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VERSED PRACTICE OS

Your EHR runs the chart.
Versed runs the practice.

Your EHR manages clinical care. Versed Practice OS connects the systems around it—your website, prospective clients, referrals, intake coordination, waitlists, provider capacity, marketing, automation and operations—so your practice can grow without creating more administrative chaos.

Build My Practice OS See What’s Inside

Built for solo and growing group practices.

GROWTHOPERATIONSAUTOMATIONVISIBILITY

THE MISSING OPERATING LAYER

Your EHR wasn’t built to run your entire business.

Your EHR is essential for clinical care, documentation, scheduling and billing. Yet marketing, referrals, inquiries, waitlists, capacity, team coordination and reporting often live in disconnected tools.

That’s the gap Versed Practice OS fills.

THE CLINICAL SYSTEM

Your EHR

Care and clinical administration

  • Patient records
  • Clinical documentation
  • Diagnoses and treatment plans
  • Billing and claims
  • Patient portal and telehealth
  • Clinical scheduling and communication
THE BUSINESS SYSTEM

Versed Practice OS

Growth, coordination and visibility

  • Website and growth CRM
  • Prospective inquiries and referral CRM
  • Lead pipelines and waitlist
  • Provider capacity and team workflows
  • Marketing automation and lead nurture
  • SOPs, dashboards and analytics
  • Structured EHR handoffs

THE CONNECTED JOURNEY

One connected journey from first inquiry to clinical handoff.

Every business step has a clear owner, a next action and a place in the process.

  1. 01

    Attract

    Website, SEO, content, referral relationships and campaigns.

  2. 02

    Capture

    Forms, consultation requests, calls, lead magnets and landing pages.

  3. 03

    Qualify

    Organize service interest, location, availability, payment pathway and administrative criteria for staff review.

  4. 04

    Coordinate

    Follow-up, consultations, reminders and team tasks.

  5. 05

    Match

    Route by service, provider availability and the practice’s process.

  6. 06

    Hand off

    Move the prospective client into the practice’s EHR workflow.

  7. 07

    Measure

    Track demand, conversion, referral sources, capacity and operational performance.

Clinical eligibility and care decisions remain with the practice’s qualified team.

THE CORE MODULES

Everything your practice needs outside the chart.

One operating layer configured to the services, team and systems you already have.

MODULE 01

Growth CRM

Keep prospective inquiries visible from first contact to EHR handoff.

  • Service interest and lead source
  • Coordinator and follow-up status
  • Consultation and conversion tracking
  • EHR handoff status
MODULE 02

Referral CRM

Turn professional relationships into a managed growth channel.

  • Partner database and relationship owner
  • Outreach and follow-up dates
  • Referrals received and converted
  • Referral performance
MODULE 03

Service Pipelines

Give distinct services distinct operational routes.

  • Therapy and couples therapy
  • Psychological, ADHD, autism and neuropsychological assessment
  • KAP and other specialty services
MODULE 04

Waitlist Management

Make the next action visible when capacity changes.

  • Service, date added and preference
  • Last outreach and response status
  • Availability offered and reactivation
  • Next action
MODULE 05

Provider Capacity

See demand alongside the capacity your team reports.

  • Availability and current caseload
  • Monthly service and open capacity
  • Demand and waitlist size
  • Utilization indicators
MODULE 06

Automations

Keep routine administrative follow-through moving.

  • Inquiry acknowledgements and alerts
  • Consultation and waitlist reminders
  • No-response follow-up and lead nurture
  • Referral reminders and task creation
MODULE 07

Operations Center

Put repeatable work where the team can find and own it.

  • SOPs and recurring workflows
  • Team tasks and responsibility tracking
  • Provider onboarding and checklists
  • Marketing coordination
MODULE 08

Executive Dashboard

Make decisions with a shared business view.

  • Inquiries, consultations and conversion
  • Lead sources and referral performance
  • Waitlist, demand and utilization
  • Response time and bottlenecks

Available metrics depend on the practice’s connected systems and configuration.

SERVICE-SPECIFIC WORKFLOWS

Different services need different workflows.

These are examples of administrative stages. Each practice’s process is configured with its team.

THERAPY

A clear route to the right provider.

