Comprehensive Resource List for Private Practices (Software, services, products that we use and/or recommend)

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: 
 JotformHIPAA compiant forms – we use this for all kinds of data collection
 Constant ContactHIPAA compliant bulks email – Saturday appt funnel, newsletter, etc
 TrainualEmployee manuals / onboarding
 HushmailSecure email + forms (we only use for email)
SRFaxHIPAA compliant fax used by Ken’s practice
 Translate PressPlugin that translates your website into different languages
 Practice VitalKPI’s / Dashboarding
Blueprint for Solo PracticesAI notes solution that is getting rave reviews
TherapyFlowHIPAA compliant CRM – Ken not using
 HighLevel CRMCRM that TherapyFlow is built on… Ken is building his own.
 AccesibeADA compliance widget for your website
 Expiration ReminderWe’ve used to track all kinds of deadlines in our practice (renewals, etc)
 iPlumHIPAA compliant texting / phone app
TermageddonSubscription service to keep your website terms of service up to date
Side Hustle / Online Course Building: 
 KajabiKen’s top platform choice for online courses, coaching, etc (not HIPAA compliant)
 BraincertHIPAA compliant online course platform
ConvertBoxVideo pop-ups / funnel system for your website
Financial Tools / CC Recommendations: 
Quickbooks 
 Amex Business Gold4x points on top 2 spending categories (software!!)
 Amex Personal Gold4x points on dining and groceries
 Amex Personal PlatinumAirline lounge access, free Walmart+ membership
 Amex Business Amazon5% back in points on all Amazon purcxhases
 Chase Personal Marriott5x points on all Marriott charges (including meeting rooms, food, etc )
 Chase Business SouthwestFree unlimited companion pass at $135k in annual spending – can pay taxes!
 Founders CardDiscount program for AT&T, Constant Contact, 4 start hotels. etc
Non-SPP Trainings: 
 Therapy Intake ProTraining from Uriah Guilford on scheduling / intakes
 Fraud, Waste and AbuseMedicare required training
 Sexual HarrasmentMay be required by your state
Personal Wellness / Efficieny / Leisure: 
 FilterEasyAir filter subscription – perfect for offices / home
 Hume HealthNew integrated health scale Ken is trying out
 NutrisenseWearable blood sugar monitor that has been a game changer for weight loss and better sleep.

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