When it comes to running things without staff, it's imperative that you have tools that you can lean on that take the human element out of the mix - I'm talking about tools for automation. There's a method to it, and the method is based on knowing what to automate, knowing how to keep it personal for the end user, and getting super familiar with the tools that you have available to you at your fingertips. I can certainly share my favorite tools with you, but the catch is that we all find the tools that work best for our brains. The best thing I can do is put in front of you what your options are, and you do the research and spend the time figuring out what's going to be best for your practice.
It all comes down to your Perfect Practice Member, and the best way to communicate with them and support them with all of their admin needs. I can show you five different texting programs that have five different sets of features, but the bottom line is you have to figure out what features are going to work best for the people you want to be serving. How do you figure that out? You start by walking through the exercise for your Perfect Practice Member. Once you know who it is that you want to be serving, you'll have a much clearer understanding of how to best communicate with them and support them for any and all admin needs.
A lot of wellness practitioners, especially those of you who have been around for a while (like myself), can get super intimidated by tech. I'm going to tell you right now to get over it, because the world has changed so fast and everybody is used to one-click solutions to get what they're looking for faster than they can even think about it. Your practice, to some extent, has to keep up with this pace so that it's relevant to today's demands. You don't have to set all of the admin components of your practice at this pace, but the majority of them need to be considered.
You want to find solutions for scheduling, paying, rescheduling, new patients, new clients, referrals, reviews, and any other daily tasks that come up to support your clients. As far as EHR programs are concerned, please see the video below for my preference, Jane App and some of the fun features that it offers in note-taking!