Membership
Questions, Answered

No — and this is one of the most important things to understand. Wellsmart is a functional medicine membership practice, not a primary care replacement. I focus on root-cause investigation, systems-level thinking, and longitudinal health optimization. I do not manage acute illness, annual wellness exams for insurance billing, or same-day urgent care in the traditional sense.

If you do not have a primary care physician, I would encourage you to maintain one. Wellsmart works best when it sits alongside a trusted primary care relationship — the two are complementary, not competitive. What I offer is the depth and continuity that primary care rarely has time for.

After seven years of practicing functional medicine in an episodic, pay-as-you-go format, something became clear to me: the work we do together is most powerful when it is continuous. When care is accessed only in pieces — often separated by months — momentum is lost. Protocols drift. Labs go unreviewed. The map of your health that we worked to build together fades between visits.

Membership gives our work a structure that matches its depth. It means I know where you are, not just where you were the last time you came in. It means your care builds on itself, year over year, the way it was always meant to.

It also allows me to remain fully present in this work without the burnout that comes from high-volume, transactional medicine. Honestly — this model protects my ability to keep doing this for you for a long time.

In the current model, you come when you need to and pay per visit. The relationship exists, but the structure around it is loose. Membership replaces that looseness with a framework: regular touchpoints, structured follow-through, Care Manager support between visits, access to group sessions and education, and longitudinal tracking of your labs and protocols over time.

Think of it this way — what we have been doing is the right medicine, practiced in the wrong container. Membership is simply the right container.

No. All Wellsmart Memberships are 12-month partnerships, not month-to-month subscriptions. This is intentional and worth explaining.

Meaningful health transformation — the kind that reverses patterns rather than managing them — requires a minimum of 12 months of continuity. A shorter commitment would not serve you well clinically, and it would not allow me to design and follow through on a care arc that actually moves the needle. The 12-month structure is not an administrative convenience. It is the clinical foundation the model is built on.

What you choose is how you pay for that 12-month commitment — in full annually (our best value rate) or spread across 12 monthly installments. The monthly figure you see represents an installment plan, not a cancellable subscription.

Full terms — including renewal, early termination, and installment payment provisions — are outlined in your signed membership agreement. Please read it carefully before enrolling.

Life happens, and I understand that. Early termination provisions are detailed in your membership agreement, which you will review and sign at enrollment. In general, if an early termination is necessary, we ask for written notice and a reasonable wind-down period during which I will continue to support your care and help you transition to appropriate alternative resources.

What I want to be clear about: I will not leave you without guidance or a plan if something changes. The membership model is designed around relationship, and that does not disappear because circumstances change.

Members who pay annually receive Wellsmart's best rate because the full 12-month investment is made upfront — there is no payment processing overhead, no administrative management of recurring billing, and no risk of installment disruption.

Monthly installment plans carry a 15% scheduling fee to cover the real costs of processing 12 separate transactions. It is not a penalty — it simply reflects the administrative reality of installment billing. If the annual rate is feasible for you, it will always be the better value.

Your membership agreement will outline the specific renewal terms. In general, you will receive advance notice before your renewal date with the opportunity to continue, adjust your tier, or close your membership. No one will be automatically charged for a second year without a clear, prior communication from our team and your affirmative response.

This is a question I want to answer carefully, because the rules changed significantly on January 1, 2026 — and I want to make sure you have the most current information.

What this means for Wellsmart specifically: if you are on an HDHP, a portion of your Essential tier installments may qualify for HSA payment under this new rule. However, because our membership fees exceed the $150/month cap, the full membership fee is unlikely to be fully HSA-eligible. FSA rules are governed by a different set of regulations and may vary further.

I am not a tax advisor, and I strongly encourage you to speak with your accountant or HSA administrator before assuming coverage. What I can say is that the landscape has genuinely improved, and it is worth asking the question directly with your plan.

Yes — absolutely. Wellsmart Membership covers functional medicine consultation, physician-guided protocol work, care management, education, and longitudinal oversight. It does not cover emergency care, hospitalization, specialist visits, imaging, surgery, or catastrophic medical events.

Think of your Wellsmart Membership as the proactive, relational layer of your healthcare — and your health insurance as the safety net beneath it. Both serve different purposes, and you need both.

Monthly group sessions are live, virtual gatherings — held via Zoom — where I teach on a specific health topic and open the floor for member questions. Each session is focused, practical, and designed around what members are actually dealing with, not a generic health lecture.

Topics will rotate across themes like metabolic health, gut restoration, hormone balance, nervous system regulation, lab interpretation, supplements and protocols, sleep, and more. You will receive advance notice of each month's topic so you can come prepared with your own questions.

The group format is intentional. There is something genuinely valuable about hearing your question answered in a room with others who share similar health journeys — and about the community that builds over time when people are working toward health together. This is one of the things I am most excited about in this model.

All group sessions are recorded and available to members who cannot attend live.

For urgent or emergent medical issues — chest pain, difficulty breathing, acute injury, or anything that feels like a medical emergency — please call 911 or go to your nearest emergency room. Wellsmart is not an urgent care or emergency practice, and I want to be clear about that so there is never any confusion in a critical moment.

