AiO Practice Management Platform

When you’re team is trying to manage multiple software systems, chaos takes over, productivity drops, and mistakes pile up. Each extra tool drains time, energy, and money.

Our all-in-one system eliminates extra riff-raff by simplifying processes, bringing multiple systems into one place, and creating seamless integration. Your team can focus on delivering a 5-star experience and your practice saves big.

Practice Management Platform

When you’re team is trying to manage multiple software systems, chaos takes over, productivity drops, and mistakes pile up. Each extra tool drains time, energy, and money.

Our all-in-one system eliminates extra riff-raff by simplifying processes, bringing multiple systems into one place, and creating seamless integration. Your team can focus on delivering a 5-star experience and your practice saves big.

Key Features

Website

Customer Support & Ticketing

Text & Email Marketing

CRM & Sales Funnels

Workflows & Automation

Reputation Management

Content Marketing

Facebook & Google Ad Templates

Online Learning Platform

Forms & Surveys

Unlimited Number of Users

Unlimited Email & Text Support

$997

USD/Month

*Get 2 Months FREE with Annual Contract

*One-Time Optional Setup Fee $5,000

Key Features

Website

Primary online presence with complete & in-depth information.

Customer Support & Ticketing

Phone, text, and email your patients.

Text & Email Marketing

Automation to close, nurture, and retain patients

CRM & Sales Funnels

Manages patient relationships and tracks leads.

Workflows & Automation

Automate routine tasks for efficiency.

Reputation Management

Monitor and respond to online reviews.

Content Marketing

Engage patients with valuable content across digital platforms.

Facebook & Google Ad Templates

Targeted ads to attract new patients.

Online Learning Platform

Online courses for staff, clinicians, and owners.

Forms & Surveys

Online forms for collecting patient data, signatures, and surveys.

Unlimited Number of Users

Unlimited Email & Text Support

Pricing

Practice Management Platform

$997

USD/Month

*Get 2 Months FREE with Annual Contract

*One-Time Optional Setup Fee $5,000

  • Website

  • Content Marketing

  • Email Marketing

  • Patient Email & Text Templates

  • Forms & Surveys

  • CRM & Sales Funnels

  • Reputation Management

  • Facebook & Google Ad Templates

  • Training & Documentation

  • Workflows & Automation

  • Unlimited Users

  • Unlimited Email & Text Support

Why Work with Us?

Psychiatry Focused

Entire platform designed specifically for private psychiatry offices.

HIPAA Compliant

Keeps patients data secure while complying with all federal privacy laws.

Simplify

Consolidate multiple softwares into 1 platform with seamless integration.

Cost Savings

Greatly reduce software costs and the headache of paying multiple bills each month.

Fresh Marketing Content

Share new videos, emails, and social media posts to your patients every week.

New Online Courses Each Month

Sharpen your teams skills and increase their value to the practice.

Features & Services We Do Not Offer

As much as we would would love to offer everything under the sun, we know the importance of staying in our lane of sales, marketing, and operations. For now, we can only offer recommendations for the following types of software and vendors:

EHR & Billing

Accounting

Compliance

HR & Payroll

Why Work with Us?

Psychiatry Focused

Entire platform designed specifically for private psychiatry offices.

HIPAA Compliant

Keeps patients data secure while complying with all federal privacy laws.

Simplify

Consolidate multiple softwares into 1 platform with seamless integration.

Cost Savings

Greatly reduce software costs and the headache of paying multiple bills each month.

Fresh Marketing Content

Share new videos, emails, and social media posts to your patients every week.

New Online Courses Each Month

Sharpen your teams skills and increase their value to the practice.

Features & Services We Do Not Offer

As much as we would would love to offer everything under the sun, we know the importance of staying in our lane of sales, marketing, and operations. For now, we can only offer recommendations for the following types of software and vendors:

  • EHR & Billing

  • Accounting

  • Compliance

  • HR & Payroll

FAQ

What is an All-in-One (AiO) practice management platform?

An AiO practice management platform consolidates various tools—like sales, marketing, training, and workflows—into one cohesive system. It eliminates the need for juggling multiple software systems, reducing complexity and improving efficiency.

How will this help my practice?

This platform streamlines your operations, automates routine tasks, and simplifies patient communication. It allows your team to focus on delivering a 5 star experience for your patients while reducing errors and administrative burdens. It also supports marketing and reputation management to attract and retain more patients.

How much does it cost?

Pricing may vary based on the level of customization and additional features required. Pricing is only for the software and DOES NOT include any Business Optimization services.

The pricing typically includes:

- One-Time Setup Fee: $5,000 (optional)

- Monthly Subscription: $997

- Annual Contract: $9,997 (Get 2 Months FREE)

Do I have to pay the one-time setup fee and what is included?

No, the one-time setup fee is not mandatory. However, it is highly recommended if you lack experience with software setup, web development, or technical skills.

The setup fee covers configuring your account to ensure your business is fully operational. This "white glove" Done-For-You (DFY) service eliminates the need for you to learn skills you likely won’t need again after setup. By opting for this service, you can save time and focus on other priorities of the business while professionals handle the technical setup.

How long does it take to setup an account?

The account setup process takes 30 days, but this timeline begins only after you complete the onboarding form, make the first payment, and we verify access to all necessary accounts for integration or data migration.

How hard is it to set up?

We offer a white glove setup, meaning a DFY (Done For You) service so you don't have to spend years learning how to setup this software. You will be assigned an onboarding specialist that will make the setup as easy as possible. We will need your help to give us access to certain accounts but we have created video tutorials and step by step guides to make sure anyone in your practice can help.

