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What is Simplified Practice?

Boost your conversion rates by integrating landing pages, organizing webinars, and coordinating events while actively interacting with potential clients through chat or email! Simplify and automate your scheduling for appointments, events, webinars, classes, and virtual meetings with minimal effort! You can efficiently manage service fees, memberships, various programs, packages, and virtual clients seamlessly! Create or automate invoices, handle payment processing, and set up recurring billing for your offerings and services. You have the flexibility to communicate with prospects and clients through chat, text, email, or video at any hour, utilizing either automated responses or personalized interactions. Generate reports and widgets that cover financials, inventory, statistics, birthdays, and taxes to keep track of your practice's overall health. Enable clients to easily access a wide range of resources including videos, recipes, articles, documents, treatment plans, wellness programs, appointment scheduling, supplement purchases, payment processing, form completion, and much more, all readily accessible at their convenience! This all-encompassing strategy not only enhances the client experience but also cultivates deeper connections, making it a win-win for both parties involved. Ultimately, the combination of these tools and resources can significantly elevate your overall service delivery and client satisfaction.

What is Pega CRM?

Boost engagement and optimize automation at every stage of the customer journey. Shift away from traditional CRM platforms and embrace a holistic, journey-centric customer engagement solution. Whether you're looking to replace your current system or enhance your existing framework, Pega is ready to support you. The performance of your agents plays a vital role in your overall success, so it's important to keep your team connected, efficient, and productive, regardless of their location. Customers want to feel appreciated and cared for; provide them with proactive, personalized, and seamless experiences across all platforms. In the current competitive environment, having all-encompassing capabilities is crucial. Cut costs and enhance the effectiveness of your channels through smart automation and streamlined case management. Enable the integration and automation of tasks between teams and systems to speed up the handling of customer queries. Pega's AI-driven case management adjusts to diverse customer service demands, while predefined microjourneys based on industry best practices act as rapid deployment templates. This approach empowers you to initiate projects swiftly and effectively, ensuring your organization remains agile and responsive to evolving customer needs. By leveraging these tools, you can elevate your customer engagement strategy and drive meaningful outcomes.

Media

Media

Integrations Supported

ABBYY Mobile Capture
Capgemini Intelligent Automation Platform
ClearProcess
CognitiveScale Cortex AI
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

Integrations Supported

ABBYY Mobile Capture
Capgemini Intelligent Automation Platform
ClearProcess
CognitiveScale Cortex AI
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

API Availability

Has API

API Availability

Has API

Pricing Information

$249.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simplified Practice

Date Founded

2021

Company Location

United States

Company Website

simplifiedpractice.com

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/es/products/crm-applications

Categories and Features

Electronic Medical Records (EMR)

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
HIPAA Compliant
Handwriting Recognition
Integrated Telehealth
MIPS Certified
Meaningful Use Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

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