Referring a client or patient

A discreet referral path for wealth advisors, family offices, trust and estate attorneys, executive health programs, and physician colleagues.

Why clients are referred

• A genomic or molecular report arrived and nobody explained what it actually means for treatment
• Care is spread across two or more institutions, and no one holds the complete picture
• A progression or treatment switch raises questions the next appointment is weeks away from answering
• Clinical trial questions need an eligibility-screened, records-based answer
• Adult children in different cities are coordinating care without a scientific point of contact

What a referral looks like

1. Contact Kim Lockheimer, PhD, DFM directly by email at kim@mitotics.com, describing the situation in a sentence or two. No medical records are needed at this stage, and records are never sent by email.

2. Kim speaks with the client in a free 15-minute consultation, where fit, scope, and price are settled.

3. With the client's written authorization, advisors and referring professionals receive progress updates. Without it, everything remains confidential.

Discretion and boundaries

• No referral fees or commissions, in any direction
• Independent of every testing vendor, pharmaceutical sponsor, and treatment center
• HIPAA and CMIA aligned; records move through a secure, access-controlled upload link
• Advisory, not medical care: diagnosis, prescribing, and treatment remain with treating physicians

The engagement ladder

• Initial Records Assessment, $500, credited toward a package within 30 days
• Clarity Report, $1,500
• Molecular Strategy, $3,000
• Active Case Management, from $5,000 per month
• Private Client Advisory, the concierge tier, from $10,000 per month: priority response, family briefings, second-opinion coordination, full clinical trial placement included

A printable advisor one-pager is available at /downloads/advisor-referral-one-pager.html. Details at /for-advisors.