100. Top 3 Start Up Essentials for Success
Spencer Dupre (00:01.119)
Yo yo yo, what is up everybody? Welcome back to another episode of the What Now Podcast. We're on our dolo game today. Me and Zach in the booth. Subroom.
ZT (00:16.332)
What a dooboo boo. Chillin'. Chillin'.
Spencer Dupre (00:17.967)
Sup, I'm stoked. We're playing golf this weekend with our boy Colton O'Brien. Trinity life chiropractic. It's his birthday. Going to go where we plan.
ZT (00:24.192)
Yes, sir.
ZT (00:29.954)
Bear Creek East course.
Spencer Dupre (00:31.833)
What is East course? There's two courses. What? We should just play all 36.
ZT (00:33.806)
Yeah, that 36 holes. Yeah.
You know, there's an idea.
Spencer Dupre (00:41.391)
Might be, might be. That's pretty cool. I didn't know that. That's close to your practice, right?
ZT (00:44.92)
Mm-hmm.
Yeah, kind of like 15 minutes away it's right next to the airport
Spencer Dupre (00:49.593)
That's pretty close to me. I mean, I literally just drove an hour and a half to play this weekend with my father-in-law. So, 15 minutes pretty close to me. Nice, dude. Nice. How's things going for you?
ZT (00:56.59)
Mm-hmm. Yeah. Yeah.
ZT (01:03.992)
Good things have been in trending, as I mentioned before we click record going up into the right. Things are, things are feeling good.
Spencer Dupre (01:11.119)
That's good. I'm working on fixing my slice. So golf ball is not up into the right as much as it used to be, but it's nice, man. Cool. Today.
ZT (01:20.119)
You can adopt the Morgan's adopted her new scoring policy, which is rather than keeping scores, keeping track of lost balls versus found balls. So if she, if she finds two balls and loses a ball, technically she has only one under. So I was like, there you go. It's a great way.
Spencer Dupre (01:31.119)
Sure.
Spencer Dupre (01:35.885)
Yeah, that's true. It's whenever I hit my nitro in and I finished the hole with the Pro V1, with the pink, or like, yeah, I'm hitting the white nitro and I finished with the lime green Chrome Soft. Those are the best. nice. Let us know guys, do you play the found ball that you have? Usually I tee off with the found ball, because then if I...
ZT (01:41.75)
Mm-hmm.
ZT (01:50.488)
Yeah. Classic. What about you,
Spencer Dupre (02:03.779)
Especially over water, if I dink it, then like, what in my ball?
ZT (02:07.266)
Yeah, you're net neutral there.
Spencer Dupre (02:09.773)
Yeah, it was just a, I was getting it out there, you know, but, nice dude. I've been having some conversations with some of our friends that are in, guess I've been calling it more like launch mode than like startup mode. Cause like, I feel like launch mode is more when you're like in your first, like two months, three months, like really building that momentum, like launch. How do you launch the practice? Like the
ZT (02:25.102)
Okay.
ZT (02:34.83)
Mmm, yeah.
Spencer Dupre (02:35.809)
like three months before the 90 days before you open and the 90 days after you open, feel is like considered like launch territory where like, dude, we're brand new. We're like just getting into it. I've been having some, yeah, like I don't know what I don't know. I haven't gotten anybody in. I know what my ideas are maybe, but I'm just trying to figure it out. I know that I want to have my own practice. So I've been talking to people about that, which has been cool. Some fun conversations and
ZT (02:44.066)
Yeah.
ZT (02:47.47)
Don't know what we don't know.
ZT (03:01.656)
Mm-hmm.
Spencer Dupre (03:03.983)
The things that have been really common that we talking about, I was talking about like what are the three key things that you need to like set your practice up for success. Did we talk about that?
ZT (03:15.042)
Yeah. I'm sure we have a long time ago.
