Everything you need to know about Moonshot Clinic EHR. Can't find your answer? Contact us.
Most clinics are fully operational within 15 minutes. Create your account, configure your appointment types, add your providers, and you're live. No implementation consultants, no 6-week onboarding projects, no setup fees.
If you're migrating from another system, data import adds a few hours depending on volume — but you can run the platform same-day.
Book a demo at moonshotclinic.com/demo and we'll walk you through setup. New accounts get full Professional-tier access during onboarding — no credit card required. You get the complete platform: charting, e-prescribing, inventory, CRM, billing, patient portal, and AI assistant.
When the trial ends, you choose your plan. Nothing is deleted.
Yes. We support CSV imports for patient demographics, medication lists, and chart history. If you're migrating from Cerbo, Jane App, Practice Better, or OptiMantra, we have specific migration guides that map their export formats to our import templates.
For large migrations (1,000+ patients), our team can assist directly at no additional cost.
100% cloud-based. The platform runs on AWS infrastructure with multi-AZ redundancy, encrypted storage, and automatic backups. There's nothing to install, no servers to manage, and no IT department required. Access it from any browser on any device.
Unlimited. Staff users are always free on every plan — front desk, MAs, billing coordinators, office managers — at no cost, no matter how many you add. You only pay per prescriber per month.
This is a deliberate decision: we don't think you should pay more because you hired a new medical assistant.
Structured encounter notes with customizable templates for SOAP, H&P, follow-ups, and procedure notes. Each chart includes a timeline view of all encounters, vitals tracking, problem list, medication list, allergy documentation, and lab results.
Templates auto-populate with patient data so you're not retyping demographics every visit. Charts support rich text, structured fields, and auto-calculations for dosing.
A natural-language interface that lets you query your clinic's data conversationally. Ask questions like "How many patients started GLP-1 therapy this quarter?" or "Show me all patients with testosterone levels below 300" and get instant answers from your actual data.
It's not a chatbot — it generates real database queries against your patient records, with full audit logging. Available on Professional and Enterprise plans.
A full calendar system with provider availability management, appointment type configuration, conflict detection, and online patient self-booking. Patients book through your branded booking page, receive automated confirmations and reminders via email and SMS, and can reschedule or cancel online.
The calendar supports multi-provider views, color-coded appointment types, and drag-to-reschedule.
Yes. Built-in CRM with lead capture, pipeline tracking, and automated drip sequences via email and SMS. When a lead fills out a form on your website, they enter your pipeline automatically. You can build multi-step nurture sequences with configurable delays, then convert leads to patients with one click.
No GoHighLevel or third-party CRM needed.
Yes. The messaging system supports automated appointment reminders, follow-up sequences, birthday messages, payment reminders, and custom automations triggered by appointment events. Messages can go via email (SES) or SMS (Spruce integration).
All messaging respects patient consent preferences and opt-out requests.
Yes, on Professional and Enterprise plans. Launch HIPAA-compliant video visits directly from the patient's chart. No separate telehealth vendor, no additional per-visit fees. The visit links are sent automatically with the appointment confirmation, and the encounter note is pre-populated in the same chart.
Built-in dashboards covering revenue, appointment volume, referral sources, provider productivity, patient retention, and lead conversion. You can filter by date range, provider, and appointment type.
The analytics module includes a referral source tracker so you know exactly which marketing channels are driving patients. Custom reports can be pulled via the AI assistant.
Yes. A full form builder with conditional logic, auto-scoring instruments, multi-page forms, and e-signatures. Forms are sent automatically with appointment confirmations and completed by patients on their phone or computer before they arrive.
Responses flow directly into the patient chart. You can build forms for medical history, consent, PHQ-9, GAD-7, and any custom screening tool.
Yes. Moonshot has a dedicated DEXA module that integrates with Hologic scanners. Scan data is parsed automatically, stored in the patient's chart, and used to generate branded body composition reports with trend tracking across multiple scans.
This is a unique feature — no other EHR in this market has native DEXA integration.
Yes. Built-in task management with assignment, due dates, priority levels, and completion tracking. Tasks can be linked to specific patients or stand alone as operational to-dos.
Automations can create tasks based on appointment events — for example, auto-creating a "Follow up on labs" task 48 hours after a blood draw appointment.
Three plans, all priced per prescriber per month. Staff users are always free.
Annual billing saves ~15%. No setup fees on any plan.
