Build a Collaborative Care Team: Complete Guide

Written by
Practice Better
Published on
October 24, 2025

Build a Collaborative Care Team: Complete Guide

TL;DR:

  • Collaborative care teams combine dietitians, therapists, chiropractors, and other specialists to deliver holistic treatment.
  • Start by defining roles, hiring complementary providers, creating shared intake and communication protocols, using collaborative scheduling tools, and establishing regular team meetings
  • Clear workflows and shared documentation improve outcomes and allow you to scale beyond solo practice capacity.

You've built something special—a thriving solo integrative practice where clients see real results and keep coming back. But lately, you've been feeling the ceiling.

There are only so many clients you can see in a week. Only so many hours in your day. And as much as you'd love to help everyone who reaches out, your calendar is full and your waitlist keeps growing.

This is the moment many integrative practitioners face: do you stay solo and accept your current capacity, or do you build a team that can serve more people while delivering even better care?

If you're reading this, you probably already know the answer. Team-based care isn't just about seeing more clients—it's about offering the kind of comprehensive, coordinated support that gets real results. When your client works with both a dietitian and a therapist, or sees a chiropractor alongside their functional medicine doctor, they're not just getting more appointments. They're getting integrated care that addresses the whole person.

This guide walks you through exactly how to build a collaborative integrative care team—from hiring your first provider to creating the systems that keep everyone aligned and working together seamlessly.

What Is a Collaborative Care Model?

Collaborative care (sometimes called team-based care or integrated care) means multiple healthcare providers working together on shared clients, actively coordinating treatment instead of working in silos.

Here's what sets collaborative care apart from the typical referral model:

Traditional Referral Model:

  • You identify a client who needs additional support
  • You refer them to an outside provider
  • You hope they follow through (many don't)
  • If they do, you rarely hear back about what's happening in their other appointments
  • Treatment plans aren't coordinated

Collaborative Care Model:

  • Your team includes complementary specialists under one roof (or within one platform)
  • Providers actively communicate about shared clients
  • Treatment plans are coordinated and documented in shared charts
  • Warm handoffs happen in real-time
  • Clients experience seamless, integrated support

What a Collaborative Care Team Might Look Like:

For a 5-10 person integrative clinic, you might have:

  • Registered Dietitians (specializing in different areas: sports nutrition, gut health, eating disorders)
  • Licensed Therapists (offering CBT, EMDR, somatic therapy)
  • Chiropractors focused on musculoskeletal care and pain management
  • Functional Medicine Practitioners who order and interpret labs
  • Health Coaches providing accountability between appointments
  • Acupuncturists or other complementary specialists

The key is that everyone brings a different lens to the same goal: helping clients thrive.

Benefits of Multi-Disciplinary Integrative Teams

Why go through the complexity of building a team? Because the benefits far outweigh the effort:

Better Client Outcomes

Research consistently shows that team-based care improves health outcomes. When a client with IBS works with both a dietitian and a therapist, they're more likely to see lasting improvement because you're addressing both the gut-brain connection and their relationship with food.

One provider alone can't address every dimension of health. A team can.

Comprehensive Care Without the Referral Runaround

Instead of sending clients out to three different practices across town, you can offer complete care within your clinic. Clients appreciate the convenience, but more importantly, they're far more likely to actually follow through when everything is coordinated under one roof.

Increased Revenue and Practice Growth

A solo practitioner's income is capped by their available hours. With a team, your practice can generate revenue even when you're not personally seeing clients. Plus, collaborative care packages (like nutrition + therapy bundles) often command premium rates because of their comprehensive approach.

Reduced Provider Burnout

Solo practice can be isolating. When you're the only practitioner, there's no one to brainstorm tough cases with, no one to cover when you're sick, and no one who truly understands what you're dealing with.

A collaborative team provides peer support, shared learning, and the relief of knowing you're not carrying everything alone.

Scalability Beyond Your Own Capacity

This is the big one: with a team, your practice can grow beyond your personal time constraints. You can take a vacation without closing the practice. You can focus on the aspects of care you love most while others handle areas where they excel.

