Start With These Free Tools to Build Your Practice.
Download worksheets, checklists, and guides that give you clarity and confidence in your next steps.
-
![Houseplants on a windowsill behind a sheer curtain, including a succulent and a trailing vine with heart-shaped leaves.]()
Practice Readiness Quiz
Not sure where to start? Take this quick quiz to discover if you’re in Launch, Hiring, or Scaling mode — and get tailored tips for your stage.
-
![An informative infographic titled 'Understanding Insurance Terms' explaining premium, co-pay, deductible, coinsurance, and out-of-pocket maximum with descriptions, when each is due, and examples.]()
Understanding Insurance Terms
Confused by insurance? This reference graphic breaks down common terms so you can finally understand what payers actually mean.
-
![Flowchart explaining a no show and late cancellation policy for a medical practice, with steps showing fees for different types of cancellations and an information box about excused no shows.]()
No Show & Late Cancellation Policy Example
Here’s an example of a no show policy that might work for your business!
-
![A wall-mounted shelf with five potted plants of various sizes and types, including a large hanging plant in the center and a small plant in a yellow pot to the right, against a peach-colored wall with an air conditioning unit above.]()
Private Practice Calculator (Lite)
Set your rates with confidence. Enter your numbers and see how session fees, caseload, and expenses add up to a sustainable income.
-
![Flowchart detailing the workflow for a free consultation. It starts with client requests for a free consultation, then confirms appointment and gathers insurance info. If the client is not a good fit, an email to cancel is sent. If they have insurance, benefits are verified. If insurance is invalid, an email is sent for more info. If they are a good fit, they are added to a clinician's schedule, and the process continues with signing notes, deactivating clients, or referrals if no red flags are present. Additional notes emphasize cancellations and the importance of cancellation notes.]()
Free Consultation Workflow Example
Looking for an example for how to integrate free consultations into your workflow? Check out this template / process doc.
-
![Flowchart illustrating the workflow for a consultation to intake process at a healthcare practice, including steps for client request, staff confirmation, document review, client approval, and appointment scheduling.]()
Consultation to Intake Workflow Example
More workflow examples - this one helps you visualize how a client moves from consultation to intake!
-
![A chart titled 'Demystifying Types of Insurance Coverage' comparing Medicaid, Private Insurance, and Medicare. It includes descriptions, key points, and tips for each type, with a slogan about understanding benefits and client liability, and a small illustration of a plant in the bottom right corner.]()
Demystifying Types of Insurance
Medicare and Medicaid? What’s the difference? This simple graphic helps you understand different types of insurance.
-
![Flowchart titled "Path to Advancement" showing steps from Associate Clinician to Leadership, Clinical Supervisor, and licensed status, with descriptions in circles and rectangles, including a small flower graphic in the bottom right corner.]()
Path to Advancement
It’s important to help employees understand what their options are with your practice. Here’s an example path to share with employees.