Will you help me migrate from my current platform to yours?

Yes, migration support is provided if you purchased the DFY setup. This includes data import, system integration, and hands-on guidance to minimize disruptions.

What type of training and support do you provide?

Our onboarding specialist will make sure everyone on your team receives the best training possible. Included in your setup are multiple live training sessions so we can walk you through our platform and answer all your questions. All clients have unlimited support so no one on your team will ever be stuck or feel lost. We also have a complete library of video tutorials and step by step guides.

How much will I save?

Savings is broken down into 2 parts. The first savings is the cost by significantly reducing the amount of different softwares needed. The second savings is the time and headaches by streamlining workflows, reducing human errors, and seamless integration between each module which gives more time to your staff to focus on booking appointments and patient support.

Do you require a contract?

We do not have a contract for our AiO Platform. You can choose month to month and pay our standard monthly price. If you would like to save even more you can pay annually.

What if I already have some of this software?

The AiO platform can complement or replace existing tools depending on your current setup. You can phase out redundant systems to maximize efficiency or integrate specific features into your existing workflow. We love simplification and saving money!

Will you help me migrate from my current platform to yours?

Yes, migration support is provided to ensure a smooth transition. This includes data import, system integration, and hands-on guidance to minimize disruptions.

What if I'm not happy using your platform?

The platform comes with a satisfaction guarantee. If you're not happy, there are options to address your concerns, including our 90 day money back guarantee or extended support until issues are resolved. The entire design of our system is to attract new patients and remove all the waste in operations.

Can this platform replace my EHR or billing software?

No, the AiO platform is designed to complement, not replace, EHR and billing systems. It focuses on sales, marketing, communication, and administrative workflows.

Can this integrate with my EHR?

We currently do not offer direct integration with any EHR. As our client base grows, we will be able to offer direct integration with the most popular EHR's.

How can I get started?

Getting started is simple:

1. Schedule a discovery call to discuss your practice’s needs.

2. Plan your implementation with our team.

3. Receive training and begin using the platform.

Contact us today to begin transforming your practice.

FAQ

What is an All-in-One (AiO) practice management platform?

An AiO practice management platform consolidates various tools—like sales, marketing, training, and workflows—into one cohesive system. It eliminates the need for juggling multiple software systems, reducing complexity and improving efficiency.

How will this help my practice?

This platform streamlines your operations, automates routine tasks, and simplifies patient communication. It allows your team to focus on delivering a 5 star experience for your patients while reducing errors and administrative burdens. It also supports marketing and reputation management to attract and retain more patients.

How much does it cost?

Pricing may vary based on the level of customization and additional features required. Pricing is only for the software and DOES NOT include any Business Optimization services.

The pricing typically includes:

- One-Time Optional Setup Fee: $5,000

- Monthly Subscription: $997

- Annual Contract: $9,997 (Get 2 Months FREE)

Do I have to pay the one-time setup fee and what is included?

No, the one-time setup fee is not mandatory. However, it is highly recommended if you lack experience with software setup, web development, or technical skills.

The setup fee covers configuring your account to ensure your business is fully operational. This "white glove" Done-For-You (DFY) service eliminates the need for you to learn skills you likely won’t need again after setup. By opting for this service, you can save time and focus on other priorities of the business while professionals handle the technical setup.

How long does it take to setup an account?

The account setup process takes 30 days, but this timeline begins only after you complete the onboarding form, make the first payment, and we verify access to all necessary accounts for integration or data migration.

How hard is it to set up?

We offer a white glove setup, meaning a DFY (Done For You) service so you don't have to spend years learning how to setup this software. You will be assigned an onboarding specialist that will make the setup as easy as possible. We will need your help to give us access to certain accounts but we have created video tutorials and step by step guides to make sure anyone in your practice can help.

Will you help me migrate from my current platform to yours?

Yes, migration support is provided if you purchased the DFY setup. This includes data import, system integration, and hands-on guidance to minimize disruptions.

What type of training and support do you provide?

Our onboarding specialist will make sure everyone on your team receives the best training possible. Included in your setup are multiple live training sessions so we can walk you through our platform and answer all your questions. All clients have unlimited support so no one on your team will ever be stuck or feel lost. We also have a complete library of video tutorials and step by step guides.

How much will I save?

Savings is broken down into 2 parts. The first savings is the cost by significantly reducing the amount of different softwares needed. The second savings is the time and headaches by streamlining workflows, reducing human errors, and seamless integration between each module which gives more time to your staff to focus on booking appointments and patient support.

Do you require a contract?

We do not have a contract for our AiO Platform. You can choose month to month and pay our standard monthly price. If you would like to save even more you can pay annually.

What if I already have some of this software?

The AiO platform can complement or replace existing tools depending on your current setup. You can phase out redundant systems to maximize efficiency or integrate specific features into your existing workflow. We love simplification and saving money!

What if I'm not happy using your platform?

The platform comes with a satisfaction guarantee. If you're not happy, there are options to address your concerns, including our 90 day money back guarantee or extended support until issues are resolved. The entire design of our system is to attract new patients and remove all the waste in operations.

Can this platform replace my EHR or billing software?

No, the AiO platform is designed to complement, not replace, EHR and billing systems. It focuses on sales, marketing, communication, and administrative workflows.

Can this integrate with my EHR?

We currently do not offer direct integration with any EHR. As our client base grows, we will be able to offer direct integration with the most popular EHR's.

How can I get started?

Getting started is simple:

1. Schedule a discovery call to discuss your practice’s needs.

2. Plan your implementation with our team.

3. Receive training and begin using the platform.

Contact us today to begin transforming your practice.

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