No. Zero setup fees on all plans. This is a direct contrast to competitors like Cerbo ($1,195 setup) and OptiMantra ($1,000-$10,000 setup). You sign up, configure your clinic, and you're live.
If you need hands-on migration assistance for large patient databases, that's included at no extra charge.
Integrated Stripe billing. You connect your own Stripe account and process payments directly — patient copays, membership fees, product sales, and one-time charges.
Moonshot takes a small platform fee (0.5% Essentials, 0.3% Professional/Enterprise) on top of standard Stripe processing rates. You keep your own Stripe account and full payout history.
No. Staff users (front desk, MAs, billing, operations) are always free and unlimited on every plan. You only pay per prescriber per month — the providers who actually write prescriptions.
If you have 1 NP and 4 staff members, you pay for 1 prescriber, not 5 users.
You can cancel anytime — no long-term contracts. After cancellation, your data remains accessible for 90 days so you can export everything. We provide full CSV and PDF exports of patient records, chart notes, billing history, and documents.
Your data is yours. We don't hold it hostage.
The pricing page has a detailed feature comparison table. Short version: Essentials covers core EHR (charting, scheduling, portal, billing, messaging). Professional adds e-prescribing, inventory, CRM, telehealth, and AI. Enterprise adds multi-location, API access, and priority support.
Most hormone and peptide clinics need Professional because of the e-prescribing and inventory requirements.
Yes. HIPAA compliance is built into the architecture, not bolted on. The platform includes:
Yes, included with every plan at no additional cost. You can download and execute the BAA directly from your account settings — no sales call required. The BAA covers all data handling, storage, and transmission within the platform.
AES-256 encryption at rest for all stored data, with TLS 1.2+ encryption for all data in transit. Sensitive fields like driver's license numbers use an additional layer of field-level AES-256-GCM encryption with dedicated keys.
Database backups are encrypted. The encryption keys are managed through AWS KMS with strict access controls.
Yes. MFA is available for all staff and provider accounts. Patients use magic-link authentication (a single-use login link sent to their verified email), which provides equivalent security without the friction of managing authenticator apps for a patient population.
Row-level security (RLS) policies on every database table. Each clinic's data is tagged with a unique tenant ID, and every query is automatically scoped to the authenticated tenant. There is no way for one clinic to access another clinic's data — even through the API.
This is enforced at the database level, not just the application level.
Patient data is retained for the duration of your subscription plus 90 days after cancellation. Backups are retained per our disaster recovery policy. We follow healthcare data retention best practices, and you can configure your own retention policies for specific document types.
You can export or delete patient data at any time per patient request (HIPAA right of access and deletion).
Yes. Every data access, modification, and deletion is logged with timestamp, user ID, action type, and affected record. Audit logs are immutable and available for export.
This covers chart access, prescription events, billing actions, login attempts, and administrative changes. The audit log is essential for HIPAA compliance and is available on all plans.
Yes. Full e-prescribing is integrated directly into the patient chart via SureScripts-certified ScriptSure integration. Providers can prescribe, review medication history, check drug interactions, and send prescriptions to any pharmacy in the SureScripts network — all without leaving the chart.
Available on Professional and Enterprise plans, or as a $99/prescriber/mo add-on for Essentials.
Yes. Electronic Prescribing for Controlled Substances (EPCS) is fully supported through our ScriptSure integration, which is DEA-certified for Schedules II-V. This includes testosterone, GLP-1 medications, and other controlled substances commonly prescribed in hormone and weight management clinics.
Providers complete a one-time identity proofing process to activate EPCS.
SureScripts — the largest pharmacy network in the US, covering over 99% of retail pharmacies. When a provider writes a prescription in Moonshot, it's transmitted electronically to the patient's chosen pharmacy in real time.
You can also view patient medication history from participating pharmacies and PBMs.
Refill requests from pharmacies appear in the provider's Rx mailbox within Moonshot. Providers can approve, deny, or modify refill requests with a few clicks.
The platform also includes an Rx tracker dashboard that shows all active prescriptions, refill status, and upcoming refill dates across your patient panel.
Yes. The inventory module tracks every medication and supply in your clinic with lot numbers, expiration dates, quantities, and FEFO (first expired, first out) dispensing logic. When a provider charts a medication administration, inventory is deducted automatically from the selected lot.
You always know exactly what's on your shelf and when it expires.
Yes. The inventory system is built to meet DEA requirements for controlled substance tracking. Every transaction (receipt, dispensing, waste, adjustment) is logged with an immutable audit trail. Lot-level tracking, chain-of-custody documentation, and discrepancy reporting are all built in.