Spencer Dupre (03:19.725)
Maybe, but we'll talk about that today. So I want to kind of hear your thoughts about these, but the three things that I think are like super foundational that if you get them right from the jump in your practice, can like, you can have it from day one all the way to the end. Like, cause like your pricing will change, your marketing will change, your staff will change, your systems will change all of those things. But I think that if you get these three things right from the jump.
ZT (03:41.912)
Mm-hmm.
Spencer Dupre (03:49.689)
then like you, you're good for the long haul just from what I've seen. And I think the three things that you need, they're all software. You need a good EHR, you need a good CRM and you need a good payment processing system.
ZT (03:52.974)
Okay, yeah.
ZT (03:58.69)
Hmm.
ZT (04:06.286)
Yeah, I think we have talked about this. But I mean, think we can, mean, last time we talked about it, was considering switching to Chiro HD. I don't know if I had fully switched over.
Spencer Dupre (04:07.945)
Yeah, okay. Well.
Spencer Dupre (04:20.547)
I think we had briefly mentioned about it, but yeah. like we talked about EHRs and stuff a lot, but like why do you think it's good to get it right?
ZT (04:31.884)
I mean, just in my own personal experience, I've now switched a second time. So I started with Jane. And then we were processing a Frick to the Superbills just with our demographic that we see that we wanted that reimbursement and they could. Switched over to Platinum, wanted them to be cloud and then they never ended up being cloud. And then we're with Chirogd, which is kind of to me, combination of Platinum and Jane where it's cloud-based, it's really user friendly.
it's simple, also really in depth with what it can do from a super billing charting notes, insurance PI, all the sorts.
Spencer Dupre (05:14.467)
Yeah, I think the reason that like all three of these softwares are important because like there are things that you have to do. You have to be able to like medically, medically, like as a doctor, you have to be able to like keep your patient data. You gotta be able to process patients. That's your EHR, your CRM. gotta be able to communicate to people. It's all your messaging, emails, all that stuff. And then your payment process, you gotta be able to get paid. And yeah.
ZT (05:21.58)
Yeah.
ZT (05:34.146)
Mm-hmm.
ZT (05:40.92)
Yeah.
Spencer Dupre (05:43.213)
So I know that you've used a couple different CRMs. Like what CRM are you on now?
ZT (05:48.974)
Right now we're with HubSpot. Um, still, yep. And a one year contract with them. Um, which I personally have liked from an email standpoint. we send out, which is definitely something in that startup mode, uh, 90 days before 90 days after that, I would definitely recommend since you have that time is some form of a weekly or bi-weekly newsletter of some sort. Um, I've really liked, and I've switched my model similar to hormones. Um,
where it's the mozy minute. so it's basically a weekly email that you can read in under 60 seconds, but I like HubSpot from its ability to create an email, send it out, track pretty simple. I was using constant contact for a long time, but I was having to, but I was also using go high level. And so each week I basically had to, download my go high level contacts, add them into constant contact. It took maybe an extra
Spencer Dupre (06:30.457)
Pretty simple, good metrics.
ZT (06:48.482)
two or three minutes, it really wasn't too long. Content contact was pretty good. But now it's all in one spot with HubSpot.
Spencer Dupre (06:56.141)
Yeah, I like HubSpot. use HubSpot, keeps all of our stuff there. It's pretty easy to send. Downfall is it's pricey. If you weren't trying to, if you were in like launch mode, budget is tight. What would you use if...
ZT (07:01.858)
Mm-hmm.
Yeah.
ZT (07:08.77)
Yeah.
I would definitely recommend Go High Level. I don't think I spent enough time figuring out how to properly email. Through Go High Level, that was one.
Spencer Dupre (07:22.841)
But what's like the pricing difference between HubSpot and Go High Level? Like I've never used Go High Level, so I don't know.
ZT (07:27.534)
I believe at least for like the price point I got HubSpot at if you break it down from a monthly standpoint, it's like 450 a month And then go high levels 97 a month Yeah
Spencer Dupre (07:35.448)
Hmm.
