Is practice management software worth it?
40 people answered this on the record, across 13 organisations. The change they described most often was more clients, leads or patients — 18 of 40 raised it unprompted. 14 described clearer systems and processes. The timeframe described most often was over a year. Each figure is a count of what someone said in a recorded interview.
Based on interviews recorded up to 2026-07-29. Updated as new interviews arrive.
Individual results vary. This is one customer's first-hand account of their own experience, recorded on camera and published unedited. It is not medical advice, and nothing here is intended to diagnose, treat, cure, or prevent any condition. Talk to a qualified healthcare professional before making decisions about your health.
What the answers had in common
Counts of interviews where the person described this in their own words.
| What changed | Interviews | Share |
|---|---|---|
| More clients | 18 of 40 | 45% |
| Better systems | 14 of 40 | 35% |
| Felt supported | 9 of 40 | 23% |
| Team & hiring | 8 of 40 | 20% |
| Family & relationships | 7 of 40 | 18% |
| Revenue growth | 6 of 40 | 15% |
- “I didn't really have a proper systems in place and I didn't have a good understanding of what needs to be there for me to have kind of a smooth flow of the incoming clients, The quality of my life changed primarily be…”Anna Tubina
- “And he actually was able to give me a report showing how many attempted breaches there were on my system, and everybody was shocked.”Lisa Ference
- “Like I said, they listened, they learned, they helped customize their interface to our specific needs, and it's a very fruitful ongoing relationship.”Dave Cooper
- “We went and did a search for a replacement product for our a s 400, which has been around since the nineties, and we felt that product suite CMR had could not only replicate what we do, but also make it better using m…”Dave Cooper
How long it took them
- Over a year · 5
The interviews behind this answer
WatchDental Practice Secures Patient Data and Streamlines IT Through Managed CybersecurityLisa Ference of Clifton Dental Arts credits Techspedient Networks with transforming her practice’s security posture. By implementing comprehensive monitoring, Techspedient identified numerous attempted breaches and prevented a software vendor from accidentall…Lisa Ference · Techspedient Networks
WatchOvercoming Isolation with Automated Systems for Geographical and Financial FreedomAnna Tubina credits Perfect Practice Mentorship with transforming her functional medicine practice from a lonely, word-of-mouth operation into a systemized business. By implementing automated software systems and customer journey tools, she achieved geographi…Anna Tubina · Living Light
WatchCongoleum Replaces Legacy AS/400 System with Automated Channel Management and AnalyticsDave Cooper, VP of IT at Congoleum, reports that Computer Market Research (CMR) successfully replaced their legacy AS/400 system with a modern SaaS suite. By migrating to CMR’s partner portal and point-of-sale tools, Congoleum reduced their programming staff…Dave Cooper · Computer Market Research, Ltd.
WatchDental Creations Increased Annual Production by One Million Dollars with 3D DentistsDrs. Jesse and Denise of Dental Creations report that 3D Dentists helped their practice increase annual production by nearly $1 million in just one year. By implementing 'smarter' systems like clinical photography, 'walls talking' marketing, and dedicated tre…Drs. Jesse & Denise · 3D Dentists
WatchScaling Nationwide With Safeguarded Supply Chains and Enhanced Medical ComplianceKatie Gillberg, founder of Hydrate IV Bar, credits Infusive with enabling her franchise to scale nationwide by securing the supply chain and ensuring medical compliance. The partnership allowed the clinic to maintain operations without skipping a beat during…Katie Gillberg · Infusive
WatchEliminated 8-Hour Manual Processes and Doubled In-Person Attendance with OkWhenJessica Painter of BehaviorLive LLC reports that OkWhen transformed their conference management by eliminating an 8-hour manual CEU certificate process and doubling in-person attendance from 350 to over 600. The platform integrated their mobile app, streaming…Jessica Painter · BehaviorLive LLC
WatchPhysical Therapy Practice Owner Regains Reliability and Communication Through E-rehabWillem Verweij, a physical therapy practice owner, returned to E-rehab.com after realizing other providers lacked their consistency and reliability. Verweij highlights E-rehab’s superior communication, noting that projects are handled by a single point of con…Willem Verweij · E-rehab.com
WatchDividing Nearly 1,000 Estate Items Fairly Without Room-to-Room Family ConflictNed Cammack used FairSplit.com to manage the division of nearly 1,000 items from a large estate among five beneficiaries. By moving the process online, the family avoided the conflict of going room-to-room. Cammack reported that even when heirs didn't get eve…Ned Cammack · FairSplit.com
WatchNaturopathic Doctor Shifts from Overworked Practitioner to Confident Business Owner with Systematic GrowthDr. Leena Sripada credits Impact LIVEs 2025 and the Fill My Practice Accelerator for a vital mental shift from practitioner to business owner. By implementing the Signature Care System, she transitioned from disorganized one-on-one visits to a structured, sys…Leena Sripada · Impact LIVEs 2025
What they doubted first
- “Katie Gillberg encourages owners on the fence about price to move forward because the manpower, time, and stress reduction provided by Infusive's 'umbrella' of services are essential for reaching the next level of scalability.”Katie Gillberg
- “Since working with OK1, attendee count has increased quite a Before we started, we would get about 30 or 40 virtual.”Jessica Painter
- “And so, overall, it's been a much more cost effective way to order testing through one company.”Shae Leonard
Follow-up questions they answered
- Do small dental practices really need enterprise-level cybersecurity?
- Yes. Lisa Ference noted that while dentists often think they are too small to be targets, she was shocked by a report from Techspedient showing the high number of attempted breaches on her system. — Lisa Ference
- How difficult is the IT onboarding process for a busy medical office?
- Lisa Ference described the onboarding as 'wonderful' and 'very simple' because Techspedient handled all the planning, hardware selection, and installation without requiring her to manage the technical details. — Lisa Ference
- Can an IT provider help when different software vendors aren't working together?
- Techspedient takes over vendor communications to ensure different software pieces 'play nice' together. Lisa Ference highlighted a specific instance where they intervened with a practice management vendor to prevent a security flaw during a repair. — Lisa Ference
- How can a health coach stop relying solely on word-of-mouth referrals?
- Anna Tubina found that implementing proper software systems and automating the customer journey allowed her to expand her reach. These tools provided a smooth flow of incoming clients rather than relying on unpredictable referrals. — Anna Tubina
- Is functional medicine entrepreneurship isolating?
- Anna Tubina described the world of functional medicine practitioners as 'very isolating' before joining. She found that the Perfect Practice community provided a support network of like-minded individuals to guide her through every stage. — Anna Tubina
- Can I run a functional medicine practice while traveling?
- Yes, Anna Tubina realized through the program that she could build her practice to achieve geographical freedom. This was made possible by installing the necessary systems and mindset shifts taught in the mentorship. — Anna Tubina
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