Provider onboarding

Flore Clinical is your provider workspace for precision microbiome care — one place to test, match, formulate, and track. This guide walks the whole portal, screen by screen, so you can add your first patient and place an order in minutes.

Registration is a short four-step wizard. You set a password, accept the provider agreements with an e-signature, then verify your email — and you are in.

• 1 · Your detailsFirst & last name, email, practice name, and a password (12+ characters, with upper/lower, a number, and a symbol).
• 2 · AgreementsAccept the agreements — Terms, Privacy, HIPAA BAA, Provider Participation, Cancellation & Reformulation, and Research & Data Use — and type your name as an electronic signature.
• 3 · Verify emailEnter the 6-digit code we email you (valid 60 minutes). That final step creates your account.
• 4 · WelcomeYou are routed to the sign-in screen. Done.

No invite code needed

Registration is currently open — an invitation code is optional, and applications are approved automatically, so you will not wait on a review.

Your markup starts at 30%

New accounts default to a 30% patient-pricing markup — you can change it any time in Settings.

Flore Clinical is a HIPAA workspace, so sign-in is password plus a one-time email code, once per day.

• Email & passwordEnter your credentials and choose Sign In.
• 6-digit codeThe first time you log in each day, we email a 6-digit verification code (valid 5 minutes). Enter it to finish.
• Forgot password / emailBoth recovery links are right on the sign-in card if you ever need them.

Once a day

You are only asked for the code on your first sign-in of the day on a given session.

Compliance posture

HIPAA · GDPR · PCI DSS · WCAG 2.1 AA — shown right on the login card.

Your home base. At a glance: total patients, orders, reformulations, and pending follow-ups — plus one-click Quick Actions into your most common workflows.

• Quick ActionsJump straight into New Formulation, View Patients, View Orders, the Learning Center, or Order a GoodOne.
• Left navDashboard, Patients, Orders, Calendar, Learning, Handbook, and Settings — everything is two clicks away.
• GoodOnes™ by FloreThe shelf-ready single-target line lives here for quick between-protocol orders.

Your card, always visible

Your name, clinic, and Sign Out sit at the bottom-left on every screen.

From the Patients tab, choose Add Patient (or Invite a Patient to have them self-onboard). The only required fields are name, date of birth, and sex.

• Core detailsFirst & last name, date of birth (age auto-fills), sex/gender, and optional email & phone.
• Attach a test now (optional)You can upload the patient’s microbiome PDF right here — it is queued for analysis and marker pre-selection.
• Clinical notesA free-text field for medical history, conditions, medications, and allergies.

Invite a Patient

Prefer the patient to fill in their own details? Send an invite link instead of typing it yourself.

Your roster is private

You only ever see your own patients — the clinical firewall keeps every provider’s list separate.

Open any patient for a full clinical picture — orders, formulations, and a row of tabs for every part of their care.

• Tabbed profileOverview, Order Tracking, Microbiome, Lab Results, Formulations, Outcomes, Progress, Clinical Notes, and Documents.
• Snapshot headerOrders, formulations, and the portal’s model-generated predicted-success indicator — up top, always.
• Everything in one placeTest results, the formula you built, the order status, and your notes all hang off this one profile.

Predicted vs. reported

As patients record outcomes, the profile compares them against the model’s prediction so you can see how a patient is responding. These are portal indicators, not clinical efficacy claims.

On the Microbiome tab, drop in a PDF stool-test report. Flore parses it deterministically — not by AI guesswork — and pre-selects the relevant markers for the formula.

• Select PDF ReportUpload the patient’s stool-panel PDF. Flore reads the markers verbatim and stores the report on the profile.
• Labs we parse nativelyGI-MAP, Genova GI Effects, Doctor’s Data GI360, Viome, CosmosID, and Flore’s own report — read deterministically.
• Markers pre-selectRecognized markers flow straight into the next formula so you are not re-entering findings by hand.