Spencer Dupre (07:39.021)
Wow. well I would definitely use that then. I've been telling people to use Flowdesk, but like, I mean, I Flowdesk is kind of there. Flowdesk is really mainly just for emails and everything. Go High Level is more of like a true CRM. Flowdesk is more like an email platform, which I think that like getting started, you you could probably just use that. But if Go High Level is 97 bucks a month, I would just do that. Cause I mean, Flowdesk I'm sure is like $69 or something. I don't know.
ZT (07:50.211)
Mm-hmm.
Yeah.
Mm-hmm.
ZT (08:00.515)
Yeah.
ZT (08:07.182)
Yeah, I think you can easily get, go high level, pay someone four or $500 to help you build it out. Um, and then go from there. Yeah. Yeah. Yeah. Like if you, if you're not using patch per se to build out your HubSpot, I don't, I don't know how valuable it would be.
Spencer Dupre (08:15.299)
That's the thing though, is you gotta build it out. That's the hard part in that.
Spencer Dupre (08:26.506)
dude, there's no way I can figure it out. There's no way. I still don't do that.
ZT (08:28.805)
Yeah. So if your bootstrap and go high levels for sure, the way to go or flow desk.
Spencer Dupre (08:33.313)
Yeah. Yeah. Or I would just take like, I would take like the making moves like Travis's course and see if like it'll teach you how to do go high level. I don't. Yeah. Nice.
ZT (08:39.16)
Mm-hmm.
It a hundred percent does have a different recommend. I think there's so much, mean, whether you're going to do Facebook or Instagram ads, regardless, I think you learn. I think Travis has such a good job in that course, breaking down marketing from a chiropractic standpoint. That's just valuable to know.
Spencer Dupre (08:58.029)
Yeah, I would, I would definitely take some sort of like marketing course, have some sort of marketing team, unless you like went to chiropractic school with a marketing degree, which honestly I know like some of our friends have. I wouldn't, yeah, I would not try to like DIY your marketing. Cause it's your whole brand position, like in the community. So like, would want to make sure that my practice has a good reputation. So I didn't know how low was that cheap.
ZT (09:03.182)
Mm-hmm.
ZT (09:07.886)
Yeah.
ZT (09:24.653)
Yeah.
Mm-hmm.
Spencer Dupre (09:27.543)
that's good. Cool. Yeah. Last thing I was going to say like, dude, payment processor, like a good payment processor saves you so much money and processing fees. makes it easier for you to like collect cards. Like I'm a big Jane guy. I like Jane. Jane works for us. The payment processor side of Jane. No bueno. Very confusing to me. So like, I'm not a fan of that.
ZT (09:42.595)
Mm-hmm.
Spencer Dupre (09:56.151)
So we have a different payment processor that has an AI integration that basically works in to our Jane. I really like that. I have, like you said, do you switch EHRs? Like a couple of times I've switched payment processors like three times. And that's a huge pain because payment processors, they, it's like they encode people's card data.
ZT (10:12.878)
Yeah, I've just been on Forrest the whole time.
ZT (10:24.898)
Mm-hmm.
Spencer Dupre (10:25.045)
And so you have to, if you're going to switch, you got to ask everyone that you've ever seen ever to give you a card again. And so like, I know some offices, they keep like the card on file, like in their patient portal, like a picture of the card, but still you got to update it. I don't know how secure that is. I'm not really trying to do that.
ZT (10:42.194)
I don't know how. Yeah. Yeah. Yeah. It doesn't sound, it doesn't sound super HIPAA compliant. I know if I'd recommend that.
Spencer Dupre (10:50.127)
Yeah, I know that some people have said that they've done that. I don't know about that. yeah, so a good payment processor though, because the thing is, is you're going to pay what's called transaction fees, and then you're going to pay called processing fees. So transaction fee, for every time you run a transaction, it may cost you like $0.10. Dude, I've seen up to like $0.75 a transaction, which is like a crazy high. It means that every time that you just run the thing, you owe them $1.
ZT (10:56.885)
No.
ZT (11:05.848)
Mm-hmm.
ZT (11:13.26)
That's crazy. Yeah.
