Proactive Playbook for Practitioners: master outline
Generated from outline.json on 2026-10-24. GREEN = content exists, ingest. YELLOW = partial. RED = write from scratch.
Start here
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| How to use this Playbook | 00-front-matter/how-to-use |
RED | Front matter | write; one page |
| Who wrote this and why | 00-front-matter/who-wrote-this |
YELLOW | Front matter | TCD intro + MM bio; vault 06 People |
| Evidence grades A to E and the citation rule | 00-front-matter/evidence-grades |
GREEN | Front matter | SHE Library Build Plan §2.4, §4 |
| The page standard: indication, dosing, monitoring, contraindications, sources | 00-front-matter/page-standard |
GREEN | Front matter | 01 Clinical/04 Templates/Protocol Template.md + SHE-Protocol-Template-v1.md |
| Registry, IRB and the words we never use | 00-front-matter/registry-and-wording |
GREEN | Front matter | 13 Legal/Required Wording Library.md, Prohibited Claims.md, IRB and PMA Layer.md |
Part I. Foundations
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| The proactive health model | 01-foundations/proactive-health-model |
YELLOW | Ch 1 | TCD chapters 1 to 3; GoodRx deck v5 'Three answers' |
| Options, not escalation: patient preference rules cash pay | 01-foundations/options-not-escalation |
YELLOW | Ch 1 Philosophy | Mort 2026-10-24 ruling; joint injection example |
| What gets skipped: cofactors, co-prescriptions and the second-order effects | 01-foundations/what-gets-skipped |
YELLOW | Ch 1 Philosophy | Mort 2026-10-24 (NAD+ methyl donors, Matt L. homocysteine); every protocol page section 4b |
| Sequencing: mitochondria, hormones, gut (OPS-AF) | 01-foundations/ops-af-sequencing |
GREEN | Ch 2 | 01 Clinical/00 Home/OPS-AF Framework MOC.md |
| The baseline panel and what each marker buys you | 01-foundations/baseline-panel |
GREEN | Ch 3 Labs | 03 Labs/Cockroach Baseline Panel.md, SHERPA Lab Ranges.md, SHERPA_LAB_TEMPLATE.xlsx |
| Functional ranges and interpretation rules | 01-foundations/functional-ranges |
GREEN | Ch 3 Labs | 03 Labs/Functional Ranges.md, Lab Interpretation Rules.md |
| ApoB and Lp(a) | 01-foundations/lab-apob-lpa |
YELLOW | Ch 3 Labs | 03 Labs/ApoB & Lp(a).md |
| Fasting insulin and HOMA-IR | 01-foundations/lab-insulin-homa |
YELLOW | Ch 3 Labs | 03 Labs/Fasting Insulin & HOMA-IR.md |
| Ferritin and iron | 01-foundations/lab-ferritin-iron |
YELLOW | Ch 3 Labs | 03 Labs/Ferritin & Iron.md; Golden Cases GC-005, GC-007 |
| Thyroid panel | 01-foundations/lab-thyroid |
YELLOW | Ch 3 Labs | 03 Labs/Thyroid Panel.md; Elaine Hashimoto's variant |
| Vitamin D 25-OH | 01-foundations/lab-vitamin-d |
YELLOW | Ch 3 Labs | 03 Labs/Vitamin D 25-OH.md; Elaine vitamin D variant |
| hs-CRP and the inflammation read | 01-foundations/lab-hscrp |
YELLOW | Ch 3 Labs | 03 Labs/hs-CRP.md |
| Testosterone markers | 01-foundations/lab-testosterone |
YELLOW | Ch 3 Labs | 03 Labs/Testosterone Markers.md; GC-001 |
| The good-faith exam and telemedicine posture | 01-foundations/good-faith-exam |
GREEN | Ch 4 Clinical rules | 05 Clinical Rules/Good Faith Exam Posture.md |
| Medication posture: what we start, stop and leave alone | 01-foundations/medication-posture |
GREEN | Ch 4 Clinical rules | 05 Clinical Rules/Medication Posture.md |
| Reconstitution math, the one rule that cannot fail | 01-foundations/reconstitution-math |
GREEN | Ch 4 Clinical rules | 05 Clinical Rules/Reconstitution Math Rule.md; sherpa-clinic-pack lint |
