The Institute for Functional Medicine (IFM) has partnered with The Kalish Institute to deliver the in-depth, online practice implementation course, “My Practice Plan”. 

Come join Dr. Kalish along with attorney Michael H. Cohen for a clinician centered exploration of the business skills required to run a profitable practice. 

Topics include business plans, financial planning, sales, marketing, operations, and legal strategy. Build the practice that is right for you.



My Practice Plan guides clinicians through modules on legal matters, business and financial planning, telemedicine, operations, marketing, and patient communication skills while considering the specific needs of their patients, their practice, and themselves as a practitioner. By the end of the course, practitioners will develop a fully operational, personalized business plan as well as the skills to lead an effective clinic.


This section covers the three types of practitioners, how to create your vision and the nuts and bolts of building a business model.


Learn about leadership vs. management skill development and how to view your staff in a new light as well as setting up systems and the metrics to track your business as it grows.


Discover how to handle new patient intake and follow up with an easy to duplicate system based on a clear and simple functional medicine treatment philosophy.


Understand how the sales process works from the concept of selling health to the dynamics of a sales lead funnel and lifecycle of a patient.


This section discusses the fundamentals of marketing, who you should reach and how, your target market and how to create a marketing web using simple tools available to small businesses. 


In this section distinguished integrative medicine attorney Michael H. Cohen introduces concepts of legal strategies for health and wellness businesses focusing on the idea that legal issues need to be incorporated as a foundation of your practice plan.

Laurie Hofmann, MPH, IFM Chairman of the Board of Directors, said, “Our collaboration with The Kalish Institute meets one of IFM’s core strategic objectives: providing practitioners with access to comprehensive practice implementation training and support. We are excited to see Functional Medicine practitioners excel in building their practices for economic success.”

The Kalish Institute

Dr. Daniel Kalish is founder of the Kalish Institute, an online training program dedicated to building Functional Medicine practices. Since 2006, the Kalish Institute has helped develop practice models for over 1,000 practitioners world-wide. 

In 2016, Kalish published a research study on the Kalish Method with Larry Bergstrom, Founder and Director of the Integrative Medicine Department, Mayo Clinic, Scottsdale and Sue Cutshall, Division of General Internal Medicine, Mayo Clinic, Rochester. The study, titled “Evaluation of a Functional Medicine Approach to Treating Fatigue, Stress and Digestive Issues in Women” analyzed the impact of treatments and protocols conducted by Dr. Kalish. He is the author of three books, “The Five Pillars to Building a Successful Practice,” "The Kalish Method: Healing the Body Mapping the Mind" and "Your Guide to Healthy Hormones" and is a frequently requested speaker for integrative medicine conferences across the United States. 

Dr. Kalish received his B.A. in physiology and psychology from Antioch College and completed his chiropractic degree at Life West. He studied at the University of London and conducted research with biochemist Dr. Robin Monroe at Cambridge University. His educational pursuits led him to mentoring with renowned psychiatrist R.D. Lang, as well as John R. Lee, M.D. a pioneer in the use of progesterone. More recently Dr. Kalish proudly served as an advisor to the Honorable Patrick Kennedy and participated in the first One Mind For Research Conference where 200 of the nation's top neuroscientists gathered to promote research on brain disorders. Dr. Kalish spent two years in formal monastic training in Asia. He studied at a Zen monastery in Japan under Zen Master Harada Roshi and also lived in a forest monastery in Thailand practicing mindfulness meditation techniques and transcribing Buddhist texts for Vipassana Master Achan Buddhadasa.