ZT (11:18.296)
Yeah.
Spencer Dupre (11:19.119)
And then you do a percentage. like, uh, if you know, say I say I'm processing it, I'd say like, it's really common. Like, yeah, it's really common. Like 2.5%. It's like, yeah. So which means that every time I process a hundred bucks, I owe them two and a half dollars plus $75 transaction fee. So you owe three bucks on every hundred dollars that you spend or that you process. like.
ZT (11:25.88)
American Express.
ZT (11:30.19)
Yeah, 2.5 to 3.
ZT (11:41.07)
$3.
ZT (11:44.929)
Mm-hmm.
Spencer Dupre (11:48.399)
Where like I'm with a local guy. It's a nickel five cents a transaction and it's a 1 % a month on totals. So.
ZT (11:56.898)
Yeah. And it doesn't matter what card.
Spencer Dupre (12:00.089)
Nope, I can process it all HSA, FSA, American Express, MasterCard, Visa, whatever else exists. don't know. Yeah, it's, like it. It's like a, he's like an independent broker of the merchant processing system. So it'd be like, you know, I'm an independent insurance agent and I sell Geico. I'm not actually working for Geico. I just use Geico's products. Yeah.
ZT (12:06.606)
That's really nice.
ZT (12:13.954)
Yeah. Yeah.
ZT (12:22.4)
Yeah, you're a Yep.
Spencer Dupre (12:25.315)
So, dude, I think that those three things are things that get really neglected. think EHR chiropractors do a pretty good job of studying their EHR and stuff, but I think the CRM gets very neglected and the payment processor is kind of whatever. At least that's how it was for me.
ZT (12:34.51)
If it is.
ZT (12:41.474)
Well, I think, I think too, just like, mean, I know we've talked in lengths, those first few networking events you go to, and it seems like you just get handed 50 business cards. But I mean, if you could take those 50 business cards and actually do something with them, whether they turn into patients or not, but you get them into your CRM and you start, start sending out a weekly or bi-weekly newsletter, could definitely translate to a lot more, which when I started, I didn't have a CRM.
Spencer Dupre (13:00.077)
Yeah, you put them in your CRM.
ZT (13:10.392)
So I would go to those networking events and just like hold onto the cards, reach out to like five or six of them via text or email.
Spencer Dupre (13:11.449)
same.
Spencer Dupre (13:18.607)
Yeah, and that's a lot of messages and stuff to manage. If you toss them in your CRM, now you're sending one email to a thousand people.
ZT (13:21.484)
Yeah.
ZT (13:25.905)
Mm-hmm, and you're building a relationship with them really and often. Yeah
Spencer Dupre (13:28.803)
Yeah. Like that. Okay. Tell me about your mozy minute. I, for those of you guys who are like not writing a newsletter, don't know how to write a newsletter. I am actually in Jared's email course, 97 bucks, six weeks, I think, or four weeks or I don't know. It's like, it's a cohort. so I would look out for the next launch, but it's a step-by-step on how to do your, build your email newsletter and
ZT (13:43.406)
There you go.
Spencer Dupre (13:57.441)
more so just like how your email newsletter supports your brand and not just like, I'm sending an email. So that's been really good. The 97 bucks to learn how to send emails, like it literally can be the foundation of your, I Jarrod's talking about it. He's like, yeah, I mean, 30 million, just do an email marketing.
ZT (14:04.12)
Mm-hmm.
ZT (14:11.147)
Mm-hmm.
ZT (14:14.838)
Yeah.
Spencer Dupre (14:15.801)
So it's like, it's pretty good.
ZT (14:19.374)
I think, mean, I've, talking about Jared Moon, which you can subscribe to his emails. I've learned a ton just from, I think it's like another thing is finding three or four newsletters that you actually enjoy reading. Um, and kind of seeing what they, how they write their style of writing. Jared's one of them. Hermos is another one. Uh, Tim Ferris was one for a long time. His five bullet Friday. I've been reading that since like college, which is crazy.
Spencer Dupre (14:29.113)
Mm-hmm.