You can generate DEA-ready inventory reports at any time.
Yes. For injectable medications (testosterone, peptides, etc.), inventory is tracked at the milligram level, not just the vial level. When a provider charts a 200mg testosterone injection from a 1,000mg vial, the system deducts 200mg from that specific lot and shows 800mg remaining.
This precision is critical for DEA compliance and waste documentation.
Yes. The inventory module generates audit reports showing complete transaction history per lot: receipt date, every dispensing event with patient name and dose, adjustments, waste, and current balance.
These reports are formatted for DEA audit readiness and can be exported as CSV or PDF.
Yes. You can manage multiple suppliers per medication, track purchase orders, record receipt of shipments with lot numbers and expiration dates, and compare pricing across vendors.
The system supports both 503A compounding pharmacies and 503B outsourcing facilities — standard sources for hormone and peptide clinics.
View upcoming and past appointments, complete intake forms, access lab results and body composition reports, view their medication list, message the clinic, update contact information, manage payment methods, and download their health records.
The portal is mobile-first with a modern dark-mode interface — designed to feel like an app, not a hospital website from 2008.
Magic-link authentication. Patients enter their email address, receive a single-use login link, and click it to access their portal. No passwords to create, remember, or reset. The link expires after 15 minutes and can only be used once.
This eliminates the #1 patient support request at most clinics: password resets.
Yes. The online booking page shows available appointment types, provider availability, and open time slots. Patients select their appointment, provide basic information, and confirm.
The booking is created in the calendar instantly, and the patient receives a confirmation email with any required intake forms attached. The booking page is branded to your clinic.
Yes. Lab results are available in the patient portal once released by the provider. Results include the test name, value, reference range, and flag (normal, high, low). For body composition scans (DEXA), patients can view their full branded report with trend data.
Providers control when results are released — nothing is shared automatically without clinical review.
Yes. Patients can download their records from the portal, including demographics, visit history, medication list, and lab results. This supports HIPAA's right of access requirement. Exports are available in PDF format.
Clinics can also generate bulk exports on behalf of patients from the admin side.
Currently: Stripe (payments and billing), SureScripts via ScriptSure (e-prescribing and pharmacy network), Spruce (SMS and fax), Amazon SES (email), and Hologic (DEXA scanners).
The Enterprise plan includes API access for custom integrations. We're building additional integrations based on customer demand — lab ordering interfaces and additional scanner support are on the roadmap.
You connect your own Stripe account through the settings page. Once connected, you can charge patients for appointments, memberships, products, and one-time fees directly from the billing module. Stripe handles PCI compliance for card processing.
You keep your Stripe dashboard for payout tracking, refunds, and disputes. Moonshot never touches your funds — payments go directly from patient to your Stripe account.
Through our ScriptSure integration, which connects to the SureScripts network. When a provider writes a prescription, it's sent electronically to the selected pharmacy. The integration also supports medication history lookup (viewing what medications a patient has filled at other pharmacies), drug-drug interaction checking, and formulary data where available.
No separate pharmacy integration vendor needed.
Yes. Full data export is available at any time — you don't need to be leaving to export. Patient demographics, chart notes, billing history, medication lists, lab results, documents, and inventory records can all be exported in CSV and PDF formats.
After cancellation, your data remains accessible for 90 days specifically for export purposes. Your data is yours. We never hold it hostage.
Yes. Cerbo provides CSV exports of patient demographics, chart notes, and billing data. We have a specific migration guide that maps Cerbo's export format to Moonshot's import templates.
For clinics with more than 1,000 patients, our team assists with the migration directly — at no additional cost. Most Cerbo migrations are completed within a single business day.
Email support is available on all plans at ops@moonshotmp.com. Professional plans include priority email response. Enterprise plans include a dedicated SLA with guaranteed response times and direct access to the engineering team.
Because Moonshot is built and supported by a team that runs a clinic on it daily, you're talking to people who actually use the software — not a call center reading from a script.
The platform runs on AWS with multi-AZ redundancy, which means infrastructure failures in one availability zone are automatically handled by another. We maintain a 99.9% uptime target.
In the event of a disruption, we communicate status updates directly to affected clinics. The system includes automatic health checks, auto-recovery, and rollback capabilities. Scheduled maintenance windows are communicated in advance and occur during off-peak hours.
We're happy to walk you through the platform or answer anything specific to your clinic.