Simplified Practice Logo Simplified Practice The clinic operating system
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The operating system for functional medicine clinics

Your practice. Simplified.

Your clinic’s AI team, on one platform. They handle the admin. You see the patient.

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A friendly 30-minute walkthrough tailored to your clinic. No pressure, no commitment.

Simplified Practice client profile with history and balances
Calendar
Simplified Practice calendar view with multiple providers and appointments
One platform, not nine tools Booking, charting, billing, the patient portal, and every call, text and email finally live in one place.
An AI receptionist on every call Answers in your clinic’s voice, books appointments, and texts back missed calls right away.
An AI team on staff Front desk, care team, billing and marketing agents do the work. Your staff step in when needed.

Built for functional and integrative medicine clinics, from solo practitioners to multi-provider, multi-location teams running programs, memberships, and cash-pay care.

  • AI Receptionist
  • Unified Inbox
  • Calendar
  • AI Scribe
  • Pipelines
  • Campaigns
  • English · Español

The problem

Running a clinic shouldn’t feel like running nine apps.

A scheduler here, an EHR there, a CRM, a forms tool, a payment processor, a phone system, a texting app, an email platform and a video app. Your team ends up jumping between tabs to piece together one patient’s story, and every gap between tools is a place where patients (and revenue) slip through.

  • Scheduling app
  • EHR
  • CRM
  • Intake forms tool
  • Payment processor
  • Phone system
  • Business texting app
  • Email platform
  • Video call app
Becomes One platform, not nine tools.

Calls, texts and emails land in one Conversations inbox, and every module speaks to the others with one login.

Your clinic’s AI team

They handle the admin. You see the patient.

Other platforms added an AI note-taker. We give your clinic an AI team that answers your phone, works your inbox, drafts your documentation, follows up on inquiries, and keeps every handoff moving.

Front desk · Receptionist

Every call answered, even after hours.

The Receptionist answers your clinic’s 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 a text back right away, new leads get a message as soon as they come in, and the Receptionist can carry the text conversation to a booked visit, handing off to your staff when it should.

Hi, I just missed your call. Do you have anything Thursday?SMS · sample conversation
Thanks for reaching out! We have 3:30 or 5:00 open Thursday. Which works better?Receptionist · text back
Simulated demo call. Hear what an AI-answered booking sounds like.

Best for: Easiest first step

Care team · Care Coordinator

Notes drafted, you just sign.

Tap “Start Session” and the Care Coordinator drafts the note with the AI scribe, filling your chart-note template field by field: SOAP, HPI, supplements. Phone and video visits can prefill draft notes from their transcripts too. You review and sign.

Best for: Gives doctors their evenings back

Billing and payments · Billing Coordinator

Invoices ready, before you ask.

The Billing Coordinator prepares invoices and payment links, and asks before anything is sent or refunded. Patients pay in clinic, by invoice link or through the portal, all in one place.

Best for: Cleaner cash flow, less chasing

Sales and marketing · Growth Coordinator

New inquiries answered, in minutes.

The Growth Coordinator replies with a booking link, follows up, and drafts campaigns for your approval.

Best for: Every new inquiry answered fast

AI reports

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.

AI Practice Management keeps every handoff moving in the background. See the AI answer a call and book a patient, live.

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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.

AI on every threadSuggested replies, an always-on conversation summary, and prefilled follow-up tasks, one click from message to action.
Book and bill inside the chatBook a real open appointment slot or send a payment link for a pending invoice without ever leaving the conversation.
Calls become text you can act onAnswered calls arrive with an AI summary and full transcript; missed calls land in the thread so you can text the caller back in seconds.
A caseload that ranks itselfThe Journey console scores every client by who needs attention right now (mood trends, broken streaks, gone quiet, stuck in a pipeline stage), with a suggested next action for each.
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A look inside Three views that run your day. Tasks, Conversations, and Pipelines, simplified on purpose, with the AI team and receptionist working underneath.

