the monitoring loop run itself

A short call: you see a lab draw booked, reminded and filed, and a follow-up note drafted in your template.

Book your demo The operating system for longevity medicine