Tools We Recommend
Running a practice takes more than good clinical skills; it also takes the right tools behind the scenes. From documentation and practice management to marketing, communication, and organization, the systems you choose can make your work considerably easier, or considerably more complicated.

These are tools we use, have used, or genuinely recommend to fellow clinicians and practice owners. We’ve gathered them here to help take some of the guesswork out of finding resources that support both the clinical and business sides of private practice.

We're happy to hear your recommendations as well!


Carepatron
An all-in-one practice management and electronic health record (EHR) software for healthcare clinicians & therapists. 
 
 
Security and Compliance
The platform is secure and fully compliant with major healthcare privacy regulations, including HIPAA, GDPR, PIPEDA, and SOC 2 Type II standards.

Key Features
  • Scheduling: Offers online booking links, automated appointment reminders, and calendars for solo or group sessions.
  • Clinical Documentation: Provides customizable note templates, treatment plans, and an AI-powered assistant to transcribe or dictate notes.
  • Telehealth: Includes built-in, secure video conferencing for remote patient consultations.
  • Billing and Payments: Integrates with Stripe to handle client invoices, credit card payments, and online deposits.
  • Client Portal: Allows patients to book appointments, complete intake forms, and communicate securely.
Pricing
Carepatron offers a free tier with core features like scheduling, telehealth, and basic storage, alongside paid plans (such as Plus and Advanced) that unlock advanced workflows, custom branding, and administrative controls. 

Referral Code
To get 50% off for the first 6 months, click below!
You can also use this referral code: c6Lmttratu88
AttractWell
An all-in-one online business platform. Instead of paying for a dozen separate subscriptions, like a website builder, email software, course host, and calendar scheduler, AttractWell puts everything under one login. It is designed to save time and reduce tech stress for people running small online businesses.
 
Key Features
Website & Funnels: Build professional websites, landing pages, and blogs without any code.
CRM & Marketing: Manage contacts, send newsletters/broadcast emails, and run automated text (SMS) and email campaigns.
Courses & Memberships: Host and deliver digital courses, lesson modules, and membership communities.
Booking & Payments: Schedule calls, sell session bundles or physical/digital products, and process checkouts directly.
AI Tools: Use built-in AI assistants to draft copy, create entire courses, or write marketing campaigns in minutes.

Referral Code
To get your first month for just $1 and half off your second month, click below!

Upheal
An AI-native platform designed specifically for mental health professionals like therapists, psychiatrists, coaches, and social workers. It streamlines clinical workflows by using artificial intelligence to handle documentation and administrative overhead.
 
 
Security and Compliance
Because it handles Protected Health Information (PHI), the platform is strictly regulated. It is HIPAA, PHIPA, PIPEDA, and GDPR compliant, holds a SOC 2 Type II certification, and signs a Business Associate Agreement (BAA) with practices. Crucially, it deletes audio recordings shortly after notes are generated, and it does not use session data to train global AI models without explicit consent.

Key Features
  • AI Progress Notes: The platform captures session audio (or processes dictated summaries) to automatically draft comprehensive clinical notes using standard templates like SOAP, DAP, and EMDR.
  • Golden Thread Treatment Plans: It automatically links a client's diagnosis, treatment goals, and session notes to maintain compliance for insurance billing.
  • Integrated Practice Management: Beyond documentation, it functions as a lightweight EHR providing automated scheduling, HIPAA-compliant telehealth, and insurance billing.
  • The Upheal Assistant: An internal AI assistant that therapists can prompt to draft emails, check for unsigned notes, or track outstanding balances.
Referral Code
Receive a $100 credit when you sign up for a paid plan; click below!