Leo / For Providers

See your patients between visits.

Leo is the patient app your patients already want. You get a calm read-out of what’s happening between appointments — meds taken, symptoms logged, vitals trending — so visits start with context, not catch-up.

In active development3 months free for beta testers

Everything below is what we’re building for the provider beta. The features are still in development — join the waitlist and we’ll bring you in as they go live.

JL

Jordan L.

Active flareNDPH · Day 187

Last visit · 14d ago

Adherence

0%

Severity

Flare

0

migraines

Briefing · auto-built from last 30 days

Scope

What Leo is. And what it isn’t.

Is

A calm, patient-driven record of what’s happening between your visits.

A way to walk into a session knowing the last 30 days. A lightweight space to set treatment plans and assign assessments. A bridge between you and the rest of your patient’s care team.

Is not

Not an EHR replacement. Not e-prescribing. Not billing. Not clinical decision support.

Not a diagnostic tool. Leo doesn’t suggest treatments, doesn’t tell you what to ask, and doesn’t make care decisions. Those are yours.

Visit prep

Walk into every visit with context, not catch-up.

Feature

Pre-visit briefing card

60-second auto-summary of your patient's last 30 days, delivered the morning of the appointment.

Feature

Pre-visit topic deep-dive

Tap any topic (sleep / mood / a symptom) → 30-day data + relevant logs. No suggested questions — just data.

Feature

Patient-generated pre-visit note

Patient writes free text before the visit. Leo never prompts them what to write.

Feature

Patient-side visit prep nudge

24h before the appointment, Leo nudges the patient to capture how they've been.

Feature

"For your provider" patient note

Patient flags a specific note for this visit; surfaces in your brief, not in the general feed.

Body Map for providers

The same map your patient logs into. You see it too.

MigraineEDSPOTSCrohn's

Tap any zone

Zone detail

Head

Migraine

Migraine ×3 since Nov 12 · severity 6–8

In Leo, the body map glows with the patient’s real condition activity. Tap a zone to see every log there.

Pain heatmap (90d)

Aggregated body-zone view

Duration Tracker

"Day 187 of NDPH" on patient header

Multi-condition navigator

Tab per condition on detail page

Days since last flare

Streak counter, patient sees it too

Days-without-X tracker

Configurable; consistency signal

Descriptive overlays

Leo stacks the data. You draw the conclusions.

Eleven overlay surfaces, all built on data the patient already logs. Display only — no Pattern Engine claim ever crosses into “you should” territory.

Hero overlay

Headache severity, last 28 days

Severity Med start
02.557.510Sertraline 50mg

Display only · Leo never says “this means X.”

Cycle-phase symptom overlay

Logs against menstrual phase

Weather × symptom overlay

Barometric pressure + temp swings

Sleep × activity overlay

HealthKit sleep score + activity logs

Lab trend vs personal range

Patient's personal ranges, not generic ref

Vital event timeline

Surgeries, hospitalizations, transitions

Episodic event analytics

Attacks: duration · frequency · gap

Device routine adherence chart

TPN · ostomy · line care · feeding tube

Treatment response visualizer

Before/after a med start; no advice

Pattern Engine for providers

Descriptive cluster output only

PRN effectiveness chart

Patient-rated effectiveness over time

Treatment tooling

Lightweight tools to set care and track response.

Treatment response

Mood + side effects before/after Sertraline

Mood Side effects
Sertraline 50mg

Both signals plotted around the med start · provider draws the conclusion

Feature

Treatment-plan progress tracker

Patient marks goals Achieved / In Progress / Stuck. You see the dots.

Feature

Provider-assigned check-ins

PHQ-9 weekly · post-op pain daily · side-effect monitoring on a new med.

Feature

Provider-editable lab ranges

Set the patient's personal ranges. Audit-trailed.

Feature

Provider lab upload via OCR

Reuse Leo's patient lab-scan pipeline on the provider side.

Feature

Quick PDF export from any chart

One-tap PDF export of any view, branded for the patient chart.

Coordination

Built for real practice life.

Feature

Care team view per patient

All providers + caregivers in one panel, patient-controlled visibility.

Feature

In-Leo referrals

Refer with chart pre-linked + your context note attached.

Feature

Group-practice coverage

Temporary panel share for covering colleagues. Auto-revoked.

Feature

Caseload + outcome analytics

Clinic-level + private per-provider benchmarking (never shared).

Feature

Patient gamification preview

Streak + level + badges as an engagement signal.