Defining Roles and Scope for Each Provider

Before you hire anyone, you need clarity on roles. Integrative care can get messy if providers are stepping on each other's toes or if clients are confused about who does what.

Questions to Answer for Each Role:

What is this provider's specialty and focus area?
"Dietitian" is too vague. "Dietitian specializing in PCOS and metabolic health" or "Sports dietitian focused on endurance athletes" gives clear differentiation.

What specific services will they deliver?
List it out: initial consultations, follow-ups, lab review appointments, group programs, meal planning services, supplement protocols, telehealth sessions, in-person visits.

Who is their ideal client?
Not everyone needs to serve the same population. This prevents internal competition and allows for meaningful specialization. One therapist might work with postpartum women while another focuses on anxiety in high-performers.

How do they collaborate with other team members?
Define the handoff process. For example: "Therapist identifies clients struggling with disordered eating patterns and offers a warm handoff to the dietitian. They meet monthly to discuss shared clients and coordinate treatment approaches."

What are their scope-of-practice boundaries?
Make sure everyone understands professional limits. Health coaches can't diagnose. Dietitians can't provide psychotherapy. Respect credentials and stay within legal and ethical boundaries.

Document all of this in a team handbook. When everyone knows their lane—and how to collaborate across lanes—you avoid confusion and create a better client experience.

Hiring and Onboarding Team Members

Once you know what roles you need, it's time to find the right people.

Step 1: Write a Compelling Job Description

Your job posting should include:

  • Role title and specialty: "Licensed Therapist specializing in trauma-informed care"
  • About your practice: Your mission, values, and what makes your clinic unique
  • Responsibilities: Day-to-day duties and services delivered
  • Qualifications required: Licenses, certifications, years of experience, specific skills
  • Compensation and benefits: Salary range or commission structure, PTO, CE allowance
  • Employment structure: W-2 employee or 1099 contractor (more on this later)
  • Schedule expectations: Full-time, part-time, specific hours

Make it clear what kind of culture you're building. Are you collaborative and mission-driven? Do you value continuing education? Do you prioritize work-life balance? The right candidates will self-select.

Step 2: Post in the Right Places

Skip the generic job boards and go where practitioners actually look:

  • Profession-specific job boards: Dietitian Central, NASW Career Center, American Chiropractic Association job boards
  • Professional associations: State and national association career centers
  • Graduate program alumni networks: Recent graduates are often looking for their first position
  • Facebook groups: Many professions have active job posting groups
  • Your own channels: Post on your practice's social media and newsletter—referrals from existing clients or peers are golden

Step 3: Conduct Meaningful Interviews

Don't just check boxes on qualifications. Assess fit:

Clinical competence:

  • Present a case study relevant to your practice: "Walk me through how you'd approach a client with X condition."
  • Ask about their clinical philosophy and approach

Collaboration style:

  • "Tell me about a time you worked with another provider on a shared client. What went well? What was challenging?"
  • "How do you handle disagreements with colleagues about treatment approaches?"

Culture fit:

  • "What are you looking for in a practice environment?"
  • "Describe your ideal work schedule and client load"

Always check licenses, call references, and verify malpractice insurance before extending an offer.

Step 4: Create a Thorough Onboarding Process

This is where many practices drop the ball. A strong onboarding sets your new hire up for success.

Week 1: Foundations

  • Team introductions and culture immersion
  • Practice mission, values, and history
  • Software training (practice management, scheduling, charting, billing)
  • Review of policies, SOPs, and clinical protocols
  • HIPAA and compliance training

Week 2: Clinical Preparation

  • Shadow experienced providers
  • Review sample client charts and documentation
  • Practice using templates and workflows
  • Role-play client scenarios

Week 3: Supervised Client Work

  • Start seeing clients with observation and feedback
  • Debrief after each session
  • Refine approach based on your practice's standards

Ongoing: Continuous Support

  • Weekly check-ins for the first month
  • Monthly check-ins after that
  • Regular team meetings and case consultations
  • Continuing education opportunities

When you invest in onboarding, providers ramp up faster, feel more confident, and stick around longer. It's worth the time.

