Practice Management in Your Pocket

Run your entire practice from the palm of your hand. Access patient records, manage appointments, and collect payments securely without ever stepping foot in the office.

Practice Management in Your Pocket

Run your entire practice from the palm of your hand. Access patient records, manage appointments, and collect payments securely without ever stepping foot in the office.

HIPAA Compliant Tools

For Patient Communication

Secure Provider Messaging: Privacy First

  • Masked Caller ID: Call patients directly from your personal cell phone while displaying your office business number, keeping your private contact details secure.

  • Unified Conversation Stream: Instantly toggle between SMS, email, and social media chats in a single feed, so you never have to switch apps to find a message.

  • Remote Staff Access: Grant your team permission to answer inquiries from home during weekends or snow days, ensuring continuous patient coverage.

Why It Matters: You need to be accessible, but you also need boundaries. Our app bridges that gap, allowing you to provide responsive care without giving out your personal cell number.

Pocket CRM: Visual Patient Pipelines

  • Drag-and-Drop Opportunities: Move patients from "New Lead" to "Booked Appointment" with a simple swipe of your finger, keeping your sales funnel up to date in real-time.

  • Instant Lead Alerts: Receive a push notification the second a new inquiry arrives, allowing you to strike while the lead is hot.

  • Detailed Patient Cards: Access notes, tags, and previous interaction history instantly, ensuring you are always prepared before picking up the phone.

Why It Matters: Opportunities don't wait for you to get back to your desk. Managing your pipeline on the go ensures no potential patient slips through the cracks due to a delay in follow-up.

Secure Provider Messaging: Privacy First

  • Real-Time Booking: View your daily schedule, confirm appointments, and block out time slots instantly from your phone.

  • Unified Conversation Stream: Instantly toggle between SMS, email, and social media chats in a single feed, so you never have to switch apps to find a message.

  • Remote Staff Access: Grant your team permission to answer inquiries from home during weekends or snow days, ensuring continuous patient coverage.

Why It Matters: You need to be accessible, but you also need boundaries. Our app bridges that gap, allowing you to provide responsive care without giving out your personal cell number.

Mobile Invoicing: Text-to-Pay Simplicity

  • One-Tap Payment Requests: Generate and send secure payment links via SMS instantly—perfect for collecting copays or deposits while on the phone.

  • Mobile Invoicing: Create professional invoices for telehealth consults or administrative fees and track their status directly from the app.

  • Secure Processing: All transactions are encrypted and fully compliant, giving your patients peace of mind when paying from their phones.

Why It Matters: Friction kills revenue. By allowing patients to pay via text message immediately, you reduce accounts receivable and eliminate the hassle of "phone tag" billing.

Pocket CRM: Visual Patient Pipelines

  • Drag-and-Drop Opportunities: Move patients from "New Lead" to "Booked Appointment" with a simple swipe of your finger, keeping your sales funnel up to date in real-time.

  • Instant Lead Alerts: Receive a push notification the second a new inquiry arrives, allowing you to strike while the lead is hot.

  • Detailed Patient Cards: Access notes, tags, and previous interaction history instantly, ensuring you are always prepared before picking up the phone.

Why It Matters: Opportunities don't wait for you to get back to your desk. Managing your pipeline on the go ensures no potential patient slips through the cracks due to a delay in follow-up.

On-the-Go Scheduling: Calendar Freedom

  • Instant Availability Checks: See your full provider schedule at a glance to book follow-ups or emergency visits right from the exam room.

  • Quick Blocking: Need to leave early? Block off time slots on your calendar instantly to prevent unwanted bookings.

  • Appointment Context: Tap any appointment to see intake forms and reason-for-visit notes before you walk into the room.

Why It Matters: Your schedule changes by the minute. Having full control in your pocket prevents double-bookings and allows you to adapt to your day dynamically.

Mobile Invoicing: Text-to-Pay Simplicity

  • One-Tap Payment Requests: Generate and send secure payment links via SMS instantly—perfect for collecting copays or deposits while on the phone.

  • Mobile Invoicing: Create professional invoices for telehealth consults or administrative fees and track their status directly from the app.

  • Secure Processing: All transactions are encrypted and fully compliant, giving your patients peace of mind when paying from their phones.

Why It Matters: Friction kills revenue. By allowing patients to pay via text message immediately, you reduce accounts receivable and eliminate the hassle of "phone tag" billing.

On-the-Go Scheduling: Calendar Freedom

  • Instant Availability Checks: See your full provider schedule at a glance to book follow-ups or emergency visits right from the exam room.

  • Quick Blocking: Need to leave early? Block off time slots on your calendar instantly to prevent unwanted bookings.

  • Appointment Context: Tap any appointment to see intake forms and reason-for-visit notes before you walk into the room.

Why It Matters: Your schedule changes by the minute. Having full control in your pocket prevents double-bookings and allows you to adapt to your day dynamically.

Mobile App Pricing

The Funnel Cake MD Mobile App is included at no extra cost with your account. Whether you are a solo practitioner or a multi-provider clinic, your entire team gets full access to the app on iOS and Android devices.

Why It’s Worth It

Legacy practice management software often charges per-user seat licenses or requires expensive server connections for remote access. We believe modern healthcare should be mobile-first. You get enterprise-level mobility without the enterprise-level price tag.

Mobile Access Pricing

The Funnel Cake MD Mobile App is included at no extra cost with your account. Whether you are a solo practitioner or a multi-provider clinic, your entire team gets full access to the app on iOS and Android devices.

Why It’s Worth It

Legacy practice management software often charges per-user seat licenses or requires expensive server connections for remote access. We believe modern healthcare should be mobile-first. You get enterprise-level mobility without the enterprise-level price tag.