Test optional

No test yet? You can still build a symptoms-only formula and add the test later.

Sequencing is accredited & separate

Flore does not run the lab. Sequencing is performed by independent CLIA-certified, CAP-accredited laboratories; Flore analyzes that data.

The order builder is three steps: pick the patient, confirm symptoms & conditions, then review and check out. Markers from the microbiome report are pre-selected for you.

• 1 · PatientChoose an existing patient or add a new one inline.
• 2 · Symptoms & conditionsConditions from the clinical database; anything from the intake or the test report comes pre-selected.
• 3 · Review & checkoutPick 3 / 6 / 12 months, capsules or powder (never liquid), and ship-to-clinic or ship-to-patient — then proceed to secure checkout.

Pricing by boosters

3-month totals run $228 / $288 / $348 / $408 for 0–3 boosters; 6- and 12-month plans scale from there.

Your markup = your revenue

Your patient-pricing markup (default 30%) is added at checkout and paid out to you.

Every formula shows its system, strain count, total CFU, and boosters — with strains shown as genus, species, and a Flore code.

• Read the cardSystem badge, created date, strains + CFU, and boosters at a glance.
• Act on itView Details, Reformulate, Adjust boosters (up to 3), or record an outcome to unlock a refill.
• Proprietary strains stay protectedYou see genus + species + a FLORE-#### code + CFU — the exact proprietary strain designations and the formulation recipe are never exposed.

Supplement Facts are frozen

Once a formula is created, its Supplement Facts are locked to that record — adjusting boosters will not silently rewrite them.

Open any order for the full manufacturing and shipping picture — status, SKU, production, tracking number, and patient-shareable receipt & recipe links.

• Order detailSKU, paid status, system, strains, CFU, and clinician cost — plus a live manufacturing panel with the sales-order number.
• Sync production statusPull the latest production and fulfillment status straight from the manufacturing floor.
• Patient journeyA 9-step tracker — Profile → Survey → Test → Paid → Formula → Manufacturing → Manufactured → Shipped → Received.

Orders list

The Orders tab filters by All / Pending / Paid / Sent / Processing / Shipped / Cancelled and searches by order, patient, or batch.

Shareable links

Generate tokenized Receipt and Recipe links to send directly to the patient.

Between custom protocols, order a shelf-ready GoodOne for a patient in seconds — the same precision architecture, no appointment needed.

• Pick the OneThe single-target, shelf-ready GoodOnes™ line — each formula built for one focus area.
• Provider or patient pricing$49 patient / $35 provider for one bottle (2- and 4-packs scale). Choose who pays — retail to the patient, or wholesale to you.
• Get checkout linkGenerates a checkout link with the patient and order pre-attached.

Front door to the ladder

A $49 GoodOne is an easy entry point that can step up into a full custom protocol.

Two Stripe-powered cards in Settings handle the money: a card on file for billing, and payouts for your markup earnings. Flore never sees or stores card or bank numbers.

• Payment method on fileA card vaulted by Stripe for billing and reimbursements — the number never touches Flore.
• Get Paid (Payouts)Onboard with Stripe Connect to receive your markup earnings; your bank details are handled by Stripe.
• Accepting new patientsFlip this on to let Flore connect you with customers seeking a provider — an admin brokers each match, so you are never contacted automatically.

Markup is your lever

Set your patient-pricing markup (0–100%, default 30%) in Settings — the live preview shows your revenue per plan.

Settings is where your clinic identity lives — profile, credentials, shipping, security, and pricing.

• Clinic profileProvider & clinic name, NPI, credentials, license number & state, and practice website.
• Shipping & securityA clinic ship-to address for “ship to clinic” orders, plus a configurable HIPAA session timeout.
• Change email / passwordBoth are self-service; changing your email requires a quick re-verification.

Accepting-patients toggle

The same toggle from the billing step lives here too, alongside your markup control.