Episode Details

Dr. Courtney Barrett, founder of True Insight Direct Care in the Raleigh, North Carolina area, opens our May theme, The Tools You Use, with a conversation that redefines what tools means in a Direct Primary Care practice. As a DO offering osteopathic manipulative treatment alongside full-spectrum primary care, Dr. Barrett shares how OMT functions as both a clinical tool and a front door to membership.

We dig into her EHR vetting process, her non-negotiables for tech stack decisions, and why patient experience optimization shaped every choice. Dr. Barrett also shares how her husband Jeff, a former 911 dispatcher, joined the practice full-time and built operational workflows that anticipate needs before they happen. From phlebotomy setup to OMT documentation, prior authorization handling, employer contracting, HSA-funded memberships, health share pairings, and her board work with Hope and Vine supporting young women aging out of foster care, this conversation covers the full spectrum of tools that make a DPC practice work.

What You Will Learn

• How non-member OMT services bring patients in who later become DPC members
• How to talk to patients about DO vs MD, and OMT vs chiropractic care
• Why HSA-funded DPC memberships became a major enrollment driver
• Her tech stack philosophy: cohesive over fragmented, patient experience first
• Non-negotiables: charting without juggling windows, automated patient communication, CSV file portability
• Working directly with employers without middlemen
• Pairing DPC with health shares for catastrophic coverage

Resources

• True Insight Direct Care blog
• mydpcstory.com Learn page: free business plan, BAA, and EHR rubric
• Dr. Feneisha Franklin's episode on acquiring a DPC practice

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