Primary+ vs Settle

Patient Mobile App (Primary Focus): • User Access: Both retail patients and employer patients will have access to the mobile application. It is preferred to have the app available from day one to ease the transition for users accustomed to existing apps like Spruce. • Onboarding & Profile: ◦ Includes email verification and password creation, with clear password requirements. ◦ Users can reset their password. ◦ The profile section will allow users to view their profile details, membership information, documents, medications, and educational materials. • Membership & Billing: ◦ Patients can pay via the mobile application and update/change their credit card information. ◦ Supports designating specific cards for specific charges (e.g., membership, labs). ◦ Users can view invoices, payment history, and statements. Payment history will show invoice numbers, amounts, and methods, and statements can be filtered by date range and downloaded as PDFs for tax purposes. ◦ Legally, patients must be able to cancel their membership online directly through the app without extra steps. • Communication: ◦ Features sections for unread messages, upcoming appointments, and tasks. ◦ Patients can create new messages, select a subject, and attach files (e.g., lab reports, images, PDFs). ◦ Messages can be marked as urgent or non-urgent. After-hours urgent messages will trigger auto-responses and notify alternative providers. Non-urgent messages will be processed as tasks for providers. ◦ A unified messaging feature will combine functionalities from Spruce and Elation Passport [Previous turn, 251]. It will include audio calls, urgent message markers, and message scheduling (from the provider side). Message threads can be closed and new ones opened. ◦ A badge system will notify users of unread messages. ◦ Multi-language support will be available for patient-facing features like chat and legal forms. • Appointments: ◦ Users can view, request, and manage appointments, including virtual and in-person options. ◦ Appointment reminders will be sent via email and SMS, with a link to confirm. ◦ Patients can fill out demographic information and upload insurance photos ahead of time to save front desk time. ◦ Self-scheduling capabilities are desired, though their functionality will be carefully designed. • Health Records & Documents: ◦ Patients will have access to their health records, upcoming appointments, current medications, and latest reports [Previous turn, 490]. ◦ They can view and manage medications, request refills, and see details from past visits and lab reports. ◦ An option to print vaccination and immunization records for school or work purposes will be included. ◦ Consent for video chats is required only upon the first use.

Settle is the #1 app for nervous system regulation. Reduce anxiety, calm stress, recover from trauma, and find balance with science-backed tools. Backed by neuroscience and based on research from Stanford, Harvard and UCLA. Take the Nervous System Quiz to discover your Nervous System Score. See if your body is stuck in survival mode and get a personalized plan to regulate. Many people living with stress, trauma, or chronic illness experience nervous system dysregulation — Settle helps you track your score and build steady progress toward recovery. In just 2 minutes a day, Settle helps you reset your nervous system and feel more resilient. Explore 70+ expert-designed practices including breathwork, EFT tapping, vagus nerve exercises, grounding techniques, somatic movement, and guided meditations. Join thousands already using Settle to regulate their nervous systems and transform daily life. SETTLE FEATURES NERVOUS SYSTEM QUIZ & SCORE - Take a quick quiz to discover your Nervous System Score - See if you are stuck in survival mode and get a personalized plan - Track your nervous system health and watch your score improve over time BREATHWORK & BREATHING EXERCISES - Practice 4-7-8 Breathing, Box Breathing, Resonance Breathing, Physiological Sigh and more - Reduce anxiety, improve focus, and sleep deeper with guided breathing sessions - Choose from short resets or longer calming practices EFT TAPPING & SOMATIC TOOLS - Step-by-step tapping exercises for stress, anxiety and trauma release - Explore somatic tools like shaking, gentle rocking, pendulation and havening - Support trauma recovery and chronic illness regulation with body-based resets VAGUS NERVE & POLYVAGAL PRACTICES - Daily exercises to activate and tone the vagus nerve - Polyvagal-based grounding tools to move out of fight-or-flight - Learn to restore balance and feel safer in your body MEDITATION & VISUALIZATION - Short calming meditations and visualizations for anxiety and overwhelm - Guided practices to rewire your limbic system and support recovery - Build daily resilience with self-compassion and grounding techniques TRACK YOUR PROGRESS - Nervous System Score updates as you practice - Daily streaks and progress tracking to keep you consistent - Personalized recommendations based on your state and goals Subscription pricing and terms: Settle offers an auto-renewing monthly subscription and an auto-renewing yearly subscription, providing unlimited access to Settle while you maintain an active subscription. Payment will be charged to the credit card connected to your iTunes Account when you confirm the initial purchase. Subscriptions automatically renew unless auto-renew is turned off at least 24-hours before the end of the current period. Your account will be charged for renewal within 24-hours prior to the end of the current period. Manage your subscription and turn off auto-renewal in Account Settings after purchase. Any unused portion of a free trial will be forfeited when a subscription is purchased. Terms of service: https://withsettle.com/terms-of-service Privacy policy: https://withsettle.com/privacy-policy