Anne's picks for Private Practice tools:

Tools To Run Your Practice

Electronic Health Record

I use PracticeQ (IntakeQ) as my EHR to manage my group private practice. It can be a lot of work to set up but they have great flexibility in how you manage your practice with responsive support! Sign up here for their free trial.

Telehealth Platform

Nothing really beats Zoom (make sure you get the healthcare version which is HIPAA compliant) for video meetings. It integrates with PracticeQ and then I can also use it for other things.

Google Workspace (which I use for email) also has Meet which, if you pay for the HIPAA compliant version of Google Workspace, you can use for telehealth.


I use IVY Pay to collect credit card payments. It is developed by therapists and is HIPAA compliant. Click here to get your first $1000 in transactions fee free.  

I use Mentaya to check my client's Out Of Network benefits. I even have a tool on  my website that allows clients to check their own benefits. I find this very helpful as a private pay only therapist. Use this link for 30 days free.


I use SiteGround for my web hosting. You can sign up here.

I use ThriveThemes through WordPress.org as my website builder. I cannot say enough good things about how powerful Thrive is and all the options they give you to create a custom site.

Organizational Tools

Artful Agenda is my go to for organizing all of my ideas, my schedule, and it's really pretty. Use code RA478678 for 10% off.


I use American Express Blue Business Cash card. They had a great sign-on bonus that helped me build my business, interest-free for a year and the cash back is really great. You can use this link for up to $500 Cashback.

I also use Capital One for my private practice. 

Business Books*

Profit First for Therapists by Julie Herres

A must for getting your finances in order!

Fix This Next for Healthcare Providers by Kasey Compton

Wonderful resource to help you focus on growing your practice the right way.

Clockwork, Revised and Expanded: Design Your Business to Run Itself by Mike Michalowicz

A great resource for taking back your time and helping your practice run more smoothly.

The E Myth Revisited: Why Most Small Business Don't Work and What to Do About It by Michael E. Gerber

Helpful mindset book on being an entrepreneur. 

Chill and Prosper: The New Way to Grow Your Business, Make Millions, and Change the World by Denise Duffield Thomas

This book will get you out of the hustle mentality and help you crate more balance.

The 7 Habits of Highly Effective People by Stephen R. Covey

A great book on how to live a values based life. Relevant to your personal life and business.

Building Your Ideal Private Practice by Lynn Grodzki

A great resource on building your private practice whether virtual or in person. 

*As an Amazon Associate, I earn from qualifying purchases.

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