Built for your care model

Functional medicine practice management software

Generic EHRs were built for 15-minute visits and insurance codes. Functional medicine runs differently — root-cause workups, labs, supplements, multi-week protocols, memberships, and long relationships. Simplified Practice was built around that model from day one.

The checklist

What a functional medicine clinic should demand from its software.

Every serious review of functional medicine software scores the same criteria. Here's how Simplified Practice answers each one.

01 · LABS

Lab results where you work

Connect your Evexia account, link each client to their patient ID, and view their lab results on a dedicated tab of the client profile — plus a results report across your caseload.

02 · SUPPLEMENTS

Supplement workflows built in

A supplements widget in charting, supplement sales in the ledger, compound products, and LifeFile integration for compounding pharmacy workflows.

03 · PROTOCOLS

Multi-week protocols, delivered

Curriculums turn your protocols into drip-released weekly programs with lessons, check-ins, habit tracking, and coach feedback — delivered through the client portal.

04 · INTAKE

Deep, customizable intake

Intake forms that capture the lifestyle and history depth a root-cause workup needs — assigned, reviewed, and stored on the client record, and able to trigger automations.

05 · AI DOCUMENTATION

An in-room AI scribe

Tap Start Session and the AI transcribes the visit and fills your chart-note template field by field — SOAP, HPI, supplements — never inventing facts.

06 · THE BUSINESS MODEL

Cash-pay, memberships, programs

Subscriptions, installments, bundles, gift cards, quotes, and program billing — the revenue model functional medicine actually runs on, native to the ledger.

See it running your protocols, your labs, your programs.

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Beyond the checklist

The part no other functional medicine software has: an AI front office.

Lab integrations and supplement workflows are table stakes. What no FM-focused platform offers is an AI receptionist that answers your phone and books patients, an assignable AI teammate that completes real tasks, a unified inbox for every channel, and campaigns measured in bookings and revenue.

AI Receptionist Answers calls, books visits, texts back missed calls
Unified Inbox SMS, email, calls, fax & video — one thread per client
Pipelines Every lead and patient journey on one board
Campaigns Marketing measured to booked visits and revenue

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See your practice running on one connected platform.

A friendly 30-minute walkthrough built around your clinic's workflows. No pressure, no commitment.

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