Paperless Private Practice for the IBCLC
A Complete Guide to Maximizing Technology for Efficiency, Productivity, and HIPAA Compliance

Paperless Private Practice for the IBCLC

Go Paperless and

Set Yourself Free


Paperless Private Practice for the IBCLC: A Complete Guide to Maximizing Technology for Efficiency, Productivity, and HIPAA Compliance  

Written by Annie Frisbie, IBCLC, MA.

Welcome to Paperless Private Practice for the IBCLC, your guide to maximizing technology to serve your clients and grow your business. Whether you are newly certified or have been in practice for 20 years, whether you are a digital native or still using paper and pen, you can use this manual to harness online solutions to tame private practice and free you up to best serve your clients and their babies.

This 250-page ebook has everything you need to take your practice paperless. HIPAA compliance, how to set up your email, choosing and using an EHR platform, and more--all covered in-depth in an easy-to-follow format written in language you will understand.

EHR Training Modules

setup, customize, and optimize your EHR platform

Individual training modules for the EHR platforms covered in the book are also available. If you are trying a new EHR system and want to get under the hood and make it work for you, these modules will take you step-by-step through setup, customization, sample client workflow, and power user tips.

Forms and Templates Packet

informed consent, charting, and client communications

Attorney-reviewed legal forms and charting templates suitable for use by IBCLCs in a private practice setting and optimized for paperless practice.

  • Consent Form
  • Payment Policies
  • Intake
  • Lactation Visit Record
  • Lactation Phone Visit
  • Lactation Visit Care Plan
  • Invoice/Receipt for Lactation Services
  • Client Satisfaction Survey
  • Formal Client Discharge

Coaching and Services for IBCLCs and Birth Workers

paperless, charting, business set up, and more

Intimidated by technology? Have general concerns about running your private practice? I offer a range of services for IBCLCs and birth workers, including EHR customization and paperless triage, as well as coaching by email, phone, or in-person

Sign up for my mailing list for updates on new products and services in the works for 2018! You'll get a FREE guide to secure messaging when you do



Buy Now
  • Ebook
    • 250 pages packed with information and recommendations
    • Kindle, .epub, and PDF versions
  • Forms & Templates Packet
    • Informed Consent
    • Intake & Charting Templates
    • Payment Policies
    • and more!
  • Individual Training Modules
    • ChARM EHR
    • G-Suite
    • Healthie EHR
    • Mobile Lactation Consultant
    • My Clients Plus
    • Practice Fusion
    • Simple Practice

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If it’s your job to eat a frog, it’s best to do it first thing in the morning. And if it’s your job to eat two frogs, it’s best to eat the biggest one first.
— Commonly attributed to Mark Twain


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I welcome comments, suggestions, and even criticism. I am not an attorney so I cannot answer legal questions. If you are a parent looking for help with feeding your infant, please visit to find a lactation consultant near you.