AI Receptionist
Answers calls in your practice’s voice, books visits, and texts back missed calls.
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AI practice management software
AI Practice Management Software, with an AI team built in.
Scheduling, charting, intake and a unified inbox, with an AI Receptionist, Growth Coordinator, Care Coordinator and Billing Coordinator working alongside your staff.
What is AI practice management software?
AI practice management software brings scheduling, chart notes, intake forms, client records, messages, and payments into one system. AI takes on routine work: answering calls, booking visits, following up with leads, and drafting notes. Your staff stay responsible for care.
Simplified Practice is AI practice management software for functional medicine practices. Scheduling, chart notes, intake forms, client records, memberships and a unified inbox live in one platform, with an AI team built in: the AI Receptionist answers calls and books visits, the Growth Coordinator follows up with leads, and the Care Coordinator drafts notes for you to sign.
Meet your practice AI team
Growth Coordinator
Follows up with new leads and drafts campaigns for your approval.
Care Coordinator
Drafts the note with the AI scribe for you to review and sign.
Billing Coordinator
Prepares invoices and payment links.
Practice management software, plus an AI team
Calendar
Online booking, reminders, and multi-provider scheduling.
Chart notes and AI scribe
Templates, vitals, supplements, and notes drafted for you to sign.
Clients and CRM
Profiles, tags, documents, and programs in one record.
Intake forms
Forms that stay on the client record.
Unified inbox
SMS, email, calls, fax, and video in one thread.
Programs and memberships
Programs, memberships, and subscriptions in the same platform.
Booking deposits
Patients can pay a booking deposit through a secure payment link.
How Simplified Practice compares
A scheduler books time. A CRM stores contacts. A generic EHR stores a chart. Simplified Practice keeps those jobs in one platform and adds an AI team.
| Work | Simplified Practice | Generic EHR | Scheduler | CRM |
|---|---|---|---|---|
| Scheduling | Built in | Often separate | Core job | No |
| Chart notes and AI scribe | Included | Charting | No | No |
| Calls, texts, and email | One inbox | Limited | Reminders | Campaigns |
| Programs and memberships | Built in | Rare | No | Partial |
| AI team | Built in | Add-on notes | No | No |
Built for functional and integrative medicine
Simplified Practice is built for functional and integrative medicine practices, from solo practitioners to multi-provider, multi-location teams.
Programs, memberships, and cash-pay care sit with scheduling and chart notes. Read the guide to practice management software for functional medicine.
Switching from your current system
Yes. During onboarding, the team helps you plan the transition and bring client records and key data across. See how Simplified Practice compares.
Common questions
AI practice management software FAQ
What is AI practice management software?
It runs a practice’s scheduling, records, communication and payments in one system and uses AI for routine work: answering calls, booking visits, following up with leads, drafting notes. Simplified Practice adds an AI team that works alongside your staff.
What does Simplified Practice’s AI team do?
Receptionist: answers calls, books visits, texts back missed calls, replies by SMS and WhatsApp. Growth Coordinator: follows up with new leads, asks for reviews, reactivates past patients. Care Coordinator: drafts chart notes with the AI scribe for the provider to review and sign. Billing Coordinator: prepares invoices and payment links.
Is Simplified Practice an EHR?
It includes chart notes, templates, vitals, supplements and AI note drafting inside broader practice management software covering scheduling, intake, communication and growth.
Who is it for?
Functional and integrative medicine practices, from solo practitioners to multi-provider, multi-location teams running programs, memberships and cash-pay care.
Is it built for cash-pay practices?
Yes. Simplified Practice is built for cash-pay care, and patients can pay booking deposits through a secure payment link.
Can we move from our current system?
Yes. During onboarding, the team helps plan the transition and bring client records and key data across.
What does it connect with?
Zapier, GoHighLevel, LifeFile, Evexia lab results and Google Calendar sync.
How is patient data handled?
Practices control access with user roles and permissions, activity logs record what happens in the system, and every AI agent runs on BAA-covered services.
See your practice running on one connected platform
A friendly 30-minute walkthrough tailored to your practice. No pressure, no commitment.