Tools and Systems for Team Coordination

The right technology makes or breaks team-based care. You need systems that allow seamless collaboration without creating administrative chaos.

Essential Platform Features for Collaborative Practices

Multi-Provider Scheduling
Your scheduling system needs to support:

  • Individual provider calendars that clients can view and book from
  • Shared team calendar view so everyone can see availability
  • Customizable booking rules per provider
  • Buffer times between appointments
  • Blocked time for team meetings and administrative work

With Practice Better, each provider has their own calendar with unique availability rules, but you can also view the entire team's schedule at a glance—making coordination simple.

Shared Client Charts with Role-Based Access
When multiple providers see the same client, everyone needs visibility into what's happening:

  • Shared chart notes that all treating providers can access
  • Role-based permissions (admin staff can schedule but can't see clinical notes)
  • Clear documentation of who saw the client when and for what
  • Ability to add internal notes that clients don't see

This is where Practice Better's multi-user capabilities shine. Providers can see shared client information while respecting privacy boundaries, and everything stays HIPAA-compliant.

Secure Internal Communication
Your team needs to discuss clients without violating privacy:

  • HIPAA-compliant messaging within your platform
  • Ability to tag team members in client charts
  • Quick communication for urgent questions
  • Documentation of team discussions in client records

Shared Resources and Templates
Consistency matters. Your team should use:

  • Standardized intake forms
  • Shared assessment tools
  • Protocol templates everyone can access
  • Care plan formats that work across providers
  • Referral criteria documents

Store these in your practice management platform so everyone has access to current versions.

Coordinated Billing and Invoicing
When multiple providers see a client, billing needs to be crystal clear:

  • Separate tracking of each provider's services
  • Clear invoicing that shows which provider delivered what
  • Revenue reporting by provider
  • Client statements that itemize all services

Practice Better handles all of this automatically, so you don't need separate systems for each provider.

Workflow Example: Collaborative Care in Action

Let's walk through what coordinated care actually looks like day-to-day.

Client: Maria, 42-year-old with chronic fatigue, gut issues, and stress

Initial Dietitian Visit

Your dietitian, Sarah, completes Maria's nutrition assessment. She identifies gut dysbiosis, inadequate protein intake, and erratic eating patterns due to work stress.

Sarah notes in Maria's shared chart: "Client reports significant work-related stress affecting eating consistency. Would benefit from stress management support alongside nutrition intervention. Recommending warm handoff to therapist."

Warm Handoff During the Session

Before Maria leaves, Sarah introduces her to Alex, one of your therapists, via a quick video call (or in-person if you're in the same location).

Sarah: "Maria, I'd love you to meet Alex, one of our therapists. From what you've shared about work stress, I think working with both of us together would be really powerful."

Alex spends five minutes chatting with Maria, explaining how therapy could support her nutrition goals. Maria books an intake appointment before leaving.

Therapist Intake Appointment

Alex reviews Sarah's notes in Practice Better before meeting with Maria. He already knows about her nutrition challenges, so he can focus the intake on stress, work-life balance, and coping mechanisms.

After the session, Alex documents in the shared chart: "Client experiencing burnout from overwork. Sleep quality poor. Using food as primary stress coping mechanism. Starting with stress management techniques and sleep hygiene. Coordinating with Sarah on meal timing strategies that support circadian rhythm."

Monthly Team Meeting

At your team's monthly case consultation, Sarah and Alex discuss Maria's progress:

  • Gut symptoms improving with nutrition changes
  • Stress management techniques helping, but workplace boundaries still an issue
  • They decide to align on timing recommendations—both will emphasize eating and sleeping at consistent times
  • They update Maria's shared care plan with coordinated goals

Ongoing Collaboration

Sarah and Alex continue seeing Maria biweekly. When one of them notices something relevant:

  • Sarah sees Maria skipping breakfast when work stress is high—she tags Alex in the chart
  • Alex identifies a pattern of emotional eating on Sunday nights related to Monday anxiety—he tags Sarah
  • They use secure messaging in Practice Better to coordinate without scheduling extra meetings

Result: Better Outcomes, Happier Client

After three months, Maria's energy is significantly better, her gut symptoms are resolving, and she's developing healthier stress responses. She tells friends: "It's amazing how my dietitian and therapist actually talk to each other. I don't have to repeat myself, and they're both on the same page about what I'm working on."

