Starter bundle
4 to 6 weeks, fixed-fee. Fixed-fee quote inside 48 hours of the discovery call.
← All tools·Practice Operations Toolkit
Built around your EHR, not on top of it. Patient intake, recall, reviews, compliance, reporting, and operations. Modular, owned, themed to your practice.
Everything your EHR does not do, owned by you, themed to your practice. 19 containers across foundation, operations, insight, compliance, and support. Pick the containers that fit your operation; we configure the build and hand over the source at the end.
What this is, what this is not
The toolkit deliberately stays out of clinical charting, e-prescribing, imaging, treatment planning, claim submission, and appointment booking. Those stay in your EHR. The toolkit replaces the spreadsheets, paper forms, sticky notes, and SaaS subscriptions you use to run the operational side of the practice.
This is
This is NOT
The 19 containers
Foundation is always on. Operations, Insight, Compliance, and Support are picked the way you want them. Each container is a working module of the toolkit, themed to your practice, built into your install.
Build my toolkit
Start from a preset or build a custom configuration. Foundation containers are always on. Your selection is encoded in the URL so you can copy the page and share it with a partner before sending. When you are ready, drop your name and email below and we will come back inside 48 hours with a written, fixed-fee quote.
Themed for a fictional practice
Mockups shown for a fictional practice, Saguaro Pediatric Dentistry. Your install is themed to your brand at no additional cost; see Container 02.
HIPAA and BAA posture
Practices ask the HIPAA question first. We answer it first.
Trust posture
We publish the full HIPAA posture (controls, hosting options, incident handling, wipe procedure, audit rights) on a dedicated page. Take a look before the discovery call if you want to come in informed.
Pricing and timeline
The four anchors. The exact dollar amount lands in the written quote inside 48 hours of the discovery call.
4 to 6 weeks, fixed-fee. Fixed-fee quote inside 48 hours of the discovery call.
8 to 12 weeks, fixed-fee. Same Pilot Risk-Reversal at the Phase 1 gate.
A single optional line for changes and platform questions, billed only when you use it. Never required, never auto-renewed.
No seat licenses. No platform access fees. The build is yours forever.
Compared to the SaaS stack
Approximate retail SaaS list pricing as of 2026. Your savings depend on your current stack.
| What practices commonly pay for | Approx. cost | Container that replaces it |
|---|---|---|
| Forms and intake (Jotform HIPAA, NexHealth, Modento, Yapi) | $99 to $499 per month | Patient Intake & E-Consent |
| Recall and reactivation (Weave, Solutionreach, LocalMed) | $300 to $700 per month | Recall & Reactivation Engine |
| Reviews (Birdeye, Podium) | $300 to $500 per month | Reviews & Reputation |
| Compliance binder (HIPAA Secure Now, Compliancy Group, Abyde) | $99 to $299 per month | Compliance Map + Evidence Binder + Audit Kit |
| Staff training tracker (manual, Bridge, KnowBe4) | $50 to $200 per month | Staff Training & License Tracker |
| Owner dashboard (Jarvis Analytics, Practice by Numbers, Dental Intel) | $300 to $1,500 per month | Owner Dashboard |
| Sum | $1,150 to $3,700 per month, recurring | One-time custom build, owned forever |
Starter bundle pricing typically breaks even by month 2 against the SaaS stack it replaces.
Costs above are approximate retail SaaS list pricing as of 2026. Your savings depend on your current stack and the containers you select.
FAQ
No. The toolkit sits next to your EHR. We do not chart, prescribe, image, plan treatment, submit claims, or book appointments. Those stay in Dentrix, Open Dental, Curve, athenaHealth, Epic, or whatever you already use.
No. It replaces the spreadsheets and SaaS subscriptions you run around your EHR: intake, recall, reviews, compliance, reporting, vendor tracking, cash forecasting, staff licensing.
Yes. We sign a Business Associate Agreement before any PHI is touched. Controls and access scope are documented in the BAA.
Your choice. We deploy into your AWS or Azure account, into our managed AWS account under a signed BAA, or on-prem if your practice or specialty requires it. US-hosted in every case.
You own the source code, the database, the encryption keys, and the documentation. Any competent developer can pick it up. Nothing breaks the day we stop being your partner.
Yes. The toolkit is modular by design. Add a container in a future engagement and it slots into the same baseline. Foundation controls and theming carry forward.
Read-only export and one-way sync to common practice management systems. We do not write to the clinical record. The PMS stays the source of truth.
No. Every container works for any small-practice specialty: medical, dental, veterinary, chiropractic, optometry, physical therapy, dermatology, podiatry, and pediatric or family medicine.
30-minute discovery call. We come back inside 48 hours with a written, fixed-fee quote and a fixed timeline. If your current stack is the right answer, we will say so on the call.