Resources

Practitioner Resources

Articles, guides, and tools for naturopaths and integrative practitioners who want a practice that is clinically grounded, organized, and sustainable. The focus is on the real work of running a practice, not only abstract theory.

You can use this page as a starting point and a reference as you build or refine your practice.

Topics You Will Find Here

The resources below are grouped by theme. Each section contains practical material you can apply
in your own setting without a marketing degree or a full-time tech team.


Practice design


Intake and follow up


Metabolic and chronic illness focus


Ethical use of technology and AI


Communication and education

Practice Design

These resources focus on the structure of your practice. They help you decide what you actually offer, how long it takes, and how your schedule and income can support a livable life.

A Simple Blueprint For Your Service Menu

How to decide what belongs in your practice and what does not.

Walks you through a short exercise that clarifies your main services, secondary services, and experiments.
Helps you stop offering everything to everyone and design a service menu that fits your skills and your energy.


Open the blueprint exercise

Visit Length, Capacity, And A Week That Works

A practical way to size your visits and your week.

Shows you how to calculate how many first visits and follow ups you can carry in a week without wrecking
your brain or your notes. Includes a simple worksheet for planning a real calendar that you can live in.


View the visit planning guide

Pricing For Sanity Instead Of Guesswork

Basic pricing math for solo and small practices.

Explains a clear method for setting visit prices that respect your training, your overhead, and your limits.
Includes example numbers and a simple way to test whether your model can carry your real life costs.


Read the pricing walkthrough

Intake And Follow Up

These resources help you shape how patients enter your practice and how you support them over time. The goal is a process that supports thinking rather than a pile of paperwork.

Intake Forms That Help You Think

Turning forms into a clinical tool instead of a burden.

Covers what to keep and what to remove from your intake forms, and how to align questions with the way
you reason through complex cases. Helps you shorten forms without losing what matters.


Read the intake design guide

A First Visit Outline For Complex Cases

Structure for a first visit with metabolic and chronic illness patients.

Provides a sample outline for a first visit that balances listening, history, examination, and initial
plan. Includes prompts that keep the visit from turning into an unstructured story hour.


View the first visit outline

Follow Up Rhythm And Patient Retention

How to pace follow up so people stay engaged.

Explains how to set follow up intervals, how to communicate that plan, and how to use simple reminders
without feeling like you are chasing people. Addresses both clinical needs and human behavior.


Read the follow up guide

Metabolic And Chronic Illness Focus

These pieces connect practice design with the clinical reality of working with metabolic disruption and chronic illness in modern patients.

Mapping A Metabolic Focused Practice

How to center metabolic work without losing the rest of the person.

Outlines how to define your metabolic focus, choose key complaints you want to be known for, and align
your services and content with that focus while still addressing the whole person in front of you.


Explore the mapping exercise

Explaining Metabolic Storm To Patients

Patient friendly language for complex physiology.

Offers metaphors and plain language ways to explain insulin signaling, inflammation, and nervous system
overload without talking down to patients. Pairs well with the Metabolic Storm books.


Read the explanation examples

Visit Structures For Patients In A Long Storm

Working with people who have been sick for a long time.

Looks at pacing, expectations, and emotional tone when you work with people who have lived through years
of symptoms and dismissal. Includes suggestions for milestones that feel meaningful and achievable.


View the visit structure ideas

Ethical Use Of Technology And AI

These resources help you use technology and AI as tools that support your work instead of taking it over. The focus is on safety, boundaries, and clarity.

Safe Use Cases For AI In A Naturopathic Practice

Where AI helps and where it has no business being involved.

Lists practical tasks that AI can safely support, such as drafts of education materials or organization
of non sensitive notes, and tasks that should stay in your hands, such as diagnosis and individual plans.


Read the safe use list

Privacy, Consent, And Digital Tools

Questions to ask before you plug a tool into your workflow.

Provides a checklist of privacy and consent questions to run through for any tool you consider using,
from EHRs to messaging platforms and note helpers. Helps you protect both your patients and your license.


Open the checklist

Building A Light Tech Stack That You Can Actually Maintain

Choosing fewer tools that do what you need.

Helps you sketch a simple combination of website, EHR, communication, and storage tools that match your
size and budget. Includes a short planning worksheet for the next year of tech decisions.


View the tech stack planner

Communication And Education

These pieces focus on how you talk and write about your work, both with patients and with the public. The aim is clarity, compassion, and accuracy.

Explaining What You Do In Plain Language

A short script for real conversations.

Offers simple ways to answer questions like “What do you do” or “How is this different from my doctor”
without sounding defensive or vague. Includes sample answers for different settings, such as community events
or one to one conversations.


Read the example scripts

Writing Patient Education That People Actually Read

Turning handouts into something more useful than a stack of paper.

Explains how to structure one page education sheets with clear headings, key actions, and realistic
next steps. Helps you avoid overwhelming patients while still giving them something they can use at home.


View the education template

Boundaries And Expectations In Your Practice Policies

Using words to protect your time and energy.

Covers the core elements that belong in practice policies, such as cancellation, communication channels,
response times, and scope. Helps you write them in a way that is firm, kind, and clear.


Read the policy guide

Related Books And The Podcast

The Metabolic Storm books and the Walking Naturopathy Lane podcast carry much of the broader clinical and philosophical work that sits behind these resources. Many practitioners read or listen first, then come here for more structural support.

Metabolic Storm Book Series

The books explore the landscape of modern chronic illness and metabolic disruption from a naturopathic
and lived experience perspective. They are useful background reading for clinicians who want to deepen
their metabolic lens.


Learn more about the books

Walking Naturopathy Lane Podcast

Episodes that touch on metabolic health, practice realities, and the human side of both. Useful when you
want to hear ideas spoken through instead of only reading about them.


Visit the podcast page

If You Want More Direct Help

These resources can move you forward, and they cannot replace a real conversation about your specific practice. If you are reading this and see your own bottlenecks on this page, it may be time for consulting.