One thread per clientSMS · Email · Calls · Fax · Video
PipelinesVisual client journeys with stage automations and win-backs
Automation FlowsNo-code triggers, waits, and actions that run the routine work
CurriculumsMulti-week guided programs delivered through the client portal
Your AI teamAgents that do clinic work, with your staff in the loop
  • Every task has an owner (a person or an AI agent)
  • Assign Tasks to an AI Agent
  • AI Card Comments & @Mentions
  • AI Sends SMS & Payment Links
  • AI Creates Invoices
  • AI Enrolls Clients in Programs
  • Journey Caseload Console
  • Attention-Ranked Clients
  • Today’s Focus Briefing
  • Suggested Next Action per Client
AI ReceptionistThe Receptionist answers your clinic’s calls in your clinic’s voice
  • AI Answers Inbound Calls
  • Books Appointments by Phone
  • Grounded in Your Clinic’s Data
  • Falls Back to Your Staff
  • Native Voicemail + Transcription
  • Missed-Call Text-Back
  • Speed-to-Lead Instant Texts
  • SMS Booking with Staff Handoff
  • Lead Capture & Dedupe
  • Outbound Click-to-Call
  • Recording & Transcription Controls

From lead to loyal patient

From first inquiry to long-term care, guided in one system.

Acquisition, intake, care delivery, billing, programs, and follow-up live together, so your clinic can scale and still feel personal.

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  1. 1

    Attract and reassure

    The AI receptionist answers your calls, new leads get a text right away, and online booking, forms, and pipelines turn curiosity into a confirmed first visit.

  2. 2

    Deliver high-touch care

    Manage calendars, charting, client records, tasks, and team communication without breaking continuity.

  3. 3

    Nurture and retain

    Curriculums, habit tracking, memberships, automation flows, and AI campaigns keep patients engaged between visits, and reach out to patients who have gone quiet.

Calendar
Calendar interface example from Simplified Practice
Scheduling Scheduling that keeps your team calm and your patients informed. Multiple providers, reminders, and clear status changes.
Client record
Client profile and transaction history example from Simplified Practice
Client record Client records built for continuity, personalization, and trust. Profiles, notes, balances, and history at every return visit.

Why clinics choose us

Broader than a scheduler. Deeper than an EHR.

Seven connected modules, built for functional medicine, cash-pay, and membership models, and extended through Zapier, GoHighLevel, and LifeFile.

  • 01

    Calendar

    Online booking, reminders, waitlists, conflict checks, and multi-provider scheduling.

  • 02

    EHR

    Chart notes, vitals, supplements, allergies, templates, and AI note creation.

  • 03

    Clients + CRM

    Profiles, tags, documents, intake forms, dependents, and programs in one record.

  • 04

    Ledger

    Quotes, invoices, memberships, subscriptions, installments, and bundles for recurring revenue.

  • 05

    Conversations

    SMS, email, calls, fax, and video in one thread per client, with suggested replies.

  • 06

    Campaigns + Automations

    AI-drafted email and SMS campaigns plus no-code automation flows.

  • 07

    Reports + Workspace

    Plain-English AI reports, team tasks, time clock, and internal chat.

Common questions

Answers before you even ask.

Still curious? Bring every question to a friendly 30-minute demo.

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What does the AI actually do?

Your clinic gets an AI team that shares one platform. The Receptionist answers calls and texts and books visits. The Care Coordinator drafts your notes with the AI scribe, and the provider signs. The Billing Coordinator prepares invoices and asks before sending. The Growth Coordinator handles new inquiries and drafts campaigns for your approval. Your staff step in when needed.

What happens in the free demo?

A 30-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. Every AI agent runs on BAA-covered services.

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See your practice running on one connected platform.

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. Pick a time that works for your clinic: a friendly 30-minute walkthrough built around your workflows. No pressure, no commitment.

Clinic team member waving hello on a Simplified Practice demo video call
30-minute video call

What a demo looks like

  • 30 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.
  • Pick your time: booking takes under a minute.
  • Your workflows: we tailor the walkthrough to your practice.
Book Your Free Demo Or watch the demo first

P.S., you’ll be booking through Simplified Practice’s own online booking. Consider it your first taste of the product.