| Dosing style: slow titration, lowest effective dose | 01-foundations/dosing-style |
GREEN | Ch 4 Clinical rules | 05 Clinical Rules/Peptide Pure Dosing Style.md |
| Documentation: the SOAP note is a tracker | 01-foundations/documentation-standard |
GREEN | Ch 5 Documentation | 05 Clinical Rules/Clinic Note & Email Rewrite Standard.md; 04 Templates/SOAP Note Template.md |
| Patient communication: the recap email and its blocks | 01-foundations/patient-communication |
GREEN | Ch 5 Documentation | 04 Templates/Email Block *.md, Patient Email Template.md |
| Children, minors and who we do not treat | 01-foundations/children-and-minors |
GREEN | Ch 4 Clinical rules | 05 Clinical Rules/Children & Minors Rules.md |
Part II. Protocols
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| Metabolic / Microdose GLP-1 foundation | 02-protocols/metabolic/microdose-glp1-foundation |
GREEN | Ch 6 Metabolic | SHE Curriculum/protocols/metabolic_microdose-glp1-foundation_SM.md (PMIDs verified 10/23) |
| Metabolic / Metabolic optimization: tirzepatide and retatrutide titration | 02-protocols/metabolic/metabolic-optimization |
GREEN | Ch 6 Metabolic | 01 Protocols/Metabolic Optimization.md |
| Metabolic / GLP-1 side effects: nausea, muscle, iron | 02-protocols/metabolic/glp1-side-effect-management |
YELLOW | Ch 6 Metabolic | Ondansetron.md; GC-005; TCD appendix |
| Metabolic / Mitochondrial stack: NAD+, SS-31, MOTS-c | 02-protocols/metabolic/mitochondrial-stack |
YELLOW | Ch 6 Metabolic | S2 NAD protocol; compound notes NAD+, SS-31, MOTS-c |
| Metabolic / NAD+ repletion and the methyl donors it burns | 02-protocols/metabolic/nad-repletion |
YELLOW | Ch 6 Metabolic | Mort 2026-10-24 (NNMT, TMG, methylated B, homocysteine); S2 longevity-nad-repletion; NAD+.md; 217 charts |
| Metabolic / Advanced lipid management and the statin-to-Repatha path | 02-protocols/metabolic/lipid-protocol |
YELLOW | Ch 6 Metabolic | S2 lipid protocol; Email Block - Statin to Repatha.md; Repatha.md |
| Recovery and musculoskeletal / Wolverine: BPC-157 + TB-500 for tendon and joint | 02-protocols/recovery-msk/wolverine |
GREEN | Ch 7 Recovery | 01 Protocols/Wolverine Protocol.md |
| Recovery and musculoskeletal / KLOW: systemic recovery stack | 02-protocols/recovery-msk/klow |
YELLOW | Ch 7 Recovery | 01 Protocols/KLOW Protocol.md |
| Recovery and musculoskeletal / Shoulder injury: BPC-157 + TB-500 loading and daily | 02-protocols/recovery-msk/shoulder-bpc157-tb500 |
GREEN | Ch 7 Recovery | SHE Curriculum/protocols/recovery_shoulder-bpc157-tb500_SM.md (PMIDs verified) |
| Recovery and musculoskeletal / Joint injection: the options table (NSAID, steroid, BPC/TB4, PRP, cellular) | 02-protocols/recovery-msk/joint-peptide-injection |
YELLOW | Ch 7 Recovery | Mort 2026-10-24; 04 Templates/Joint Peptide Injection Note.md, PRP Procedure Note.md, Stem Cell Regenerative Note.md |
| Recovery and musculoskeletal / PRP: when it beats peptides and when it does not | 02-protocols/recovery-msk/prp |
YELLOW | Ch 7 Recovery | 04 Templates/PRP Procedure Note.md |
| Recovery and musculoskeletal / Tendinopathy ladder: Achilles, patellar, elbow, rotator cuff, plantar | 02-protocols/recovery-msk/tendinopathy-ladder |
RED | Ch 7 Recovery | Chris Alvarez DC lane; write |
| Recovery and musculoskeletal / Low back pain and knee osteoarthritis | 02-protocols/recovery-msk/low-back-and-knee-oa |
RED | Ch 7 Recovery | Chris Alvarez DC lane; write |
