In this episode of the Wise Practice Podcast, Whitney dives into the essential tools and resources she relies on to simplify private practice management. From ensuring HIPAA compliance and securing BAAs to leveraging powerful EHR systems like TherapyNotes, she shares practical strategies for safeguarding client data and streamlining operations. Whitney also highlights her favorite platforms for scheduling, financial management, marketing, and communication, offering detailed insights into how tools like QuickBooks, Gusto, Canva, and Spruce can elevate your practice. Her approach combines tech-savvy solutions with actionable advice, empowering therapists to build efficient, client-centered practices while focusing on their passion—helping clients thrive.

09:26 Electronic Health Records (EHR) 12:59 Practice Management and Booking Software 19:46 Accounting and Financial Tools 21:00 Essential Tools for Managing Payroll 22:53 Marketing Strategies: Google My Business 24:22 Effective Email Communication with Aweber 25:49 Design and Branding with Canva 26:33 Building and Managing Websites 28:47 Leveraging Social Media for Your Practice 29:51 Client Communication 32:01 Additional Communication Tools 33:15 Project Management and Podcast Production 34:22 AI and Other Favorite Resources 35:01 Final Thoughts and Upcoming Events

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