Functional Medicine Practice Software for Growth and Patient Onboarding
Functional medicine asks more of patients, so the path in has to be clear. Run your website, discovery calls, onboarding, programs and follow-up in one secure system.
The Problem with a High-Touch Practice on Low-Tech Tools
Long intakes, programs and memberships need more than a contact form.
Long Intake, Paper Process
Detailed health histories arrive as PDFs and get retyped.
Discovery Calls Booked by Email
Prospective patients drop off during the back and forth.
Programs Billed by Hand
Memberships and payment plans are tracked manually.
Education Scattered Everywhere
Handouts, videos and protocols live in email threads.
From Discovery Call to Program Patient
A clear path into a longer care relationship.
A Prospective Patient Finds You
On a website that explains your approach.
They Book a Discovery Call
Online, with automatic reminders.
They Complete a Detailed Intake
A secure multi-step form that saves to their record.
They Enroll in a Program
With a payment plan or membership.
Education and Check-Ins Follow
Resources, courses and follow-ups arrive on schedule.
Built for Functional and Integrative Care
The growth and onboarding side of your practice, in one place.
Practice Website and Funnels
Explain your model and turn visitors into discovery calls.
Secure Multi-Step Intake
Long health history forms with conditional questions.
Discovery Call Booking
Calendars, reminders and no-show follow-up.
Programs and Memberships
Recurring billing, payment plans and failed payment reminders.
Patient Education Portal
Courses, resource libraries and a private community.
Automated Follow-Up
Onboarding sequences, check-ins and re-engagement.
Getting Started
Three Things to Set Up First
A simple starting point for your first week.
A Discovery Call Funnel
Build a page that explains your approach, who it is for and what it costs, with a booking calendar at the end.
A Health History Intake
Create a multi-step form that patients complete at home before the first visit, saved to their record on the HIPAA plan.
A Program Welcome Sequence
Write the emails and lessons that explain what to expect in the first weeks.
Compliance Is the Foundation.
A CRM is only appropriate for patient information when the right safeguards and agreements are in place. The HIPAA plan includes them.
Compliance is shared. Aspire Builder Pro provides the safeguards and a signed BAA, and your practice remains responsible for its own policies, staff training and how the tools are used.
- Signed Business Associate Agreement (BAA)
- Encrypted in Transit and at Rest
- Role-Based Access Controls
- Audit Logs and Activity Tracking
- Multi-Factor Login
HIPAA Plan, BAA Included
Our infrastructure provides the technical safeguards so you can focus on your patients.
Aspire Builder Pro vs. a Patchwork of Tools
Your EHR stays. The scattered growth tools go.
| What You Need | Typical Patchwork | Aspire Builder Pro |
|---|---|---|
| Website and Funnels | Separate builder | Built-in |
| Detailed Intake Forms | Separate form tool | Built-in |
| Signed BAA Across Tools | One vendor at a time | One BAA on the HIPAA plan |
| Memberships and Payment Plans | Separate billing tool | Built-in |
| Patient Education and Community | Course platform | Built-in |
| Follow-Up Sequences | Email tool | Built-in |
| Monthly Cost | Several subscriptions | $297 for everything |
Perfect for Root-Cause and Program-Based Practices
See It in Action
Watch how a discovery call turns into a completed intake, a program enrollment and an automated welcome.
Frequently Asked Questions
Everything you need to know about practice software for functional medicine.
Give Patients a Clear Path Into Your Care.
Website, onboarding, programs and follow-up in one platform, with a signed BAA on the HIPAA plan.