This level of coordination only works when you have the systems to support it.

FAQs About Building an Integrative Care Team

How many practitioners should a small integrative clinic have?

Most integrative clinics start with 2-3 providers and grow to 5-10 over time. Start small—hire one complementary provider first (if you're a dietitian, maybe a therapist or health coach). Get your systems dialed in with a small team before scaling.

What's the difference between collaborative care and referral networks?

In a referral network, you send clients to external providers and hope they follow up (many don't). You rarely hear back about what happens.

In collaborative care, providers work within the same practice, actively communicate about shared clients, coordinate treatment plans, and document everything in shared charts. Client engagement and outcomes are dramatically better.

How do I share clients between providers safely and legally?

You need informed consent from clients to share their health information within your team. Include language in your intake consent forms that explains care coordination and allows internal information sharing.

Use a platform like Practice Better with role-based access controls—providers only see charts for clients they're actively treating, and all access is logged for HIPAA compliance.

Should I hire W-2 employees or 1099 contractors?

This depends on how much control you want:

W-2 employees: You set their schedule, control how they work, provide tools and training. You also pay payroll taxes, workers' comp, and potentially benefits. Good for building a cohesive team culture.

1099 contractors: They set their own hours, use their own methods, and handle their own taxes. You have less control but also less liability and cost. Good for providers who want autonomy.

Misclassification can lead to serious legal issues, so consult an employment attorney or HR specialist to determine the right structure for your situation.

How do I prevent competition between providers on my team?

Define clear specialties and ideal client profiles for each provider. When everyone has their own niche, there's less competition for the same clients.

Compensate fairly—if providers are earning well, they don't feel like they're fighting for scraps.

Foster a culture of abundance, not scarcity. Celebrate team wins and shared client successes. Make it clear that collaboration leads to better outcomes for everyone.

Building Your Team: Next Steps

Ready to move from solo practitioner to collaborative care leader? Here's where to start:

If you're solo and hiring your first provider:

  1. Identify which complementary specialty would best serve your current clients (therapist? health coach? chiropractor?)
  2. Write a detailed job description with clear role definition
  3. Set up your systems BEFORE you hire (get the right software, create shared protocols)
  4. Start part-time or contract to test the partnership before going all-in

If you have a small team but lack coordination:

  1. Implement a shared practice management platform if you haven't already
  2. Create care coordination protocols (when to loop in another provider, how to hand off clients)
  3. Schedule regular team meetings to discuss shared clients
  4. Document everything so your processes are repeatable

If you have an established team:

  1. Formalize your SOPs and clinical pathways
  2. Invest in team development (training, continuing education, retreats)
  3. Gather client feedback on their collaborative care experience
  4. Track outcomes to demonstrate the value of your team-based approach

Building a collaborative care team is one of the most rewarding things you can do as a practice owner. Yes, it's more complex than solo practice. But when you get it right—when your team is truly working together to serve clients at the highest level—you create something that's bigger than any one person.

You create a practice that can scale, a team that supports each other, and most importantly, client outcomes that prove the power of integrative care.

Ready to Build a Team That Actually Works Together?

Practice Better was built for collaborative practices. With multi-provider calendars, shared client charts, secure team messaging, and role-based permissions, your team can coordinate seamlessly—all in one HIPAA-compliant platform.

No more juggling separate systems. No more wondering what happened in your client's appointment with another provider. No more administrative chaos.

See how Practice Better supports team-based care with a free trial:

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Note: This guide provides general operational guidance for building integrative care teams. For employment law, worker classification, or specific HR matters, consult with an attorney or HR specialist in your state.

