The best CRM Solution
for your cash based practice

We are 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!

Customer Ratings
Active Portals

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

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

Our Features

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.

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.

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

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.

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.

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.

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!

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!

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)

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!

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.

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)

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.

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!

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!

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)

  • Easy Webinar
  • Zapier
  • Text Engaging
  • Google
  • Active Campaign
  • MailChimp
  • Eventbrite
  • Any Website
  • Synduit

Simplify your Practice

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

Ready to grow your business?

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8 years experience with cash-based practices

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