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User GuidesFor Providers

Guide for Providers

This guide covers how healthcare providers access and manage patient data within the Loop Health platform.

Accessing Patient Data

As a provider, you have read access to patient health data through the Patient Graph API and admin dashboard. Your access level is determined by your RBAC role.

Your Permissions

ResourceReadWriteDelete
Patient Profiles
Lab Results
Protocols
Patient Events
Audit Logs

You can read patient profiles, labs, and events. You can read and write protocols (create and update treatment plans).

Getting Access

  1. Your Loop Health administrator adds you as a user in Clerk
  2. They set your publicMetadata.adminRole to "provider"
  3. You sign in at the admin dashboard with your credentials
  4. You can now access patient data through the dashboard

Reviewing Patient Labs

Viewing Lab Results

  1. Navigate to a patient’s profile
  2. Click Lab Results to see their history
  3. Each lab report shows:
    • Date of the lab work
    • Provider (lab company)
    • Status (pending review, reviewed, archived)
    • List of biomarkers with values and reference ranges

Understanding Biomarker Status

StatusMeaningColor
optimalWithin the ideal rangeGreen
normalWithin reference range but not optimalYellow
lowBelow reference rangeOrange
highAbove reference rangeOrange
critical_lowCritically below rangeRed
critical_highCritically above rangeRed

View how biomarkers change over time by accessing the trends view. This shows longitudinal data across all lab reports for a patient.


Managing Protocols

Creating a Protocol

Providers can create treatment protocols for patients:

  1. Navigate to the patient’s profile
  2. Click Protocols → New Protocol
  3. Fill in:
    • Protocol title (e.g., “BPC-157 Recovery Protocol”)
    • Description
    • Start and end dates
    • Protocol items (compound, dosage, frequency, route)
  4. Save the protocol

Protocol Lifecycle

active → paused → active → completed ↘ cancelled
StatusMeaning
activePatient is currently following this protocol
pausedTemporarily on hold (e.g., travel, illness)
completedProtocol cycle finished successfully
cancelledProtocol discontinued

Monitoring Adherence

Patient adherence is tracked through:

  • Protocol check-ins — Logged when patients take their doses
  • Weekly check-ins — Self-reported wellness metrics
  • Streak tracking — Consecutive days of adherence

Treatment Workflow (Rimo Health)

For prescription protocols, the workflow involves Rimo Health:

1. Patient completes intake → Profile created 2. Labs reviewed → Treatment recommended 3. Clinician reviews → Treatment approved/modified 4. Prescription generated → Sent to pharmacy 5. Order shipped → Patient receives medication 6. Follow-up labs → Protocol adjusted

Treatment Statuses

StatusDescription
pendingAwaiting clinician review
approvedClinician approved the treatment
deniedTreatment not approved
fulfilledPrescription dispensed

Prescription Tracking

View prescription status for each patient:

  • Medication name and dosage
  • Pharmacy status
  • Shipping and tracking information
  • Refill history

Patient Events Timeline

The patient timeline shows a chronological record of all health events:

Event TypeDescription
lab_parsedLab report uploaded and analyzed
protocol_startedNew protocol began
protocol_completedProtocol cycle completed
note_addedClinical note or observation
check_inPatient submitted weekly check-in
wearable_syncWearable data synchronized
treatment_approvedTreatment approved by clinician
prescription_shippedPrescription shipped to patient

Data Privacy

Audit Trail

Every time you access patient data, an audit log entry is created:

  • Your user ID
  • The patient whose data was accessed
  • What resource was accessed (profile, labs, protocols)
  • What action was performed (read, write)
  • Timestamp

HIPAA Compliance

  • Access only the minimum necessary patient data
  • Do not export or share patient data outside the platform
  • Report any suspected data breaches to the compliance team
  • All PHI is encrypted at rest and in transit

API Access

If you need programmatic access to patient data, use the Patient Graph API with your Clerk JWT:

# Get patient profile curl "https://patient-graph.loop.health/profiles/:id" \ -H "Authorization: Bearer $YOUR_JWT" # List patient labs curl "https://patient-graph.loop.health/labs?customerId=:id" \ -H "Authorization: Bearer $YOUR_JWT" # Create protocol curl -X POST "https://patient-graph.loop.health/protocols" \ -H "Authorization: Bearer $YOUR_JWT" \ -H "Content-Type: application/json" \ -d '{ "customerId": "...", "title": "...", "items": [...] }'

See the API Reference for complete documentation.