FIND YOUR PLAN

Find the Right Unified Practice Plan for Your Clinic

Every clinic is different. This quick survey helps identify the Unified Practice plan that best fits how you operate today and where you’re headed next.

Answer a few questions about your team, billing, growth plans, and patient communication needs to receive a tailored plan recommendation, along with suggested add-ons if applicable.

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How many people will use the software regularly in your clinic (practitioners + staff)?*

Just me (+ maybe 1 additional employee)

A small team — a few practitioners or a handful of staff (e.g. 2–5 users total)

A larger team — multiple practitioners and several staff (5+ users)

How do you mainly accept payments / handle billing?*

Mostly cash / self-pay, minimal insurance billing

A mix — some insurance claims now, maybe more later

Insurance is (or will be) a major part of your practice

Do you plan to use telehealth or remote/virtual visits at all?*

No — unlikely to use telehealth

Occasionally — maybe for follow-ups or remote patients

Yes — telehealth will be a regular part of patient care

How important are marketing, website integration, and patient communication tools (email campaigns, website chat, online scheduling)?*

Not very — I rely mostly on direct bookings / word-of-mouth

Somewhat — I’d like to use some marketing or outreach occasionally

Very — I want to actively use marketing and strong communications to grow or maintain my practice

How important is business reporting, clinic analytics, and detailed financial insight for you?*

Only basic reporting needed

Somewhat important — useful for tracking growth and finances

Very important — I rely on detailed reporting and analytics to run or grow the clinic

What are your growth plans over the next 1–2 years?*

I expect to remain small / solo or very small team

I expect moderate growth (adding 1–2 staff or another practitioner)

I expect strong growth (multiple practitioners, more staff, perhaps more locations)

Do you expect to send appointment reminders, confirmations or other messages to patients via SMS (text messages)?*

No — I prefer email or phone calls, or don’t need reminders

Occasionally — maybe for some patients, or sporadically

Yes — I want regular SMS reminders / automated texts to reduce no-shows

Do you want to verify patient insurance eligibility automatically instead of manually calling insurance companies?*

No — I plan to verify manually or don’t use insurance

Sometimes — for a subset of patients

Yes — I want automated or outsourced insurance-eligibility verification for most patients

Do you need an automated patient waitlist feature to manage overflow booking and capture patients who want appointments when your schedule is full?*

No — I rarely have a full schedule or don’t need to track waitlist patients

Sometimes — I occasionally have demand that exceeds available appointments

Yes — I frequently need to capture and manage waitlist patients to fill openings quickly

Do you plan to sell or manage pre-paid treatment packages (bundles of sessions at a set price) to your patients?*

No — I bill patients per visit and don’t use service bundles

Occasionally — I might offer packages for certain treatments or promos

Yes — I regularly sell or want to offer treatment packages to patients

Have your results sent to you!

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