Platform Update: October 2025

October was a big build month. These three features have been in development for a while, and they're all live now. Here's what's new.

Stripe Payments

You can now accept payments directly through Ready Practice using Stripe. This has been the number one request from cash-pay and concierge practices, and it closes the last major gap in the patient workflow — patients can book, complete intake, attend their appointment, and pay without ever leaving your practice's experience.

The integration supports one-time charges for individual appointments or services, recurring billing for membership and subscription-based practices, and automatic invoice generation. When a patient owes a balance, they see it in their portal and can pay with a click. For recurring memberships, billing happens automatically on the cycle you set — monthly, quarterly, or annual.

Each provider connects their own Stripe account through Stripe Connect, which means payouts go directly to you. Ready Practice never holds your funds or sits between you and your revenue. You get Stripe's full dashboard for financial reporting, refunds, and dispute management, plus a payments overview inside Ready Practice tied to your patient records.

For practices that charge consultation fees or require payment before booking, you can now add a payment step to your booking flow. Patients pay at the time of scheduling, and if they cancel within your policy window, refunds are handled automatically.

To set up: Go to Settings → Payments → Connect Stripe and follow the guided setup. Takes about 5 minutes.

Custom Note Templates with AI Billing Codes

Every practice documents differently. Some need SOAP notes, some use DAP, some have built entirely custom formats for their specialty. Until now, Ready Practice offered a set of standard templates — useful but not flexible enough for practices with specific documentation requirements. That changes with custom note templates.

The template builder lets you create clinical note structures with custom sections, fields, dropdowns, checkboxes, text areas, and conditional blocks. You can build a template that matches exactly how you think about a patient encounter — whether that's a 15-minute follow-up or a 90-minute functional medicine intake. Templates are reusable across your team, and you can create as many as you need for different visit types.

The real time-saver is what happens after you finish a note. When you complete documentation using any template, Ready Practice's AI analyzes the content and suggests appropriate CPT and ICD-10 billing codes. The suggestions are based on the services documented, time spent, complexity of medical decision-making, and diagnoses referenced in the note. You review and confirm before anything is submitted — the AI proposes, you approve.

This is designed to reduce two common problems: under-coding (leaving revenue on the table because you defaulted to a lower code out of caution) and coding errors (selecting the wrong code because you were rushed at the end of a long day). The AI references current CPT and ICD-10 guidelines and explains its reasoning, so over time it also serves as a learning tool for providers who want to improve their coding accuracy.

To get started: Go to Clinical → Note Templates → Create Template to build your first custom template. AI billing suggestions activate automatically on completed notes.

Protocols Support

Protocols are how modern practices standardize care delivery. Whether it's a weight management program, a hormone optimization regimen, a post-surgical recovery plan, or a longevity protocol — providers need a way to define, assign, and track multi-component treatment plans. Ready Practice now supports this natively.

A protocol in Ready Practice is a structured plan that can include any combination of medications, supplements, exercise routines, and meal plans. Each category draws from a built-in database — a pharmaceutical reference for medications, a supplement database with common brands and dosages, an exercise library with descriptions and video references, and a nutrition database for meal planning. If something isn't in the default database, you can add custom entries specific to your practice.

Once a protocol is built, you assign it to a patient with optional start dates, duration, and notes. The patient sees their active protocols in their portal with clear instructions for each component — what to take, when, how much, and any relevant guidance. For exercise and nutrition components, patients can mark items as completed, giving you a basic adherence picture without requiring a separate app.

On the provider side, you can track which patients are on which protocols, see adherence data at a glance, and duplicate protocols across patients. For multi-provider practices, protocols can be shared across the team so everyone is working from the same playbook. This is especially valuable for practices running structured programs where consistency across providers matters.

To get started: Go to Clinical → Protocols → Create Protocol to build your first protocol. Assign it to patients from their individual records.