The operating system for functional medicine clinics
Your practice. Simplified.
One platform that runs your whole clinic — scheduling, charting, billing, memberships, and a unified inbox — with an AI team that answers your phone, drafts your notes, works your follow-ups, and tells you what needs attention next.
A friendly 30-minute walkthrough tailored to your clinic. No pressure, no commitment.
A calmer schedule
Multi-provider views keep appointments, waitlists, and patient flow easy to read.
Easy to say yes to
Online booking, reminders, and confirmations that patients actually follow.
Care with context
History, notes, programs, and balances stay close to the relationship.
Nothing gets lost
Every visit, form, and follow-up stays connected long after the first hello.
The problem
Running a clinic shouldn't feel like running seven apps.
A scheduler here, an EHR there, a forms tool, a payment processor, an email platform, a task board, and a stack of spreadsheets holding it all together. Every gap between tools is a place where patients — and revenue — slip through.
Becomes
One connected operating system — every module speaking to the others, one login, one source of truth.
The AI Command Center
The first AI front office for functional medicine clinics.
Other platforms added an AI note-taker. Simplified Practice gives your clinic an AI team — one that answers your phone, works your inbox, drafts your documentation, runs your campaigns, and tells everyone what to do next.
Never lose another patient to a missed call.
A per-clinic AI voice agent answers inbound calls in your clinic's voice, answers questions from your real hours, services, and providers, and books appointments on the spot. Missed a call anyway? The caller gets an instant text-back, new leads get a message the second they come in, and the AI can carry a full SMS conversation to a completed booking — end to end.
Simulated demo call — hear what an AI-answered booking sounds like.
Your day, already triaged
The AI reads everything coming in — messages, calls, forms, payments, win-back opportunities — and surfaces your "Next Move" with ready-to-go, one-click actions. A morning brief and live KPI panel replace the wall of notifications.
An AI teammate you can assign work to
Hand it a task like a coworker: it sends replies and payment links, creates invoices, updates client details, enrolls clients in programs — and only marks work done when it's actually done.
Charting that writes itself during the visit
Tap "Start Session" and the AI listens, transcribes, and fills your chart-note template field by field — SOAP, HPI, supplements — never inventing facts. Phone and video visits can prefill draft notes from their transcripts too.
Marketing measured in bookings, not clicks
Describe a campaign in one line and the AI drafts the audience, sequence, and on-brand copy. Every send is tracked through a funnel no email tool can produce: delivered → opened → replied → booked → showed → paid.
Ask for any report in plain English
"Revenue by provider last month." "Clients who haven't been in for 60+ days." The AI builds the report — columns, filters, grouping, date range — presentation-ready.
See the AI answer a call and book a patient, live.
Get a Free DemoA look inside
Three consoles that run your day.
Illustrative previews — simplified on purpose. The real screens go deeper, and you'll see them live in your demo.
On Deck · 4
Deferred · 7
Needs Your Call · 1
Missed call — new lead
The AI texted them back and drafted a reply. Review and send?
Send reply
Book appointment
Win-back opportunity
2 clients quiet for 60+ days with nothing booked.
SMS
Email
Calls
Video
Hi! Can I move my Thursday visit to later in the day?
SMS · 2 min ago
Of course! Dr. Rivera has 3:30 or 5:00 open Thursday —
which works better?
AI suggested reply — one click to send
Send
Book 3:30
Payment link
New Lead 3
Web form — today AI texted
Missed call — 1h Texted back
Consult Booked 5
Thursday 2:30 Confirmed
In Treatment 28
12-week program Week 4
We keep the full interface off the public site on purpose — book a free demo to see the real thing running your workflows.
Conversations — the unified inbox
Every channel. Every client. One thread.
SMS, email, phone calls, fax, and video for each client are stitched into a single conversation — so your front desk answers everything from one place, with the full relationship in view.
One thread per client
SMS · Email · Calls · Fax · Video
Pipelines
Visual client journeys with stage automations and win-backs
Automation Flows
No-code triggers, waits, and actions that run the routine work
Curriculums
Multi-week guided programs delivered through the client portal
Built for the whole clinic, not just one task
From first inquiry to long-term wellness care, the entire clinic runs in one system.
