Practice technology consulting
Practical support for therapists who need safer defaults, clearer workflows, smoother transitions, and less repeated administration across the tools their practice depends on.
Practice Services can help with the operational technology around scheduling, billing, payments, forms, email, domains, security, and migration, whether or not you use PracticeRunner.
Focused help for the practical systems that support private practice operations.
A focused review of the technology, scheduling, billing, communication, and security setup behind your practice.
Common situations: Useful when your systems work, but feel harder to manage than they should.
Likely outcomes: Clear priorities, practical recommendations, and a plan for reducing avoidable admin friction.
A HIPAA-conscious look at accounts, devices, access, email, storage, forms, and everyday security practices.
Common situations: Useful when you want to identify technology risks without turning the work into a legal project.
Likely outcomes: A plain-language risk list, safer defaults, and practical next steps for your practice.
Help with domains, DNS, basic website setup, email deliverability, and the technical pieces that support your online presence.
Common situations: Useful when website, email, or domain settings are unclear, fragmented, or difficult to troubleshoot.
Likely outcomes: Cleaner setup, fewer avoidable delivery problems, and a clearer map of what is connected where.
Support for email, authentication, account organization, security settings, and practical workspace administration.
Common situations: Useful when practice email or shared accounts have grown without a clear structure.
Likely outcomes: Better account hygiene, stronger access controls, and easier day-to-day administration.
Planning and support for exports, import staging, workflow mapping, and go-live preparation.
Common situations: Useful when you are moving from SimplePractice or another system and want fewer surprises.
Likely outcomes: A safer transition plan, clearer data expectations, and support around the operational change.
Hands-on setup support for scheduling, billing, payments, forms, secure messaging, and practice workflows.
Common situations: Useful when you want PracticeRunner configured around how your practice actually works.
Likely outcomes: A more usable setup, fewer loose ends, and clearer workflows for staff and clinicians.
Review of repeated admin steps, handoffs, reminders, billing follow-up, and client communication patterns.
Common situations: Useful when small inefficiencies keep showing up across the week.
Likely outcomes: Simpler routines, fewer repeated decisions, and more consistent follow-through.
Practical guidance for connecting tools, reducing duplicate entry, and deciding when a custom workflow is worth it.
Common situations: Useful when your practice depends on tools that do not quite fit together.
Likely outcomes: A realistic integration plan, clearer tradeoffs, and fewer fragile workarounds.
The goal is not a theoretical technology plan. The goal is a setup the practice can understand, maintain, and use consistently.
Step 1
Identify the accounts, tools, policies, forms, payment flows, and handoffs currently carrying the practice.
Step 2
Prioritize risks and repeated friction before taking on broader migration or workflow work.
Step 3
Adjust settings, documentation, routing, access, or migration plans in a way the practice can actually maintain.
No. Practice Services can help therapists evaluate and improve their current setup, whether or not they use PracticeRunner.
Practice Services can help identify technology and security risks and recommend HIPAA-conscious improvements, but it is not legal advice.
Yes. Practice Services can help plan and support EHR transitions, including export review, staging imports, workflow mapping, and go-live planning.
Yes. Practice Services can help with email, domains, authentication, security settings, and account organization.
Yes. Practice Services can help with domains, DNS, basic website setup, email deliverability, SEO foundations, and making sure the technology behind the site is working properly.