  1. New inquiry
  2. Service routing
  3. Provider match
  4. Consultation / next step
  5. EHR handoff
  6. First appointment
PSYCHOLOGICAL TESTING

Coordinate the many steps around testing.

  1. Testing inquiry
  2. Initial coordination
  3. Payment / insurance pathway
  4. Consultation
  5. Administrative handoff
  6. Intake pending
  7. Ready to schedule
SPECIALTY / KAP

Keep education and next steps visible.

  1. Inquiry
  2. Education
  3. Consultation
  4. Administrative next steps
  5. EHR handoff
  6. Clinical process

Clinical suitability and treatment decisions belong to the qualified clinical team.

REFERRAL ENGINE

Your referral network should be a system—not a spreadsheet.

Manage partner relationships, outreach, follow-up and attribution in one place. See which sources send referrals, which relationships need attention and where inquiries convert.

  • Professional referral partners
  • Outreach and follow-up
  • Referral volume and attribution
  • Inactive relationships and top sources
REFERRAL NETWORK

Top referral sources

Dr. Sarah Smith12
Greenwood Pediatrics9
ABC Therapy Group7
Jones Psychiatry6

18partners need follow-up

4new partners this month

Illustrative sample data

CAPACITY MANAGEMENT

Stop marketing into a capacity problem.

More leads are not always the answer. See demand alongside provider availability so leadership can decide whether the next priority is marketing, hiring, scheduling or operational improvement.

Operational guidance depends on the capacity information the practice maintains.

PROVIDER CAPACITYTHIS MONTH
Dr. TaylorADHD Testing
10 / 12
Dr. MorganTherapy caseload
22 / 25
Dr. RiveraTesting
8 / 10

Practice insight
Testing demand is approaching available monthly capacity.

Illustrative sample data · operational view only

EXECUTIVE DASHBOARD

See the practice without chasing five different systems.

Bring demand, conversion, waitlist and capacity into a view leaders can use to set priorities.

VERSED / PRACTICE OS

Practice overview

THIS MONTH · SAMPLE DATA
NEW INQUIRIES47
QUALIFIED31
NEW CLIENTS18
CONVERSION58%
WAITLIST14
AVERAGE RESPONSE2.4 hrs
AVAILABLE CAPACITY17 slots
TOP SERVICEADHD Testing
DEMAND SIGNAL

Illustrative dashboard. Available metrics depend on connected systems and configuration.

YOUR EHR STAYS YOUR EHR

Keep the clinical system you already trust.

Versed Practice OS is designed to sit around your EHR, not replace it. We can configure operational workflows around systems such as Sessions Health, SimplePractice, TherapyNotes and other established practice platforms.

Workflow integration and handoff options vary by platform. Where direct integrations are unavailable, Versed can support structured operational handoff workflows.

Talk to us about your current stack
VERSED PRACTICE OSGrowth · Referrals · Operations · Capacity
STRUCTURED HANDOFF
YOUR EXISTING EHRClinical care and records

BUILT TO FIT YOUR STAGE

Built for where your practice is now—and where it’s going.

SOLO PRACTICE

One provider. More room to focus.

Best for 1 provider

  • Growth CRM and lead pipeline
  • Referral CRM and waitlist
  • Automation and dashboard
  • EHR handoff and SOPs
GROUP PRACTICE FEATURED

A connected team and a clearer view.

Best for 2–10 providers

  • Everything in Solo
  • Provider assignment and capacity
  • Multiple service pipelines
  • Coordinator dashboard
  • Advanced referral tracking
  • Team workflows, automation and executive reporting
SCALE

Infrastructure for more moving parts.

Best for 10+ providers, multiple locations or specialty practices

  • Everything in Group
  • Multi-location architecture
  • Advanced permissions
  • Custom reporting and workflows
  • Advanced operational infrastructure
Request a Practice OS Plan

TWO CLEAR RESPONSIBILITIES

One practice. Two very different jobs.

Versed Practice OS

  • Website and growth infrastructure
  • CRM and prospective inquiries
  • Referral network and lead pipelines
  • Waitlist and provider capacity
  • Marketing systems and automation
  • Business dashboards
  • SOPs and team workflows
  • EHR handoffs

Your EHR

  • Patient chart
  • Clinical documentation
  • Diagnosis and treatment plans
  • Patient portal
  • Clinical scheduling
  • Billing and insurance claims
  • Telehealth
  • Clinical communication

IMPLEMENTATION

Built with you. Implemented for you.

