Dashboard
Good morning, Dr. Morris 👋
All 3 locations active · — clients · Training Academy live · Madison Ave · Fort Lee · The Greenwich
✦ AI-EnhancedAll Systems Live
Total Clients
—
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Avg Fulcrum
74.2
▲ +3.1 pts
Monthly Revenue
$48.2K
▲ 12% MoM
Coaches In Training
6
Academy enrolled
Certs Awarded
14
IP Protected
Alerts
5
Action needed
Fulcrum Score Trends
Location Overview
Madison Ave · NYHQ
12 clientsAvg: 74.2Rev: $22K
Fort Lee · NJActive
14 clientsAvg: 71.8Rev: $16K
The Greenwich · NYGrowing
8 clientsAvg: 69.4Rev: $10K
Recent Activity
🎓
Coach Davis passed Module 4 — GMR Level 2
Score: 94% · 1h ago
📊
HRV CSV imported — Marcus W.
Fulcrum ▲+2.1 · 2h ago
🔒
Protocol v2.1 locked — HBOT Phase 2
IP recorded · 3h ago
📋
Practical scorecard submitted — Coach Thompson
Awaiting Dr. Morris review · Yesterday
Academy Progress
Compliance
HIPAA Audit Log
Current
Consents Signed
—/—
Active Enrollments
6 coaches
Protocols Locked
24
Morris Method™ Training Academy
Proprietary certification courses · Video · Written content · Tests · Practical scorecards
Total Courses
7
5 active · 2 draft
Total Modules
48
Across all tracks
Coaches Enrolled
6
All locations
Certs Awarded
14
IP documented
Pending Reviews
3
Practical scorecards
Quick Add ContentAdmin Only
Course Modules
Coach Progress
Course Info
Module Navigation
Your Notes
Assessment Info
Questions
Passing Score80%
Time LimitNone
AttemptsUnlimited
Progress
Practical Reviews
Coach submissions awaiting Dr. Morris review and scoring
Pending Reviews
Recently Scored
Coach Davis — GMR Level 2 PracticalPassed
Score: 88/100 · Reviewed by Dr. Morris · Jan 8
Coach Thompson — NMR PracticalPassed
Score: 91/100 · Reviewed by Dr. Morris · Jan 5
My Learning
Your enrolled courses · Progress · Certificates earned
Courses Enrolled
3
Modules Completed
18/32
Certs Earned
2
Continue Learning
My Certificates
Certification Manager
Morris Method™ certification levels · Protocol access gated by certification
🥇
Morris Method™ Master
Level 3 · Full authorization
Publish & lock protocols · Full admin protocol access · Can train and certify coaches · Represent the Morris Method™ brand
Certified staff1
🥈
Morris Method™ Level 2
Advanced · Draft + Apply
Draft protocols for review · Apply all locked protocols · Access Gray Matter Assessment data · Full session logging
Certified staff2
🥉
Morris Method™ Level 1
Foundation · Apply Only
Apply locked protocols only · Log completed sessions · Client check-in data · No scoring formula access
Certified staff3
Coach Certification Status
Protocol Access Matrix
| Protocol Type | Min. Level | Can Apply | Can Draft |
|---|---|---|---|
| Gray Matter Assessment™ | Level 2 | Level 2+ | Level 2+ |
| HBOT / O₂ Box | Level 2 | Level 2+ | Level 2+ |
| NMR / Neuromuscular | Level 2 | Level 2+ | Level 2+ |
| Recovery Protocol | Level 1 | All levels | Level 2+ |
| Stress Reset / PEMF | Level 1 | All levels | Level 2+ |
| Red Light Therapy | Level 1 | All levels | Level 2+ |
Client Roster
All locations · Live data
Location Management
🔑 Kiosk Mode · Per-Location PIN
Required to enter or exit Kiosk Mode at this location. Set a 4-digit PIN for the lobby iPad.
Loading locations…
Primary HQNew York
Madison Ave
575 Madison Ave · New York, NY 10022
12
Clients
74.2
Score
$22K
Revenue
ActiveNew Jersey
Fort Lee
200 Main Street · Fort Lee, NJ
14
Clients
71.8
Score
$16K
Revenue
GrowingNew York
The Greenwich
125 Greenwich Street · New York, NY 10006
8
Clients
69.4
Score
$10K
Revenue
Cross-Location Performance
Session Log
Sessions Today
8
All locations
This Week
42
GMR Sessions
28
GMS Sessions
14
Today's Sessions
Protocol Library
Morris Method™ · Version-controlled · IP protected · Evolution chains
🔐
Morris Method™ IP Protection Active
Published protocols are version-locked and cannot be edited. Coaches apply but cannot alter master versions. Evolution chains control client progression automatically.
—
Locked
—
Drafts
—
Assigned
📋 Protocol Library
👥 Client Assignments
🔄 Evolution Chains
Data Import Engine
Blood Panel · HRV · Metabolic · Any format → Fulcrum Score™
Upload Assessment File
⚠ Confirm Client Biological Sex
Required for accurate Morris Method™ reference range matching. Default is Male.