Build a Collaborative Care Team: Complete Guide

Build a Collaborative Care Team: Complete Guide

TL;DR:

  • Collaborative care teams combine dietitians, therapists, chiropractors, and other specialists to deliver holistic treatment.
  • Start by defining roles, hiring complementary providers, creating shared intake and communication protocols, using collaborative scheduling tools, and establishing regular team meetings
  • Clear workflows and shared documentation improve outcomes and allow you to scale beyond solo practice capacity.

You've built something special—a thriving solo integrative practice where clients see real results and keep coming back. But lately, you've been feeling the ceiling.

There are only so many clients you can see in a week. Only so many hours in your day. And as much as you'd love to help everyone who reaches out, your calendar is full and your waitlist keeps growing.

This is the moment many integrative practitioners face: do you stay solo and accept your current capacity, or do you build a team that can serve more people while delivering even better care?

If you're reading this, you probably already know the answer. Team-based care isn't just about seeing more clients—it's about offering the kind of comprehensive, coordinated support that gets real results. When your client works with both a dietitian and a therapist, or sees a chiropractor alongside their functional medicine doctor, they're not just getting more appointments. They're getting integrated care that addresses the whole person.

This guide walks you through exactly how to build a collaborative integrative care team—from hiring your first provider to creating the systems that keep everyone aligned and working together seamlessly.

What Is a Collaborative Care Model?

Collaborative care (sometimes called team-based care or integrated care) means multiple healthcare providers working together on shared clients, actively coordinating treatment instead of working in silos.

Here's what sets collaborative care apart from the typical referral model:

Traditional Referral Model:

  • You identify a client who needs additional support
  • You refer them to an outside provider
  • You hope they follow through (many don't)
  • If they do, you rarely hear back about what's happening in their other appointments
  • Treatment plans aren't coordinated

Collaborative Care Model:

  • Your team includes complementary specialists under one roof (or within one platform)
  • Providers actively communicate about shared clients
  • Treatment plans are coordinated and documented in shared charts
  • Warm handoffs happen in real-time
  • Clients experience seamless, integrated support

What a Collaborative Care Team Might Look Like:

For a 5-10 person integrative clinic, you might have:

  • Registered Dietitians (specializing in different areas: sports nutrition, gut health, eating disorders)
  • Licensed Therapists (offering CBT, EMDR, somatic therapy)
  • Chiropractors focused on musculoskeletal care and pain management
  • Functional Medicine Practitioners who order and interpret labs
  • Health Coaches providing accountability between appointments
  • Acupuncturists or other complementary specialists

The key is that everyone brings a different lens to the same goal: helping clients thrive.

Benefits of Multi-Disciplinary Integrative Teams

Why go through the complexity of building a team? Because the benefits far outweigh the effort:

Better Client Outcomes

Research consistently shows that team-based care improves health outcomes. When a client with IBS works with both a dietitian and a therapist, they're more likely to see lasting improvement because you're addressing both the gut-brain connection and their relationship with food.

One provider alone can't address every dimension of health. A team can.

Comprehensive Care Without the Referral Runaround

Instead of sending clients out to three different practices across town, you can offer complete care within your clinic. Clients appreciate the convenience, but more importantly, they're far more likely to actually follow through when everything is coordinated under one roof.

Increased Revenue and Practice Growth

A solo practitioner's income is capped by their available hours. With a team, your practice can generate revenue even when you're not personally seeing clients. Plus, collaborative care packages (like nutrition + therapy bundles) often command premium rates because of their comprehensive approach.

Reduced Provider Burnout

Solo practice can be isolating. When you're the only practitioner, there's no one to brainstorm tough cases with, no one to cover when you're sick, and no one who truly understands what you're dealing with.

A collaborative team provides peer support, shared learning, and the relief of knowing you're not carrying everything alone.

Scalability Beyond Your Own Capacity

This is the big one: with a team, your practice can grow beyond your personal time constraints. You can take a vacation without closing the practice. You can focus on the aspects of care you love most while others handle areas where they excel.

Defining Roles and Scope for Each Provider

Before you hire anyone, you need clarity on roles. Integrative care can get messy if providers are stepping on each other's toes or if clients are confused about who does what.

