Activ8 Telemedicine — Project Command Center
Project command center

Activ8 Telemedicine

Full-stack telehealth platform build: website, GHL CRM, AdvancedMD EMR integration, patient portal, social media, and marketing funnels for Activ8 Telemedicine.

Mike Denno — Owner
David Rodriguez — Strategic Operations Director
Ariel Causey, FNP-C — Co-Owner & Provider
Waleed Sajid — Technical Lead & Dev
Julio (ReplyBoost) — A2P & SMS
Project snapshot — April 19, 2026
18
Tasks completed
5
In progress
1
Blockers
12
Future items
7
Departments
35
Days active
Overall status: Major milestone — Activ8 custom app UI/UX spec fully completed after Ariel zoom walkthrough. Full app architecture mapped: Patient Portal (9 screens), Provider Dashboard (7 screens), Admin/MA Portal (4 screens). A2P verification approved ✅. Zapier access received ✅. Patient portal scope resolved from Ariel call ✅. V2 website in development. Only 1 blocker remaining (webhosting credentials). Developers targeting first app Figma delivery by end of next week.
🌐

Website & Design

Main website, landing pages, V2 redesign, and mobile app UI/UX

Completed

Landing pages V1 — 3 pages live on staging

Main, Hormones, and Digestive Health landing pages built and deployed to Vercel staging. Ready for content review and feedback.

Main page Hormones Digestive
Completed

Main website V1 — homepage on staging domain

Full homepage deployed to activ8-seven.vercel.app. Includes hero, services, pathway, testimonials, FAQ, and CTA sections.

Completed

V1 Figma design — shared with Mike & David

Homepage + service page concepts shared via Figma prototype link on Mar 24. Structure, color scheme, and user flow approved for development.

In progress

V2 website redesign — on developers' localhost

Enhanced version with updated visual direction (attached V2 PDF). Developers are building on localhost as per Ariel's feedback. Color palette: teal/seafoam primary, clean medical aesthetic. Target: live by mid-next-week.

Teal primary Modern medical Mid-week ETA
Completed

App V1 — Full UI/UX spec completed

Complete app architecture mapped after Ariel zoom walkthrough. 20+ screens across 3 portals: Patient (9 screens), Provider Dashboard (7 screens), Admin/MA (4 screens). Includes video visit integration, Freed AI scribe, preset lab panels, split-screen charting. Ready for Figma design.

Open in Figma →
Pending revisions

Landing page revisions (Round 1 — from Ariel)

Feedback received via David on Mar 24:

• Remove old clinic logo from Ariel's lab coat photo (AI edit/Photoshop)
• Replace male provider image with female stock photo
• Sub-headline: remove personal name, use scalable language
• Lead with "GLP-1/Weight Loss" not "peptide therapy"
• Headline approved as-is ✅

📱

Activ8 Custom App

Patient portal, provider dashboard, admin portal — fully custom, synced with AdvancedMD

Major milestone: Ariel zoom walkthrough completed April 19. Full EMR workflow documented. Complete app architecture (20+ screens, 3 portals) has been specced and is ready for Figma design. Developers targeting first mockups by end of next week.
Completed

Ariel EMR workflow walkthrough — zoom call

Live zoom session with Ariel walking through the full AdvancedMD flow: patient booking → intake → consents → video visit → charting → post-visit summary → lab ordering → prescriptions → payment processing. All pain points documented.

Completed

Patient Portal spec — 9 screens mapped

Complete patient app architecture: Onboarding/signup → Home dashboard (with visit summary card) → Appointments (summaries under appointments per Ariel's request) → Secure messaging (with attachments) → Lab results (with trend charts) → Documents → Payments → Profile → Video visit (doxy.me)

9 screens Mobile-first
Completed

Provider Dashboard spec — 7 screens mapped

Ariel's custom dashboard: Today's schedule → Patient charts (7 tabs) → Charting with note templates (initial male/female/follow-up) → Split-screen video visit (video + charting simultaneous) → Scheduling → Inbox → Lab management. Includes Freed AI scribe integration, dot phrases, preset lab panels, data carry-forward.