Spencer Dupre (14:47.524)
Really?
ZT (14:48.842)
but one thing I really liked and I've switched over to like the mozy minute is for a while we were running a pretty lengthy newsletter, where I'd talk like similar to Jared and kind of what her mozy preaches to of like having a consistent three or four things that you talk about, and all related to chiropractic in some way, shape or form. one week, typically like a testimonial or something that we heard in the office.
some type of free, free tip, if you will free giveaway of like, Hey, if you're experiencing neck pain, right. Speaking to our ideal audience right now, here's like three stretches you could do. but then there'd be like, our five star rating of the week. And then there'd be our, like what's happening in the office. And then here's the supplement that I really liked. And there was just like a ton below it. so like a ton of fluff and I felt like it watered down.
or made the, it kept the messaging unclear when I really am just sending out the newsletter, one for patient education, patient retention, and then new patient acquisition. And so I wanted to try this new kind of mosey minute where it's typically under 250, 200 words. And I send that out. I've only sent it out twice, but our engagement.
from those two emails is much higher than it has been in past. So, but from open rates and then people replying as well.
Spencer Dupre (16:22.637)
Yeah, dude, I haven't sent out a newsletter in a long time. So if you're on our news list, sorry. But I, yeah, with our move and everything is like kind of changing and stuff, just, dude, I haven't sent out the newsletter, but the, where I found the most success with our newsletter, like I was running like a really good one for a while, which is why I'm taking Jared's course. So I have like some more clarity. But I literally would, I got this app, this AI app called Audio Pen to Note Taker.
ZT (16:50.359)
Mm-hmm.
Spencer Dupre (16:50.823)
And I just talk into audio pin. And if you get the free version audio pin, you can only record for three minutes, which actually is pretty good because then you can't go over your time. And, so you just talk for three minutes. It gives you the notes. then I, that was my email straight up. Like I would, I would literally just talk. It would pick up my writing style. It would give me a summary and then I would just boot. I would copy and paste that note, like no editing, nothing like that. Just.
ZT (17:01.581)
Mm-hmm.
ZT (17:16.288)
Nice. Nice.
Spencer Dupre (17:19.149)
because it was just a little easier. It was really quick. I could do it from my phone if I had to. But the biggest thing, dude, is like, you writing each newsletter each week? Are you like batching them for the month?
ZT (17:23.214)
Mm-hmm.
ZT (17:31.502)
Uh, I mean, that's typically, it's like, just wrote mine this week. So my typical Tuesday morning, I go for an easy three to five mile run Tuesday mornings. Yeah. I mean, no, but it's supposed to be, um, and then have my smoothie, talk with Morgan for a bit shower. And then by like eight, eight 15, I'm in front of the computer and I know Jared is big. No.
Spencer Dupre (17:42.825)
Easy.
ZT (18:00.534)
not having AI write your newsletter. I've developed a pretty good system in my AI where I write 80 % of the email. It rewrites it 80 % and then I fixed the 20 % to get it to what I want it to be. And so that takes 45 ish minutes, but I typically go in with like two or three ideas, see which one is sounding and like kind of feeling the best based off my tone. And then I pick that one.
schedule it. We send ours because we're sending to high performing individuals. We actually schedule ours for like 6 45 in the morning. That's when people are checking their email, whether they're about to send a reel to a friend going to the bathroom or they're, you know, just kind of perusing through their breakfast. So we send it out then. And so it takes 45 minutes a week.
Spencer Dupre (18:56.301)
Nice. 45 minutes for you to get the email done.
ZT (19:04.887)
Yeah. Yeah. But I mean, I'm thinking, so like I just sent it out, I'll go in and kind of end of each shift or if I have 20 minutes in between patients, I'll be like, hey, what are some of the common conversations I've had today, the past week, and how can I address that in the email?
