Industry package
Run a solo practice without running a back office
A single practitioner is also the receptionist, the biller and the reminder service. This package keeps the client history, the appointment and the follow-up in one record so none of those three jobs needs a separate system.
A complete single-physician practice workspace: patient charts, visit requests, a visit pipeline, treatment follow-ups, visit types and billing/retention dashboards.
What gets in the way
Admin time competes directly with billable time
Every minute spent rescheduling, chasing a payment or writing a reminder is a minute not spent with a client, and there is nobody to delegate it to.
Client history lives in memory
With a small book of clients it feels unnecessary to write things down - until a gap of six months makes the previous session's context impossible to recall accurately.
Income is felt rather than known
Without recorded session types and values, questions like which service pays best per hour, or whether this month is genuinely slower, have no answer.
How the package handles it
- Client, session and scheduling details are captured as structured fields, so the context of the last visit is on the record rather than in recollection.
- The appointment pipeline carries each booking from request to completion, including the cancelled and no-show outcomes a solo diary usually erases.
- Ready-made views and reports answer the practice's commercial questions without building anything, which matters when there is no analyst to build it.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Visit Pipeline
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a doctor's private practice. Contacts are patients with a visit type, next appointment and outstanding balance; leads are visit requests; deals are treatment follow-ups on a visit pipeline; products are visit types.
Start with Doctors / Private Practice configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.