| Recovery and musculoskeletal / Post-surgical recovery | 02-protocols/recovery-msk/post-surgical-rehab |
RED | Ch 7 Recovery | write; 885-encounter mine |
| Regenerative and cellular / What is legal today: 361 HCT/P, same surgical procedure, minimal manipulation | 02-protocols/regenerative-cellular/what-is-legal-today |
YELLOW | Ch 8 Regenerative | 13 Legal/IRB and PMA Layer.md; Stem Cell Regenerative Note.md; Barbara Krutchkoff IND notes; FDA 21 CFR 1271 |
| Regenerative and cellular / Right to Try: federal and state pathways, who qualifies, how to document | 02-protocols/regenerative-cellular/right-to-try |
RED | Ch 8 Regenerative | Federal Right to Try Act 2018; state RTT statutes; COMPLIANCE agent |
| Regenerative and cellular / Autologous cellular procedures: bone marrow aspirate, adipose, PRP-plus | 02-protocols/regenerative-cellular/autologous-cellular-procedures |
YELLOW | Ch 8 Regenerative | Stem Cell Regenerative Note.md; PRP Procedure Note.md |
| Regenerative and cellular / Exosomes, A2M and the biologics we do not inject | 02-protocols/regenerative-cellular/exosomes-and-biologics |
RED | Ch 8 Regenerative | TCD Arsenal biologics entries; FDA warning letters; write |
| Regenerative and cellular / Nebulized peptide protocols | 02-protocols/regenerative-cellular/nebulized-peptides |
RED | Ch 8 Regenerative | Mort-authored; TCD disclosure excerpts in 14 Patents; write |
| Regenerative and cellular / When it needs an IND: the research route and the registry | 02-protocols/regenerative-cellular/ind-and-registry-route |
YELLOW | Ch 8 Regenerative | 07 Registry; Barbara Krutchkoff IRCM; PPRN-001-2025 |
| Hormones / Men's wellness baseline: enclomiphene, tadalafil, boron | 02-protocols/hormones/mens-wellness-baseline |
GREEN | Ch 8 Hormones | 01 Protocols/Men's Wellness Baseline.md; Golden Cases Enclomiphene Responders |
| Hormones / Testosterone replacement when enclomiphene is not enough | 02-protocols/hormones/testosterone-replacement |
YELLOW | Ch 8 Hormones | Testosterone Cypionate.md; GC-001 |
| Hormones / Women's BHRT: transdermal estradiol + micronized progesterone | 02-protocols/hormones/womens-bhrt-swap |
YELLOW | Ch 8 Hormones | 01 Protocols/Women's BHRT Swap.md; 05 Rules/BHRT Framing.md; Elaine BHRT variant |
| Hormones / Perimenopause | 02-protocols/hormones/perimenopause |
RED | Ch 8 Hormones | Elaine lane; write |
| Hormones / PCOS and fertility support | 02-protocols/hormones/pcos-and-fertility |
RED | Ch 8 Hormones | Elaine lane; Inositol.md; write |
| Hormones / Growth hormone secretagogues: CJC-1295/Ipamorelin | 02-protocols/hormones/growth-hormone-secretagogues |
YELLOW | Ch 8 Hormones | CJC-1295 Ipamorelin.md; 77 charts mined |
| Gut / Gut repair: oral BPC-157 + KPV | 02-protocols/gut/gut-repair-bpc-kpv |
YELLOW | Ch 9 Gut | KPV.md, BPC-157.md; GI powder patent disclosure; Bryan V. case |
| Gut / SIBO | 02-protocols/gut/sibo |
YELLOW | Ch 9 Gut | 01 Clinical/10 Elaine/Protocol Variants SIBO |
| Gut / H. pylori | 02-protocols/gut/h-pylori |
RED | Ch 9 Gut | 01 Clinical/10 Elaine/Protocol Variants H. pylori |
| Gut / Candida and dysbiosis | 02-protocols/gut/candida-and-dysbiosis |
RED | Ch 9 Gut | Elaine lane; write |
| Gut / IBS and reflux | 02-protocols/gut/ibs-gerd |
RED | Ch 9 Gut | Elaine lane; write |
| Gut / Reading a GI-MAP | 02-protocols/gut/gi-map-interpretation |
RED | Ch 9 Gut | Elaine lane; write |
| Thyroid, immune and autoimmune / Hashimoto's and hypothyroid conversion | 02-protocols/thyroid-autoimmune/hashimotos |
