Private Practice Automation Consulting

  • Admin staff spending too much time calculating billing?
  • Hate uploading and filling out intake forms?
  • Sending repetitive emails to staff/clients?
  • Using a CRM (e.g. Therasaas) but don’t know how to set it up?
  • Can a computer be doing rote tasks you despise doing?
  • Want things to “magically” happen without your effort?

Your time is the most valuable thing you have. Stop wasting it with repetitive tasks so you can focus on your practice!

At almost every practice I see hundreds of hours wasted per year on things that aren’t fun for anyone to do. I created this service to take away some of those boring tasks. What tasks can we automate away?

Intake & Form Processing

  • Do you use Google Sheets / Google Forms for intakes? If you don’t you can start and have things flow where you need them automatically.
  • Is your intake paperwork being manually entered into your EHR system?
  • Are you manually sending intake forms and tracking their completion?

Financial Management

  • Does your admin staff manually calculate payroll based on service code counts?
  • Are you spending hours creating financial reports that could be generated automatically?
  • Do you need a better system for tracking outstanding client balances and automated payment reminders?
  • Would you like a dashboard showing daily/weekly/monthly revenue at a glance?

Practice Management

  • Do you have a CRM you think you aren’t using to its full potential? Therasaas, TherapyFlow, etc.
  • Are you manually exporting data from your EHR for analysis or reporting purposes?
  • Do you struggle with scheduling efficiency and tracking cancellation patterns?
  • Would you like automated alerts when clients haven’t been seen in a set time period?

Client Communication

  • Are you manually sending appointment reminders and receiving too many no-shows?
  • Do you need an automated system to check in with clients between sessions?
  • Would you benefit from satisfaction surveys that automatically compile results?
  • Are you sending the same emails repeatedly that could be templated and automated?

Schedule a consultation today to get a free quote and advice on how I’d tackle the problem. From python to Zapier to Google Apps Scripts, I have years of professional experience automation repetitive tasks. Most tasks can made a little easier if not completely done away with.

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