Questions to Answer for Each Role:

What is this provider's specialty and focus area?
"Dietitian" is too vague. "Dietitian specializing in PCOS and metabolic health" or "Sports dietitian focused on endurance athletes" gives clear differentiation.

What specific services will they deliver?
List it out: initial consultations, follow-ups, lab review appointments, group programs, meal planning services, supplement protocols, telehealth sessions, in-person visits.

Who is their ideal client?
Not everyone needs to serve the same population. This prevents internal competition and allows for meaningful specialization. One therapist might work with postpartum women while another focuses on anxiety in high-performers.

How do they collaborate with other team members?
Define the handoff process. For example: "Therapist identifies clients struggling with disordered eating patterns and offers a warm handoff to the dietitian. They meet monthly to discuss shared clients and coordinate treatment approaches."

What are their scope-of-practice boundaries?
Make sure everyone understands professional limits. Health coaches can't diagnose. Dietitians can't provide psychotherapy. Respect credentials and stay within legal and ethical boundaries.

Document all of this in a team handbook. When everyone knows their lane—and how to collaborate across lanes—you avoid confusion and create a better client experience.

Hiring and Onboarding Team Members

Once you know what roles you need, it's time to find the right people.

Step 1: Write a Compelling Job Description

Your job posting should include:

  • Role title and specialty: "Licensed Therapist specializing in trauma-informed care"
  • About your practice: Your mission, values, and what makes your clinic unique
  • Responsibilities: Day-to-day duties and services delivered
  • Qualifications required: Licenses, certifications, years of experience, specific skills
  • Compensation and benefits: Salary range or commission structure, PTO, CE allowance
  • Employment structure: W-2 employee or 1099 contractor (more on this later)
  • Schedule expectations: Full-time, part-time, specific hours

Make it clear what kind of culture you're building. Are you collaborative and mission-driven? Do you value continuing education? Do you prioritize work-life balance? The right candidates will self-select.

Step 2: Post in the Right Places

Skip the generic job boards and go where practitioners actually look:

  • Profession-specific job boards: Dietitian Central, NASW Career Center, American Chiropractic Association job boards
  • Professional associations: State and national association career centers
  • Graduate program alumni networks: Recent graduates are often looking for their first position
  • Facebook groups: Many professions have active job posting groups
  • Your own channels: Post on your practice's social media and newsletter—referrals from existing clients or peers are golden

Step 3: Conduct Meaningful Interviews

Don't just check boxes on qualifications. Assess fit:

Clinical competence:

  • Present a case study relevant to your practice: "Walk me through how you'd approach a client with X condition."
  • Ask about their clinical philosophy and approach

Collaboration style:

  • "Tell me about a time you worked with another provider on a shared client. What went well? What was challenging?"
  • "How do you handle disagreements with colleagues about treatment approaches?"

Culture fit:

  • "What are you looking for in a practice environment?"
  • "Describe your ideal work schedule and client load"

Always check licenses, call references, and verify malpractice insurance before extending an offer.

Step 4: Create a Thorough Onboarding Process

This is where many practices drop the ball. A strong onboarding sets your new hire up for success.

Week 1: Foundations

  • Team introductions and culture immersion
  • Practice mission, values, and history
  • Software training (practice management, scheduling, charting, billing)
  • Review of policies, SOPs, and clinical protocols
  • HIPAA and compliance training

Week 2: Clinical Preparation

  • Shadow experienced providers
  • Review sample client charts and documentation
  • Practice using templates and workflows
  • Role-play client scenarios

Week 3: Supervised Client Work

  • Start seeing clients with observation and feedback
  • Debrief after each session
  • Refine approach based on your practice's standards

Ongoing: Continuous Support

  • Weekly check-ins for the first month
  • Monthly check-ins after that
  • Regular team meetings and case consultations
  • Continuing education opportunities

When you invest in onboarding, providers ramp up faster, feel more confident, and stick around longer. It's worth the time.

