Try a 30-Day Front Desk Practice Run

See what changes when someone else helps hold the front door of your practice.

Most practitioners do not realize how much operational stress they are carrying until the phones, callbacks, scheduling, and patient communication are no longer sitting entirely on their shoulders.

The 30-Day Practice Run gives your practice time to experience what real front-office continuity feels like before making a long-term commitment.

See if we're the right fit for your practice.

Your Practice Gets a Real Front Desk. Not a Call Center.

Holistic Practice Management provides dedicated virtual receptionists who learn your practice, your patients, and your systems, scheduling, EMR, email, texts, and more, so nothing falls through the cracks while you focus on care.

See if we're the right fit for your practice.

What practitioners usually notice first

  • Few to no interruptions during patient care

  • No callback backlog

  • Patients getting human responses faster

  • Less switching between clinician mode and administrator mode

  • Someone who actually knows the practice answering the phone

  • More breathing room mentally and operationally

Many practitioners initially think they are hiring “phone support.”

What they often discover instead is relief, continuity, and the feeling that someone else is finally helping hold the operational thread of the practice.

What the 30-Day Practice Run includes

Front-office support

  • Live phone answering

  • Scheduling and rescheduling

  • Callback management

  • Patient communication

  • Voicemail management

  • Intake coordination

Operational and administrative support

  • EMR workflows

  • Portal coordination

  • Labs and supplement coordination

  • Paperwork follow-up

  • Workflow support between calls

  • Ongoing administrative continuity

Continuity support

  • A consistent core support team over time

  • Customized workflows built around your practice

  • Escalation rules and provider preferences

  • A personalized operational manual

  • Communication aligned to the tone of your practice

This is not structured like a rotating call-center pool.

The people supporting your patients learn your practice over time.

How the process works

Step 1 — Introductory conversation

We begin with a conversation about your practice, your workflows, your pain points, and what support would actually be helpful.

If it feels like a good fit on both sides, we move forward with the service agreement and onboarding process.


Step 2 — Practice setup and custom manual

After onboarding begins, HPM builds a customized operational manual for your practice covering:

  • Scheduling workflows

  • Phone expectations

  • Provider preferences

  • Escalation pathways

  • EMR workflows

  • Communication style

  • Labs, supplements, and operational details

We then review everything together during the setup call.

Typical setup time before go-live is approximately 1–2 weeks.


Step 2 — Practice setup and custom manual

After onboarding begins, HPM builds a customized operational manual for your practice covering:

  • Scheduling workflows

  • Phone expectations

  • Provider preferences

  • Escalation pathways

  • EMR workflows

  • Communication style

  • Labs, supplements, and operational details

We then review everything together during the setup call.

Typical setup time before go-live is approximately 1–2 weeks.


Step 3 — Team onboarding

You meet your support team and finalize operational workflows together.

This stage includes:

  • Workflow review

  • Escalation review

  • Scheduling coordination

  • Phone routing setup

  • Team communication alignment

  • Final operational adjustments

Your phone system and communication routing are configured during this phase.


Step 4 — Go live

Calls forward to HPM and your support team begins actively supporting the practice.

This is often the moment practitioners realize how much background operational attention they had been carrying all day long.

You are no longer switching into administrator mode ten times a day while trying to stay present with patients.

What Makes HPM Different:

Founded by a practicing ND. Staffed by dedicated receptionists who work inside your actual systems, not alongside them.

Every HPM client gets 1-2 receptionists assigned specifically to their practice. They learn your scheduling logic, your EMR, your communication preferences. No handoffs to strangers. No re-explaining yourself every call.

HIPAA-compliant. Healthcare-trained. Built for the way holistic practices actually work.

Billing and the 30-Day Practice Run

Billing does not begin until after the initial 30-Day Practice Run.

If the relationship does not feel like the right fit, you are not billed and may keep your customized operational manual at no cost.

Most practices choose ACH billing after onboarding. Credit card billing is also available with a 2% processing fee.

Frequently Asked Questions

What Makes HPM Different?

HPM is not a call center. You get 1–2 dedicated receptionists who learn your practice, your patients, and your protocols, and show up the same way every day. No rotating pool, no generic scripts, no strangers picking up your phone.

Who started HPM and why?

HPM was founded in 2006 by Dr. Sam Schikowitz, a practicing naturopathic physician and licensed acupuncturist. He built it to solve a problem he experienced firsthand in his own practice, and quickly realized his colleagues were dealing with the same thing. Nearly two decades later, HPM supports holistic and integrative practices nationwide, led by Operations Manager Shantell Willis and Client Success Manager Sherri Scarson.

How much does HPM cost?

HPM's pricing is based on actual usage. You pay an industry-low per minute receptionist rate, so your bill reflects your real call volume rather than a flat fee whether we're busy or not. Pricing varies based on services and volume; contact us for a quote tailored to your practice size.

What does HPM provide?

You get a dedicated phone number (or we can port your existing one), a full-featured enterprise phone system, and 1–2 receptionists assigned specifically to your practice. They handle calls, scheduling, patient communication, and administrative support based on a custom manual we build together during onboarding.

Are there long-term contracts?

No. We earn your business every month. Adjust or cancel anytime. No termination fees, no penalties.

What does setup look like?

Once you sign the service agreement, the process typically takes about two weeks:

1. Onboarding call with our operations team to learn your practice and call-handling preferences

2. Custom manual built around your protocols: you review and refine until it's right

3. Training and system configuration for your dedicated receptionist team

4. Go live

What's included in my fees?

Your service includes a local or toll-free number, a full-featured enterprise phone system, and a dedicated reception team trained on your specific practice. We can port your existing number and in many cases eliminate your current phone bill entirely.

Is every call answered every time?

Our receptionists handle one conversation at a time, which means occasionally a call goes to voicemail if they're with another patient. Callbacks typically happen within minutes. That's the tradeoff for real, informed conversations instead of instant answers from someone reading a generic script.

What systems do you work with?

If we can log into it, we can work with it. EMR, scheduling platforms, patient portals, text systems... whatever your practice runs on.

Are your receptionists HIPAA-trained?

Yes. Staff are trained in HIPAA compliance and we operate on a secured, HIPAA-compliant Google Workspace environment. A Business Associate Agreement is included with every service agreement.

How do I reach my team once I'm a client?

Your receptionists have dedicated email addresses on our HIPAA-compliant platform. You'll have direct access to your team throughout the day.

Do you offer fax services or desk phones?

Yes! Electronic fax and desk phones are available for a low additional monthly fee.

Do you offer after-hours coverage?

Not currently. Calls outside your coverage hours can be routed to voicemail, an answering service of your choice, or directly to you, whatever works best for your practice.

See what your practice feels like with real front-office continuity.

Most practitioners wait too long because they assume they need to carry everything themselves a little longer.

The 30-Day Practice Run exists so you can experience the difference directly inside your practice before making a long-term decision.

Questions before getting started?

Call 888-337-3381 and we’ll walk you through it.