Functional medicine clinics need more than scheduling software or a basic EHR. Simplified Practice brings together acquisition, intake, care delivery, billing, communication, programs, and follow-up so your clinic can scale without sacrificing a guided, personal patient experience.
Lead-to-care coverage
Capture, book, onboard, chart, retain
Retention engine
Programs, memberships, portal, nurture
Scheduling depth
Multi-column, waitlists, buffers, Google sync
Operational range
Calendar, EHR, ledger, communication, workspace
Why clinics choose us
What makes Simplified Practice different from fragmented competitors.
When teams compare platforms side by side, these are the advantages that make the decision easy.
One connected operating system
Instead of stitching together separate apps for scheduling, charting, billing, portal access, tasks, reporting, and growth workflows, your clinic runs in one connected system that also extends through integrations like Zapier, GoHighLevel, and LifeFile.
Built for retention, not just appointments
Programs, memberships, nurture flows, portal access, and recurring billing help clinics build longer patient relationships.
A growth engine, not just an EHR
Visual pipelines, no-code automation flows, AI campaigns with booking-and-revenue attribution, and speed-to-lead texting — the tools clinics usually bolt on with a separate marketing platform, built in.
Made for functional medicine workflows
Supplements, wellness plans, intake forms, program visits, chart notes, and patient follow-up support the deeper care model your clinic actually delivers.
Stronger revenue operations
Quotes, invoices, gift cards, subscriptions, bundles, installments, refunds, and returns create more flexibility than lightweight practice tools — built for cash-pay and membership models.
Core modules
Broader than a scheduler. Deeper than a basic EHR.
Nine modules cover the full clinic journey — from the first phone call and intake to programs, campaigns, renewals, reporting, and retention.
Calendar
Discovery calls, follow-ups, program visits, online booking, reminders, conflict checks, waitlists, and multi-provider scheduling built for busy clinics.
Ledger
Quotes, invoices, supplement sales, custom payments, memberships, subscriptions, installments, refunds, and bundled offers that support recurring revenue.
Clients
Demographics, tags, notes, appointments, documents, intake forms, dependents, programs, and assignments that help your team stay personal and consistent.
EHR
Chart notes, vitals, complaints, supplements, allergies, AI note creation, templates, drafts, comparisons, and finalized documentation for continuity of care.
Conversations
The unified, AI-powered inbox: SMS, email, calls, fax, and video in one thread per client — with suggested replies, transcripts, and in-chat booking and payment links.
Pipelines + Journey
Drag-and-drop client journeys with stage automations and win-backs, plus a caseload console that ranks which client needs your attention right now.
Curriculums
Multi-week guided programs — weeks, lessons, videos, check-ins, and habit tracking — delivered through a clean client learning portal. Describe a program and the AI drafts the whole thing.
Campaigns + Automations
AI-drafted email and SMS campaigns with living audiences and a booked-and-paid revenue funnel, plus no-code automation flows for the routine work in between.
Reports + Workspace
Standard and plain-English AI reports across revenue, appointments, and re-engagement — plus team tasks, time clock, and internal chat to run the back office.
Every feature, in the open
No guessing what's inside. Explore the full platform.
Expand each module to see exactly what your clinic gets — then ask us to show you any of it, live, in your free demo.
General Core operations and integrations
AI Command Center The AI consoles that run your day
AI Receptionist An AI voice agent on your clinic's phone line
Conversations Unified, AI-powered inbox — every channel, one thread
Pipelines Visual client journeys with automation
Campaigns AI-first email & SMS marketing with revenue attribution
Curriculums Guided client programs & learning portal
Journal, Habits & Engagement Client self-tracking your team can coach against
Calendar Scheduling, booking, reminders, and appointment control
Ledger Payments, products, billing, and revenue operations
Clients Profiles, forms, documents, notes, and assignments
EHR Clinical documentation and charting workflows
Video Visits Secure built-in telehealth — no third-party tool
Automation Flows No-code drag-and-drop automation builder
Workspace Task management and internal collaboration
Reports Performance visibility across the business
Settings Configuration, permissions, and localization
Want to see any of these live, with your own workflows?