We map the real practice, build the system around it and train the people who will use it.

  1. 01

    Practice audit

    Review current systems, EHR, website, services, providers, team, lead and referral flow, waitlist, capacity and bottlenecks.

  2. 02

    System architecture

    Map the lead journey, referral process, service pipelines, routing, waitlist, EHR handoff, automations and dashboards.

  3. 03

    Build

    Configure the CRM, forms, pipelines, automations, dashboards, referral system, waitlist and website connections.

  4. 04

    EHR workflow optimization

    Review how business workflows connect to the existing EHR and design the administrative handoff.

  5. 05

    Testing + training

    Test workflows with the team and train staff on their roles and next steps.

  6. 06

    Launch + optimization

    Go live and refine the system based on actual operational use.

Typical implementation: approximately 4–6 weeks depending on scope, practice complexity, integrations, access and feedback cycles.

WEBSITE + MARKETING

Your website and marketing become part of the system.

Versed can build or optimize your website, service pages, messaging, brand system, SEO foundation, lead capture, newsletters, content strategy, referral campaigns, social content, lead magnets and marketing automations.

Those channels feed into Practice OS so the team can follow each inquiry through to an operational next step.

MARKETINGCRMOPERATIONSCAPACITYEHR HANDOFF

OPTIONAL MANAGED SUPPORT

Need help running the system too?

01 / GROWTH MANAGEMENT

Keep your growth engine moving.

Website optimization, SEO, content coordination, newsletters, referral campaigns, marketing automation and reporting.

02 / PRACTICE OPERATIONS

Make the daily work dependable.

Workflow management, dashboards, capacity reviews, SOP development, team coordination, provider onboarding and process improvement.

03 / FRACTIONAL OPERATIONS

Add senior operational support.

For practices that need ongoing leadership support as they scale.

PRIVACY + SYSTEM BOUNDARY

Built around clear system boundaries.

Versed Practice OS is designed to complement your clinical systems. Clinical documentation and patient records remain in the practice’s EHR.

During implementation, we design workflows around the minimum information needed for business operations and configure system access based on the practice’s needs and technology environment.

Technology, privacy and integration requirements are evaluated during implementation.

FREQUENTLY ASKED QUESTIONS

A few good questions before we begin.

Ask us about your practice
Is Versed Practice OS an EHR?

No. Practice OS manages the business and operational systems around your EHR. Clinical documentation, diagnosis, billing and patient care remain in your clinical systems.

Do I need to change EHRs?

Usually not. We first evaluate your current stack and build around systems that are already working whenever possible.

Can it work with SimplePractice?

Yes. Versed can build operational workflows around practices using SimplePractice. Exact integration options depend on the capabilities available from the platform.

Can it work with Sessions Health?

Yes. Versed can configure business workflows around practices using Sessions Health. Handoff options depend on the platform and the practice’s configuration.

Can it work with TherapyNotes?

Yes. Versed can structure business workflows around TherapyNotes. We evaluate the available handoff options during implementation.

Can Practice OS manage referrals?

Yes. Referral relationship management is one of the core modules.

Can it manage our waitlist?

Yes. Practice OS can structure waitlist workflows around outreach, availability and next steps.

Can we see provider capacity?

Yes. Practice OS can help leadership monitor operational capacity and demand.

Can Versed build our website too?

Yes. Website design, messaging, SEO, lead capture and marketing can be built as part of the broader Practice OS.

Is this only for group practices?

No. It can be configured for solo practices, growing group practices and larger multi-provider organizations.

BUILD THE SYSTEM BEHIND THE PRACTICE

Your practice shouldn’t depend on you remembering what happens next.

Connect your growth, referrals, operations, capacity and EHR workflows into one system your team can actually use.

Build My Practice OS Book a Strategy Call

LET’S MAP YOUR NEXT STEP

Tell us about your practice.

Share the business challenges you want to solve. We’ll review your current setup and follow up about a Practice OS plan.

01 / YOUR PRACTICE02 / WHAT NEEDS TO WORK BETTER03 / A PRACTICAL NEXT STEP
PRACTICE OS INQUIRY

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