Getting Started

There is no service available that offers anything close to what Holistic Practice Management offers.

Because of the high standard of service we hold ourselves to, there are a few steps involved in getting started with us.

  1. In order to start with us, you will need to sign our contract. The contract covers such things as duties, confidentiality, etc.
    General Services Contract
  2. There are forms that will help us get started with the specific services you are requesting. You can begin the forms and complete them at a later date! Also, we will contact you to finalize all requests, so don’t be too worried about completing them perfectly.
    1. If you are starting with our Reception Services, we need to know more about the nuts and bolts of your practice… names, numbers, websites, etc. Our Reception Services Form helps you share that information.
      Reception Services Form
    2. If you are requesting our Website or Marketing services, please fill out the Website Questionnaire:
      Website and Marketing Form
    3. In addition, you may be required to fill out one or more of these forms, depending on your requested services:
      New Website Details Form
      Existing Website Details Form
      Logo Creation Form
      Practice Listing / SEO
  3. When you have completed the Contract and Form(s), we will contact you to confirm your requests and gather billing information. You can also call us for this step: 888-337-3381
  4. After that, we will begin the process of starting your services!

Don’t be overwhelmed! Just call us at 888-337-3381 and we will walk you through any questions or concerns.

Be well!

The HPM Team


What can your Remote Practice Manager do for you? You would be surprised!

Tasks include:

  • Patient scheduling.
  • Reading and answering e-mail.
  • Billing
  • Booking extracurricular activities (yoga, workout, walking, etc.)
  • Booking talks (researching locations, organizing, event planning, etc.)
  • Keeping you on task with important reminders.
  • Virtually any task that doesn’t require physical presence (surprisingly few require a physical presence!)