Toolbox for Therapists in private practice
Below are services that our clinicians personally use to streamline their practice, reduce their workload, and increase their practice effectiveness. If you have any questions about these services, feel free to reach out. If you’d like an in-depth overview to learn the ins and outs of using one or more of these services (including our clinicians' honest opinions), please schedule a consultation.
Sessions Health is an affordable and easy-to-use web-based Electronic Health Record (EHR) system. It allows you to manage your entire practice all in one place, including scheduling, submitting insurance claims, customizable forms, treatment plans, integrated Telehealth, and integrated online payments through Stripe. Additional features include appointment reminders, secure messaging, online booking, and calendar synching. Our clinicians have used different EHRs, and Sessions Health is our preference. Use this link to get a free trial, and once your trial ends and you pay your first invoice, you will receive a credit for one month of the base subscription fee.
Google Workspace is a versatile, HIPAA-compliant suite of tools designed to streamline communication, collaboration, and secure file management for healthcare practices. With cloud storage, clinicians can safely store and share documents, ensuring they are protected under HIPAA compliance once a Business Associate Agreement (BAA) is signed. Google Workspace includes Google Meet for secure, high-quality virtual appointments and team meetings, along with Google Voice for professional, separate business phone numbers. The Admin Console offers centralized control over user settings, permissions, and security measures, while a wide range of productivity apps like Gmail, Calendar, and Google Drive make practice management simple and accessible from any device. Use this link to get a free trial.
Notion is an all-in-one productivity tool that enhances organization, collaboration, and note-taking for clinicians. Its highly customizable interface allows users to create and organize notes, manage tasks, and set up databases tailored to practice needs, such as client notes, treatment planning, and administrative workflows. With robust privacy settings, Notion offers secure documentation features, making it easy to maintain client records, track progress, and collaborate with team members on shared projects. Our clinicians appreciate Notion for its flexibility in creating templates and streamlining daily operations, all while keeping essential information accessible in one place. Use this link to sign up.
Headway is a platform that will credential you with several major insurance companies, typically faster and with higher rates than credentialing on your own, and will handle your billing for these companies. You will receive payments twice a month, decreasing the wait time for insurance payouts. Sign up for free with this link and get a $100 bonus after confirming your first session.
Thrizer is a client-friendly payment and reimbursement service that simplifies out-of-network claims processing. It provides clients with upfront reimbursement estimates and handles claim submissions directly, making it easier for them to receive compensation from their insurance providers. Thrizer streamlines the payment experience by covering the paperwork and tracking claim status, ensuring a smoother, faster reimbursement process. This service empowers clients to access the care they need without the usual hassle of managing out-of-network insurance claims on their own. Use this link to start your free trial and enjoy waived credit card fees for your first $2,500 in charge
Spring Health is a comprehensive Employee Assistance Program (EAP) designed to support mental health and well-being in the workplace. Through personalized care plans, employees have access to a wide range of services including therapy, coaching, digital CBT tools, and self-guided wellness exercises. Spring Health's platform uses data-driven technology to match employees with the right providers and resources, ensuring fast access to effective, individualized care. The program also includes resources for employers, such as usage analytics and workforce well-being insights, to foster a supportive workplace culture. Accepting EAP clients can be an excellent way to build a caseload quickly while making a meaningful impact. Use this link to get invited to this platform.
Heidi Health is an innovative AI-powered tool that simplifies and accelerates the creation of clinical progress notes. By leveraging advanced natural language processing, Heidi Health assists clinicians in drafting comprehensive and accurate notes based on session details, reducing time spent on documentation and enhancing productivity. With customizable templates, Heidi Health can be tailored to specific clinical needs, ensuring notes remain compliant and thorough. This tool allows clinicians to focus more on patient care while maintaining high standards of documentation quality and efficiency. Use this link to sign up and get a 30 day free trial on their paid tiers.
