These are the tools, platforms, and service providers I recommend for private practice owners building, growing, and optimizing their businesses.
I don’t recommend resources lightly. These are platforms I have either used personally or vetted through years of working with private practice owners, group practices, and healthcare organizations.
If you’re building or scaling a practice, these systems can help support growth, improve efficiency, and reduce administrative burden.
For additional questions, please contact Kathleen by email at kcoughlinlcsw@gmail.com or by 
(610) 248-0059.
Why Your Systems Matter
Most practices don’t struggle because of clinical care. They struggle because their systems aren’t designed to support growth.
The right technology and service partners can help you:
- Improve operational efficiency
- Reduce administrative workload
- Enhance the client experience
- Strengthen compliance and security
- Create scalable workflows
- Support long-term business growth
How to Use This Page
Use this page as a starting point when evaluating tools for your practice.
Whether you’re launching a solo practice, growing a group practice, or preparing for expansion, these resources can help you build a stronger operational foundation.
If you’re unsure which tools are right for your specific situation, that’s often a strategy issue rather than a technology issue.
Simple Practice – Register for a free trial
IvyPay – $1000 Free Charges – 2.75% after that
HR Block – Save $25.00 off your tax preparations. I always add H&R Block’s Peace of Mind Extended Service Plan; they will provide services for you for the life of your return. If you get a letter from the IRS, send it to H&R Block so they can handle it.
SessionsHealth – after your free trial ends and you make your first monthly payment, you will receive a credit of one month
The Receptionist – Free Trial and then 1-month free when you sign-up
SurfShark VPN – Unlimited Devices
Special – Brighter Vision is a Private Practice Affiliate – sign up for a new website package anytime.
Zoom Video Technology – Save 30% off your first year of Pro Annual
Psychology Today – 6 months free code
Health & Disability Insurance for Private Practices and Group Practices
Licensed in 40 states – AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI
From time to time, I may partner with or promote products, services, or companies I trust, and in doing so, I may earn a small commission at no extra cost to you if you make a purchase through my links. Please know that I only recommend resources I believe will support the growth of your practice.