YELLOW | Ch 10 Immune | 01 Clinical/10 Elaine/Protocol Variants Hashimoto's |
| Thyroid, immune and autoimmune / Immune reset: thymosin alpha-1 and the recalibration stack | 02-protocols/thyroid-autoimmune/immune-reset |
YELLOW | Ch 10 Immune | 01 Protocols/Immune Reset Protocol.md (draft); Thymosin Alpha-1.md |
| Thyroid, immune and autoimmune / Low-dose naltrexone | 02-protocols/thyroid-autoimmune/low-dose-naltrexone |
YELLOW | Ch 10 Immune | Low-Dose Naltrexone (LDN).md |
| Thyroid, immune and autoimmune / Mold and biotoxin illness | 02-protocols/thyroid-autoimmune/mold-and-biotoxin |
RED | Ch 10 Immune | Shane D. case pattern; Elaine lane; write |
| Brain, sleep and mood / Brain fog | 02-protocols/brain-sleep-mood/brain-fog |
YELLOW | Ch 11 Brain | 01 Protocols/Brain Fog Protocol.md (draft) |
| Brain, sleep and mood / Neuroregeneration: Semax, Selank, BPC-157, HBOT, PBM | 02-protocols/brain-sleep-mood/neuroregeneration |
YELLOW | Ch 11 Brain | 01 Protocols/Neuroregeneration Protocol.md (draft) |
| Brain, sleep and mood / Trauma and PTSD: STARTED and stellate ganglion block | 02-protocols/brain-sleep-mood/trauma-ptsd-started |
YELLOW | Ch 11 Brain | 01 Protocols/Trauma & PTSD Protocol.md; 05 Rules/STARTED Protocol.md; 04 Templates/Stellate Ganglion Block - Reference.md |
| Brain, sleep and mood / Sleep | 02-protocols/brain-sleep-mood/sleep |
YELLOW | Ch 11 Brain | S2 sleep protocol; Melatonin, Magnesium, Glycine, L-Theanine notes |
| Longevity, skin and sexual health / Longevity stack | 02-protocols/longevity-skin-sexual/longevity-stack |
YELLOW | Ch 12 Longevity | 01 Protocols/Longevity Stack.md (draft); Spermidine, GHK-Cu, MOTS-c notes |
| Longevity, skin and sexual health / GLOW: skin, hair and tissue quality | 02-protocols/longevity-skin-sexual/glow |
YELLOW | Ch 12 Longevity | 01 Protocols/GLOW Protocol.md |
| Longevity, skin and sexual health / GHK-Cu topicals | 02-protocols/longevity-skin-sexual/ghk-cu-topicals |
YELLOW | Ch 12 Longevity | GHK-Cu.md; 14 Patents GHK-Cu topicals |
| Longevity, skin and sexual health / Sexual health: PT-141, tadalafil, oxytocin | 02-protocols/longevity-skin-sexual/sexual-health |
YELLOW | Ch 12 Longevity | PT-141.md, Tadalafil.md, Oxytocin.md |
| Longevity, skin and sexual health / The 12-week proactive program (the GoodRx core offer) | 02-protocols/longevity-skin-sexual/twelve-week-program |
YELLOW | Ch 12 Longevity | GoodRx deck v5 'The program'; GoodRx_Revenue_Map.pdf |
Part III. Compound monographs
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| Index of 52 compounds | 03-compounds/index-of-compounds |
YELLOW | Ch 13 Formulary | 01 Clinical/02 Peptides & Meds (52 notes); 00 Home/Peptides & Formulary MOC.md |
| Regulatory status by compound: 503A, Rx, supplement, research only | 03-compounds/regulatory-status-table |
YELLOW | Ch 13 Formulary | SHE_V1 components master (~75 CMP codes, checked 2026-10-10); FDA 503A bulks list |
| Monograph template | 03-compounds/monograph-template |
GREEN | Ch 13 Formulary | templates/compound.md |
Part IV. Running the practice
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| AI and the Simple Health Engine / How to use AI in clinic: the three jobs it does and the one it never does | 04-practice/ai-and-she/how-to-use-ai-in-clinic |
YELLOW | Ch 14 AI + SHE | CLAUDE.md SOAP-as-tracker rule; 08 AI Practice; Mort 2026-10-24 |
