The Best CRM Solution

For Your Cash-Based

Business

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Simplified Practice makes your virtual or physical Practice run on cruise control.

All you need

to convert leads

into success stories.


Simplified Practice makes your virtual or physical Practice run on cruise control.


Lead Management

Link landing pages, webinars, events, and manage, engage, chat, or email your leads to increase conversion rates!

Intuitive Scheduling

Simplify and automate your appointments, events, webinars, classes, or virtual meetings!

Client Management

You can manage your fee for service, memberships, programs, packages, virtual clients, and more!

Simplified Billing

Create or automate invoice, process payments and set up recurring payments for programs etc.

Client Engaging

Chat, text, e-mail, or video with your leads and clients any time through automated or customized venues.

Amazing Reports

Populate financial, inventory, statistics, birthday, and tax reports and widgets to show your practice health.

Innovative Client Portal

Allow clients to access videos, recipes, articles, documents, follow treatment plans, wellness plans, book appointments, purchase supplements, make payments, fill forms and much more. All at the tip of their fingers!

Your entire workflow in one software.

Find Leads

Whether you use our embedded links or plug into Active Campaign, Easy Webinar, Mailchimp, Synduit, Eventbrite, or your marketing company, your leads will all be synced in one place.

Manage Everything

Control your marketing, seminars, webinars, classes, scheduling, forms, services/inventory, billing, management, programs, electronic health records, telemedicine, statistics, reporting, and memberships; you can manage it all!

Get Testimonials

All your free time will allow you to focus on what truly matters and enable you to guide your clients to success!

Simplified Brand New EHR

CHART – TELEMEDICINE

Control your marketing, seminars, webinars, classes, scheduling, forms, services/inventory, billing, management, programs, electronic health records, telemedicine, statistics, reporting, and memberships; you can manage it all!

Our Features

Lead Registration & Management

Eliminate double entry, complicated spreadsheets, and double-bookings by connecting Easy Webinar, Active Campaign, or your Marketing Company and allow every lead registration to auto-populate in the software.

Electronic Forms

You can now create your intakes, waivers, questionnaires, and send them to clients instantly with one click of a button. You can go completely paperless and link text fields to your EHR templates to avoid any double work. We work with many associations and have forms available for you upon approval!

Scheduling & Online Booking

Connect your online booking to your webinars or websites and allow clients to book discovery calls and other appointments automatically. Every appointment delivers an automated and personalized text and email confirmation and text and email reminders with everything they need such as forms, maps, videos, files, etc.

Electronic Health Records & Telehealth

Create your chart templates or use existing templates that you can customize to your own needs, create nutritional recommendations, and more! In addition, you can video chat with your patients from anywhere in the world, and you can even dictate your chart notes from any device.

Client Management

With our automated triggers, visit protools, electronic sticky-note system, reminders, tasks and more, your client will never fall through the cracks.

E-prescribe & Labs COMING SOON

Manage medical and compounding prescriptions, drug history search and obtain PMP reports. Send and receive prescription requests and refills. (Add-on service fee per provider)

Billing & Invoicing

Our software can help you manage fees for service, manage memberships or prepaid packages. You can set up recurring payments, process payments directly, require payment upfront, send customized invoices, receive payments through the portal and email. In addition, you can automate invoices and create recurring charges.

Inventory & Online Store

Manage your services, products, and kits with the inventory module. Receive products, write off, use barcode scanning, and even sell your supplements online! In addition, the online store allows your clients to purchase supplements any time or day.

Payment Processing

With safe, secure, and affordable credit card and e-check processing, save time and money. In addition, our payment processing partners guarantee 24-hour funding.

Documents & Labs

Upload all your documents, records, pictures, images, ID’s and much more and receive labs from your very own fax server directly in MPN. You can Share documents, labs, and ask patients to upload their own medical records from their patient portals to save you all the work!

Amazing Reports

Although Simplified Practice is not an accounting software, we have amazing financial, inventory, statistics, and patient reports that will allow you to keep your practice organized and on top of everything. In addition, all our reports are exportable to a CSV file, downloadable, etc.

Wellness Plans and Programs

You can create wellness programs and plans and drip campaigns directly from our software. Once you make them or use the existing programs available, you can share them with your patients for better patient compliance. Increase patient success and engage with your patients without using third-party software!

Client Portal

Your clients can schedule appointments, request refills, upload medical records, purchase supplements, follow their treatment plan, update their demographics, pay balances, fill forms, add credit cards on file, chat with the practice, and more!

Fax & Records

Our new fax server is going to revolutionize the way your fax needs. You can receive faxes and send faxes directly from our software. So if you need to fax anything such as labs, records, charts, and other things, you can simply do it from our software without printing or downloading! (Add-on service fee)

Strategic Marketing

Do you want to engage with the patients who haven’t been in your office? Our software will give you valuable statistics such as marketing source, appointment status, appointment type, program type, and much more so you can engage and send e-mails directly from our software!

API/Integrations

  • Easy Webinar
  • Zapier
  • Text Engaging
  • Google
  • ActiveCampaign
  • MailChimp
  • EventBright
  • HIPPA FAX
  • Any Website
  • Synduit

Text and Chat COMING SOON

Confirm, cancel, reschedule and communicate with your leads or patients by text. For example, you send a message from your chat module, and the lead or client receives and replies to the message by text. (Add-on service fee)

Simplify Your Practice

Simplified Practice provides the tools you need regardless of the type of practice you have.

  • Functional Medicine
  • IV Therapy
  • Weight loss
  • Acupuncture
  • Chiropractors
  • Holistic
  • Homeopathy
  • Wellness
  • Churches
  • Nonprofits Schools
  • Law
  • Coaching

Ready to grow your business?

Our clients have something to say...

8 years experience with cash-based practices

Are you ready to Simplify your Practice?

About

Simplified Practice Inc is a software company based in Dallas, Texas.


Simplified Practice Inc

539 W. Commerce St #464

Dallas, TX 75208

(888)-412-8810

Features

Lead Management

Calendar & Online Booking

Client Management

Billing & Invoicing

Amazing Reports

Payment Processing

Client Portal

Strategic Marketing

Text & Chat

Electronic Forms

Electronic Health Records & Telehealth

E-prescribe & Labs

Inventory & Online Store

Documents & Labs

Wellness Plans & Programs

Fax & Records

Churches & Nonprofits

Resources

Demo of Software

Help Center

Pricing

Privacy Policy

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