Top 10 software tools for private practice dietitians and therapists

Do you ever feel like you’re juggling too many balls? That’s how I sometimes feel as a private practice dietitian myself! Between seeing clients, tracking appointments, billing insurance companies, ordering supplies, and keeping up with the latest research, there never seems to be enough time in the day!

Luckily, there are some great software tools out there to help make our lives a little bit easier. In this blog post, I’ll share my top 10 software tools for private practice dietitians and therapists. Whether you’re looking for a tool to manage your appointments or one that can help you create awesome social media graphics, I’m sure you’ll find something here that will be helpful. So without further ado, let’s get started!

Note: Some links are affiliate links. This just means you may get a discount and I may get some extra support to help me continue writing blog posts like these 🥳

Website Design: Divi

To kick off my top 10 software tools for private practice, we are starting with websites, of course! I’ve tried Wix (cue the moans), WordPress with Elementor + Genesis framework, Divi theme + builder, and I’ve tried out ShowIt. They all have their pros and cons, but for me and my businesses, I prefer Divi. Why? I find that is user-friendly and I am able to make pretty much any customization I want either through the builder or CSS code.

While it can sometimes be tricky to ensure that the spacing is the way you want it to be on mobile, that is going to be the case with pretty much any website builder. You’re probably also wondering whether Divi will help you with SEO (search engine optimization aka can people find you on Google). In my experience, yes! My nutrition private practice site is already on the first page of results for my main keyword focus (#1 to be exact). The key is to have the right strategy and the right tools and to be able to pivot when necessary from those plans.

Website Hosting: Flywheel

I love using Flywheel hosting for all my websites. It’s so easy to use and the customer service is amazing. I highly recommend it to anyone looking for a great host! I can’t tell you how many times I have had to reach out to them and their chat is available 24/7. The times that the chat wasn’t able to figure it out, it was escalated to a higher level and I get a response via email in a few hours. It’s also so important to have good quality hosting because that affects your SEO too!

Stock Photos, Templates & More: Pixistock

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Pixistock really does have it all. You get access to hundreds of stock photos, Canva templates for almost anything you can think of, a color palette generator, and more! I’m a lifetime member, so I also get content to the Content to CEO course, the Reels course, AND the content calendar (which is legit amazing because I don’t want to waste time thinking of what to post about on social media). There’s also a Facebook group with some great people who will give you feedback and answer any questions you have.

Email Marketing: Flodesk

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When I first opened my private practice, I used Active Campaign. Then I moved to ConvertKit. THEN I moved to Flodesk. I had tried Flodesk when it was in the beginning of the beta stage and there were just some features I wanted to have that weren’t ready yet. It’s made lots of improvements now and while it doesn’t yet have some of the functionality that ConvertKit can do, it works perfectly for my needs right now. Plus, you really can’t beat the beautiful emails that you can create in Flodesk!

Graphic Design(ish): Canva

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I think we all know about Canva by now, right?! I discovered Canva at my last job in the hospital and loved using it to create flyers and announcements about the nutrition classes I was leading. The features have grown SO much since then! It is truly amazing what you can do with Canva and the Pro subscription is 100% worth it! Even if you just used it for stock photos, it would be worth it.

You do need to be careful with HOW you are using the materials. For example, you CANNOT use elements in Canva in your logo and it be original or trademarked. Now, if you created it yourself in another program or you used simple elements like a line, square, circle, etc. then that would likely be original. So, just be sure to read the terms and conditions before you do certain things.

Organization: Notion

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I loveeee planners and all things organization. I use Notion as sort of my ‘notebook’ of information. I know you’re thinking that you can do that in Google Drive, etc. and you probably can. It just really depends on what functionality you need and how your brain works.

Someone described Notion as best for people who used notebooks with section dividers, etc. in school and that is exactly what I did and how my brain works. I use Notion for almost every area of my life and it’s nice to easily reference what I need in the moment. You can also share Notion pages with others!

Organization: Clickup

If you’re wondering why I am listing both Notion AND ClickUp, just hear me out. My brain really likes the way that Notion allows me to organize information and resources. But, my brain also really prefers the way ClickUp allows me to focus just on tasks that have a deadline. I even made a list in ClickUp for my family tasks and share them with my husband! It’s been really helpful, especially since I have so many moving parts between my work and family stuff.

You can also use ClickUp with your team, which is really where it’s power comes in!

CRM: Honeybook

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If you have worked with me, then you know that I use Honeybook as my CRM (Customer Relationship Management). This is where I handle all of my inquiries, proposals, brochures, invoices, payments, and communication with clients. Not to mention that it is so aesthetically pleasing!

When it comes to finding the right tools for your business, it’s important to find ones that fit your needs as closely as possible. While no single tool can provide everything you need, Honeybook comes pretty close! With its comprehensive features and user-friendly interface, it’s a great choice for small businesses.

CRM/EMR: Practice Better

For my nutrition private practice, I use Practice Better as my EMR (Electronic Medical Record), which is the health field’s version of a CRM. Practice Better has been great for my practice and you really do so much with it! I do all of my appointment scheduling, private chat messages, invoices, payments, payment plans, subscriptions, and even online courses! If you take insurance, you can integrate your Practice Better with Office Ally.

My clients have all had great things to say about Practice Better. They love the convenience and ease of use of the platform, and it’s nice to be able to use the app on their phone. Every time I hear feedback like this, it makes me even more excited to use Practice Better! The app is very intuitive. You can easily find what you’re looking for and navigate the features with ease. It’s also user-friendly, so you don’t need to be a tech expert to figure it out.

SEO: SEO Made Simple Course

If you have a website already, you’re probably aware of how important SEO is for driving traffic to your site. But if you’re not sure where to start, don’t worry! There are plenty of resources available to help you improve your SEO and get more visitors to your site. I highly recommend Erica Julson’s course, SEO Made Simple. It’s especially great for dietitians, but other professions would learn a lot as well! Everything is presented in a very easy to understand format with videos and handouts. Once you purchase the course, you also get access to the private Facebook group AND monthly calls with Erica about any of your SEO concerns.


Copywriting: Jasper AI

Speaking of SEO and blogging, I don’t know about you but some days… words are just hard. That’s why I have really enjoyed utilizing Jasper’s AI program that helps me brainstorm when I’m trying to write blog posts, social media posts, etc.

Of course, I don’t use it verbatim, but it really helps me to get some ideas flowing and see how I can rearrange certain words and phrases to make them better.

And that’s my top 10 software tools for private practice dietitians and therapists

That’s it! These are my top 10 software tools for private practice dietitians and therapists (and more!). I hope you find them helpful in your business as well. If you have any questions about how to use these tools or need help setting up your website or branding, please submit an inquiry to work with me. I would love to help you take your business to the next level!

Website Design Graphic Design Blog Athens GA Courtney Vickery Declet Designs

Hi, I’m Courtney

I help weight-inclusive business owners create beautiful websites and branding that reflect their values and mission.

xoxo, Courtney


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