All The Tools You Need To Build A Successful Direct Specialty Care Practice


Digitizing your paperwork flow is going to be a HUGE timesaver. It also saves money on shredding, storage, & supplies that would otherwise go into printing & discarding paper.

Here are some of the things I've used in my Direct Care practice & what other docs have recommended.

Phone - VOIP means you can call from your computer using wifi

  • Google Voice
  • GoTo Connect (includes eFax) - Ask Donald for pricing if you need more than one line


Electronic Prescriptions

DIY Website

DIY Marketing 

Designing printables, business cards, brochures, logos etc

Hire someone to do your logo

Digital business card


  • General emailing Kajabi
  • HIPAA secure emails Paubox & Gmail business

Other To-Dos

  • List your business on Google Business Profile & get reviews
  • Yelp - Works for some
  • SEO using blogs with Ubersuggest
  • Unify your social media handles so it's all the same or just focus on one to get people to notice you. Can hire a professional to edit & post. Currently using Makhai Media, let Austyn know I sent you :)

Paid Ads

  • Google Ads --> hire freelancer Upwork, Fiverr 
  • Facebook Ads --> gets expensive, have a plan to collect emails & email sequencing

Organize Digital Forms

  • Google Business Drive
  • Dropbox Business

Signing Forms


  • Quickbooks

Accepting Payments

  • Stripe
  • Square
  • Your bank may have better rates + require a contract
  • Zelle or Venmo 

Timesheet Tracker

Virtual Assistant(s)



  • The Doctors Company (National Broker: Keane)

Property & Workers Comp

  • Markel (through a local broker - they will price shop for you)