
BUSINESS TOOLS
All the Tools You Need to Build a Successful Direct Specialty Care Practice
Running a Direct Specialty Care (DSC) practice means wearing many hats—but you don't have to do it all manually. These tools help you streamline operations, reduce overhead, and stay focused on delivering excellent care. These are the platforms I use in my own practice, along with recommendations from fellow physicians.
Communication & Phone Systems
Google Voice
A free VOIP service allowing you to make calls from your computer or smartphone using Wi-Fi.
GoTo Connect
A comprehensive VOIP solution that includes eFax capabilities. Ideal for practices needing multiple lines.
Electronic Health Records (EHR) & Prescriptions
SimplePractice
An intuitive EHR that integrates with Stripe for seamless payments. New users can receive a $200 credit.
Practice Fusion
A cloud-based EHR offering customizable templates and e-prescribing features.
Jane App
An all-in-one practice management software suitable for various specialties.
iPrescribe (Dr. First)
An iPhone app enabling secure electronic prescriptions on the go.
Website Builders
Squarespace
User-friendly platform with customizable templates, ideal for creating professional websites.
WordPress
A versatile content management system offering extensive plugins and themes for a tailored website.
Kajabi
Perfect for course creators, combining website building with marketing tools.
Carrd
A free, simple solution for creating one-page websites.
Grafix by Sab MD
Professional branding and logo design by a physician who understands how to visually represent your practice with clarity and care.
Marketing & Design Tools
Canva
A graphic design platform for creating printables, business cards, brochures, and logos.
VistaPrint
Offers printing services for marketing materials like business cards and brochures.
99designs
A platform to hire professional designers for custom logo creation.
Linq
Digital business cards that make sharing your contact information seamless.
Email Marketing & Communication
Kajabi
Robust email marketing tools integrated with website and course platforms.
Mailchimp
A user-friendly email marketing service suitable for newsletters and campaigns.
Constant Contact
Offers email marketing solutions with customizable templates and analytics.
Paubox
Provides HIPAA-compliant email solutions for secure patient communication.
Gmail Business
Professional email service with options for HIPAA compliance when configured properly.
Elevate Your Online Presence
Google Business Profile
Claiming and optimizing your Google Business Profile helps patients find you more easily online. Ask satisfied patients to leave reviews to boost visibility and credibility.
Yelp
This platform works well for some practices, especially in competitive urban areas. Consider adding your clinic and asking local patients for honest reviews.
Ubersuggest
Drive more organic traffic by writing blog content your patients are already searching for. Use tools like Ubersuggest to research keywords and plan content with purpose.
Makhai Media
Make it easier for people to find you by keeping your social media names consistent. If you’re short on time, focus on one platform or hire a content professional to help. We currently work with Makhai Media. Reach out to Austyn and let him know I sent you.
Paid Ads
Google Ads
Consider hiring a freelancer through sites like Upwork or Fiverr to manage your campaigns if you’re not ready to DIY.
Facebook Ads
These can be effective but costly. Make sure you have a plan to collect emails and follow up through email sequences before investing.
Digital Forms & Document Management
Google Drive
Cloud storage solution for organizing and sharing digital forms and documents.
Dropbox Business
Secure file storage and sharing platform suitable for business needs.
Adobe Acrobat Reader
Tool for viewing, signing, and annotating PDF documents.
JotForm
An online form builder for creating patient intake forms and surveys.
Financial Management
QuickBooks
Accounting software tailored for small businesses, aiding in invoicing and expense tracking.
Stripe
A payment processing platform that integrates with various EHR systems.
Square
Offers point-of-sale solutions and payment processing for businesses.
Zelle / Venmo
Peer-to-peer payment options; ensure they align with your business policies and compliance requirements.
Time Tracking
TimeStation
A free app for tracking employee hours and attendance.
Clockify
A time tracking tool suitable for managing work hours and productivity.
Virtual Assistance
OnlineJobs.ph
A platform to hire Filipino virtual assistants for various administrative tasks.
HelloRache
Provides virtual assistant services specialized for healthcare professionals.
Insurance & Compliance
The Doctors Company
Offers malpractice insurance tailored for physicians.
Markel
Provides property and workers' compensation insurance through local brokers.
CrashPlan
Cloud backup solutions ensuring data security and recovery.
HIPAA Complete
Comprehensive tools to ensure your practice remains HIPAA compliant.
