At Smart Private Practice we have talked about the various components that make up a profitable, successful private practice. It’s our roadmap to success.

Here’s an overview with links to specific solutions.

Good Business Practices:

This is the cornerstone of your successful venture. If you do nothing else, do this. Return all your phone calls within 24 hours, have the best forms, be familiar (and comfortable!) with bookkeeping and accounting principles, find the right office space to fit your budget, and brand your niche.

Technology Hacks:

Don’t get bogged down by all the options. Use Slydial  to return calls in a timely fashion, sign up with Theranest (use this link  for a discount) to go paperless and streamline your process and to insure email confidentiality, use Hushmail (another discount if you use this link).

It is difficult to build your practice when it’s inefficient and unorganized. As you grow, these systems are imperative. We often hear from clinicians asking how to organize themselves after they have a busy schedule. It’s no fun and in some cases, because of HIPAA compliance the unorganization puts them at risk.

Planned Marketing Hours:

The key here? Planned. Every week, I set aside 2-3 hours to “market” my practices. It may seem like a lot–but if you counted up all the time you worry about marketing, it’s easier to block the time and do it! I like Monday and Friday mornings; I am not seeing clients those days, and I always feel accomplished at the beginning and end of the week.

How do I use those planned hours?

Phone calls to referrals sources with follow-up information on the status of the referral. (with a release, of course.) Emails and notes (some handwritten!) to colleagues commenting on a training or a article I read that influences me.

Visits to primary care physicians with a one page tear sheet and business cards. I ask for the office manager or the primary medical assistant and spend 5 minutes talking about how accessible and trained our group is. I call ahead and ask if I can drop my info; I target those physicians my clients are currently seeing.

I take a good look at what’s happening in my community; can I offer a lunch and learn at the small business down the street? Is there a new accountant or family lawyer in my building I can visit?  Is there a meet-up group I should attend?

Use Facebook and Psychology Today for good social media presence.  Consider a Facebook presence for advertising your niche. Update your profiles often; add in interesting content. Make your personal page private. Use Hootsuite to schedule posts or tweets.

And finally, I connect with colleagues through LinkedIn, a quick text or email and an old fashioned phone call. Sometimes to hear what they are up to and sometimes to ask them for referrals. Yes, ask!


Start with these three essentials and read part two soon…