Spencer Dupre (19:26.477)
Yeah, I mean, that's the biggest thing I try to do too is like, I thought about doing the whole like getting it scheduled out, like trying to be cohesive, like with our marketing message. So it's like an on Instagram, if we're talking about, you know, postpartum depression or latch and stuff with baby, I'm going to try to like talk a little bit about that. But then sometimes it's like, I don't know if I necessarily want to talk about that. So usually I just try to think back, like, what are the common conversations that I'm having? And I just will do that.
ZT (19:54.712)
Yeah. I mean, like for us, for us this week, I would say in the last three shifts, I've had five to 10 people ask me about a pillow or someone raved about the pillow we recommended. So was like, all right, I'll just send an email about the pillow. Yeah. And so that's what I talked about. Sometimes we're talking like fourth of July week. It was like, how can you move your body?
Spencer Dupre (20:10.255)
Just drop that.
ZT (20:24.28)
during a holiday weekend. Like I talked about like 10 minutes is better than zero. 30 is better than 10 and hours better than 30. So it's like moving your body for a little bit to get you prepped for the weekend is way better than just being like, I don't have the time. Cause it's 4th of July. So.
Spencer Dupre (20:44.427)
Yeah, Yeah, I got dude. gotta start sitting out the email man like that's like one of the best like things that you can do because you're literally just having one-on-one conversations at Scale with all of the people that are saying hey I want more of you whereas and like when you're posting on Instagram like dude you just get caught in the feed and like same thing on Facebook and all of the social media stuff like You're not necessarily having conversations with every single person, but your email list like everyone is getting that
ZT (20:44.47)
It's.
ZT (20:55.042)
Mm-hmm.
ZT (20:59.468)
Yeah.
ZT (21:03.446)
Yeah.
ZT (21:14.285)
Yeah.
Spencer Dupre (21:14.511)
Whereas in the algorithm will say, you won't get, only 40 % of your audience will get that.
ZT (21:18.478)
Yeah. And actually what, so in case you're on tick tock, you're than welcome to give a follow. Um, but from a creative outlet standpoint, I'm actually just talking on tick tock for like two, three times a day. Um, and it's been fun so far. mean, I'm probably gained like 80 followers in the last 14 days. Um, but I think that's also a great, I know people kind of bash on tick tock, but
just from like a personal brand standpoint and a creative outlet. That's something that's similar to an email where it's like, I'm kind of talking into the camera and it's a little more like one-on-one versus one on a thousand and just going from there.
Spencer Dupre (22:03.279)
Yeah, I've been doing that a little bit more on Instagram, like just recording videos. I don't feel like the Instagram is like super user. I tried to make one the other day when I was talking about how like, dude, the whole reason I bought a house is to use my smoker. And like every time I would like try to start the video, like I couldn't flip the camera to like show things and stuff. I was like, this is kind of clunky, but maybe I should update my phone or something. Nice, bro.
ZT (22:17.225)
Okay
ZT (22:21.966)
Mm. Yeah. Yeah.
Yeah. But yeah, CRM is definitely helpful there. And I wish I had been doing, I say it all the time, I wish I'd been doing that from the very beginning when there was more time to be out at networking events and.
Spencer Dupre (22:40.185)
Yeah, dude, that's like the biggest thing is like the biggest, hardest part is like once you are, like once you're like super busy and actually like have a full patient load, you can't work on a lot of these things. So that's why I'm saying like EHR, CRM and your payment processor. Like these are the things that like carry like a ton of leverage, like into your business that when you get busier, you don't have to worry about them because like
They'll stand the test like of time and like they'll scale with you if you get a good one. So that's why I like.
ZT (23:10.712)
Mm-hmm. Yeah. Yeah.
Spencer Dupre (23:18.755)
That's why I like our stack right now, but the tech stack is important, dude. It just kind of depends on like what you're looking at.
ZT (23:28.45)
Yeah. And I think too, like EHR payment processing is a lot harder to switch from than CRM. So if you're sitting there like, should I get HubSpot? Should I get go high level? Should I get constant contact? Pick the one that seems the easiest to you and go with that one. And then it's not hard to download a CSV, which is basically like all the contacts and upload it into a a new CRM. Yeah, it's not.
