The Best Private Practice Tools for Therapists
The Essential Tools
-
Simple Practice is a secure online practice management system.
Here are some of our favorite features:
• It keeps an electronic health record for each client including appointments, notes, treatment plans, intake forms, billing history, etc.
• Paperless intake! Clients can read and fill out everything ahead of time and sign digitally. No more spending precious first appointment time awkwardly sifting through papers or printing things out.
• Keeps your schedule (and you can also allow clients to self-schedule through a secure portal if that’s your jam).
• Do all your billing, submit insurance claims, and track insurance reimbursements to make it easier to see if you need to follow up on a claim.
• Send secure messages to your clients.
• Send client reminders via text, email, or both (I saw a huge drop in missed sessions because of this, which more than paid for how much it cost month-to-month).
• AND MORE: New features are constantly being added based on user requests.
-
People have thought I worked for Simple Practice (I don’t) because of how much I sing their praises. But I love them because they were made by a therapist, for therapists, and it shows. The logic of the user experience is just very intuitive and it’s pleasing to the eye. Their customer service has always been wonderful. Whenever I have had questions they have been quick, clear, and it always feels like there’s a personal touch, not a robot. There are a lot of other online practice management systems out there at this point, but this is the one that sets the industry standard, and I can’t recommend it enough!
Use our link for a free trial and discounted rate!
-
It’s the best way to keep track of all your money. You link Quickbooks Self-Employed to your business accounts, and it automatically imports all your transactions, and then all you have to do is log-in and label them with a click of a button. I usually do it about once or twice a month. And then, come tax time, you are pretty much all set!
-
The Self-Employed version of Quickbooks is super user-friendly. You can see all your income and expense and easily break them down by category. It has all the categories pre-made, which is great if you’re just learning about what to write-off. Or you can add your own
It also will tell you how much you owe each quarter for estimated taxes, so no more guessing (and stressing) when it’s time to make payments.
It really took so much anxiety away for me. All I have to ever do is just log in, click a few buttons, and I get a full picture of the financial health of my business. And at tax time, I just have this easy feeling knowing that all the information that my accountant is looking for is right there.
-
An online platform to create your website. It’s how I created this very website and all the sites I create for my clients!
-
It is easy to use, it’s beautiful, and it’s fun!
And unlike other website builders, with Squarespace you never have to worry about updating anything on the backend. You never need to touch a line of code. And it’s fast and secure.
One thing Squarespace didn’t have was the best template for private practice therapiststs so we had to fix that 😉.
Start your site using our free template, and you’ll get 20% off your first-year subscription at checkout.
-
You have a website, now protect it (and yourself, and your visitors!). This is a website policies generator like no other. It not only creates your policies but it automatically updates them for you as laws affecting your business change!
-
Automating anything in our business? Say no more. But automating something that is lowkey stressful like web compliance? We are in love.
To learn more about what website policies are, why they matter, and how you can get started with Termageddon check out this post.
Use the code: GOBLOOM for 10% off
-
A combination fountain of resources + course, this is a such a valuable and value-packed investment if you are new to private practice.
It covers all the nuts and bolts from finding office space, getting an NPI to how to set your schedule to have some life balance and how to plan for vacation. And your purchase is just one-time, and includes lifetime updates!
In a world where everything is a subscription model, I love to see this.
-
Dr. Nikki Rubin is just fun to watch. She’s down to earth, funny, kind and is an expert teacher when it comes to all things business.
This no-nonsense, fluff-free toolkit also really does what it says–it provides every essential for getting started–even down to scripts for what to say!
Use our link for 10% off your purchase.
-
A program, podcast, and other free tools to get your money mindset right as a private practice therapist–just for therapists.
Check out the free fee calculator
The life-changing (no joke!) podcast
The flagship Lean In. Make Bank. Academy
-
The direct but loving style that is infused in everything they do at L.I.M.B. Their mission to help improve the lives of therapists. The generosity of their business model. What they do there is powerful and impactful.
Taking Things to The Next Level
This category is for when you have the basics covered and now you’re looking to grow your reach.
-
A gorgeous, intuitive email newsletter builder.
-
We would get a better commission for recommending Squarespace Emails–but ya know what? Flodesk is just better when it comes to managing your list in an intuitive way(sorry Squarespace, you know we heart you).
Email marketing has a high return on investment ($36 for every $1 spent-way higher than social media!). So if you are selling digital products like courses, or books (or anything else) this is the place to invest time and money.
Use our link for 50% off your first year!
-
It’s a free design tool for people who aren’t designers. You can make logos, infographics, social media posts, PDFs, business cards, letterhead, you name it. They have a template for everything.
-
This is a great tool if you are just starting a business, and don’t have a bunch of money upfront to plunk down on hiring a designer. While I think hiring a designer (and paying them well) is really important, it’s also just not always realistic when you are starting out, so this tool is a great stand-in.
-
Get a snapshot of your website’s SEO in moments. You install this plugin and it will audit your site, providing recommendations and how-to’s on how to get your site to show up on search!
-
If you don’t know a lot about SEO this tool is great because it will help you build a solid foundation for a low price.
And if you do know a thing or two, it helps you fill in the gaps. It finds things that we miss all. the. time. and has been worth every penny for our business. AND the customer service is the best you’ll find anywhere.
-
If you are like “WTF is SEO?” this course is for you. SEO stands for Search Engine Optimization which is basically making sure your website shows up on Google (and other search engines).
-
This course is offered by Simplified SEO Consulting which is a consulting business founded by a therapist, for other therapists! And you know we love that 😉
They understand your unique needs and tailor the course to you.
Once you’ve completed the course, you’ll know what SEO is, and if you are so inclined, you will be able to work on your website SEO all on your own.
That being said, there are certainly REALLY good reasons why you might not want to do this, for example if it doesn’t sound fun to you, or you just plain old don’t have enough time.
Fortunately, you can also hire someone from Simplified SEO Consulting to do it for you!
