Comprehensive Resource List for Private Practices (Software, services, products that we use and/or recommend)
Mar 31, 2025
We get asked A LOT for our lists of the programs, etc that we use in our practice and/or what other people are using in the 1F and Streamline groups we run.
We'll keep building out this list over the next few weeks, but here's our initial list of favorites and must have's for solo and group practice owners.
| Core Practice Tools: | |
| Jotform |
HIPAA compiant forms - we use this for all kinds of data collection
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| Constant Contact |
HIPAA compliant bulks email - Saturday appt funnel, newsletter, etc
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| Trainual |
Employee manuals / onboarding
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| Hushmail |
Secure email + forms (we only use for email)
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| SRFax |
HIPAA compliant fax used by Ken's practice
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| Translate Press |
Plugin that translates your website into different languages
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| Practice Vital |
KPI's / Dashboarding
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| Blueprint for Solo Practices |
AI notes solution that is getting rave reviews
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| TherapyFlow |
HIPAA compliant CRM - Ken not using
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| HighLevel CRM |
CRM that TherapyFlow is built on... Ken is building his own.
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| Accesibe |
ADA compliance widget for your website
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| Expiration Reminder |
We've used to track all kinds of deadlines in our practice (renewals, etc)
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| iPlum |
HIPAA compliant texting / phone app
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| Termageddon |
Subscription service to keep your website terms of service up to date
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Side Hustle / Online Course Building:
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| Kajabi |
Ken's top platform choice for online courses, coaching, etc (not HIPAA compliant)
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| Braincert |
HIPAA compliant online course platform
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| ConvertBox |
Video pop-ups / funnel system for your website
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Financial Tools / CC Recommendations:
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| Quickbooks | |
| Amex Business Gold |
4x points on top 2 spending categories (software!!)
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| Amex Personal Gold |
4x points on dining and groceries
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| Amex Personal Platinum |
Airline lounge access, free Walmart+ membership
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| Amex Business Amazon |
5% back in points on all Amazon purcxhases
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| Chase Personal Marriott |
5x points on all Marriott charges (including meeting rooms, food, etc )
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| Chase Business Southwest |
Free unlimited companion pass at $135k in annual spending - can pay taxes!
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| Founders Card |
Discount program for AT&T, Constant Contact, 4 start hotels. etc
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| Non-SPP Trainings: | |
| Therapy Intake Pro |
Training from Uriah Guilford on scheduling / intakes
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| Fraud, Waste and Abuse |
Medicare required training
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| Sexual Harrasment |
May be required by your state
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Personal Wellness / Efficieny / Leisure:
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| FilterEasy |
Air filter subscription - perfect for offices / home
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| Hume Health |
New integrated health scale Ken is trying out
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| Nutrisense |
Wearable blood sugar monitor that has been a game changer for weight loss and better sleep.
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