7 screens Freed AI Split-screen
Completed

Admin/MA Portal spec — 4 screens mapped

Medical assistant dashboard for operations support: Admin dashboard → Payment processing (batch + individual) → Scheduling support (book/edit on behalf of patients) → Patient support (triage messages, document verification, tech help).

4 screens Web-only
In progress

App Figma mockups — design phase

Designers building full Figma mockups for all 3 portals based on completed spec. Target: first round of mockups by end of next week (April 25). Will be shared with Ariel/Mike/David for approval before development begins.

Pending decision

Video platform — doxy.me vs Zoom Health

Dev team recommends doxy.me for cleaner UI/UX and simpler integration. Both are HIPAA compliant. Ariel currently uses Zoom Health via AdvancedMD. Needs client decision before video integration begins.

Pending input

Lab panel presets — needs Ariel's input

App includes one-click lab ordering with preset panels. Ariel needs to define which specific tests go in each panel: Men's Hormones, Women's Hormones, Comprehensive Wellness, GLP-1 Monitoring. Custom panel builder also included.

Future integration

Freed AI — API integration research

AI scribe for auto-generating visit notes during consultations. Ariel plans to use Freed AI. Team researching API availability for embedding into custom provider dashboard. HIPAA compliant. Alternative: build custom AI scribe using OpenAI Whisper.

GoHighLevel & CRM

GHL agency setup, sub-accounts, automations, funnels, and A2P verification

Completed

GHL direction confirmed

Decision made: new agency account under Mike, white-labeled, clean and separate from Julio's existing GHL. Waleed has full control to customize and build freely.

Completed

GHL sub-account created for Activ8 Med

Sub-account provisioned under Mike's agency. Admin access added for Julio (ReplyBoost) for A2P verification.

In progress

GHL full setup — target: EOD Monday

Comprehensive GHL configuration in progress: funnels, automations, pipelines, booking calendars, form integrations, and communication workflows. Complete setup targeting end of day Monday, April 7.

Completed

A2P verification — Approved ✅

A2P 10DLC registration approved. SMS/MMS messaging through GHL is now fully operational. No carrier blocks. Julio (ReplyBoost) handled verification successfully.

Completed

GHL → AdvancedMD integration plan drafted

Full integration plan documented: GHL form submission/booking triggers webhook → Zapier (access now confirmed ✅) formats data → AdvancedMD API creates patient + appointment. Covers patient info, appointment data, and optional intake fields. Ready to implement.

Webhook Middleware API
🏥

EMR & AdvancedMD

Electronic medical records, patient intake, forms, and EMR integration

Completed

EMR user created for Waleed

Ariel created AdvancedMD login for Waleed per Mike's request. Office Key: 158314. Full access to explore EMR structure, fields, and integration points.

Completed

Men's health intake forms received

Ariel provided complete men's health paperwork: consents, intake & ED assessment, male medical intake & consents. These serve as the model template for all future intake forms.

Completed

EMR form strategy defined

Structure confirmed: shared intake (demographics, history, meds) + condition-specific segments (ED, hormones, gut, weight loss) + consents/policies. Men's health first, then replicate across other services.

Completed

AdvancedMD wish list — captured from Ariel zoom

Captured April 19 via live zoom walkthrough:
• Visit summaries under Appointments (fewer clicks)
• Preset lab panels (men/women hormones, comprehensive, GLP-1)
• Note templates with data carry-forward
• Dot phrases / smart keys for charting
• Freed AI scribe integration
• Split-screen video + charting
• Simplified template selection (4 clean cards vs clunky dropdown)
• Payment auto-processing via CPT codes

📱

Social Media

Platform setup, branding, and content strategy across all channels

Completed

Social media logins received from Ariel

All credentials confirmed on Mar 24 via David. Ready for branding and rebuild.

