Hi, I’m Kelley
THESE ARE THE PRIVATE PRACTICE TECHNOLOGIES, TOOLS & TIME SAVERS I CAN’T LIVE WITHOUT
SimplePractice
SimplePractice is a practice management platform trusted by more than 100,000 health and wellness practitioners. Its features help streamline the business side of private practice and make care a reality for millions of clients. It includes telehealth, secure messaging, paperless intake, a digital client portal, online appointment requests, automatic payment processing, free appointment reminders, and so many others.
My Favorite
Mentaya
Mentaya helps private practice therapists grow their revenue and cash-pay client base, while saving time on billing. With Mentaya, therapists can provide their clients with an easy way to instantly check and leverage their out-of-network benefits to receive up to 80% reimbursement on private pay therapy. Want to receive your full fee while significantly lowering costs for your private pay clients?
Heard
Heard is the financial back-office for therapists in private practice. They combine smart software with real humans to help you manage your bookkeeping, taxes, and payroll. On average, Heard helps therapists save 60 hours per year in financial recordkeeping and $5,000 in taxes. Book a free, 15-minute consult call today.
Headway
Although I help therapists build cash-pay private practices, I know that for some, an insurance-based model can be a great option. If you’re considering taking insurance, I recommend Headway. It’s completely free to use, handles all the billing and admin work, and helps you get paneled with major insurance companies without the usual headaches. Their platform connects you with in-network clients and pays you directly, so you can focus on the therapy—not the paperwork.
Open Path Psychotherapy
They’re a nonprofit that helps people in financial need find therapists who can take on 1 or 2 sliding scale clients. They do all the heavy lifting for you – the Open Path team vets clients to ensure you’re working with folks who truly need the help. There’s no fee for therapists to join and you’ll receive client referrals from their database.
Alma
Although I focus on helping therapists grow cash-pay private practices, I also know that joining an insurance-friendly platform like Alma can be a great way to build stability—especially early on. Alma simplifies the process of becoming in-network, handles claims and billing for you, and helps you connect with clients who are looking for accessible, insurance-covered care. It’s a solid option if you want support managing the business side while still reaching clients who might not be able to pay out of pocket.
The Group Practice Playbook
Are you a solo therapist ready to take the leap into group practice but feeling overwhelmed by the complexities of growth? Imagine confidently scaling your practice, increasing your income, and providing greater support to more clients—all while maintaining the high standards of care you're known for. My dear friend MaryBeth created the Group Practice Playbook is your blueprint for a smooth and profitable transition. Crafted specifically for therapists like you, it takes the guesswork out of building a successful group practice and equips you with the must-have strategies, tools, templates, and insider insights to make this leap with confidence.
Hushmail
As a therapist, how you communicate with clients online is just as important as how you communicate in your sessions. However, if you use email and web forms to communicate, you need to be sure that they’re secure and HIPAA compliant. Hushmail takes the guesswork out of secure communications by providing encrypted email, web forms, and e-signatures all in one package.
Gusto
Gusto offers HR tools and HR services to help with managing employee onboarding, running payroll, administrating health benefits, and engaging employees and teams using one integrated, easy-to-use platform loved by over 100,000 modern employers.
CE4Less
If you’re looking for affordable, high-quality continuing education, CEU for Less is one of my go-to recommendations. Their courses are fully approved, easy to access online, and designed with real-world clinical practice in mind. Whether you need to knock out a few CEUs before your renewal deadline or want to keep learning without spending a fortune, they make it simple—and budget-friendly.
Guide My Business
This is the exact trademark attorney I used to protect my own brand. Guide My Business made the process feel simple and clear, even when the legal stuff felt overwhelming. They specialize in working with therapists and helped me secure my trademark so I could stop worrying about copycats and focus on growing something that’s truly mine. If you’ve been putting this off, they’re who I trust to get it done right.
My Favorite
The Passive Practice
The only team I trust for done-for-you marketing is The Passive Practice—websites, SEO, and Instagram made simple.
Repurpose IO
I know just like me, you know that content is so important to your online goals! So I spent some time over the weekend trying various tools that can help make life easier. I came across something amazing. Repurpose.io enabled me to repurpose my content to many platforms in just a few minutes. I think you’ll really like it, they have a free trial.
Canva
Canva is my one-stop shop for all my design needs. I am not a graphic designer, I’m a therapist! But Canva provides me with all the tools and templates I could ever need to make my vision come to life.
Kit
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Your Social Club
If you’re a therapist trying to market your practice on Instagram, Your Social Team makes it so much easier. Their monthly content kits include beautiful Canva templates, caption prompts, and strategy tips that are easy to customize for our field. No more staring at a blank screen wondering what to post. Their resources help you stay consistent, look professional, and connect with your ideal clients—without spending hours creating content from scratch.
My Favorite
Check out my Amazon Storefront for links to my favorite podcasting tools, office decor recommendations, referral gifts, and much more!