Upheal is an AI-driven platform designed to streamline clinical documentation by generating detailed, accurate progress notes based on session insights. With its real-time transcription and advanced summarization capabilities, Upheal helps clinicians capture essential information, saving time and reducing administrative burdens. The platform is customizable to fit diverse clinical workflows, ensuring notes are both compliant and tailored to specific treatment needs. Upheal’s secure, AI-enhanced approach allows clinicians to focus on patient interaction while the platform handles efficient, HIPAA-compliant documentation. Use this link to sign up and get 50% off your first 3 months.
Psychology Today is the largest and most recognized therapist directory, designed to connect you with clients actively seeking mental health support. A membership not only enhances your practice's visibility but also includes access to a free, HIPAA-compliant Telehealth platform, allowing you to conduct virtual sessions securely. Additionally, a dedicated, protected phone number is provided to maintain your privacy. Start growing your practice and reach your ideal clients more effectively. Use this link to sign up and enjoy six months free.
Open Path is a non-profit organization that connects clients to affordable, sliding-scale mental health services. It provides a directory of mental health professionals who offer reduced rates for clients who are uninsured or underinsured. By participating in the Open Path network, our clinicians are able to offer more flexible pricing to individuals who might otherwise struggle to afford therapy. Use this link to sign up.
Bluevine offers a business checking account designed to help small businesses and solo practitioners manage their finances with ease. It provides a high-interest rate on deposits, helping your practice grow its savings while maintaining easy access to funds. Features include no monthly fees, unlimited transactions, and free incoming wire transfers. Bluevine’s online banking platform is simple to use, offering mobile check deposits, ACH transfers, and integration with accounting software like Wave. It’s an ideal choice for clinicians who want to streamline their business banking while earning interest on their balance. Use this link to sign up.
Wealthfront offers a high-yield personal checking account with no monthly fees, allowing you to earn interest on your balance while enjoying the convenience of everyday banking. With features like automatic savings tools, seamless integration with Wealthfront’s investment accounts, and access to over 24,000 ATMs nationwide, it’s an ideal option for clinicians who want to grow their savings effortlessly. The account also includes free mobile check deposits, direct deposits, and real-time notifications to help manage your finances securely and efficiently. Wealthfront’s high-yield checking account helps you make the most of your money while keeping your personal banking simple. Use this link to sign up and get an extra 0.50% APY boost for 3 months.
Wave Apps offers a user-friendly, free bookkeeping solution designed for small businesses and solo practitioners. It helps our clinicians manage finances with ease by providing features such as invoicing, expense tracking, financial reporting, and simple accounting tools. For practices that need payroll services, Wave also offers an affordable payroll solution with easy setup and direct deposit options. The intuitive interface and automatic syncing with bank accounts make Wave a great tool for managing both finances and payroll without the complexity or cost of traditional accounting software. Use this link to sign up.
Ivy Pay is a mobile payment processing solution specifically designed for therapists. It allows therapists to securely accept payments from clients via credit and debit cards, directly through an easy-to-use app. Ivy Pay integrates seamlessly with your practice, offering features like customizable invoices, payment tracking, and automatic receipts. It also supports HIPAA-compliant payment processing, ensuring your clients' financial information is secure. With Ivy Pay, therapists can efficiently manage payments on-the-go, whether in-office or via telehealth, making it an ideal choice for clinicians who need a simple, secure, and convenient payment solution. Additionally, Ivy Pay provides Good Faith Estimates (GFE) for clients, helping to maintain transparency and meet regulatory requirements. Use this link to sign up and get $1000 in free charges.
ChatGPT is an advanced AI-powered chat assistant that can assist clinicians in a variety of ways, from generating content and drafting emails to offering ideas for therapy approaches or practice management. It can be used as a tool for brainstorming, answering questions, and providing resources on mental health-related topics, allowing clinicians to save time and access helpful insights quickly. While not a substitute for professional judgment or client interaction, ChatGPT can serve as a supportive resource for therapists looking for innovative ideas, clinical information, or business solutions to enhance their practice's workflow and services. Use this link to sign up.
