Run a smoother practice, starting today.
Ready-made toolkits, templates, and a free starter kit, built from the workflows our team runs inside independent practices every day.
Or see the practice toolkits →5 patient messages every practice needs
Ready-to-send templates for appointment reminders, new patient welcomes, lab follow-ups, and more — free from our Patient Communication Pack.
Practice Toolkits
Our playbook, in your hands.
The same steps our team uses inside real practices, packaged so you can do them yourself at your own pace. Instant download, no calls needed.
Practice Workflow Self-Audit
A guided workbook that walks you through how work moves through your practice and shows you exactly what to fix first.
- Inbox, fax, refill, and scheduling checklists
- Scorecard to spot your biggest bottlenecks
- Fill-in 30-day action plan
$37instant download
Coming SoonSOP Sprint Kit
Write your practice’s first three SOPs in one week, with a simple day-by-day plan and fill-in templates.
- 5-day sprint plan, about 30 minutes a day
- Fill-in-the-blank SOP builder
- Branded, editable format your team can follow
$37instant download
Coming SoonNew Practice Launch Kit
Opening a DPC practice? Everything you need to set up systems before day one, in one download.
- Step-by-step launch checklist and timeline
- Patient communication templates
- Starter SOPs and onboarding checklists
$97instant download
Coming SoonTemplates & Kits
Do-it-yourself, done right.
Instant downloads you can use today. Built for independent practices and compatible with any EMR.
Patient Communication Pack
35 ready-to-send patient messages for DPC, concierge, and functional practices.
SOP Template Library
Editable SOPs for fax & task management, new patient intake, refills, and patient messaging.
Hiring a Virtual Assistant Kit
Job post, interview questions, onboarding checklist, and our “what to delegate first” list.
Leave Coverage Planner
Plan for maternity, vacation, or medical leave so patients and workflows stay covered.
Spruce Setup Guide
Set up Spruce the way our team runs it in real practices. Pairs with code CIVA for 5% off.
Independent Provider Practice Planner
Plan and track your practice — fillable, printable, or as a Google Sheets tracker.
Complete Practice Planner Bundle
All three planner editions in one download.
Not Sure Where to Start?
Pick the path that fits.
Start with the free starter kit, then the Patient Communication Pack.
The Practice Workflow Self-Audit shows you exactly where to focus.
The SOP Sprint Kit to write your own, or the SOP Template Library ready-made.
The New Practice Launch Kit has everything in one download.
Rather have it done for you?
Our team can run patient messaging, scheduling, and clinical follow-up for your practice — every month.