📄
Drop file or click to browse
PDF · CSV · XLSX · TXT · JSON
Recovery optimization reference only. Not medical advice. All results should be reviewed with a licensed physician.
Extraction Results
🔬
Upload a file to begin extraction
Blood panels · HRV exports · Metabolic reports
Fulcrum Score™ Dashboard
All categories · all locations
74.2
Avg Score
All locations · ▲ +3.1
Score Distribution
By Location
Madison Ave74.2
Fort Lee71.8
The Greenwich69.4
Outcomes Database
De-identified aggregate data · Core asset for investors
Total Data Points
12,847
Avg Improvement
+18.4%
Over 90 days
Protocol Efficacy
87%
Retention Rate
91%
Industry avg: 68%
Outcomes by Protocol
Improvement Timeline
Revenue & Membership
$48.2K
Monthly Revenue
▲ +12%
$524K
Annual Run Rate
$1,418
Avg / Client
91%
Retention
$8,240
Client LTV
Revenue Trend
Membership Mix
Memberships
Billing cycles · Contract status · Renewals & expirations
$48.2K
Monthly Recurring
—
Active Memberships
—
Expiring ≤ 30 Days
—
Paused
—
Avg Contract Value
⏰ Coming Up — Send Renewal Reminders
—
Churn Risk & Re-engagement
Who needs a check-in today · Pattern-based, transparent scoring
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🔴 High Risk
—
Risk score ≥ 70 · Reach out today
🟠 Watch
—
Risk score 40–69 · Monitor closely
🟢 Healthy
—
Risk score < 40 · Stable engagement
💰 Revenue at Risk
—
MRR from high-risk clients
📐 How risk is calculated
click to expand
Calculating risk scores…
Coach Utilization
Sessions delivered · Capacity vs scheduled · Caseload · Outcomes
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Sessions Delivered
—
Hours Delivered
—
Team Utilization
—
No-Show Rate
—
Active Clients
📐 How utilization is calculated
click to expand
Computing utilization…
Attribution & Referrals
Sources · Funnel · Named referrers
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📊 Sources
🔻 Funnel
🤝 Named Referrers
—
Total Attributed
—
Top Source by Volume
—
Best Retention
—
Highest LTV Source
💡 Where Your Money Goes Furthest
Computing…
📐 How these numbers are calculated
click to expand
Source Detail
Pick a source above to see the clients it brought in.
Smart Alerts
Live intelligence · What needs your attention right now
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All
🔴 Urgent
👥 Clients
🎓 Coaches
📅 Bookings
✅ Tasks
—
Urgent
—
Warnings
—
Info
—
Wins 🎉
🔄
Running checks…
Task Manager
Assign · Track · Complete · Alert
Open Tasks
—
In Progress
—
Completed
—
Overdue
—
Team Messages
Internal communication hub
Team Meetings
Schedule · Host · Record · Follow up
📅 Upcoming
📋 Past
Loading meetings…
Today
What do you want to get done today?
What do you want to get done today?
📋 Today
Work: 0:00
▸ 📥 Backlog
0
🌙 Shutdown
New Task
Schedule Time
📅 Outlook Sync
Connect your Microsoft 365 account to sync your time blocks with Outlook Calendar. Changes flow both ways — block time in the planner and it appears in Outlook; reschedule in Outlook and it updates here.
What gets synced
• Your time blocks ↔ Outlook calendar events
• Channel names → Outlook categories (color-coded)
• External Outlook events show as read-only in the planner
Manage Channels
Channels group tasks by project or area. Sub-channels live under a parent. Only you see your channels.
New Task
Schedule Team Meeting
Update Task
External Documents
From practitioners · Labs · Specialists · All client records
—
Total Documents
—
Pending Review
—
Reviewed
—
Practitioners
📋 All Documents
🔗 Upload Links
📂
Loading documents…
🔗 Generate Practitioner Upload Link
This creates a secure, unique link for a practitioner to upload documents directly to a client's record. The link is valid for 90 days.
Document
Research & Outcomes
Real World Evidence · Morris Method™ Outcomes Registry
📊 Overview
📈 Outcomes
👥 Cohorts
📝 Publish
—
Research Consents
—
Outcome Snapshots
—
Avg Fulcrum Improvement
—
Total Data Points
Fulcrum Score™ Population TrendAll consented clients over time
📊 Key Findings
Log outcome snapshots to generate findings
🔒 Research Consent ManagerClients who have consented to data use
Change Role
Current role:
⚠ Role changes take effect immediately on next login.
+ Log Outcome Snapshot
Record a weekly or session outcome for research tracking. All fields are optional except client and date.
OUTCOME METRICS (0 = worst · 10 = best)
CRM & Sales
Individual Pipeline · Corporate Accounts · Campaigns
👤 Individual Pipeline
🏢 Corporate Accounts
📣 Campaigns
📋 Activity Feed
—
Total Leads
—
New This Week
—
Demos Booked
—
Converted
+ New Lead
+ New Corporate Account
PRIMARY CONTACT
PROGRAM DETAILS
Log Activity
New Campaign
HIPAA Audit Log
Compliant
Events Today
28
Total Events
142
Flagged
1
Last Export
Jan 10
Client Intake Form
Fill out for new clients · Saves directly to their record
📤 Send to new clients before their first session
nova-key.netlify.app — copy link to share
Personal Information
Emergency Contact
Health History
Goals
Lifestyle
Consent
Midtown Biohack™ provides recovery optimization and performance coaching only — not medical care, diagnosis, or treatment of any kind.
