Guides for cash-pay practice owners
Practical guides on intake, lab fees, reminders and follow-up for solo NPs and physicians running cash-pay hormone, weight-loss and functional medicine practices.
- Reference
Which practice tools sign a BAA? (31 tools, 2026)
A dated table of 31 tools cash-pay practices use, from Zapier to Zoom: which sign a BAA, on which plan, and a link to each vendor's own page.
- HIPAA and tools
The HIPAA-safe tool stack for a solo telehealth practice
Which tools a solo cash-pay telehealth practice can use for forms, scheduling, payments, texting, email and automation, which sign a BAA, and what to keep out.
- Starting a practice
Starting a weight-loss program: operations to month six
How to run a weight-loss program in a small cash-pay practice: intake, baseline labs, monthly check-ins, renewals, failed payments and reactivation.
- Follow-up
Patient reactivation for hormone and weight-loss programs
A 3-message win-back sequence for lapsed hormone and weight-loss patients: who counts as lapsed, how to find them in your EHR, what to send and when.
- Follow-up
Patient follow-up messages: 14 templates by stage
14 patient follow-up templates for cash-pay practices, from first inquiry to lapsed patients, with timing, SMS rules and what to keep out of a text.
- EHR and software
OptiMantra vs Practice Better vs Healthie
OptiMantra, Practice Better and Healthie compared for cash-pay hormone practices: labs, packages, payments, telehealth and BAA.
- Operations
Medical practice VA tasks: what to delegate and automate
A task-by-task table of what a VA should do and what to automate in a cash-pay practice, plus BAA and access rules, an SOP format and a daily checklist.
- Payments
Is Stripe HIPAA compliant? Payment links for consult fees
Stripe doesn't sign a BAA, but HIPAA's payment exemption lets practices use it for consult and lab fees. How to name products and receipts safely.
- Operations
How to reduce no-shows in a cash-pay telehealth practice
Cited no-show benchmarks, a reminder timing table, a deposit and no-show policy you can paste, and the missed-visit follow-up for cash-pay telehealth.
- Payments
How to collect lab fees before the first consult
How cash-pay hormone and functional practices charge for labs before the first visit: three payment models, link timing, wording, refunds and tracking.
- Follow-up
How fast should you reply to a new patient inquiry?
Reply to new patient inquiries within 5 minutes during open hours and within the hour at worst. What the research shows, what to send, and how to measure it.
- Operations
Hormone and functional medicine intake form: what to ask
How to structure a hormone or functional medicine intake: routing questions, what to collect before and after booking, and where to host it with a BAA.
- HIPAA and tools
HIPAA-compliant texting for a solo practice
When a solo practice can text patients, what to leave out, and which texting tools sign a BAA as of October 2026.
- Reference
EHR comparison for cash-pay practices (2026)
A dated table of eight EHRs for cash-pay hormone, weight-loss and functional practices: BAA, telehealth, labs, payments, reminders, e-prescribing and APIs.
- EHR and software
Best EHR for a cash-pay hormone or functional practice
A neutral guide to choosing an EHR for a cash-pay hormone, weight-loss or functional practice: what to compare, eight options and which fits which practice.
- Starting a practice
Before your first ad: patient flow for a hormone practice
The seven stages a new cash-pay hormone practice needs working before it pays for ads, with a stage table, a 90-day follow-up calendar and a launch checklist.