We help you keep things simple
With Simplectrify you can efficiently and securely manage all information related to your clients’ cases, including contact information, treatment histories, medical or mental records and any other relevant information. Additionally, our solution is designed to meet the strictest data privacy and security standards, ensuring compliance with government regulations and protecting sensitive customer information.

About us
In 2011 my siblings and I opened our first HCS & TxHmL agency. Frankly, I knew nothing about this industry. Coming from the corporate and sales world I struggled to adjust to being a small business owner. It felt like our day-to-day activities consisted of reacting instead of being proactive in managing our caseloads, some of the things that kept me awake at night were: Organization, Transparency, Focus, Turnover, and Vacations.
After many nights of countless hours searching for good CRM, I realized most CRM’s are designed for sales businesses and lacked the HIPAA requirements by the state while the ones that were HIPAA compliant were mainly for large corporations or hospitals.
I have spent the past decade designing a perfecting a CRM to meet my agency’s needs. Although my agency has been using Simplectrify for many years, I have decided to begin offering this software to other agencies. Simplectrify gives you a place to store all your files and records HIPAA compliant while generating notifications important expirations coming up.
I am confident our ever-evolving software can help you stay ahead of the growth curve while our team ensures your employees are trained properly. I would love the opportunity to meet with you briefly and show you how we can help.
Services

Record Management
Your team can manage their caseloads more efficiently with all information at their fingertips.
- Contacts
- Electronic Chart
- Relationships
- Interaction History

Virtual Assistant
Every Monday morning you will receive an email with a list of pending items for the week.
- Expirations coming up (IPC’s, IDRC’s, ICAP’s, etc.)
- Tasks generated or assigned to you.
- Consumers you haven’t reached out to.



Safe File Storage
You can have peace of mind knowing that our software is designed with HIPAA Regulations in mind. We actively update our software to ensure we are in compliance.

Consultancy
Our team is knowledgeable in all operational areas of an agency. we will equip your agency with training in:
- TMHP Issues
- Data Entry
- IPC Services Assistance
- Billing
- Survey Prep
- Chart Organization
- File Storage
- HR Files Review
Testimonials
“I just wanted to share a quick note and let you know that you guys do a really good job. I’m glad I decided to work with you. It’s really great how easy your CRM are to update and manage. I never have any problem at all.
★★★★★
This is by far one of the best CRM’s I’ve ever used. Have used HubSpot and many others, which were a lot less user-friendly and way more expensive.
★★★★★
Simplectrify is by far my favorite CRM after extensively reviewing over a dozen of them. I recommend it to all of my clients because of how versatile it is with third party integrations
★★★★★


