My Practice Plan


My Practice Plan guides clinicians through modules on legal matters, business and financial planning, telemedicine, operations, marketing, and patient communication skills while considering the specific needs of their patients, their practice, and themselves as a practitioner. By the end of the course, practitioners will develop a fully operational, personalized business plan as well as the skills to lead an effective clinic.


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Schedule a 15-Minute Phone Consultation

How You’ll Learn is Almost as Exciting as What You’ll Learn

Repetition: 500+ real patient cases presented live with Dr. Kalish

Review: Weekly live Q&A with Dr. Kalish

Case-based Learning: Supported by our searchable 2,000+ case histories Proceed through the course at your own pace, digesting information as you apply it to yourself and your patients.


What does this course include?

  • Over 15 hrs of online lessons & videos
  • Step by step process outlining how to set up effective operational systems
  • Worksheets, email templates, hiring guidelines for successful implementation
  • Live Q&A calls with Dr. Kalish
  • Online Community interaction for peer recommendations and advice
  • Downloadable resources: presentations, audio, and transcriptions

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Course Syllabus

Module 1: Business Strategy Module 2: Business Operations Module 3: Patient Communication Module 4: Sales Module 5: Marketing Module 6: Implementation Module 7: Legal

This section covers the three types of practitioners, how to create your vision and the nuts and bolts of building a business model.

Lessons include:

  • Roles
  • Planning
  • Finances
  • Goals
  • Numbers
  • Case Study
  • Implementation

Learn about leadership vs. management skill development and how to view your staff in a new light as well as setting up systems and the metrics to track your business as it grows.

Lessons include:

  • Leadership
  • Hiring
  • Training
  • Systems
  • Time
  • Office
  • Case Study
  • Implementation

Discover how to handle new patient intake and follow up with an easy to duplicate system based on a clear and simple functional medicine treatment philosophy.

Lessons include:

  • Intake 1
  • Intake 2
  • Dialogue
  • Follow-up
  • Presentations
  • Case Study
  • Implementation

Understand how the sales process works from the concept of selling health to the dynamics of a sales lead funnel and lifecycle of a patient.

Lessons include:

  • Selling
  • Lead Funnel
  • Life Cycle
  • Case Study
  • Implementation

This section discusses the fundamentals of marketing, who you should reach and how, your target market and how to create a marketing web using simple tools available to small businesses.

Lessons include:

  • Branding
  • Value Ladder
  • Online Presence
  • Networking
  • Program
  • Case Study
  • Implementation

Review the processes required for success from the perspective of the Practitioners, Patients and your Practice. The Practitioner Playbook lays out a concrete step by step plan which you can implement today.

Lessons include:

  • Strategy
  • Operations
  • Patient Communication
  • Sales
  • Marketing
  • Implementation

In this section, attorney Michael H. Cohen introduces concepts of legal strategies for health and wellness businesses, focusing on the idea that legal issues need to be incorporated as a foundation of your practice plan.

You will learn:

  • Compliance & Legal Risk Management
  • Business and Legal Strategy
  • Practice Operations
  • Insurance & Financial Responsibility
  • Telehealth
  • Privacy and Security
  • FDA Issues and Other Healthcare Law Concerns

Who should take this course and what will you get out of it?

This online functional medicine course is for busy clinicians and other health care practitioners looking to start up or build up their functional medicine practice. You’ll learn how to apply business development tools to improve your patient acquisition and retention rounding out your functional medicine education. You’ll also discover how focusing on your business skills will improve patient outcomes while eliminating the financial pressures you may be operating under right now.

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