Instagram: Activ8telemedicine Facebook: [email protected] TikTok: [email protected]
Queued for build

Social platform rebuild plan

Build brief received from David. All platforms must share same visual identity as website (logo, color palette, typography).

Priority: Instagram → Facebook → TikTok
Medium: YouTube (create fresh)
Hold: LinkedIn (waiting Ariel confirmation)

Important: Vitamin_A_NP Instagram is Ariel's personal profile — do NOT touch. We only work on the Activ8telemedicine account.
🔧

Infrastructure & Domain

Domain, DNS, DKIM, hosting, email, and technical setup

Completed

Domain transferred to Mike's GoDaddy

activ8telimed.com successfully transferred. Ariel provided authorization code on Mar 24. Mike now fully owns the domain on his GoDaddy account.

Completed

DKIM setup — Section 8 Strategies

DKIM key generated, TXT record added to GoDaddy DNS, verified via MXToolbox. Email authentication fully operational.

Completed

GoDaddy account access

Mike granted GoDaddy account access to Waleed on Mar 16. Full DNS and domain management capability.

Completed

AdvancedMD email confirmed

Email account confirmation completed for AdvancedMD products on Mar 16. Waleed has full EMR system access.

Blocked — needs client

Website deployment to live domain

Website is ready on staging but needs webhosting credentials from Mike Denno to deploy to Ariel's production domain (activ8telimed.com).

Current blockers — needs client action
Only 1 blocker remaining. Zapier access and patient portal scope have been resolved.
✅ Resolved: Zapier access — received from Mike. Integration pipeline unblocked.
✅ Resolved: Patient portal scope — Ariel zoom walkthrough completed April 19. Full requirements captured, app spec written.

🔴 Blocker 1: Webhosting credentials — from Mike Denno

To deploy the website from staging (Vercel) to the live production domain (activ8telimed.com), we need the webhosting credentials. The domain is on Mike's GoDaddy, but we need DNS pointed to our hosting or credentials to deploy directly. Once provided, deployment takes less than 24 hours.

Timeline of achievements
Mar 15
Google Workspace setup for Section 8 Strategies
[email protected] email created and configured
Mar 16
Kickoff call — Mike, David, Waleed introduced
Mike Denno Platform Ideas call. Waleed introduced to David. Sub-accounts, CRM, and telehealth platform discussed
Mar 16
EMR access granted — AdvancedMD
Ariel created Waleed's login. Office Key 158314 provided
Mar 16
GoDaddy access granted by Mike
Account access invite sent and accepted
Mar 17
DKIM setup — TXT record added to GoDaddy
Live screen-share session with David. Verified via MXToolbox within 48hrs
Mar 17
Landing pages V1 deployed to staging
Main, Hormones, Digestive pages live. David shared links with full team
Mar 17
A2P verification form prepared
Authorized rep details + business details template sent to Mike
Mar 19
Men's health intake forms received from Ariel
Consents, ED assessment, intake forms — model template for all services
Mar 19
GHL direction decided — new agency account
White-labeled, separate from Julio's setup. Full control for Waleed
Mar 22
Weekly alignment call — Mike, David, Waleed
Website wireframe target set for Monday. Live deployment target Thursday. App design discussed
Mar 23
A2P verification initiated with Julio
Julio added as admin to GHL. Corp details provided. Verification in process
Mar 24
V1 Figma design shared
Homepage + service page concepts sent to Mike & David via Figma prototype link
Mar 24
Domain authorization code received
Ariel provided auth code → David forwarded → Domain transferred to Mike's GoDaddy
Mar 24
Social media logins received
Instagram, Facebook, TikTok credentials provided by Ariel via David
Mar 25 →
Landing page revisions (Round 1)
Ariel's feedback: logo removal, image swap, copy changes. In progress with dev team
Mar 25
DKIM verified ✅
Confirmed completed in team email update
Mar 27 →
AdvancedMD wish list received
David's brief: notifications, intake automation, reminders, patient portal. Queued for build
Apr 1 →
V2 website development on localhost
Developers building per Ariel's feedback. Target: deployment this week
Apr 8
Zapier access received from Mike
Integration pipeline unblocked. GHL → AdvancedMD automation can now proceed
Apr 10
A2P verification approved ✅
SMS/MMS messaging through GHL now fully operational. No carrier blocks
Apr 19
Ariel zoom walkthrough — full EMR workflow captured
Live session with Ariel. Walked through entire AdvancedMD flow: booking → intake → consents → video → charting → post-visit → labs → Rx → payments. All pain points and wishes documented
Apr 19
Custom app spec completed — 20+ screens across 3 portals
Full architecture mapped: Patient Portal (9 screens), Provider Dashboard (7 screens), Admin/MA Portal (4 screens). Includes Freed AI, doxy.me, preset lab panels, split-screen charting
Apr 19 →
App Figma mockups — design in progress
Designers building full mockups from completed spec. Target: first round by April 25
Apr 25
App Figma V1 delivery (target)
First round of app mockups shared with Mike/David/Ariel for review and feedback
Future roadmap
Upcoming

