Tools of the Trade
Many of these links are affiliate links, which means I may get a commission if you purchase. However, none of the fees of these resources have been increased to compensate me. In fact, many of the creators of these tools have given me special discounts that I get to extend to you! You’ll see all the special deals below.
Click the link button below and use our promo code MIMH to receive 3 FREE months of services with Therapy Notes
– Sign up for the free trial with therapynotes and then add the Code under Settings > Billing > Subscriptions.
Square Credit Card Processing
Although our EHR has an integrated credit card processor we utilize square to process client co-pays, balances and accept HSA and FSA cards. We utilize square to process late cancellation and no show fees as well. We prefer to utilize square because we can schedule payments, save multiple cards on file and take advantage of their payment protection program in the event of a customer chargeback.
We each will receive free processing on up to $1,000 in sales.
We love that we can pay our employees and contractors within the same system. Square payroll takes care of our direct deposit, taxes, workers compensation, health insurance and retirement savings accounts. It is a user-friendly system and cost-efficient. Lastly, we love that it integrates with some many applications including quickbooks.
Our referral link will give you one month free of Square Payroll Services. Enjoy!
HIPAA compliant phone system. We utilize TalkRoute for our inbound and outbound calls. They are cost-efficient and great for teams. We have several administrators and staff who manage our phones and communicate with clients and other providers and we are able to utilize the user-friendly app to make and receive calls. We love that you can have multiple extensions, send and receive texts, set your business hours and more.
Get one month free!
We utilize zoom to provide HIPAA compliant telehealth services, host webinars, clinical consultations and more.
We LOVE Acuity and utilize it to help schedule calls with clients and those seeking to book us for speaking engagements. Acuity also offers a HIPAA compliant option for those of you who might want to use it to schedule and bill clients. Acuity also has a SOAP note template that is built in and ready for you to use. We’ve negotiated a special 45-day trial (its usually a 30-day trial) for members in our community.
ConvertKit- Email Marketing System
We utilize convertkit to deliver robust and engaging content to our members via our newsletter and other downloadable items.
Get a free trial with our link!
Your website is your storefront and having a robust web host can ensure that you site is always open for business. We love the service and cost-effectiveness of SiteGround.
Join our FB Community
Like our FB Page
We look forward to working with you!
Mastering Insurance, LLC
4915 Auburn Ave, Suite 102,
Bethesda, MD 20814, US
Hours of Operation
Tuesday - Friday: 9am – 5pm
Saturday: By appointment