Tech-Savvy Dietitian

Courtney Vickery

Welcome to The Tech-Savvy Dietitian, your guide to running a smoother, more organized private practice. I'm Courtney Vickery, a registered dietitian who learned that having the clinical skills isn't enough - you need systems that work. In each episode, we'll tackle the practical side of private practice: websites that actually convert, tech tools that don't give you headaches, and strategies to streamline your workflow. Whether you're drowning in admin tasks or just starting your practice, we're here to help you spend less time managing your business and more time doing what you love - helping your clients. Join us as we chat with successful dietitians and practice management experts who've figured out how to make technology work for them, not against them. We'll share real solutions for real practices, focusing on what actually works in the world of weight-inclusive care. From fixing your scheduling nightmares to making your website work harder for you, The Tech-Savvy Dietitian brings you practical strategies you can implement right away. Because your time is better spent helping clients, not fighting with tech.

  1. HACE 2 DÍAS

    TSD: S1 E5 - “I Keep Forgetting to Follow Up.” Let’s Build a System for That

    [00:00] Introduction Why follow-ups matter: It's not just lost income, it's broken trust The reality of running a practice: sessions, sick kids, and things filed under "later" [02:00] Common Follow-Up Moments That Get Forgotten Potential client inquiries Discovery calls that went quiet Clients who ghosted mid-package (yes, even prepaid ones!) Unanswered portal messages People who downloaded freebies but never heard from you again These are relationship moments, not just admin tasks [04:00] Gmail & Google Workspace Solutions Using labels and folders (Courtney's an inbox zero + folder person!) Smart inboxes in Apple Mail desktop app Courtney's favorite folders: Meetings folder (automatically sorts all meeting invites) To-Do (using orange flag + orange heart emoji) Waiting on Reply (purple flag + purple heart emoji) Pro tip: Use emoji to remember which flag color = which folder [07:00] MailButler Game-Changer Creates tasks directly from emails Integrates with Apple Reminders Why Courtney switched from big project management tools to Apple Reminders for small tasks "It's the little things that slip through the cracks and cause the most risk" [09:00] Practice Better Tips Use tags to flag clients who haven't booked their second session Create tasks within Practice Better Filter clients who don't have recent bookings [10:00] The Natural Flow Question Just like habits with clients: if it doesn't come naturally, you won't use it Look at what you ALREADY use (email, calendar) and build on that Google Tasks is right there in Google Calendar—use what's in your face Don't create a Google Sheet tracker if you never open Google Sheets [12:00] What to Actually Say in Follow-Ups Don't overthink it—keep it short and warm For inquiries: "Hey, I just wanted to follow up in case my last message got buried. I'm still happy to chat if you're interested." For ghosted clients: "I've been thinking about you and wanted to check in. There's no pressure, but I'm here if you're ready to reconnect." For missed questions: "Apologies for the delay. I missed your message earlier, but I wanted to circle back." Remember: We're connecting, not selling [14:00] The Power of Email Templates Save brain power by having templates ready Reference to previous episode on email templates These feel-good follow-ups are perfect template candidates [15:00] Action Items Choose 2 of the following: Create a "Waiting For" label/folder in Gmail and assign to 3 emails NOW Calendar block: "Follow-Up Friday" (30 minutes weekly to sweep missed replies) Add a "Follow-Up Needed" custom field in Practice Better Create a follow-up tracking board (Notion/ClickUp/SmartSuite) Try MailButler (or similar email management extension) [17:00] Courtney's Current Setup Apple Mail (never bothered before, but now loves it) MailButler extension Busy Cal coordination SmartSuite for big project boards "You won't know what works for you until you try something" [18:00] Final Thoughts Pick the EASIEST action item—we're not trying to be fancy Following up doesn't make you pushy, it makes you reliable Stop leaving money, trust, and client progress on the table Available services: Strategy sessions + system setup at Declet Designs, or join Clinician Crew [19:00] Next Episode Preview Digital boundaries: What to do when clients message you at 10 PM on Saturday Connect with Courtney: Website: decletdesigns.com Community: cliniciancrew.com Schedule a strategy session for system setup help Leave a Review: If this episode helped your practice feel a little lighter, follow the show and leave a review!

    12 min
  2. 15 OCT

    TSD: S1 | E2 - Create an Inquiry Form That Protects Your Time, Energy, and Values

    Episode 2 — Create an Inquiry Form That Protects Your Time, Energy, and Values Welcome back to The Tech-Savvy Dietitian Podcast, where we believe your systems should support your practice — not sabotage your sanity. I’m your host, Courtney Vickery, a registered dietitian turned web designer and tech translator for private practice owners who are tired of playing calendar Tetris and inbox detective. 💡 What You’ll Learn If you’re a non-diet, weight-inclusive provider who’s feeling drained by endless admin tasks and unaligned inquiries, this episode will show you how to set up an inquiry or waitlist form that helps filter in the right clients — with empathy and clarity. You’ll learn how to: Use conditional logic to create filtering questions Write inquiry forms that align with your non-diet, weight-inclusive values Automate your pre-screening process with tools like Practice Better or Google Forms Avoid collecting unnecessary PHI (protected health information) Set up kind, clear automated replies that educate and connect with curiosity 🧠 Key Takeaways Filtering isn’t cold — it’s kind. You’re protecting your time and your potential client’s energy. Clarity prevents burnout. When your form communicates your approach upfront, you spend less time manually vetting. Automation = boundaries. Tools like Practice Better or Google Forms with conditional logic can save hours of admin work. Neutral language matters. You can gently introduce non-diet principles without alienating those still early in their journey. ⚙️ Quick Wins You Can Do Today Add a filtering question to your current inquiry form Write a template email that explains your approach once (and reuse it) Audit your form for conditional logic options Add a checkbox like: “I understand that this practice does not provide weight loss counseling as a primary service.” 🛠 Tools Mentioned Practice Better – for HIPAA-compliant forms and automations Google Forms + Google Sheets – for basic workflows Zapier – for connecting tools Clinician Crew – for prebuilt templates and peer support 🔗 Resources Clinician Crew Membership – Templates + community for weight-inclusive providers Declet Designs – Website, branding, and tech strategy for clinicians Book a Tech Strategy Session – Get hands-on help setting up your systems ⏭️ Next Episode Next week, we’ll be talking about how to set up a smarter client onboarding system that welcomes clients seamlessly — without adding to your workload. 💬 Connect If today’s episode helped your practice feel a little lighter, share it with a friend or leave a quick review! Follow along at decletdesigns.com or come hang out with us in Clinician Crew.

    9 min
5
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10 calificaciones

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Welcome to The Tech-Savvy Dietitian, your guide to running a smoother, more organized private practice. I'm Courtney Vickery, a registered dietitian who learned that having the clinical skills isn't enough - you need systems that work. In each episode, we'll tackle the practical side of private practice: websites that actually convert, tech tools that don't give you headaches, and strategies to streamline your workflow. Whether you're drowning in admin tasks or just starting your practice, we're here to help you spend less time managing your business and more time doing what you love - helping your clients. Join us as we chat with successful dietitians and practice management experts who've figured out how to make technology work for them, not against them. We'll share real solutions for real practices, focusing on what actually works in the world of weight-inclusive care. From fixing your scheduling nightmares to making your website work harder for you, The Tech-Savvy Dietitian brings you practical strategies you can implement right away. Because your time is better spent helping clients, not fighting with tech.

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