How Practice Builder Works
Quick answer
How does Practice Builder work?
Practice Builder works in five steps: you book a demo, the team sets up your account and imports your contacts, your phone number and texting are registered, missed calls and web inquiries start getting answered automatically, and you track every lead to a booked visit. Setup is done for you. It works alongside your EHR and does not replace it. Plans start at $199 a month plus a one-time setup fee.
Last updated: October 2026
Book a demo
Everything starts with a demo. You book a call, and the team walks you through how Practice Builder would work for your specific practice, whether you run a solo naturopathic clinic or a multi-provider wellness center. The demo is a conversation, not a sales pitch, and it is the moment where the setup fee is quoted based on your practice's needs.
We set up your account
Once you decide to move forward, the team builds your account for you. Your existing contacts are imported into the platform, your lead pipelines are set up with stages that match how your practice works, and your automations are configured. This is the done-for-you setup covered by the one-time fee, so you are not starting from a blank slate.
Your phone number and texting are registered
To send patient texts, your practice needs a registered phone number. The team handles the registration and connects your texting so that missed calls trigger an automatic text-back and patients can reply in the same thread. Everything is set up to run through the HIPAA-enabled platform from the start.
Missed calls and web inquiries start getting answered automatically
With your account and texting live, the automations go to work. When a call goes unanswered, a personalized text is sent within seconds. When someone fills out a form on your website or sends a message through your chat widget, a lead is captured and followed up with automatically. Your pipeline starts filling with real opportunities without anyone on your team lifting a finger.
You track every lead to a booked visit
Every conversation flows into your visual pipeline, so you can see each lead move from New to Contacted to Consult Booked to Active Patient. Your team follows up from one shared view, nothing falls through the cracks, and you can see exactly how many missed calls turned into booked appointments. That visibility is what turns the platform from a tool into a growth engine.