Welcome back to The Tech-Savvy Dietitian Podcast, where we believe your systems should support your practice — not sabotage your sanity. I’m your host, Courtney Vickery, a registered dietitian turned web designer and tech translator for private practice owners who are tired of playing calendar Tetris and inbox detective.

If you’re a non-diet, weight-inclusive provider who’s feeling drained by endless admin tasks and unaligned inquiries, this episode will show you how to set up an inquiry or waitlist form that helps filter in the right clients — with empathy and clarity.

You’ll learn how to:

Use conditional logic to create filtering questions

Write inquiry forms that align with your non-diet, weight-inclusive values

Automate your pre-screening process with tools like Practice Better or Google Forms

Avoid collecting unnecessary PHI (protected health information)

Set up kind, clear automated replies that educate and connect with curiosity

Filtering isn’t cold — it’s kind. You’re protecting your time and your potential client’s energy.

Clarity prevents burnout. When your form communicates your approach upfront, you spend less time manually vetting.

Automation = boundaries. Tools like Practice Better or Google Forms with conditional logic can save hours of admin work.

Neutral language matters. You can gently introduce non-diet principles without alienating those still early in their journey.

Add a filtering question to your current inquiry form

Write a template email that explains your approach once (and reuse it)

Audit your form for conditional logic options

Add a checkbox like: “I understand that this practice does not provide weight loss counseling as a primary service.”

Practice Better – for HIPAA-compliant forms and automations

Google Forms + Google Sheets – for basic workflows

Zapier – for connecting tools

Clinician Crew – for prebuilt templates and peer support

Clinician Crew Membership – Templates + community for weight-inclusive providers

Declet Designs – Website, branding, and tech strategy for clinicians

Book a Tech Strategy Session – Get hands-on help setting up your systems

Next week, we’ll be talking about how to set up a smarter client onboarding system that welcomes clients seamlessly — without adding to your workload.

If today’s episode helped your practice feel a little lighter, share it with a friend or leave a quick review!