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.