SUMMARY
- Allara grew to 465 team members in under 6 years
- Teams communicated via EMR, patient engagement platform, Slack, and email and consistent, compliant documentation got harder to maintain
- Adopted TextExpander in March 2025 as day-zero tool for new hires
- Grew across Medical, RD, and Patient Experience teams; tiered governance over shared clinical and nutrition Snippet libraries
- From 2025 to 2026: 615,131 Snippets expanded and ~15,570 hours saved, giving each employee 4 working days back
- TextExpander complemented AI scribe with precision details and improved billing accuracy
Allara is a virtual specialty care platform focused on women’s hormonal health, specifically PCOS, fertility, metabolic health, and perimenopause. It serves a population that has historically been underserved by traditional healthcare through Zoom-based care, secure messaging, lab diagnostics, prescriptions, nutrition counseling, and supplement guidance.
Founded in 2020, Allara pairs medical providers and nurse practitioners with registered dietitians (RDs). Today, 465 Allara team members across three teams (Medical Providers, Registered Dietitians, and Patient Experience) use TextExpander to work cross-functionally and serve patients through a strategy that combines lifestyle and RD interventions with top-tier medical care.
The challenge: Consistency at scale across many different tools
When you’re a telehealth platform that’s grown to 300+ medical providers and 175+ registered dieticians in less than 6 years, fast response times are important, but consistency across teams is a requirement.
Like many virtual health platforms, Allara works across multiple systems to serve patients:
- Clinical documentation is written and kept in their EMR
- Patient communication and appointment coordination occur through the company’s centralized patient engagement and scheduling platform.
- Internal communication is through Slack and email to connect teams cross-functionally
With this many tools, consistent documentation and communication don’t come easily.
“Our top concern is compliance and consistency. We have really high documentation standards for billing on a telehealth platform. We need to have certain language from a compliance standpoint and consistency across the team when we’re initiating certain medicines,” explains Dr. Tasha Kalra, Associate Medical Director at Allara.
“And then, of course, there’s the provider efficiency side of things, which supports both provider and patient satisfaction. The need for standardized language really is twofold,” she said.
“Our top concern is compliance and consistency. We have really high documentation standards for billing on a telehealth platform. We need to have certain language from a compliance standpoint and consistency across the team when we’re initiating certain medicines.”
Dr. Tasha KalraAssociate Medical Director at Allara
The team knew they needed a standardized template library that could:
- Reduce documentation burden: Chart notes in EMR must meet strict telehealth billing standards
- Mitigate patient safety risk: Registered dietitians recommend specific supplements by exact brand, therapeutic dose, and purchase link, and typos can risk patient safety. As Meagan Horne, Lead Clinical Dietitian, puts it: “If someone’s looking for a specific supplement brand, a structured template library can help them learn and input the correct dosing.”
- Support compliance requirements: Dr. Kalra wanted to equip her team with standardized language and practical tools to support consistent documentation practices, rather than placing the burden entirely on individual providers to ensure compliance independently.
- Improve onboarding: With 300+ medical providers, 175+ registered dieticians and growing, new hires need consistent clinical knowledge from day one.
Shifting to a team-wide template tool
The Allara team found TextExpander when they realized that their previous templating tool couldn’t keep up. It capped users at roughly 20 Snippet expansions per day before locking them out, and limited admin and content-creation controls.
As Felice Ramallo, Allara’s Associate Director of Nutrition, put it: “It felt like a tool that was meant for a single person’s efficiency, versus a standardized tool that an entire team could use.”
When Allara switched to TextExpander in March 2025, it was provisioned as a day-zero tool: A part of every new provider’s setup before they see their first patient.
Multiple teams, multiple uses for TextExpander
Allara has 465 team members using TextExpander to standardize their documentation and communication, with many use cases overlapping, given their collaboration on patient cases:
Medical team: Providers use required Snippets for risk-benefit discussions, such as GLP-1 initiations, even when using an AI scribe for some of their documentation. The team also has TextExpander Snippets for after-visit summary notes, referral language to the RD team, and internal QA communications.
Registered Dietitians (RDs): The team’s cornerstone is a centrally managed supplement library owned by Meagan Horne, with exact brand names, therapeutic doses, and quick-reference clinical content, such as PES statements, hair-loss tips, Omega-3 food lists, and post-visit survey links.
“TextExpander handles the precision pieces the AI scribe can’t guarantee.”
Meagan Horne, Lead Clinical Dietitian, Allara
TextExpander and the AI scribe work hand in hand: The scribe handles note volume, TextExpander handles accuracy. “TextExpander handles the precision pieces the AI scribe can’t guarantee,” explains Horne.
Patient Experience: The Patient Experience team manages all patient-facing communication and relies on a reliable set of pre-built responses that maintain tone and quality regardless of staff tenure. TextExpander Snippets match the information written by medical providers and RDs throughout the care journey, ensuring consistency for patients.
All three teams use TextExpander across 5+ platforms. As Dr. Kalra notes, “It’s just available no matter where you are.” Governance of the Snippet Libraries follows a tiered model: Horne and Ramallo manage the nutrition and supplement library, while select medical leadership holds admin access to the clinical library.
Results
From March 2025 to March 2026, Allara’s team expanded 615,131 Snippets, saving roughly 15,570 hours or 1,900 business days. Across the 3 teams and 465 users, it’s the equivalent of giving each team member 4 working days back each year.
In addition to improved billing documentation and clinical language usage, new providers step in with the same institutional knowledge as a two-year veteran.
It’s important that every patient coming in has the same excellent care experience that we expect, and that any provider can deliver it – whether they are on their first patient or their thousandth.
Jordana RutiglianoSenior Director of Clinical Operations, Allara
As Jordana Rutigliano, Senior Director of Clinical Operations, sums it up: “It’s important that every patient coming in has the same excellent care experience that we expect, and that any provider can deliver it – whether they are on their first patient or their thousandth.”