3 episodes

This podcast explores various tech solutions to help you build and scale your mental health private practice at all stages.

Tech Centered Practice Tech Centered Practice

    • Arts
    • 5.0, 2 Ratings

This podcast explores various tech solutions to help you build and scale your mental health private practice at all stages.

    Onboarding New Clinicians with Google Products se01ep03

    Onboarding New Clinicians with Google Products se01ep03

    We discuss using the cost effective Google solutions to help streamline your onboarding process for new clinicians so that you can get the most out of your time and the time of your administrative staff while also getting all the information you need to get your therapists credentialed, administrative staff familiar with your new hire, and the resources needed to your new clinician to operate within your organization.    Topics Covered Include: Offer and contract to send solutions Organizing internal documents Using custom forms to capture information Access to these resources Notifying relevant staff of new clinician information Join us on our online community Facebook group Tech Centered Practice and please subscribe to this podcast! If you have any cool technology solutions you have discovered while operating your mental health private practice that has helped you save time or solve a problem, OR you have any comments or suggestions for future episodes, please email me at podcast@techcenteredpractice.com Sponsor: Tech Centered Practice Facebook Group  

    • 35 min
    Financial Tech Solutions for Mental Health Private Practices se01ep02

    Financial Tech Solutions for Mental Health Private Practices se01ep02

    We explore various tools available to use to tackle some of the common areas where practice owners find difficulty managing their data with therapists, clients, and overall practice finances. These tools can help streamline your business, increase efficiency, and offer clarity.   Handling Therapist Finances Make sure you have an EHR that produces accurate reports and that they are operating in the manner that you think they do. Many therapists make assumptions on how the system pulls reports together based on entering payments and posting dates. It can also make or break your company culture if your payroll reports are inaccurate which could lead to doubt with your clinicians. Using a Payroll system to pay IC's and W2's can save you a lot of time with onboarding, time approval, processing, paying taxes, offering benefits, and more. Here I talk a little about how Gusto has improved my practice's efficiency.   Handling Client Finances We explore how a CRM can help you organize your client balances, make sure that invoices are being followed up on in a time based consistent manner. We also discuss how you can set up tasks to remind billing that a payment is due on a payment plan to hold clients accountable if you offer this feature Using an integrated cc processing has helped me decrease the need for additional administrative support, ensure prompt billing, and eliminate redundancy of having an additional system and equipment to capture charges and re-enter into an EHR.    Practice Finances Here we discuss several solutions that help with organizing, accessing, and storing financial data to help make your job easier. We discuss QB online vs. Desktop QB Using an easy digital receipt capture and storage system and so you can store and sync receipts with your QB account There are also resources that help automate the pulling of your bank statements so you don't have to send them anymore to your accountant. And Lastpass to help you communicate digital access to your accountant, bookkeeper, or virtual CFO.    Sponsor: Tech Centered Practice FB group can be found at https://www.facebook.com/groups/techcenteredpractice/     Please email me at podcast@techcenteredpractice.com if you have any questions or comments about building or scaling your mental health private practice or if you have any questions or comments about tech solutions in your practice! I would love to hear from you!

    • 29 min
    Using a CRM in Your Mental Health Practice se01ep01

    Using a CRM in Your Mental Health Practice se01ep01

    Are you interested in using a CRM, Client Relationship Manager, in your mental health practice but not sure what it really does? We discuss what a CRM is, who could benefit from it and why would you want to consider it.   learn how you can use a CRM to improve communication between your staff and with patients pull data reports to get a clear picture of your business and help make important business decisions improve processes, and help your team be more efficient and consistent with their time. I go through some of the ways a CRM has transformed how my business has navigated some of our most common processes.  There are some options out there for HIPAA compliant options, currently, my practice uses ActiveCampaign. There are others available on the market as well as numerous non-HIPAA compliant options like SharpSpring. Choosing one is going to depend on your use and needs.     Sponsor: Tech Centered Practice FB group can be found at https://www.facebook.com/groups/techcenteredpractice/ Please email me at podcast@techcenteredpractice.com if you have any questions or comments about building or scaling your mental health private practice or if you have any questions or comments about tech solutions in your practice! I would love to hear from you!

    • 31 min

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