Want to Do It Yourself?
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Freebie: Practice Tech Essentials Checklist
The 1-page snapshot every clinician needs.
Feeling unsure if your practice systems are really working for you? This free one-page checklist gives you a quick overview of the core tech every mind, body, and spirit clinician should have in place. Think of it as your big-picture guide to a practice that runs smoothly — without the stress.
Inside the Checklist:
The six must-have categories of practice tech with suggestions for each item
A simple way to spot what you already have covered and where you might need to focus next
Want help filling in the gaps?
If you discover questions or want guidance on next steps, you can always book a Tech Bestie 1:1 Session with me. It’s your chance to get personalized recommendations and strategies for your practice.
Need some guidance?
You’ve got this, but have some questions about how to integrate across your systems, make your workflows run more smoothly, or need guidance on products for your practice systems. Book a 1:1 session with me. You will get:
60-minute virtual call where we will chat all about your questions
Additional 30 minutes of research and follow-up documentation delivered to your inbox with suggestions for how to strategically solve your problems
A recording and a summary of our session