Junia AI is an AI-powered writing tool designed to help clinicians and businesses generate high-quality content that is optimized for search engines. It assists in creating blog posts, website copy, and marketing materials that attract and engage clients. With Junia AI, you can quickly generate SEO-friendly content that is both relevant and tailored to your target audience, improving your online presence and visibility. Whether you need help writing informative articles, social media posts, or website pages, Junia AI streamlines the content creation process, saving you time while ensuring your content ranks well in search results. Use this link to sign up.
Bardeen is a powerful browser automation tool that helps streamline repetitive tasks by automating workflows directly within your browser. Clinicians can use Bardeen to automate tasks such as data entry, form submissions, email responses, and more, saving time and improving efficiency. With its easy-to-use interface, Bardeen allows users to create custom workflows without needing coding knowledge. Whether you're managing client information, scheduling, or performing administrative tasks, Bardeen can help you automate key processes to reduce manual work and increase productivity. It’s an ideal tool for clinicians looking to optimize their time and minimize repetitive tasks in their practice. Use this link to sign up.
Zapier is a powerful workflow automation tool that connects your favorite apps and services to automate repetitive tasks without the need for coding. Clinicians can use Zapier to integrate and automate processes between platforms like Google Calendar, email, CRM systems, and EHRs. For example, you can set up "Zaps" to automatically schedule appointments, send reminders, or sync client data across different tools. Zapier helps streamline administrative tasks, saving you time and ensuring that your practice runs more efficiently. It’s an ideal tool for clinicians who want to automate routine tasks, allowing them to focus more on client care and less on manual processes. Use this link to sign up.
SendFox is an affordable and easy-to-use email marketing platform that helps clinicians build and manage their email campaigns. It allows you to create newsletters, client updates, and marketing emails with customizable templates. SendFox offers automation features, such as welcome emails, follow-ups, and drip campaigns, helping to engage and nurture your client base. With a simple interface and integration with other platforms like Zapier, SendFox makes it easy to send personalized messages and stay connected with your audience. It’s a great tool for therapists looking to streamline their email communication and build stronger relationships with clients and prospects. Use this link to sign up.
Linq is a digital business card solution that allows clinicians to create and share professional, customizable business cards via a smartphone. With Linq, you can easily share your contact information, practice details, social media links, and even scheduling options with clients and colleagues using a QR code or link. The app eliminates the need for physical cards, making it environmentally friendly and always up to date. Linq helps clinicians maintain a modern, professional image while simplifying the process of sharing contact information and enhancing networking opportunities. It’s a convenient and efficient way to stay connected in today’s digital world. Use this link to get 15% off.
Canva is a user-friendly online graphic design tool that allows clinicians to create visually appealing marketing materials, social media posts, presentations, and more. With an extensive library of templates, fonts, and images, Canva makes it easy to design professional-quality graphics without needing advanced design skills. Clinicians can use Canva to create flyers, brochures, newsletters, and client resources, helping to promote their practice or engage with clients in a visually compelling way. The platform’s drag-and-drop functionality and cloud-based access ensure that you can design and edit materials anytime, anywhere, making it an essential tool for clinicians looking to enhance their practice’s visual presence. Use this link to sign up.
CapCut is an intuitive, free video editing app that allows clinicians to create professional-quality videos for social media, marketing, or client resources. With its simple interface, CapCut offers a wide range of editing features, including trimming, effects, transitions, text overlays, and music integration, making it easy to create engaging video content. Whether you’re creating educational videos, therapy tips, or promotional content for your practice, CapCut helps you produce polished videos quickly and efficiently. It’s a great tool for clinicians looking to enhance their online presence and engage with clients through dynamic video content. Use this link to sign up.