Website go-live on production domain

Once webhosting credentials received → deploy V2 website to activ8telimed.com. Connect Google Analytics, Tag Manager, Search Console for SEO and ad tracking.

Upcoming

GHL → AdvancedMD live integration

Implement the drafted integration plan: webhook triggers, middleware (Zapier/Make), API calls to AdvancedMD. Auto-create patients and appointments. Needs Zapier access first.

Upcoming

Patient intake automation

Auto-deliver intake forms after booking. Completion tracking dashboard. Reminder sequences (48hr/24hr/2hr). Pre-populate AdvancedMD patient charts.

Upcoming

Notification & alert system

Instant email + SMS to Ariel for: new bookings, form submissions, cancellations. Daily morning digest. Incomplete intake flags with auto-reminders to patients.

Upcoming

Appointment reminder sequence

Automated multi-step: 72hr confirmation + intake link → 24hr reminder + telehealth link → 1hr final reminder. Reduces no-shows significantly.

In progress

Patient portal (Activ8 App) — Figma design phase

Scope fully defined from Ariel zoom call. 9-screen patient app with: home dashboard, appointment booking + visit summaries, secure messaging with attachments, lab results with trend charts, document management, in-app payments, video visits via doxy.me. Figma mockups in progress.

Upcoming

Provider dashboard (Ariel's custom interface)

7-screen provider portal replacing AdvancedMD's clunky frontend. Unified scheduling + charting (no more two windows). Split-screen video + charting. Freed AI scribe. Preset lab panels. Note templates with data carry-forward. Design phase begins after patient portal mockups approved.

Upcoming

Admin/MA operations portal

4-screen web portal for future medical assistant: payment processing (batch + individual), scheduling on behalf of patients, patient support/triage, document verification. Timing depends on MA hire.

Upcoming

Freed AI scribe integration

API research for embedding Freed AI (HIPAA-compliant AI note-taking) into provider dashboard. Auto-generates HPI and treatment plan during video visits. Ariel currently plans to use Freed as standalone — our goal is to integrate directly.

Upcoming

doxy.me / Zoom Health video integration

HIPAA-compliant video calling embedded in both patient and provider apps. Dev team recommends doxy.me for cleaner UX. Needs final client decision before build starts.

Upcoming

Social media brand launch

Rebuild Instagram, Facebook, TikTok with unified visual identity. Create YouTube channel. All platforms matching website brand kit.

Upcoming

Peptide therapy landing page

4th service line confirmed. Dedicated landing page to be built after GLP-1/Weight Loss is established as primary offer.