| AI and the Simple Health Engine / Why the AI sits in the visit | 04-practice/ai-and-she/why-ai-in-the-visit |
YELLOW | Ch 14 AI + SHE | 01 Clinical/08 AI Practice/README.md, Visit Workflow.md |
| AI and the Simple Health Engine / What the Simple Health Engine is and how it plugs into your EMR | 04-practice/ai-and-she/she-architecture |
YELLOW | Ch 14 AI + SHE | 09 Automation/ARCHITECTURE.md, SHERPA_BUILD_SPEC.md; 12 SHERPA Practice Fusion FHIR brief |
| AI and the Simple Health Engine / The pre-visit brief and the six checks before a plan ships | 04-practice/ai-and-she/pre-visit-brief |
YELLOW | Ch 14 AI + SHE | SHERPA_OUTPUT_SPEC.md; Charlie SHE Design Lab clinician desk |
| AI and the Simple Health Engine / Golden cases: where the AI was wrong and what we changed | 04-practice/ai-and-she/golden-cases |
GREEN | Ch 14 AI + SHE | 08 AI Practice/Golden Cases GC-001 to 007 (de-identified) |
| AI and the Simple Health Engine / Provider profiles: making the AI write like you | 04-practice/ai-and-she/provider-profiles |
GREEN | Ch 14 AI + SHE | 08 AI Practice/Provider Profiles |
| AI and the Simple Health Engine / The outcomes loop: registry, consent and better protocols | 04-practice/ai-and-she/data-registry-loop |
YELLOW | Ch 14 AI + SHE | 07 Registry/Registry Data Collection Standard.md, PPRN Registry Framing.md |
| Training providers fast / A new provider's first 30 days | 04-practice/training/first-30-days |
YELLOW | Ch 15 Training | 09 Automation/new-hire-pack |
| Training providers fast / Proactive Health Foundations: the 8-module core course | 04-practice/training/foundations-course |
YELLOW | Ch 15 Training | SHE Library Build Plan §5; SHE-Curriculum-Template-v1.md |
| Training providers fast / Teaching reconstitution to staff and patients | 04-practice/training/teaching-reconstitution |
YELLOW | Ch 15 Training | Reconstitution Math Rule; reconstitution video |
| Training providers fast / Certification, CME routes and what we can honestly claim | 04-practice/training/certification-and-cme |
YELLOW | Ch 15 Training | SHE Library Build Plan §5 CME; ACCME Standards |
| Training providers fast / Failure gallery: how good notes go wrong | 04-practice/training/failure-gallery |
YELLOW | Ch 15 Training | 08 AI Practice/Failure Gallery; Clinic Note & Email Rewrite Standard addenda |
| Compliance state to state / The regulatory map: FDA, 503A, 503B, RUO, PMA, registry | 04-practice/compliance/regulatory-map |
GREEN | Ch 16 Compliance | 13 Legal/IRB and PMA Layer.md, COMPLIANCE CHECKLIST.md, Deviations and Positions.md |
| Compliance state to state / Prohibited claims and required wording | 04-practice/compliance/prohibited-claims |
GREEN | Ch 16 Compliance | 13 Legal/Prohibited Claims.md, Required Wording Library.md |
| Compliance state to state / Telehealth and prescribing by state (50-state table) | 04-practice/compliance/telehealth-by-state |
RED | Ch 16 Compliance | COMPLIANCE agent; FSMB + state boards; verify quarterly |
| Compliance state to state / PA, NP and DC scope of practice by state | 04-practice/compliance/scope-of-practice-by-state |
RED | Ch 16 Compliance | COMPLIANCE agent; AAPA/AANP state maps |
| Compliance state to state / Compounded peptides: dispensing and nonresident pharmacy rules by state | 04-practice/compliance/compounding-and-dispensing-by-state |
RED | Ch 16 Compliance | 503A acquisition notes; NABP; FL/AZ dispensing registration flag |
| Compliance state to state / Adverse event reporting, consent and the registry | 04-practice/compliance/adverse-events-and-consent |
