Ready to focus on your clients and NOT on creating forms in Practice Better?

 

Hi! I’m Lydia, and I’ve been using Practice Better for the last 6+ years of my practice. In that time, I’ve created multiple forms, waivers, note templates and programs so I could automate my business and focus on my clients.

While helping multiple people learn how to create forms and set up programs, there have been several people who already know the ins and outs of Practice Better, but don’t want to spend the time creating forms from scratch.

I created a solution!

Stop spending time trying to create the perfect form, and instead focus on the most important part of you business; your clients!

I have several different bundle options below. These are ideal for Practitioners who work with Functional Health (FNTP’s, HTMA Practitioners, Functional Blood Chemistry Practitioners etc)

When you purchase any of the following, you’ll receive Practice Better access code(s) to upload the form into your portal.*

Just need the Nutritional Assessment Questionnaire (NAQ)? Click HERE $10

Click the bundle listed below to learn what is included in each one

Purchase Basic Bundle $15

  • NAQ

  • Intake form

  • Disclaimer of Liability

Click to Purchase

Discovery Call

  • Discovery Call Questions

  • Address Form (to send functional testing to- I use this as a booking form so I don’t have to wait for them to fill out paperwork before I send their HTMA or other labs )

Initial Paperwork

  • Intake Form (with conditional flows built in)

  • Nutritional Assessment Questionnaire

  • 4 day food journal

  • Disclaimer of liability

  • Clinical Presentation Overview- Initial Plan and Follow up

  • How to collect  a proper Hair Sample

  • How to prepare for a lab sample

Additional Forms 

  • Progress report

  • Current supplements (perfect for when its been awhile between test, but you don’t need them to fill out another intake form)

  • Follow up session notes (for between functional testing)

  • Testimonial

  • How to collect a proper hair sample (without a kit)

  • HTMA Submittal form (for international clients)

  • Copper Dysregulation

Consent forms

Comprehensive bundle

The following listed forms

Discovery Call

  • Discovery Call Questions

  • Address Form (to send functional testing to- I use this as a booking form so I don’t have to wait for them to fill out paperwork before I send their HTMA or other labs )

Initial Paperwork

  • Intake Form (with conditional flows built in)

  • Nutritional Assessment Questionnaire

  • 4 day food journal

  • Disclaimer of liability

  • Clinical Presentation Overview- Initial Plan and Follow up

  • How to collect  a proper Hair Sample

  • How to prepare for a lab sample

Additional Forms 

  • Progress report

  • Current supplements (perfect for when its been awhile between test, but you don’t need them to fill out another intake form)

  • Follow up session notes (for between functional testing)

  • Testimonial

  • How to collect a proper hair sample (without a kit)

  • HTMA Submittal form (for international clients)

  • Copper Dysregulation

Consent forms

  • Authorization form

  • Consent to share information

8 Note Templates (for Fast/Slow Oxidizer Types 1-4) and

  • Information to help to create protocols templates

  • A graphic for Protocol section

  • Titration Schedule for Vykon so clients can easily refer to it in their protocol

  • A link for my four video presentations in Canva that you can make your own video sharing how to take supplements (including my notes) that is ready for you to copy and make your own!

  • Information on each Oxidation type (to help you prioritize supplements)

  • Information for you clients on what to expect and retesting so you don’t feel salesy, but they see the value in retesting

(This information is included in my Note Templates for Fast 1 and Slow 1 Oxidizers, but you’ll have to create your own Protocol Templates as Practice Better doesn’t currently allow sharing protocol templates.)

Purchase Comprehensive Bundle Here

HTMA Note Templates

8 Note Templates (for Fast/Slow Oxidizer Type 1-4) and

  • Information to help to create protocols templates

  • A graphic for Protocol section

  • Titration Schedule for Vykon so clients can easily refer to it in their protocol

  • A link for my four video presentations in Canva that you can make your own video sharing how to take supplements (including my notes) that is ready for you to copy and make your own!

  • Information on each Oxidation type (to help you prioritize supplements)

  • Information for you clients on what to expect and retesting so you don’t feel salesy, but they see the value in retesting

    This also include HTMA Specific forms such as

    • How to collect a proper hair sample (with and without a kit)
    • Blood Draw instructions (for both a copper panel or other labs)
    • Copper Dysregulation Form (it can be used as a lead magnet)

Purchase Note Bundle

HTMA Specific Forms

This includes HTMA Specific forms such as

  • How to collect a proper hair sample
  • How to collect a proper hair sample (without a kit)
  • Blood Draw instructions
  • Copper Panel Blood Draw instructions
  • Copper Dysregulation Form (it can be used as a lead magnet)

Purchase HTMA Specific From Bundle

Do you want your clients to feel like you are highly engaged with them without having to repeat the same basic information that is foundational to their health?

With this Evergreen program, designed in a “drip” format of approximately every two weeks, your client will receive either an education module or a check in module.

This will walk your client through the

  • Why’s of paperwork (no more chasing clients to fill out their forms!)
  • HTMA basic info/ordering supplements from where you as a practicer suggests (and why we don’t recommend Amazon)
  • Lab overview check in (reminding them of steps you may have suggested they take)

This includes foundations to health such as

Digestion Sleep Hydration
Mindset Fats Blood Sugar
Stress Adrenal Health Importance of Fun
Nourishment vs  Restriction Thyroid Movement

 

You are free to edit this program in any way to make it fully yours (add videos, graphics etc as you wish)

This will come with forms created specifically for this program along with

  • All forms included in comprehensive bundle
  • Link to graphics for you to edit (will need an account with Canva)
  • Video from my Practice Better for Beginners program showing you how to work with Programs
  • 60 min 1:1 consult to help troubleshoot setting up the program or forms.

Learn more or Purchase HERE

Do you want your clients to feel like you are highly engaged with them without having to repeat the same basic information that is foundational to their health?

With this Evergreen program, designed in a “drip” format of approximately every two weeks, your client will receive either an education module or a check in module.

This will walk your client through the

  • Why’s of paperwork (no more chasing clients to fill out their forms!)
  • HTMA basic info/ordering supplements from where you as a practicer suggests (and why we don’t recommend Amazon)
  • Lab overview check in (reminding them of steps you may have suggested they take)

This includes foundations to health such as

  • Digestion
  • Sleep
  • Hydration

I have set this up as a 4 month program and additional emails reminding them of the importance of retesting.

You are free to edit this program in any way to make it fully yours (add videos, graphics etc as you wish)

This will come with forms created specifically for this program along with

  • Forms from the basic bundle
  • Additional Forms of Food Journal and How to Collect a proper Hair Sample
  • Link to graphics for you to edit (will need an account with Canva)
  • Video from my Practice Better for Beginners program showing you how to work with Programs

Learn more or Purchase HERE

If you are new to Practice Better, and want to learn the ins and outs (and get most of these forms included for no additional cost) click here!

 

Please note, this course doesn’t include the HTMA Specific Forms and Notes

 

*Be sure to check your capabilities in relation to your Practice Better account and if you can upload custom forms.