◦ For licensed prescribers

The at-home ketamine program, end-to-end.

How a Trellis-based practice runs a safe, supervised at-home oral and sublingual ketamine maintenance program — referral through long-term maintenance — without sacrificing the clinical rigor of an in-clinic IV or Spravato program.

Route
Oral or sublingual ketamine, compounded
Setting
Patient home, with vetted peer monitor present
Supervision
Live video at dose / mid / emergence + vitals timeline
Cadence
2–6 induction sessions, then weekly / bi-weekly maintenance
Excluded
Uncontrolled HTN, active psychosis or mania, recent substance misuse, pregnancy, no support person
Escalation
Pause / abort / EMS paths from the clinician console, written to audit log
◦ Who is in the room

Five roles, one chart of record.

A real at-home program is a coordinated team. Trellis maps each role to specific permissions, attestations, and audit events — not a shared inbox.

Patient at home
Installs the patient PWA, completes pre-dose check-ins, signs in for each session.
Peer monitor
Verified once, attests presence each session, can be revoked at any time.
Live clinician
Joins at dose, mid-session, and emergence over the embedded telehealth bridge.
Async clinical team
Reviews session notes, vitals, and AE flags; signs off the next session.
Practice oversight
Cohort dashboards, audit logs, role-based access enforced at the database.
◦ The patient journey

From referral to maintenance — every step has clinical artifacts.

Each phase below is enforced in the data model. You don't have to remember the protocol; the chart won't advance without it.

  1. Phase 01 · Referral & screen

    Inbound referral with a real eligibility filter

    Day 0 – 3

    Patient or referring provider submits an intake. Trellis runs a structured screen — PHQ-9, GAD-7, AUDIT, C-SSRS, cardiovascular and airway risk, support-person availability — and routes ineligible patients to in-clinic IV / Spravato or an outside referral. Nothing reaches a prescriber's queue until the screen passes.

    Structured intake form (no free-text-only fields)
    Risk flags surfaced inline, not buried in a PDF
    Auto-route to IV / Spravato / decline with reason
  2. Phase 02 · Comprehensive evaluation

    Telehealth evaluation by a licensed prescriber

    Week 1

    A 60–75 minute video evaluation covers psychiatric, medical, substance-use, and trauma history. The clinician confirms diagnosis, reviews exclusions, and documents the treatment plan. Trellis enforces that consent, FDA-warning acknowledgment, and the program agreement are all captured before an Rx can be sent.

    Evaluation note locked on signature
    Signed program consent + FDA acknowledgment
    Treatment plan with maintenance ladder pre-defined
  3. Phase 03 · Peer-monitor verification

    The supervising adult is vetted before dose one

    Week 1 – 2

    Patient nominates a sober adult — partner, family, close friend — to be physically present every session. The monitor completes ID verification, a short training, and a recorded video call. The clinician explicitly approves or rejects in Trellis. Only approved monitors can be assigned to a session.

    ID document stored in a private bucket
    Recorded verification call for clinician review
    Revocable at any time, with documented reason
  4. Phase 04 · Compounding & shipment

    Lot-tracked medication from a vetted pharmacy

    Week 2

    Prescription is routed to the practice's default compounding pharmacy with NPI / DEA / PCAB / USP attributes on file. Lot number, strength, expiration, and COA URL are persisted on the patient's chart. Quantity received vs remaining is reconcilable per patient and per lot.

    Pharmacy directory with regulatory attributes
    Lot + COA linked to every dispense
    Inventory reconciliation per patient & lot
  5. Phase 05 · Induction sessions

    Supervised induction with vitals and live check-ins

    Week 3 – 6

    Two to six induction sessions, each with a live video check-in at dose, mid-session, and emergence. Vitals (HR, BP, SpO₂) are captured at defined intervals. Peer monitor attests presence; clinician reviews session and dose ladder before the next session is scheduled.

    Baseline / mid / emergence vitals timeline
    Peer-monitor attestation token per session
    Clinician sign-off gates the next session
  6. Phase 06 · Maintenance

    Long-term maintenance with measurement-based care

    Ongoing

    Patients move into a weekly or bi-weekly maintenance cadence. PHQ-9 / GAD-7 are collected before each session. Dose-mg and weekly-dose-count are tracked per enrollment. The clinician sees a population-level view of where each patient sits on the ladder.

    Pre-session PHQ-9 / GAD-7 with trend
    Dose ladder tracked per enrollment
    Re-evaluation due-date so nothing drifts
  7. Phase 07 · Oversight & discontinuation

    Adverse-event capture and clean discontinuation

    Continuous

    Adverse events are structured (category, severity, MedWatch flag, action-taken, addressed-at) — not free-text in a note. When the arc ends, discontinuation reason is recorded on the enrollment. Reports read the cohort as a clinical population, not a list of charts.

    Structured AE with MedWatch-ready fields
    Discontinuation reason on enrollment close
    Cohort reporting on phases, AEs, dose ladders
◦ Anatomy of a session

What a single at-home dose actually looks like.

T-15
Pre-dose check-in
PHQ-9 / GAD-7 / vitals
T+0
Dose
Peer monitor attests, clinician live
T+20
Mid-session
Vitals + clinician check-in
T+60
Emergence
Vitals + clinician check-in
T+90
Post-session
Integration prompt + AE screen
Vitals captured
  • · Blood pressure (sys / dia)
  • · Heart rate
  • · SpO₂
  • · Sedation level (RASS-style)
Attestations
  • · Peer-monitor presence token
  • · Patient pre-dose acknowledgment
  • · Clinician dose approval
  • · Post-session AE screen
Escalation paths
  • · Hold dose (auto-flag on next session)
  • · Abort session (close-out narrative)
  • · EMS escalation (logged + reviewed)
  • · Monitor revocation
◦ What the practice owns

Oversight built for a board inspection, not a marketing site.

Every clinical artifact lives in the chart of record. RLS at the database — not the UI — enforces role-based access. Reports read the cohort as a clinical population, so a medical director can answer questions about the program without opening individual charts.

Signed consent + FDA-warning acknowledgment per enrollment
Lot-tracked dispenses with COA URL persisted
Per-session vitals, attestations, and clinician sign-off
Structured AE capture with MedWatch-ready fields
Role-based access (owner / prescriber / staff / intake / billing)
Practice-wide reporting on phases, AEs, and dose ladders

Run the program your medical director would sign off on.

30 days, no card up front. Bring a real cohort and a real prescriber.