Get a Free DemoFrom lead to loyal patient
Guide patients from curiosity to commitment without losing continuity.
Attract and reassure
The AI receptionist answers every call, new leads get a text within seconds, and online booking, forms, and pipelines turn curiosity into a confirmed first visit.
Deliver high-touch care
Manage calendars, charting, client records, tasks, and team communication without breaking continuity.
Nurture and retain
Curriculums, habit tracking, memberships, automation flows, and AI campaigns keep patients engaged between visits — and win back the ones going quiet before they're gone.
Product proof
Real screens, not marketing mockups.
This is the actual platform your team would work in every day — and in your demo, you'll see it running your workflows.
Scheduling
Scheduling that keeps your team calm and your patients informed.
Multiple providers, weekly views, reminders, and clear status changes reduce confusion across the clinic day.
Client record
Client records built for continuity, personalization, and trust.
Profiles, notes, balances, and history help your team deliver a more personal experience at every return visit.
Control without complexity
Built for growing clinics with multiple providers, roles, and locations.
Give owners and operators more peace of mind with permissions, activity logs, timezone control, language options, and workspace visibility from one calm control layer.
Workspace
Tasks, handoffs, collaborators, follow-through
Reports
Appointments, sales, programs, patient trends
Settings
Users, permissions, timezone, language, locations
What a demo looks like
A friendly walkthrough of your clinic's day — not a sales pitch.
We build the demo around how your clinic actually works. Bring your questions, bring your team, and see the platform run the workflows you deal with every day.
- 30–45 minutes on a video call, scheduled around your clinic day.
- Tailored to you — scheduling, charting, programs, billing: we focus on what matters to your practice.
- Bring your team — front desk, practitioners, owners. Everyone's questions welcome.
- No pressure — no obligation and no hard sell. Just an honest look at the platform.
Common questions
Answers before you even ask.
What does the AI actually do?
Real work, not just suggestions. The AI receptionist answers your phone and books appointments. The AI Assistant is an assignable teammate that sends replies, payment links, and invoices, and enrolls clients in programs. The in-room AI Scribe fills your chart notes during the visit. Campaign Copilot drafts your marketing, and AI Reports answer plain-English questions about your business. A human stays in control at every step — nothing sends or launches without your say-so.
What happens in the free demo?
A 30–45 minute video call where we walk through the platform using your clinic's real workflows — scheduling, charting, programs, billing, and follow-up. Invite your team, ask anything, and leave with a clear picture of how your clinic would run on Simplified Practice. No pressure, no obligation.
Is Simplified Practice a fit for my clinic?
We're built for functional and integrative medicine clinics — from solo practitioners to multi-provider, multi-location teams. If your care model includes programs, wellness plans, supplements, memberships, or cash-pay services, the platform was designed around the way you work.
Can we move from our current system?
Yes. During onboarding we help you plan the transition and bring your client records and key data across, so your team can switch without losing continuity. Tell us what you're using today in the demo and we'll map out the move together.
Does it support memberships and programs?
Natively. Programs with visit tracking, memberships, subscriptions, installments, bundles, gift cards, quotes, and invoices are all part of the Ledger and Clients modules — because recurring care is how functional medicine clinics actually operate.
What about our other tools?
Simplified Practice connects with Zapier, GoHighLevel, LifeFile, and Evexia labs — view lab results right on the client profile — and calendars sync to Google. Most clinics find they can retire several tools entirely, and keep the ones they love connected.
How is our data handled?
Your clinic controls access with user permissions and roles, and activity logs keep a record of what happens in the system. We're happy to walk through security, compliance, and data practices in detail during your demo.
Get a free demo
See your clinic running on one connected platform.
Tell us a little about your practice and we'll reach out to schedule a walkthrough built around your workflows — a friendly 30-minute conversation, no pressure, no commitment.