The Heart Operators: Understanding the Vital Role of Client Care Teams
Here's the truth that every practice owner knows intuitively: your client care team is the axis around which your entire practice revolves. They are the central point of connection for everything that happens.
Maximizing Profits and Reputation: The CRM Guide to Client Retention
How do you know if your retention rates are where they should be? And how can you identify areas for improvement?
Crafting Your Practice’s Welcome Call to Build Relationships
The welcome call is a pivotal moment for building strong relationships with prospective clients. It serves as an opportunity to introduce your practice through your unique approach to therapy, the tone and feel of your practice, and the different services you offer. In this blog post, we will guide you through crafting an effective welcome call that enhances your ability to build relationships and leave the right first impression.
Optimizing Your Practice's Intake Process: A Comprehensive Checklist for Success
Your intake process sets the tone for your practice brand simply because it’s the first impression you make on every potential client... It's also the first step in a new client’s journey, so it can have a big impact on whether or not they decide to become a client. But, how do you know if your intake process is up to par?
How to Re-Engage Potential Clients at Your Practice Without Being Annoying
Have you ever had someone reach out to you about your therapy practice, but then they never followed up? Pretty common, right? We hear this from a lot of practice owners and it’s definitely frustrating. Well, you're not alone and there are actually a few things you can do to re-engage past inquiries and help get them to a therapist at your practice.
Unlocking the Secrets to Better Waitlist Management
Are you tired of the endless juggling act of managing therapy waitlists? Do you find yourself buried in spreadsheets and overwhelmed by the never-ending stream of emails and phone calls? If so, read on for three effective strategies and best practices to help navigate your practice's waitlist.
5 Reasons to Make Clients Feel a Part of Your Whole Practice
Do you make your clients feel a sense of belonging and connection with your practice as a whole in addition to the therapist? The intake process sets the tone for the therapeutic journey, and by making your clients feel like valued clients of the practice too, you can enhance their overall experience and grow your practice.
EHRs vs CRMs: Unlocking the Mystery and Embracing Practice Axis for Your Therapy Practice
If you've found yourself wondering about the differences between Electronic Health Records (EHRs) and Customer Relationship Management (CRM) systems, you're not alone. Let’s demystify these terms, explore the benefits of having both, and dive into the unique features of Practice Axis that set it apart from the crowd.
The Secret to Client Retention: A Little Follow-Up Goes a Long Way
It's no secret that getting new clients is important, but what about retaining them? Unfortunately, we hear from many practices that potential clients drop off before or after their initial intake session. Not only can this be frustrating for the therapist, and concerning regarding the client, it can also affect your bottom line. But, there are ways to boost retention rates and reduce drop off when it comes to running a therapy practice.
Why You Shouldn't Give Up on Your Prospects (Even if They're Ignoring You)
We've all been there – you have a great conversation with a prospective client, you follow up, and then… crickets. No response. It's frustrating, but it doesn't mean they're not interested in working with you. So, how many times should you follow up with an unresponsive prospective client, and when should you give up?
Ditch No-Shows and Boost Engagement
There is no secret formula to make no-shows go away, but you can minimize the impact of this issue and provide your clients with the best possible care with the following combination: implement a clear policy and procedure plus a CRM for automation and tracking.
Get on the same page: Tips for improving communication within your team
Do you ever feel like communication between your client coordinator and therapists could be a bit more smooth?
Does it sometimes take a week or more before your client coordinator learns that a new client hasn't booked any more sessions after their intake session?
Say Goodbye to Chaos: The Benefits of a Standardized Intake Process
How do you create a repeatable, efficient intake process that saves you time, reduces errors, and boosts accountability?