CIVA Shop
Tools for Independent Providers
Stop writing patient messages from scratch.
The Independent Practice Communication Pack gives you 35 professionally written, ready-to-use patient messaging templates across every common touchpoint in your practice — from welcoming a new member to handling a prior authorization denial.
Built specifically for DPC, concierge, and functional medicine practices, every template is warm, professional, and written to reflect the kind of care your patients already expect from you.
What's included:
New Patient Onboarding (4 templates)
Appointment Management (6 templates)
Membership & Billing (5 templates)
Refill & Clinical Requests (7 templates)
Lab Results & Follow-Up (4 templates)
General Practice Communication (6 templates)
Each template includes a channel tag showing where it works best (portal, secure message, email, or text), placeholder brackets you fill in, and a usage tip on the messages that need them most.
One PDF. Instant download. Use across your entire team.
Copy, customize, and save as a canned response in Spruce, Klara, your EHR, or email — and never write the same message twice again.
One-time payment · No subscription · Instant access
The same beautifully designed planner - built to type directly into on your iPad, tablet, or laptop. No printing needed. Open in any PDF viewer and fill every field digitally.
What's included:
Daily Planning Page — type in your schedule, priorities, follow-ups, and notes
Weekly Planning Page — fill in your week, team tasks, and weekly reflection
Patient Panel Tracker — keep your membership list current and organized
Membership Revenue Tracker — enter your rates and member counts to see your numbers
Monthly Goals & Review — set goals, track actuals, and reflect at month end
Practice Ops Checklist — check off recurring admin tasks as you go
Works on iPad with Apple Pencil, any tablet, or your laptop. Opens in any PDF viewer — no special software required.
One-time download · No account required
A beautifully designed, print-ready planner for independent medical providers. Print as many copies as you need and fill by hand. Covers daily planning, weekly setup, patient panel tracking, revenue, monthly goals, and practice operations.
A dynamic, formula-driven planner tracker built for independent providers. Upload to Google Sheets or open in Excel — and let your numbers do the work. Revenue totals and panel counts calculate automatically across 7 fully branded tabs. No manual math, no guessing.
One-time download · No account required
All three formats in one purchase - Printable PDF, Fillable PDF, and Google Sheets Edition. Plan the way that works best for you. One price, instant download, yours to keep forever.
Save $24 vs buying all three separately.
One-time download · All 3 files included instantly