ORGANISE YOUR PRACTICE ADMIN FROM CLIENT ENQUIRIES ALL THE WAY TO THE FINAL SESSION
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Introduction & Resources
Enquiry
Onboarding
Regular Bookings
Invoicing
Communication
Reports & Client Notes
Offboarding
*BONUS* Private Practice Paperwork
*BONUS* Next Steps
Although every single client, and therapist, is different and requires a specialised approach there are some aspects of your business that you can decide on in advance and have a repeatable, dependable and implementable system to rely on.
This is your workflow.
It’s your client’s journey from the first time they make contact with you until it’s time to end your relationship, whether that’s a quick email exchange or years and years together.