PracticeBetter is the most widely adopted practice management platform among functional medicine and hormone optimization telehealth practices — and for practitioners building a new clinic, it is often the most practical choice for an integrated operating system that combines scheduling, telehealth, EHR, patient portal, and billing in one environment. Here is how to use it effectively as the hub of your clinical operations.
The PracticeBetter setup sequence for a new hormone optimization practice begins with your profile and practice settings: clinic name, logo, time zone, service area, and practitioner credentials. From there, configure your service types — create individual service offerings for initial hormone consultations (60 minutes, $350), lab review visits (45 minutes, $250), monthly management visits (30 minutes, $150), and any other visit types your practice offers. Set your availability windows, your buffer time between appointments, and your no-show/cancellation policy.
The intake form builder in PracticeBetter allows you to create custom intake forms that auto-send to new patients at booking. Build your hormone-specific intake form here — covering symptoms, medical history, current medications, previous hormone therapy, and goals — and configure it to be required before the first appointment. When patients complete the form, responses populate directly into their chart, eliminating manual data entry.
The PracticeBetter telehealth module provides HIPAA-compliant video visits within the platform — no separate video platform needed. The patient receives a secure video link through the patient portal and joins directly. Notes can be taken within the platform during or after the visit, linked to the specific appointment record.
The messaging feature supports secure HIPAA-compliant patient communication between visits. Configure your response time expectations in your patient communication policy and set up automated message sequences for key touchpoints (post-first-visit, pre-lab, post-lab, prescription coordination). PracticeBetter also integrates with Stripe for payment processing, allowing you to require credit cards on file and process payments at checkout. Book your free info session here. Call 844-734-2112.