Tools and Systems for Team Coordination

The right technology makes or breaks team-based care. You need systems that allow seamless collaboration without creating administrative chaos.

Essential Platform Features for Collaborative Practices

Multi-Provider Scheduling
Your scheduling system needs to support:

  • Individual provider calendars that clients can view and book from
  • Shared team calendar view so everyone can see availability
  • Customizable booking rules per provider
  • Buffer times between appointments
  • Blocked time for team meetings and administrative work

With Practice Better, each provider has their own calendar with unique availability rules, but you can also view the entire team's schedule at a glance—making coordination simple.

Shared Client Charts with Role-Based Access
When multiple providers see the same client, everyone needs visibility into what's happening:

  • Shared chart notes that all treating providers can access
  • Role-based permissions (admin staff can schedule but can't see clinical notes)
  • Clear documentation of who saw the client when and for what
  • Ability to add internal notes that clients don't see

This is where Practice Better's multi-user capabilities shine. Providers can see shared client information while respecting privacy boundaries, and everything stays HIPAA-compliant.

Secure Internal Communication
Your team needs to discuss clients without violating privacy:

  • HIPAA-compliant messaging within your platform
  • Ability to tag team members in client charts
  • Quick communication for urgent questions
  • Documentation of team discussions in client records

Shared Resources and Templates
Consistency matters. Your team should use:

  • Standardized intake forms
  • Shared assessment tools
  • Protocol templates everyone can access
  • Care plan formats that work across providers
  • Referral criteria documents

Store these in your practice management platform so everyone has access to current versions.

Coordinated Billing and Invoicing
When multiple providers see a client, billing needs to be crystal clear:

  • Separate tracking of each provider's services
  • Clear invoicing that shows which provider delivered what
  • Revenue reporting by provider
  • Client statements that itemize all services

Practice Better handles all of this automatically, so you don't need separate systems for each provider.

Workflow Example: Collaborative Care in Action

Let's walk through what coordinated care actually looks like day-to-day.

Client: Maria, 42-year-old with chronic fatigue, gut issues, and stress

Initial Dietitian Visit

Your dietitian, Sarah, completes Maria's nutrition assessment. She identifies gut dysbiosis, inadequate protein intake, and erratic eating patterns due to work stress.

Sarah notes in Maria's shared chart: "Client reports significant work-related stress affecting eating consistency. Would benefit from stress management support alongside nutrition intervention. Recommending warm handoff to therapist."

Warm Handoff During the Session

Before Maria leaves, Sarah introduces her to Alex, one of your therapists, via a quick video call (or in-person if you're in the same location).

Sarah: "Maria, I'd love you to meet Alex, one of our therapists. From what you've shared about work stress, I think working with both of us together would be really powerful."

Alex spends five minutes chatting with Maria, explaining how therapy could support her nutrition goals. Maria books an intake appointment before leaving.

Therapist Intake Appointment

Alex reviews Sarah's notes in Practice Better before meeting with Maria. He already knows about her nutrition challenges, so he can focus the intake on stress, work-life balance, and coping mechanisms.

After the session, Alex documents in the shared chart: "Client experiencing burnout from overwork. Sleep quality poor. Using food as primary stress coping mechanism. Starting with stress management techniques and sleep hygiene. Coordinating with Sarah on meal timing strategies that support circadian rhythm."

Monthly Team Meeting

At your team's monthly case consultation, Sarah and Alex discuss Maria's progress:

  • Gut symptoms improving with nutrition changes
  • Stress management techniques helping, but workplace boundaries still an issue
  • They decide to align on timing recommendations—both will emphasize eating and sleeping at consistent times
  • They update Maria's shared care plan with coordinated goals

Ongoing Collaboration

Sarah and Alex continue seeing Maria biweekly. When one of them notices something relevant:

  • Sarah sees Maria skipping breakfast when work stress is high—she tags Alex in the chart
  • Alex identifies a pattern of emotional eating on Sunday nights related to Monday anxiety—he tags Sarah
  • They use secure messaging in Practice Better to coordinate without scheduling extra meetings

Result: Better Outcomes, Happier Client

After three months, Maria's energy is significantly better, her gut symptoms are resolving, and she's developing healthier stress responses. She tells friends: "It's amazing how my dietitian and therapist actually talk to each other. I don't have to repeat myself, and they're both on the same page about what I'm working on."