TidyCal is a straightforward scheduling tool that helps clinicians streamline non-clinical appointment bookings and manage their calendars effortlessly. With TidyCal, you can create personalized booking pages, set availability, and allow prospective clients to schedule appointments online, reducing the back-and-forth of manual scheduling. It integrates seamlessly with your existing calendar (Google, Outlook, etc.) and offers features like automatic reminders, time zone detection, and customizable booking options. Whether for individual sessions or group appointments, TidyCal helps you save time and keep your practice running smoothly. Use this link to sign up.
Therapist Aid is a website offering a wide variety of free and paid resources designed to support therapists in their practice. It includes customizable worksheets, assessments, treatment plans, and tools for managing client progress. Clinicians can use Therapist Aid to access evidence-based resources for various therapeutic modalities, including CBT, DBT, and mindfulness. The platform also provides resources for mental health professionals to help clients with issues like anxiety, depression, stress management, and more. With its user-friendly interface and robust library, Therapist Aid is a valuable resource for clinicians looking to enhance their therapeutic work and improve client outcomes. Visit this website.
Adhere.ly is a free, HIPAA-compliant client engagement tool designed to help clinicians improve communication and support client compliance between sessions. The platform allows you to send secure reminders, wellness check-ins, and follow-up messages to clients, enhancing treatment adherence and client outcomes. With customizable features, Adhere.ly helps streamline communication while maintaining confidentiality and privacy. Clinicians can use it to send session reminders, goal progress updates, or even personalized messages to keep clients engaged and on track with their treatment plans. It’s a great tool for therapists looking to enhance client engagement without compromising on security or ease of use. Use this link to sign up.
Doxy.me is a secure, HIPAA-compliant video conferencing platform designed specifically for telehealth. It allows clinicians to conduct virtual therapy sessions with clients from anywhere, ensuring privacy and confidentiality in a simple, easy-to-use interface. No downloads or installations are required for clients, making it highly accessible. Doxy.me offers features like virtual waiting rooms, session recording, and customizable branding for your practice. The free version provides everything you need for basic telehealth services, making it a great option for clinicians who want a reliable and secure solution for remote therapy sessions without the cost of additional software. Use this link to sign up.
Text Blaze is a Chrome extension that helps clinicians save time by creating and using customizable text shortcuts for repetitive tasks. With Text Blaze, you can create templates for common responses, intake forms, client notes, or follow-up messages and insert them with just a few keystrokes. This tool is especially useful for streamlining administrative tasks, such as email responses or session notes, allowing you to focus more on client care. Its simple interface and easy integration into any web-based platform make it an essential tool for clinicians looking to increase efficiency and consistency in their practice. Add to Chrome.
Clipboard History is a Chrome extension that helps clinicians manage and back up their clipboard data, allowing for easy access to previously copied text. It stores a history of copied items, making it simple to retrieve and reuse information, such as client notes, treatment plans, or commonly used phrases, without needing to retype them. This extension boosts efficiency by enabling quick access to frequently used text and reduces the risk of losing important information. Clipboard History is especially helpful for clinicians who regularly copy and paste content during administrative tasks or note-taking, streamlining workflows while maintaining accuracy and consistency. Add to Chrome.
Foxly is a URL shortener tool that allows clinicians to create custom, branded short links using their own domain. With Foxly, you can easily shorten long URLs for your website, client resources, or promotional materials, making them easier to share and remember. The ability to use a custom domain enhances your practice’s professional image and ensures that your links are both functional and aligned with your brand. Foxly also provides detailed analytics, so you can track link performance and understand engagement. It's a great tool for clinicians looking to streamline communication and make their online resources more accessible and shareable. Use this link to sign up.
AppSumo is an online marketplace offering discounted deals on software-as-a-service (SaaS) products, primarily targeting entrepreneurs, small business owners, and professionals. Clinicians can use AppSumo to find affordable tools for practice management, marketing, client communication, and productivity. The platform offers lifetime deals and significant discounts on a variety of software, making it a great resource for therapists looking to invest in tools that enhance their practice without breaking the budget. From automation tools to design software, AppSumo is a valuable resource for clinicians seeking to improve efficiency and service delivery with cost-effective solutions. Visit this website to browse current deals.