Feature

Multi-tab patient workspace

Web only — open N patients at once, like browser tabs.

Trust + consent

The patient stays in the driver’s seat. Always.

Granular consent

What flows. What doesn’t.

Patient
You

Medications

On

Vitals & sleep

On

Mood + journal

Off

Labs

On

Cycle data

Off

Symptoms + flares

On

Patient sees what you see · revokes anytime

Feature

Granular per-data-type consent

Patient grants access per data type — meds only, everything except journal, timed expirations, anything in between.

Feature

Provider re-request consent (granular)

Request access to specific data with a reason. Patient approves or declines. Audit-trailed both ways.

Feature

Templates marketplace

Share assessment / treatment-plan / check-in templates across the Leo provider community. SuperAdmin-approved, free.

Day-to-day

The little surfaces that make a panel feel like yours.

Cohort search

Find every patient who logged a symptom.

back pain · last 30 days
JL

Jordan L.

logged 4 days ago
MR

Maya R.

logged 6 days ago
KP

Kai P.

logged 1 day ago
AS

Avery S.

logged 2 days ago

Descriptive · search your own patient panel

Data provenance

Know where every number came from.

Heart rate · 134 bpm

Apple Watch

Sleep score · 72

Oura

Glucose · 98 mg/dL

Dexcom

Migraine severity · 7

Manual entry

Steps · 6,142

HealthKit

Every value tagged with its origin · trust calibrated

Your taxonomy

Color-coded labels, only you see.

JL

Jordan L.

High touchNDPH
MR

Maya R.

Stable
KP

Kai P.

New intakeAdolescent
AS

Avery S.

Med reviewEDS
TR

Talia R.

Monitoring

Provider-private · never visible to the patient

The full surface

And twenty more capabilities, while we’re at it.

The provider beta is built around the surfaces above — these are the additional tools we’re shipping alongside. Every item is in development; not all will land on day one.

Auto-celebrate patient wins

Streak hit or goal achieved → one-tap encouragement

Care plan handout PDF

1-page summary patient leaves with after the visit

Provider's private notes-to-self

Never visible to the patient

First-ever symptom log flag

"This is new for this patient" badge

Pre-visit checklist for patient

Configure: "before our visit, log sleep × 3 nights"

Patient mood quick-rating

Opt-in 1-tap rating between visits → tiny dot graph

Hospital / ER visit logger

Patient logs ER visit + reason → flag on header

Patient document upload queue

Outside lab PDFs, after-visit summaries, insurance

"Share with provider" journal

Patient marks specific entries visible to you

Provider letter of explanation

1-tap PDF for school / employer / DMV

Patient outcomes summary

Auto-generated when a treatment plan completes

Granular push + email digests

Daily / weekly / off — per signal type

Quick PDF export everywhere

Every chart + view → one-tap branded PDF

Caregiver observations channel

Third-party observations (consent-gated)

First-ever insurance/demo intake

Patient fills once → syncs to every provider they link

Honest scorecard

Leo + your EHR. Not Leo vs. your EHR.

What you need

Leo

Traditional EHR

Between-visit patient data
Patient-reported symptoms + flares
Patient meds + adherence + PRN effectiveness
Limited
Visit-prep briefing card
Body Map + duration tracker
Descriptive overlays (med/cycle/weather/sleep)
Assessment library + custom forms
Patient-controlled granular access
E-prescribing (Surescripts)
Billing + claims
EHR/FHIR interoperability

Leo isn’t replacing Epic. It fills what Epic wasn’t built for.

Built wide

Useful in your specialty.

Mental health

Psychiatrists · Psychologists · Therapists · Counselors · LCSWs

  • Treatment plans the patient can mark Achieved / In Progress / Stuck
  • PHQ-9, GAD-7, or custom assessments tracked across sessions
  • Mood + sleep + medication adherence visible between visits
  • Provider-assigned check-ins between sessions
How it works

From apply to onboarded, in four steps.

1

Apply

Three-minute waitlist form. Tell us about your practice.

2

We verify

NPI auto-checked against NPPES. License + state reviewed by hand.

3

Sign the BAA

Once approved, sign Leo's BAA. Org-level for practices; solo template coming.

4

Onboard

Invite patients with activation codes. You're live.

Beta perk

Help us build it. Get three months free.

Beta-test with your real patients, tell us what’s missing or wrong, and get three months of Leo Provider free once we launch publicly. No card up front.

License + state verification before access begins