My Practice Plan

Course Description

From financial planning and business planning to sales, marketing and setting up your office, every aspect of your functional medicine practice will be covered. We also have cases of practices we’ve already helped build up, so you can learn from these clinicians as a member of the Kalish Community. This online functional medicine course focuses on the three key areas of running a profitable and low-stress functional medicine practice, what we call the three P’s:


Practitioners, Patients and Practice – You, Your Cases and Your Business Structure


We all tend to focus exclusively on patient cases and tend to neglect our own self-care. To fully round out your functional medicine education, this course will help you put as much energy into developing the business side of the practice as you have already put into your clinical skills and patient cases.

Through online education, an active online community and cases you will learn about the key areas required for creating a low overhead cash based practice. You’ll learn how to implement each essential element required to create your ideal clinic. This course requires active participation and has weekly assignments to keep you on track, as well as a series of live webinars to check in with other practitioners and get feedback on your progress.


In this video Dr. Kalish explains the benefits of the My Practice Plan course.

What does this course include?

Over 20+ 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

Course Syllabus

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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