BONUS: What Systems Do You Really Need to Start Your Private Practice?
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BONUS: What Systems Do You Really Need to Start Your Private Practice?
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What Systems Do You Really Need to Start Your Private Practice? Here’s the Simple Answer.
Host: Kate McCommons, OT, Private Practice Owner & Business Coach
Length: ~10 mins
Tags: Private Practice Systems, EMR Setup, Starting a Therapy Business, OT Tools, Business Foundations
Episode Summary
Feeling overwhelmed by tech and systems as you prepare to start your private practice? In this quick bonus episode, Kate answers one of the most common questions she gets in her DMs: “What systems do I actually need to start?”
Spoiler: You don’t need spreadsheets, Gmail folders, or complicated software hacks. You need a solid, simple system that will streamline your workflow, protect your business, and save you hours of stress down the road. Kate breaks down what to prioritize and how to confidently start with the right tools in place.
What You’ll Learn in This Episode:
- Why you should never use Gmail, Google Docs, or Sheets to run your OT practice
- Kate’s top EMR recommendations (Fusion, Jane, SimplePractice, TheraNest)
- Why your email domain matters for credibility and marketing
- The importance of choosing a matching business name, domain, and email
- How scheduling, billing, and telehealth integration saves you time and stress
- A simple rule of thumb for choosing systems that grow with your practice
Tools & Resources Mentioned:
- EMRs: Fusion, SimplePractice, Jane, TheraNest
- Domains: GoDaddy, Squarespace, or any trusted domain registrar
- Email: Create a professional email like yourname@yourpracticename.com for brand credibility and deliverability
- Bonus Tip: Check if your domain is available before finalizing your business name!
Key Quote:
“Processes and systems are the last thing you need to be figuring out when you’re in the marketing phase. Get it set up right from the start.”Who This Episode Is For:
- New OT practice owners getting ready to launch
- Therapists overwhelmed by tech decisions
- Side-hustlers wanting to look (and operate) like legit business owners
- Anyone who wants a clean, cohesive start without wasting time on trial and error
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