Run Your Practice, Don't Let It Run You

You didn't start a medical practice to be chained to a desk. The Funnel Cake MD Mobile App gives you the ultimate luxury: Freedom. Whether you need to check your schedule from the soccer field or reply to a VIP patient from the comfort of your couch, our app ensures you are always connected but never restricted.

Try it risk-free for 14 days to hear the difference for yourself.

Zero Risk, Total Impact

The cost of just one missed appointment or a single lost lead far outweighs the investment in Funnel Cake MD. We are so confident our system will pay for itself that we want you to try it for free for 14 days. By centralizing your messages and automating your follow-ups, you aren’t just saving time—you’re building a more reliable, professional practice that patients trust. Start your trial today to achieve 60% faster response times and give your front desk the "superpowers" they need to deliver exceptional care.

Run Your Practice, Don't Let It Run You

You didn't start a medical practice to be chained to a desk. The Funnel Cake MD Mobile App gives you the ultimate luxury: Freedom. Whether you need to check your schedule from the soccer field or reply to a VIP patient from the comfort of your couch, our app ensures you are always connected but never restricted. Try it risk-free for 14 days to hear the difference for yourself.

Frequently Asked Questions

 What is the soft phone and SMS feature, and how can it benefit my practice?

 The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.

Can I use this system on my existing devices?

Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.

Can I add multiple phone numbers to my account?

 Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.

Does the system allow call forwarding?

Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours

Can my team members share access to the phone system?

Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.

 How does pricing work for the phone and SMS system?

When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.

• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.

• You’ll always have complete visibility into your usage through the platform’s dashboard.

How much do additional minutes and SMS messages cost?

Additional minutes and SMS messages are affordably priced:

• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute

• SMS Messages: SMS - $0.0237 per SMS Segment

Are automated responses and AI features included in this system?

 Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.

Is this system HIPAA-compliant?

Yes, 100%! The platform is fully HIPAA-compliant, ensuring

that all patient communication is secure and meets healthcare privacy regulations.

How do I monitor my call and SMS usage?

You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.

How do I get started?

Getting started is easy!

1) Purchase the Foundational Layer Cake Plan for $97.

2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.

3) Begin making calls, sending SMS messages, and experience seamless patient communication.

What happens if I run out of credit?

You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.

Can I integrate this system with my existing EMR?

Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.

What support is available if I need help?

Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.

Frequently Asked Questions

 What is the soft phone and SMS feature, and how can it benefit my practice?

 The soft phone and SMS feature allows you to make and receive calls, send text messages, and manage patient communication all from one HIPAA-compliant platform. It’s flexible, accessible across devices, and customizable to fit your practice’s needs. This ensures you stay connected with patients anytime, anywhere.

Can I use this system on my existing devices?

Yes! The soft phone and SMS feature works on desktops, tablets, and smartphones. No additional hardware is required, making it convenient and cost-effective for you and your team.

Can I add multiple phone numbers to my account?

 Absolutely! You can add as many phone numbers as your practice needs. Use different numbers for departments, providers, or specific campaigns to keep everything organized.

Does the system allow call forwarding?

Yes, you can forward calls to a hard line, another team member, or even an external number. This ensures no patient call goes unanswered, even when your team is busy or after hours

Can my team members share access to the phone system?

Definitely! Your team can access and manage calls and SMS collaboratively in real time. Assign calls or messages to specific staff members and track communication to maintain accountability and ensure timely responses.

 How does pricing work for the phone and SMS system?

When you sign up, you’ll receive a $10 credit to get started. This credit can be used toward call minutes and SMS messaging.

• Additional minutes and SMS messages come at a nominal cost, so you only pay for what you use.

• You’ll always have complete visibility into your usage through the platform’s dashboard.

How much do additional minutes and SMS messages cost?

Additional minutes and SMS messages are affordably priced:

• Call Minutes: Making Calls - $0.042 per minute, Receiving Calls - $0.0255 per minute

• SMS Messages: SMS - $0.0237 per SMS Segment

Are automated responses and AI features included in this system?

 Yes! The basic phone and SMS system includes automated responders for common inquiries, while AI-driven capabilities can be added on an upgraded plan. With AI, you can handle more complex requests, route calls seamlessly, and send personalized follow-ups—all to ensure every patient receives a quick, professional response.

Is this system HIPAA-compliant?

Yes, 100%! The platform is fully HIPAA-compliant, ensuring

that all patient communication is secure and meets healthcare privacy regulations.

How do I monitor my call and SMS usage?

You’ll have access to a detailed dashboard where you can track your usage, costs, and activity in real time. This transparency helps you stay on top of your communication expenses and optimize your practice’s workflow.

How do I get started?

Getting started is easy!

1) Purchase the Foundational Layer Cake Plan for $97.

2) Complete the onboarding process, where we’ll help you set up your phone numbers and preferences.

3) Begin making calls, sending SMS messages, and experience seamless patient communication.

What happens if I run out of credit?

You don’t need to add more funds manually. If your usage exceeds your $10 credit, you’ll simply be billed for any additional amount at our transparent, nominal rates—ensuring uninterrupted communication without surprises.

Can I integrate this system with my existing EMR?

Yes, our upgraded plans offer seamless EMR integration, syncing patient data for efficient, streamlined communication. Please note that EMR integration is not included in the Foundational Layer Cake Plan.

What support is available if I need help?

Our support team is here to guide you every step of the way. We offer training videos, detailed articles, chat support, and live Zoom sessions—whether you’re setting up the system, troubleshooting, or optimizing your workflow, we’ve got you covered.

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