Customer story

Dr. Seth Osgood

Founder & Nurse Practitioner, DNP

Gut health, Lyme, and complex autoimmune

Location
West Lebanon, New Hampshire
EHR
Cerbo
Dr. Seth Osgood, DNP, founder of GrassRoots Functional Medicine
Documentation time
2 hrs
saved every clinic day
Post-visit admin
Cleared
labs and tasks queued for the team
His note structure
Kept
drafted in his own protocol templates
We run some of the longest visits in medicine, and the structure matters. Meelio drafts every note in my own protocol templates, then turns the follow-ups, the labs, the coach tasks into a queue I actually clear instead of a list I try to remember. When I need something buried in two years of history, I just ask. I close the laptop when the clinic closes.
Dr. Seth Osgood·Founder & Nurse Practitioner, DNP, West Lebanon, New Hampshire

The practice

GrassRoots Functional Medicine sits on Main Street in West Lebanon, New Hampshire. Dr. Seth Osgood built it after training under Dr. Amy Myers in Austin, and patients travel in from across New England for the intake. His background runs from paramedic to ICU nurse to Doctor of Nursing Practice, and the clinic carries the same anti-fluff line he does: functional medicine, done right.

The caseload is heavy. Gut conditions, Lyme, mold, Hashimoto's, chronic fatigue. These are the longest, most history-dense visits in medicine, built on dozens of labs from IGeneX, Genova, and Doctor's Data. A first assessment can run well over an hour, and the way it gets written down matters as much as what gets written.

The documentation problem

Dr. Osgood runs his practice on protocol templates, his own structure built over years of complex cases. Generic note formats flattened it. A standard SOAP note lost the shape his clinical reasoning depends on, so he rewrote to fit.

Then there was the admin behind every visit. Labs to order, follow-ups to schedule, tasks to hand to his coaches. Two clinicians carry the prescribing, with a nutrition coach and a health coach running the day-to-day. All of that lived on sticky notes and in memory, and the writeup followed him home most evenings.

What changed with Meelio

Meelio drafts each note in his own protocol templates, not a generic SOAP. The structure his practice runs on stays intact, so the note is his the moment it is generated.

The admin stops being something to remember. Follow-ups and lab orders land as Pending Actions, a queue he clears rather than a list he keeps in his head, and the tasks his coaches need are right there for them. And when he needs something buried in two years of Lyme history, he asks it with Chat with AI instead of scrolling the chart. The finished note goes into Cerbo.

The result

Around two hours back on a clinic day. Notes that read in his voice, not a template's. The post-visit admin cleared instead of carried, and his coaches picking up their tasks without waiting. He closes the laptop when the clinic closes.

Before Meelio

Rewrites and sticky notes

  • Long Lyme and autoimmune visits meant pages of history to write up
  • Generic note formats flattened the protocol structure his practice runs on
  • Follow-ups, labs, and coach tasks lived on sticky notes and memory
  • Charting spilled into the evening after the clinic closed
With Meelio

His templates, admin cleared

  • Meelio drafts each note in his own protocol templates, not a generic SOAP
  • Post-visit follow-ups and lab orders land as Pending Actions to clear
  • He can ask across a patient's whole history with Chat with AI
  • He closes the laptop when the clinic closes

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