If you’ve ever thought...
“I didn’t leave the hospital system just to drown in marketing, content, or admin,”
— this one’s for you.
Because here’s the truth:
You went into wellness to actually help people — not to play algorithm games, chase insurance codes, or post on social every 5 minutes to “stay visible.”
And while most of the AI conversation is focused on SOAP notes and documentation (super helpful, but... not exactly soul-stirring), there’s a whole other side to AI that no one is showing you.
Let’s change that.
Here are some of the most useful — and surprisingly creative — AI tools and strategies that solo practitioners, functional medicine providers, and wellness rebels should have in their toolkit in 2025.
💬 1. ChatGPT — But Make It a Business Partner
Yes, everyone’s heard of ChatGPT.
But very few health professionals are using it to run their practice like a calm, efficient machine.
Here’s what ChatGPT can help you do, with the right prompts:
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Write an entire 6-email nurture sequence that educates new patients about your approach
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Draft Instagram captions that don’t sound like they were written by a corporate robot
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Outline your signature wellness program, broken down by week
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Create a quiz lead magnet (like “What’s Your Root Cause Type?”) with results + follow-up tips
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Generate meal plan templates based on patient conditions and your specialty
This isn’t about outsourcing your voice. It’s about getting unstuck faster and reclaiming time to do the work you actually love.
🧾 2. Tally.so – Beautiful, HIPAA-friendly Intake Forms Without Tech Stress
If your idea of a digital form is a PDF download with “Please Print and Bring,” let me introduce you to Tally.
Tally is like Google Forms’ cool, modern cousin — and with the right automation tools (like Make.com or Zapier), you can:
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Send patients custom welcome emails after they fill it out
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Auto-categorize responses for specific conditions or programs
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Collect opt-ins for events, challenges, or digital products
Paired with AI? You can use ChatGPT to write the form questions, segment responses, and even auto-suggest content for follow-up based on patient goals.
📬 3. MailerLite – The Email Engine Your Wellness Practice Deserves
Email marketing may sound like something for influencers or tech bros, but hear me out.
If you’re running a cash-pay or functional wellness practice, email is your trust-builder.
MailerLite (my go-to for simplicity + visual design) works beautifully when paired with AI:
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Auto-send weekly educational tips your patients actually want to read
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Set up check-in reminders (like “Week 3: How’s your energy feeling?”)
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Create a “Patient Wins” campaign to keep clients engaged and motivated
And you can generate 90% of the content using prompts like:
“Write a compassionate 3-part email series for new patients dealing with fatigue and inflammation, based on a root-cause functional approach.”
🛠 4. Make.com – Automation Without Overwhelm
If you’ve ever said “I wish this could just run itself” — it kinda can.
Make.com (formerly Integromat) lets you automate workflows like:
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When someone fills out your Tally form → Add them to your email list → Send a welcome series
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When a new product is purchased → Auto-send a post-purchase educational sequence
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When you publish a blog post → Automatically post it to Facebook, Instagram, and email
It’s like hiring a part-time assistant who never forgets anything… but for $9/month.
Use AI to plan the workflows before you even build them. ChatGPT can map it all out like a nerdy VA who loves your mission.
🔥 5. Canva + Magic Write — Your Patient Education System, Done.
You already know Canva is great for visuals. But now it’s AI-powered — and it’s a goldmine for busy wellness pros.
Here’s how to use it:
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Create beautiful infographics on adrenal fatigue, gut health, or perimenopause
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Use Magic Write to turn those into patient handouts, reels, or carousel posts
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Build a wellness journal PDF in under 30 minutes using an AI-generated template
Pro Tip: Upload your favorite prompt into Magic Write to create a “brand voice” for your practice that sounds like you.
🤖 6. BONUS: Tools to Watch (and Why They Matter)
These are growing fast — keep an eye on them:
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Descript – For turning voice memos or Zoom calls into polished content
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Veo.ai or Sora – If you ever want to create visual patient stories or animated education
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Rationale AI – For building decision trees for patient education or program matching
💡 What This All Adds Up To…
This isn’t about replacing your expertise. But it is about replacing the exhaustion of doing everything alone.
With a few simple tools — and the right prompts — you can build an entire content and patient education engine around your practice without feeling like you're glued to a screen or constantly behind.
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