Spencer Dupre (23:37.807)
Yeah.
Spencer Dupre (23:52.397)
Yeah. CRM, changing CRMs is pretty simple. Yeah. just literally download your contacts and move it over.
ZT (23:58.156)
Yeah, that's not something I would like sweat over. I would just pick one, go with it and go from there.
Spencer Dupre (24:04.088)
Yeah. So yeah, what would you say is like the difference now that you are like using HD full time? I know we talked a little bit about that, but now you're what, like two, two months in?
ZT (24:11.662)
dude. Yeah, we're on month two of fully using it. It's been...
Spencer Dupre (24:15.949)
What's that process been like? Like, okay, walk everybody through. What does it take to switch EHRs?
ZT (24:22.99)
It's fun. no, it's honestly car HD. So what I really appreciate is I have a go your own pace, car HD Academy, which basically walks you through like how to log in. Okay. Now you're on the homepage. This is what the homepage entails. Like it was so simple. and again, go at my own pace so I could knock out a six minute video.
Um, whenever it wasn't like here, watch this hour long video that encompasses everything it's marked out really well. Um, and so once I had gone through, uh, me and my office manager and we had set up or had an idea of what we wanted set up, like, Hey, we're ready to go live with Kyra HD. They basically got into our platinum and migrated everything. have no idea what that looks like from a backend, but
They did it. and so they had the logs of basically all of our current and past patients, when their visits were like all of that. and some of the notes that we had on, on from like, not like soap notes, they had that too, but like they had, like referred in by blank husband is blank. that just like all transferred in super clean. biggest thing we had to do was reset up care plans of active patients. which really.
I like asked my office manager, like how tedious is this? She's like, it's the simplest thing. Like I just see them come in, bing, bong, boom. They're all set up. And then we had to sync them back into Fortis, so our payment processor, which also has not been difficult at all because we had the account vaults or their like accounts already on Fortis. And so just had to like sync and match. And that's what Fortis did for us. And so that was great. So honestly, the transition, the transition from Jane to platinum was miserable. took about three months.
and it was, I mean, going from Jane, which is super user friendly to platinum, which is not, was not fun, but the transition from platinum to carrier HD, which is super user friendly, had a great Academy, great customer support was super, super easy. so it wasn't like, I've been putting it off because I was like, man, I don't want to go through another EHR shift, but because it was cloud-based, because I could work on it at home, it was super easy. So I really.
Spencer Dupre (26:38.093)
Yeah, that's good.
ZT (26:51.842)
Really enjoyed it. now we're two months in and I'm kicking myself for not making the switch sooner, which I mean, no biggie, but yeah, it happens, but definitely feel really good. First time I felt really good about EHR of the three that I've had. We're like, this is, this is ours for the long haul.
Spencer Dupre (26:59.001)
We all are.
Spencer Dupre (27:08.375)
Nice, that's good. Yeah, I feel the same way about Jane. I don't plan on switching, I got too much invested into it at this point. It's just gonna have to continue to grow. No, I haven't mastered Jane. Logan has mastered Jane.
ZT (27:15.438)
Yeah, you have mastered Jane. You've definitely mastered her.
ZT (27:25.006)
There you go.
Spencer Dupre (27:26.421)
But yeah, I don't get a lot of our data from there. I track all of our data from the opposite side. Jane is literally just our scheduling system pretty much. We like it. And then HubSpot does a lot of our heavy lifting. So cool, guys. Nice. Hey, let us know if this was helpful. If you guys are in launch mode, if you are in your startup era, we're here for you. We know what it's like. Let us know what's up. If you guys have been in practice for a long time and you've made a switch,
ZT (27:33.72)
Mm-hmm.
ZT (27:39.47)
That's what's important.
Spencer Dupre (27:55.019)
and you know somebody who's looking to support them. But hey guys, thanks so much for listening to the What Now? Podcast. We'll see you guys on the golf course. Peace.
ZT (28:00.61)
podcast deuces.