YELLOW | Ch 16 Compliance | 07 Registry/Site Participation Agreement.md, IRB_SUBMISSION_GUIDE.md |
| Compliance state to state / LegitScript, merchant accounts and staying bankable | 04-practice/compliance/legitscript-and-payments |
YELLOW | Ch 16 Compliance | areas: legitscript-certification, payment-processing |
| The business case: triple the revenue without pushing / We do not push. Trust, education, and why revenue triples anyway | 04-practice/business/trust-not-pressure |
YELLOW | Ch 17 Business | Mort 2026-10-24; patient email blocks; MONETIZATION.md |
| The business case: triple the revenue without pushing / The visit that pays: baseline labs, the options table, the recap email | 04-practice/business/the-visit-that-pays |
YELLOW | Ch 17 Business | Clinic Note & Email Rewrite Standard; options-not-escalation |
| The business case: triple the revenue without pushing / Unit economics of a proactive practice | 04-practice/business/unit-economics |
YELLOW | Ch 17 Business | GoodRx_Revenue_Map.pdf ($96.8K gross / $55.9K margin per office); 09 Automation/MONETIZATION.md |
| The business case: triple the revenue without pushing / Pricing the 12-week program and the membership | 04-practice/business/pricing-the-program |
YELLOW | Ch 17 Business | Mike Jones deck; SHERPA $599/mo |
| The business case: triple the revenue without pushing / Labs as a profit center | 04-practice/business/labs-as-a-profit-center |
RED | Ch 17 Business | write; Quest/Function pricing |
| The business case: triple the revenue without pushing / Fulfillment: 503A partners, in-house lyo, what to never do | 04-practice/business/fulfillment-and-503a |
YELLOW | Ch 17 Business | areas: 503a-pharmacy-acquisition, peptide-lyophilization (vendor names stripped) |
| The business case: triple the revenue without pushing / Marketing a proactive practice without getting a letter | 04-practice/business/marketing-without-getting-sued |
YELLOW | Ch 17 Business | 11 Sales & SEO compliance gate; Eli Lilly letter lesson 10/24 |
| The business case: triple the revenue without pushing / The first 90 days: from zero to a full panel | 04-practice/business/the-first-90-days |
RED | Ch 17 Business | write |
Appendices
| Page | Path | Status | Feeds | Source |
|---|---|---|---|---|
| TCD Master Protocol Reference (seed) | 05-appendices/tcd-master-protocol-reference |
YELLOW | Appendix A | TCD Appendix Obsidian/TCD_Protocol_Reference, THE COCKROACH DIET protocols.docx; _RECONCILIATION note governs conflicts |
| TCD Appendix A: The Arsenal (seed) | 05-appendices/tcd-arsenal |
YELLOW | Appendix B | TCD_Appendices_v3_MERGED.docx |
| Reconstitution tables | 05-appendices/reconstitution-tables |
GREEN | Appendix C | Reconstitution Math Rule; sherpa-clinic-pack lint cases |
| Outcome instruments library | 05-appendices/outcome-instruments |
YELLOW | Appendix D | SHE Library Build Plan §2.7 list (NRS, QuickDASH, WOMAC, PHQ-9, GAD-7, ISI, PSQI, PGIC) |
| Lab LOINC and plain-words dictionary | 05-appendices/lab-loinc-table |
YELLOW | Appendix E | SHERPA_LAB_TEMPLATE.xlsx; Charlie's 412 labs; dictionary rows |
| Glossary in plain words | 05-appendices/glossary |
YELLOW | Appendix F | killerhealth-os lib/plan.ts 12-term glossary |
| Forms and templates: SOAP, procedure notes, PA letter, consent | 05-appendices/forms-and-templates |
GREEN | Appendix G | 01 Clinical/04 Templates |
Count
107 pages: 25 green, 63 yellow, 19 red.