This level of coordination only works when you have the systems to support it.

FAQs About Building an Integrative Care Team

How many practitioners should a small integrative clinic have?

Most integrative clinics start with 2-3 providers and grow to 5-10 over time. Start small—hire one complementary provider first (if you're a dietitian, maybe a therapist or health coach). Get your systems dialed in with a small team before scaling.

What's the difference between collaborative care and referral networks?

In a referral network, you send clients to external providers and hope they follow up (many don't). You rarely hear back about what happens.

In collaborative care, providers work within the same practice, actively communicate about shared clients, coordinate treatment plans, and document everything in shared charts. Client engagement and outcomes are dramatically better.

How do I share clients between providers safely and legally?

You need informed consent from clients to share their health information within your team. Include language in your intake consent forms that explains care coordination and allows internal information sharing.

Use a platform like Practice Better with role-based access controls—providers only see charts for clients they're actively treating, and all access is logged for HIPAA compliance.

Should I hire W-2 employees or 1099 contractors?

This depends on how much control you want:

W-2 employees: You set their schedule, control how they work, provide tools and training. You also pay payroll taxes, workers' comp, and potentially benefits. Good for building a cohesive team culture.

1099 contractors: They set their own hours, use their own methods, and handle their own taxes. You have less control but also less liability and cost. Good for providers who want autonomy.

Misclassification can lead to serious legal issues, so consult an employment attorney or HR specialist to determine the right structure for your situation.

How do I prevent competition between providers on my team?

Define clear specialties and ideal client profiles for each provider. When everyone has their own niche, there's less competition for the same clients.

Compensate fairly—if providers are earning well, they don't feel like they're fighting for scraps.

Foster a culture of abundance, not scarcity. Celebrate team wins and shared client successes. Make it clear that collaboration leads to better outcomes for everyone.

Building Your Team: Next Steps

Ready to move from solo practitioner to collaborative care leader? Here's where to start:

If you're solo and hiring your first provider:

  1. Identify which complementary specialty would best serve your current clients (therapist? health coach? chiropractor?)
  2. Write a detailed job description with clear role definition
  3. Set up your systems BEFORE you hire (get the right software, create shared protocols)
  4. Start part-time or contract to test the partnership before going all-in

If you have a small team but lack coordination:

  1. Implement a shared practice management platform if you haven't already
  2. Create care coordination protocols (when to loop in another provider, how to hand off clients)
  3. Schedule regular team meetings to discuss shared clients
  4. Document everything so your processes are repeatable

If you have an established team:

  1. Formalize your SOPs and clinical pathways
  2. Invest in team development (training, continuing education, retreats)
  3. Gather client feedback on their collaborative care experience
  4. Track outcomes to demonstrate the value of your team-based approach

Building a collaborative care team is one of the most rewarding things you can do as a practice owner. Yes, it's more complex than solo practice. But when you get it right—when your team is truly working together to serve clients at the highest level—you create something that's bigger than any one person.

You create a practice that can scale, a team that supports each other, and most importantly, client outcomes that prove the power of integrative care.

Ready to Build a Team That Actually Works Together?

Practice Better was built for collaborative practices. With multi-provider calendars, shared client charts, secure team messaging, and role-based permissions, your team can coordinate seamlessly—all in one HIPAA-compliant platform.

No more juggling separate systems. No more wondering what happened in your client's appointment with another provider. No more administrative chaos.

See how Practice Better supports team-based care with a free trial:

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Note: This guide provides general operational guidance for building integrative care teams. For employment law, worker classification, or specific HR matters, consult with an attorney or HR specialist in your state.

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Build your dream practice with a modern, all-in-one EHR that supports the holistic health of your clients and your business.
Try Practice Better for free
Build your dream practice with a modern, all-in-one EHR that supports the holistic health of your clients and your business.
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