All EHRs are not created equal

You’ve outgrown the spreadsheets, the manual workarounds, and the systems that weren’t built for what you do.

Your EHR should offer everything your practice needs to run smoothly: protocols, programs, supplements, communication, client accountability, and more.

If you're evaluating EHR platforms and unsure which features actually matter for a modern holistic practice, start here.

These are the seven features that separate the tools that hold you back from the ones that help you scale.

The top 7 features you need

1. A client portal clients actually want to use

The right client portal makes it easy for clients to stay on track and engaged.

• Book and manage appointments
• Fill out forms quickly
• Access protocols and recommendations
• Communicate securely with you

See how Practice Better’s client portal improves engagement and streamlines care

2. Telehealth with AI charting

A modern telehealth system should make virtual care easier and more effective, not add extra steps or confusion.

• HIPAA-compliant video calls
• Screen sharing and session recording
• AI-assisted charting to reduce documentation time

Learn how Practice Better’s telehealth tools save time and enhance your sessions

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3. Integrations with supplement providers

Managing supplement recommendations should be seamless.

• Recommend products directly within sessions
• Fulfill orders via Fullscript, Wellevate, and more
• Track compliance without switching platforms

Explore how Practice Better connects seamlessly to supplement dispensaries and your other favourite integrations.

4. Programs and courses to scale your impact

Go beyond 1:1 work and reach more clients without extra overhead.

• Launch group programs or courses
• Automate content delivery and communication
• Manage enrollment and payments in one place

See how Practice Better helps you build, automate, and scale programs

5. Protocols

Protocol templates turn your repeatable advice into reusable assets.

• Create and customize for each client
• Attach directly to sessions
• Edit globally to keep recommendations current

Discover how Practice Better makes protocol management simple and efficient

6. Secure 1:1 and group messaging

Communication should be centralized, secure, and easy to manage.

• HIPAA-compliant private messaging
• Group chat options for program participants
• Read receipts and message tracking

Learn how Practice Better’s messaging keeps communication secure and streamlined

7. Meal planning

Support your clients’ nutrition goals with structured planning tools.

• Recommend professional meal plans
• Personalize based on dietary needs
• Monitor food logs and client adherence

See how Practice Better integrates with That Clean Life for professional-grade meal planning

Your EHR should work to fit you, not the other way around

If your current software forces you to adapt your process, wastes your time, or limits your growth — it’s not the right fit.

It’s time to expect more from your tools. Because the right EHR doesn’t just support your practice — it helps it grow.

Watch Practice Better’s Holistic Health Redefined event replays to see how leading practitioners are using smarter EHRs.

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