By

Adam Simmons

· Last checked

August 2026

Am I paying twice for practice software?

Am I paying twice for practice software?

Am I paying twice for practice software?

Probably, in one or two places. Here's the twenty-minute audit that finds it — list the jobs, not the tools — and the five overlaps that catch solo practitioners most often.

Probably, in one or two places. Here's the twenty-minute audit that finds it — list the jobs, not the tools — and the five overlaps that catch solo practitioners most often.

Probably, in one or two places. Here's the twenty-minute audit that finds it — list the jobs, not the tools — and the five overlaps that catch solo practitioners most often.

Probably, in one or two places — and the way to find out takes about twenty minutes.

Do this, not a feature comparison: open your card statement or your bank feed, list every recurring charge that belongs to the practice, and beside each one write the job it does in plain words. Not the product category. The job. "Sends appointment reminders." "Holds session notes." "Lets clients pay."

Then group by job. Any job with two names beside it is either a duplicate or a decision you never actually made.

Most solo practitioners doing this for the first time find one clear duplicate and one thing they are paying for and not using at all. The duplicate is usually video, forms or storage. The unused thing is usually a tier upgrade bought during setup for a feature that turned out to belong to a practice with staff.

The worry underneath the question is a real one — practitioners describe not wanting to buy a service and then find it was already bundled into another one they need. That fear is reasonable, and twenty minutes with a bank feed is the whole cure.

Probably, in one or two places — and the way to find out takes about twenty minutes.

Do this, not a feature comparison: open your card statement or your bank feed, list every recurring charge that belongs to the practice, and beside each one write the job it does in plain words. Not the product category. The job. "Sends appointment reminders." "Holds session notes." "Lets clients pay."

Then group by job. Any job with two names beside it is either a duplicate or a decision you never actually made.

Most solo practitioners doing this for the first time find one clear duplicate and one thing they are paying for and not using at all. The duplicate is usually video, forms or storage. The unused thing is usually a tier upgrade bought during setup for a feature that turned out to belong to a practice with staff.

The worry underneath the question is a real one — practitioners describe not wanting to buy a service and then find it was already bundled into another one they need. That fear is reasonable, and twenty minutes with a bank feed is the whole cure.

Where do the duplicates usually hide?

Video. The most common single overlap. Records software added video sessions, and the separate meeting subscription from before never got cancelled.

Intake and consent forms. A dedicated forms tool bought early, still charging, while the records software's own forms sit unused because nobody rebuilt them.

Appointment reminders. Two systems configured to remind, so some clients get two messages. This one costs you less money than credibility.

File storage and sharing. A general cloud subscription doing a job the clinical software already does — with the added problem that the general one may not be a place client information should sit at all.

Scheduling. A booking page and a calendar tool both trying to be the source of truth, usually acquired in that order and never reconciled.

The overlap you will rarely find is phone. Records software almost never includes a phone line, so a separate phone or texting subscription is usually a genuine line item rather than a duplicate.

What about the things I'm paying for and not using?

Different problem, same statement.

The pattern is a tier chosen at signup — often the one the vendor's comparison table nudges you toward — that includes group scheduling, staff seats, insurance billing features, or an analytics dashboard you have never opened. For a solo practice, that is straightforwardly money leaving.

Check your tier annually. Downgrading is nearly always possible and nearly always uncomfortable, because the pricing page is designed to make the lower tier look irresponsible. Read what is actually in it rather than what is missing from it.

Cost pressure here is real, not theoretical. Practitioners describe not being able to financially sustain the platform they are on, and separately describe not having a lot spare for the plans they see quoted for administrative help. If your software bill is the thing making the practice feel precarious, that is a legitimate reason to change it.

Should I consolidate into one tool?

Sometimes. Not automatically.

Consolidation genuinely reduces logins, bills and places a client can get lost. It also concentrates risk: the more of your practice lives in one vendor, the more expensive it is to leave, and the more disruptive an outage or a price rise is.

The middle position most solos land on is two or three subscriptions with clean boundaries — one for records, scheduling, billing and forms; one for phone, voicemail and texting; email on a domain you own. That shape shows up repeatedly in public threads because it is the smallest number of tools that covers the jobs without buying a practice-sized platform.

If you do consolidate, do it at renewal and export everything from the tool you are leaving before you cancel, not after.

What should I ask before adding anything new?

Four questions, and they will kill most impulse purchases:

  • Which job on my list does this do, and what currently does that job?

  • Is this already in a tier I'm paying for?

  • What happens to my data if I stop paying?

  • Can I cancel without contacting a person?

That last one is not a joke. Difficulty cancelling is a recurring complaint about services in this category, and it is worth knowing the answer before you are trying to leave rather than after.

The cheaper answer nobody sells you

For a substantial number of solo practices, the correct stack is one records subscription, a second line from your mobile carrier, an email address on your own domain, and a directory profile. That is it. It covers every job a practice with one clinician and no staff actually has, and it will cost less than most bundles that promise to replace it.

Add tools when a specific, repeated problem justifies one. "I keep missing calls and I have no window in the day to return them" is a specific repeated problem. "My setup feels unprofessional" is not — and it is the feeling most responsible for five-vendor stacks.

The short version

List the jobs, not the tools. Look for any job with two names beside it. Check your tier once a year, and check what happens to your data before you sign up rather than when you leave. Twenty minutes, once a year, usually pays for itself several times over.

About Rivet

Rivet is a Canadian practice line built for therapists — a separate number for calls, texts and voicemail, with video sessions and clinical tools in the same place. Your data stays in Canada, and transcription runs on Rivet's own hardware rather than a third-party AI service.

One plan, $65 CAD a month, everything included. Fourteen-day trial, no card.

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