Booking Calendar
Client scheduling · Coach calendar · Availability
📅 Calendar
📋 Bookings
⚙ Hours
Front Desk
Today's flow · Check in · Track who's where
0
Scheduled
0
Upcoming
0
In Session
0
Completed
0
No-Shows
🔍
Auto-refreshing every 30s
Booking Settings
Booking Rules
Consent & Waivers
Signed
—
of — clients
Pending
—
Templates
6
Client Consent Status
| Client | Location | General | Program | Date Signed |
|---|
Staff & Stakeholders
Coaches · Staff · Investors · Role-based access
🎓
Coach
Full platform access · Session logging · Client management · Protocol delivery
👤
Staff
Limited access · Booking & scheduling · Client check-in · No financial data
📊
Investor
Read-only · Revenue dashboard · Platform metrics · No client data
⚡
Admin
Full platform access · All settings · IP management · Financials
Shareable Invite LinksLinks pre-select the role on the login screen
🎓 Coach
nova-key.netlify.app/?role=coach
👤 Staff
nova-key.netlify.app/?role=staff
📊 Investor
nova-key.netlify.app/?role=investor
👥 Client
nova-key.netlify.app/intake-form.html
Team Directory
Scoring Engine
Admin-only formula · Per-category weights · Changes audit-logged
Athlete Category
Each category has its own formulaCategory Weights
Total100%
Formula (Admin Only)
⚠ IP Protection: Fulcrum formulas visible to Admin only. Coaches see scores but not weights.
Investor Dashboard
Read-only · Business metrics · IP assets · Growth story
🔐 IP Protected
Intellectual Property Assets
🧠
Morris Method™
🔬
Gray Matter Assessment™
💪
Gray Matter Recovery™
⚡
Fulcrum Score™
🎓
Training Academy
Business Metrics
Monthly Recurring Revenue
$48,200
Annual Run Rate
$524,000
Retention Rate
91%
Client LTV
$8,240
Outcome Proof
Avg Fulcrum Improvement
+18.4%
Protocol Efficacy
87%
Certified Coaches
6
Scale & Moat
Active Locations
3
Total Clients
34
Proprietary Courses
7
Revenue Growth
Partner Portal Access Codes
Generate & manage codes for the partner portal · Investor · SPV · Who We Are · Media & Press
🔐 Admin only
Generate New Access Code
🔗 Link to CRM Lead (optional but recommended)
Portal Type *
Generated Code
Recipient Name *
Organization
Internal Notes
MW
Marcus Williams
Gray Matter Recovery · Madison Ave
● Active Member
82.4
Fulcrum Score
▲+4.2
Trend
12
Sessions
📅 Upcoming Sessions
No upcoming sessions — click Book to schedule
📒 Recent Sessions
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📋 My Care Plan
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🎯 My Goals
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Today's Check-In
Sleep Quality8
Energy Level7
Stress Level4
Pain Score2
⚕ Recovery Optimization — Not Medical Care
Midtown Biohack™ and the Morris Method™ platform provide recovery optimization and performance coaching services only. We are not a medical practice and do not provide medical care, medical advice, diagnosis, or treatment of any kind. Your Fulcrum Score™ and check-in data are coaching tools — not medical assessments. Always consult a licensed physician or qualified healthcare provider for any health concerns, symptoms, or medical conditions. In case of emergency, call 911.
⏳
Your account is being set up
You're signed in, but your coach hasn't finished linking your profile yet.
This usually takes a few minutes. Please check back shortly — or reach out to Midtown Biohack if you need help today.
What's happening behind the scenes
Your login email is verified. We're matching it to your client record so your readiness scores, bookings, and protocols show up automatically. No action needed on your end.
Book a Session
Pick a session type, then choose a time
1. Session Type
2. Location
3. Date & Time
Pick a date to see open times
Confirmed instantly when credits are available. Bookings need 2 hours notice. Cancel from your portal up to 24 hours before.
Messages
Your coaching team
💡 Messages are for general coaching questions. For anything urgent, please call your location directly. Not for medical or emergency use.
My Documents
Lab results, intake paperwork, and shared files
📁 Your Files
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🔒 Files you upload are visible only to you and your coaching team. Accepted: PDF, JPG, PNG, DOC/DOCX (max 10 MB).
Billing & Plan
Your membership, sessions, and payment history
Current Plan
Program
—
Billing Cycle
—
Price
—
Next Renewal
—
Sessions This Month
— / —
Credits refresh on the 1st of each month. Unused credits expire at month-end.
💳 Payment History
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Membership Actions
All membership changes are handled by your coaching team. They'll follow up within 1 business day.
Intake Form
Help us understand your goals and history
Goals & Performance
Health History
Lifestyle
Your responses go straight to your coach. You can update this form anytime by returning here.