For urgent-but-not-emergent concerns — a new symptom that worries you, a question about a medication, an unexpected lab result — your Care Manager is your first point of contact. Kelsey is equipped to triage your concern, provide guidance within the scope of her role, and escalate to me when physician input is needed. Response times vary by tier, with Care and Restore members receiving priority communication.

What membership provides is the reassurance that you are not navigating these moments alone. You have a team, and there is a clear path to reach us.

There is no strict limit on Care Manager contact — Kelsey is here to support you throughout your membership year. What I would ask is that contact be proportionate to genuine need rather than anxiety management. The membership is designed to reduce the kind of health anxiety that comes from feeling unsupported — and the group sessions, educational resources, and structured visit schedule are part of that design.

If you find yourself reaching out frequently and feeling like your needs are not being met, that is a signal for us to look at your tier — you may benefit from moving to a higher level of support rather than simply increasing ad-hoc contact at a lower tier.

As Wellsmart evolves toward a virtual-first model, the majority of physician consultations will be conducted via telehealth — secure, HIPAA-compliant video visits. This is by design: it removes geography as a barrier to your care and allows you to have a meaningful clinical conversation from wherever you are.

In-person visits may be available on a limited basis depending on scheduling and location. Please ask Kelsey about current in-person availability when you enroll.

After June 20, 2026, Wellsmart transitions to a membership-only practice. Patients who have not enrolled will no longer be able to book ongoing care through the practice in the usual way.

However, I have built in a bridge period specifically for patients who are not yet ready to commit or who need more time. Through August 20, 2026, existing Wellsmart patients may book individual consultations at our updated non-member rate of $375 per visit. This bridge period is designed to ensure no one is left without access to care or guidance during the transition.

After August 20, 2026, Wellsmart will be available to members only.

I want to answer this honestly, because it matters to me that patients who have trusted me with their health do not feel abandoned by a financial transition.

If the membership investment is genuinely out of reach right now, I would ask you to do two things. First, have a conversation with Kelsey — she can walk through all available options with you, including payment plan structures, and there may be more flexibility than the standard pricing suggests. Second, please do not simply go quiet. If you are managing an active health condition or an ongoing protocol, I want to make sure you have a thoughtful transition plan regardless of what you decide about membership.

The Wellsmart Essential tier at $199/month — or $2,149 paid annually — is designed to be the most accessible entry point while still delivering meaningful continuity. For many patients, it is genuinely the right tier and the right investment.

What I cannot do is maintain the current pay-as-you-go model indefinitely alongside a membership model — that would undermine the very structure that makes the membership work for everyone. But I can make sure that every patient who wants to continue this work has a real path to do so.

After the transition is complete, I will be practicing exclusively within the Wellsmart membership model. That means that ongoing care — the longitudinal, continuous, relational medicine that defines what we do together — will be available to members.

What I want you to know is that this transition comes with ample time, clear options, and genuine support for patients who need to find alternative care. You will not be left without guidance. If you decide that membership is not the right fit for you, I will help you find a provider who can continue to support your health with the depth and attention you deserve.

I hope you will stay. But if our paths diverge here, I want it to be a graceful transition — not an abrupt ending.

It means that the membership rate you enroll at as a Founding Member — whether Essential, Care, or Restore — is established at enrollment and honored as part of your founding member status, for as long as the membership program remains active in its current form.

As this practice grows and evolves, pricing will reflect the value of what membership delivers. Founding Members are protected from those increases as a recognition of the trust you placed in this model at the beginning.

Every patient who enrolls during the Founding Member window — before April 30, 2026 — will receive a personal 30-minute Membership Orientation call with me before their membership year begins.

This is not a clinical consultation or an intake appointment. It is a conversation. We will look at where you are right now, where you want to go over the next year, and how to design your first Wellsmart year around what actually matters for your health. It is also simply a moment to mark this transition together — because after seven years, that feels right to me.

Kelsey will reach out to coordinate your call timing after you enroll. Calls will be scheduled through April and May, so there is no rush to schedule immediately — but there is a deadline on enrollment: April 30th.

This is the only benefit in the Founding Member package that I genuinely cannot offer again. Once this practice has hundreds of members, a personal call with every one of them at enrollment will not be possible. That is why it is exclusively for you.

Yes — with an important nuance. If you enroll as a Founding Member at the Essential tier and later wish to upgrade to Care or Restore, you would upgrade to the then-current rate for the higher tier, not necessarily your honored Essential rate. The founding rate applies to the tier you enrolled at.

If you have any reason to believe you may want a higher tier in the future, the strongest financial decision is to enroll at that tier now during the Founders window and secure that rate as part of your founding member status. This is worth a conversation with Kelsey before you decide.

Charter Membership is the second enrollment window, available from May 1 through May 31, 2026. It is the strongest benefit available after the Founding Member window closes.

Charter Members receive standard Wellsmart pricing with a two-year rate lock — meaning your membership rate is held for two full years from your enrollment date, regardless of any pricing adjustments the practice makes during that period. It is a meaningful protection and a recognition that you came in early.

Charter Members do not receive the complimentary Coherence Training series, the personal 30-minute Orientation call with Dr. Coleman, or the Founding Member designation — those benefits are exclusive to the Founding window and will not be offered again. But Charter Membership is still a genuinely advantaged enrollment position compared to joining after June 1.

If you are reading this during May, this is your window. Kelsey can walk you through enrollment at any time.