What do I do first?

When you purchased the Toolkit, you got a link to download a .zip file containing every file in the Toolkit. You’ll want to save that to your computer and unzip it to reveal the files. You can then open them in the appropriate app or program by simply double clicking. If you store them in iCloud or Dropbox or other cloud-based file storage, you’ll be able to open them on any connected device.


I heard something about lifetime upgrades

Yes, you heard correctly!

Every time I add a new resource to the Toolkit, you’ll get an email from me where I’ll share what I’ve made with you.

There’s no extra fee—these upgrades are included and available to you for the lifetime of the Toolkit.

What’s the deal with the Resource Collection?


You’ll get a separate email from a service called Workflowy inviting you to sign up. This is how you’ll get access to the Client Friendly Links for Breastfeeding Professionals.

Help! I lost my files

Just send me a message and I’ll send another download link your way.

How do I make sure I’m not missing anything?

Here’s the current list of everything in the Toolkit:

  • Paperless Private Practice for the IBCLC and IBCLC Private Practice: From Start to Strong. The .mobi version is suitable for the free Kindle reader app, and the .epub version will open on most e-reader apps. The PDF version can be printed.

  • Training Modules for G-Suite, ChARM, Jane, Simple Practice, and Mobile Lactation Consultant

  • Forms & Templates contains customizable HIPAA notice of privacy practices, consent for care, payment policies, client satisfaction survey, and formal client discharge

  •  Access codes for charting templates created for several major EHR platforms, along with templates that can be used in a DIY charting solution.

  • Secure Messaging Demystified explains how to incorporate secure messaging in a client-friendly way.

  • Social Media Disclaimers and Scripts will give you guidelines for interacting with clients on Facebook, Instagram, your mailing list, and more.

  • Website Privacy Policy and Terms & Conditions suitable for posting on your website.

  • EHR Comparison Chart and Communications Services Comparison Chart provide at-a-glance references for choosing the right solutions.

  • HHS Model Notice of Privacy Practices from hhs.gov

  • HIPAA Checklist

  • Private Practice Checklist

  • Policies and Procedures Workbook 

What if I want to hold something in my hand?

There’s no shame in wanting paper to read :)

The PDF versions are suitable for printing.

You can also purchase print versions of both books directly from me for less than the Amazon list prices.

Can I share this with my partner, intern, colleague, student, or anyone else?

The purchase is for a single user only. Please contact me if you’re in a group practice to find out options for licensing additional members of your practice.


Am I allowed to post anything in here on my website?

The Website Policies are meant to be posted on your website. I ask that you please take note that you’re supposed to include a copyright notice that reads something like © 2018 PAPERLESS IBCLC LLC, ALL RIGHTS RESERVED.

I’d love for you to post quotes from my books anywhere and everywhere! Please include a link to this website (paperlessibclc.com) and my name so I can get credit :)

I’d prefer that you not post my consent forms on your website.