Case Studies

Real platforms.
Real results.

25+ practices live and in active use. Here's what we built, what it replaced, and what changed for the practices running on them.

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25+
Practices served
Deployed & in active use
100%
HIPAA compliant
Every platform, by default
30 days
Average go-live
Discovery to launch
$0
Per-seat fees
Unlimited users, always
Therapy & Counseling
TherapyConnectionCRM

A full EHR, CRM, scheduling, and payroll system built for therapy practices and launched in under 30 days.

Group Therapy Practice Platform

The Challenge

Therapy and counseling practices were running on a patchwork of tools. SimplePractice for clinical notes, a separate payroll system for therapist compensation, a basic CRM they'd outgrown, and a billing service taking a percentage of every claim. As practices grew from solo to group, the per-session pricing model became unsustainable and manual payroll was consuming 10+ hours per week.

What We Built

We built TherapyConnectionCRM. A fully integrated platform covering clinical documentation including progress notes, treatment plans, and intake forms. A client CRM with referral tracking and waitlist management, HIPAA-compliant telehealth, insurance and self-pay billing with direct clearinghouse integration, and automated therapist payroll calculation based on session hours and rates.

Platform Features

  • Full clinical EHR with progress notes & treatment plans
  • Client CRM with referral tracking, waitlist, and lifecycle management
  • HIPAA-compliant telehealth built in
  • Insurance + self-pay billing with clearinghouse integration
  • Automated therapist payroll by session hours & rates
  • Patient portal with scheduling, messaging, and document access

Tools Replaced

SimplePracticeSeparate payroll systemBasic CRMThird-party billing service

Results

$1,800/mo
Billing service fees eliminated
Flat monthly hosting replaced per-claim percentage fees
90%
Payroll processing time
From 10+ hours/week to automated calculation
28%
New client conversion
CRM follow-up automation improved lead conversion
40%
Telehealth no-shows
Automated reminders and easy patient portal access
"EHR, CRM, payroll, time tracking. It's all in one system now. Built around how I actually run my practice, not how software companies think I should. The billing alone paid for the platform in the first month."
Practice Director
TherapyConnectionCRM Client
See it live

This platform is live and in active use. You can explore it interactively on our demo page.

Interactive Demo Visit Site
Optometry & Eye Care
IndependentOpticalSolutions

Replaced 5 disconnected tools with one unified eye care platform and cut monthly software costs by over 60%.

Independent Eye Care Practice Platform

The Challenge

Independent optometry practices were running on a legacy EHR, a separate lens ordering system, a third-party billing service, a standalone patient recall tool, and spreadsheet-based inventory. Staff were re-entering data across multiple platforms daily. Monthly software costs exceeded $3,200 and still required hours of manual reconciliation every week.

What We Built

We built IndependentOpticalSolutions. A unified platform combining a clinical EHR built specifically for optometry workflows, integrated lens and frame ordering, insurance billing, patient recall automation, and optical POS. All in one system. The platform connects directly to lab vendors and insurance portals through API integrations.

Platform Features

  • Optometry-specific clinical EHR covering refraction, contact lens, and OCT
  • Integrated lens and frame ordering directly from the exam room
  • VSP, EyeMed, Davis Vision insurance billing
  • Automated patient recall campaigns
  • Optical POS covering frame inventory, dispensing, and purchase history
  • Practice analytics covering capture rate, recall rate, and revenue per exam

Tools Replaced

Legacy EHRLens ordering portalThird-party billing servicePatient recall toolInventory spreadsheets

Results

60%+
Monthly software cost reduction
From $3,200/mo across 5 tools to one flat fee
12 hrs
Staff time saved per week
Eliminated manual data re-entry between systems
34%
Patient recall rate
Automated campaigns vs. manual outreach
2 days
Insurance claim turnaround
Down from 7–10 days with previous billing service
"We went from juggling five different systems to one platform that handles everything. EHR, lens ordering, lab connections, all of it. The ROI was immediate. I wish we'd done this years ago."
Practice Owner
IndependentOpticalSolutions Client
See it live

This platform is live and in active use. You can explore it interactively on our demo page.

Interactive Demo Visit Site

In their own words.

"The 30-day timeline seemed impossible. We were live in 27 days."
Eye Care Practice Owner · Optometry
"I haven't logged into SimplePractice in months. Everything is in one place now."
Licensed Therapist · Mental Health
"We replaced five subscriptions with one platform. The savings paid for the build in three months."
Practice Administrator · Eye Care
"Finally a system built for how I actually see patients. Not how a software company thinks I should."
Group Practice Director · Therapy
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