Your Client Care Team is truly the Axis of your Practice, and your ability to scale is directly impacted by its balance.
The practice owners, leadership team, every clinician and prospective and current clients revolve around your Client Care Team, i.e. your Axis, on a daily basis. Without an optimized intake process in place to handle growth, the intake coordinators, billers, office managers on your Client Care Team can become overwhelmed and struggle to operate consistently.
Without a client relationship management system in place:
Your Client Care Team plays a critical and challenging role in your practice. This is where Practice Axis comes in.
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We designed the first Clinical Client Relationship Management Software (CRM) for Mental Health Practices. Our HIPAA Compliant CRM streamlines your intake process to save time on admin tasks, helps to manage and filter your waitlist to get more clients the care they need in less time. Our email campaign and done-for-you workflows nurture current clients and stay in touch with potential and former clients without manual follow up. Our suite of Appointment Request Forms and Surveys link to a dashboard of reporting insights that you need to make hiring, marketing and clinical decisions as you scale.
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At a mental health practice, the new client journey requires a delicate balance of empathy and efficiency.
Your Client Care Team needs to conduct empathetic conversations to ensure the prospective client knows you care, but also needs to follow a detailed process and prioritize productivity. Your practice needs to balance revenue goals with clinical goals, many of which tie back to the intake process.
Since we know technology is only useful when it augments a process, we teach our proven process of business development strategies in our Launchpad Program. We train your entire client care team while simultaneously onboarding them to the CRM to ensure a smooth transition from our current intake process to full implementation of the practice axis CRM. Most of our practices switch from using long, colorful and elaborate spreadsheets to track incoming clients, so change management goes hand in hand with technical onboarding.
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Some of the most rewarding ah-ha moments have happened for our clients during our Q&A’s sessions between practice owners and intake coordinators across the country. We facilitate relationships between our clients so that they can learn from each other and swap ideas with other practices who are also launching Practice Axis.
Beyond the Launchpad Program, we are offering a Client Care Mastermind group for Practice Axis clients. These groups of intake coordinators receive weekly support on lead tracking, client communication strategies, and reporting insights that are sent back to the practice owner.