Episode 2 — Create an Inquiry Form That Protects Your Time, Energy, and Values

Welcome back to The Tech-Savvy Dietitian Podcast, where we believe your systems should support your practice — not sabotage your sanity. I’m your host, Courtney Vickery, a registered dietitian turned web designer and tech translator for private practice owners who are tired of playing calendar Tetris and inbox detective.

💡 What You’ll Learn

If you’re a non-diet, weight-inclusive provider who’s feeling drained by endless admin tasks and unaligned inquiries, this episode will show you how to set up an inquiry or waitlist form that helps filter in the right clients — with empathy and clarity.

You’ll learn how to:

• 
  

  Use conditional logic to create filtering questions

  
  


• 
  

  Write inquiry forms that align with your non-diet, weight-inclusive values

  
  


• 
  

  Automate your pre-screening process with tools like Practice Better or Google Forms

  
  


• 
  

  Avoid collecting unnecessary PHI (protected health information)

  
  


• 
  

  Set up kind, clear automated replies that educate and connect with curiosity

  
  

🧠 Key Takeaways

1. 
   

   Filtering isn’t cold — it’s kind. You’re protecting your time and your potential client’s energy.

   
   


2. 
   

   Clarity prevents burnout. When your form communicates your approach upfront, you spend less time manually vetting.

   
   


3. 
   

   Automation = boundaries. Tools like Practice Better or Google Forms with conditional logic can save hours of admin work.

   
   


4. 
   

   Neutral language matters. You can gently introduce non-diet principles without alienating those still early in their journey.

   
   

⚙️ Quick Wins You Can Do Today

• 
  

  Add a filtering question to your current inquiry form

  
  


• 
  

  Write a template email that explains your approach once (and reuse it)

  
  


• 
  

  Audit your form for conditional logic options

  
  


• 
  

  Add a checkbox like: “I understand that this practice does not provide weight loss counseling as a primary service.”

  
  

🛠 Tools Mentioned

• 
  

  Practice Better – for HIPAA-compliant forms and automations

  
  


• 
  

  Google Forms + Google Sheets – for basic workflows

  
  


• 
  

  Zapier – for connecting tools

  
  


• 
  

  Clinician Crew – for prebuilt templates and peer support

  
  

🔗 Resources

• 
  

  Clinician Crew Membership – Templates + community for weight-inclusive providers

  
  


• 
  

  Declet Designs – Website, branding, and tech strategy for clinicians

  
  


• 
  

  Book a Tech Strategy Session – Get hands-on help setting up your systems

  
  

⏭️ Next Episode

Next week, we’ll be talking about how to set up a smarter client onboarding system that welcomes clients seamlessly — without adding to your workload.

💬 Connect

If today’s episode helped your practice feel a little lighter, share it with a friend or leave a quick review!

Follow along at decletdesigns.com or come hang out with us in Clinician Crew.