Focus on Practice Management: Caring for your clients, and yourself, more efficiently.

What stresses you out? Missed calls? Double bookings? Lost files and paperwork?

Your mental health is just as important and your client’s physical health. To better serve your clients, you must first serve yourself. Improving how you manage your practice can benefit yourself, your clients, and even your family.

The first step towards a better balance in the workplace is to identify your problem areas. The most common problems often have easily solutions.

This is the first post in a three part series that will take your common frustrations, break them down and look at how you can run a better business for your clients and yourself.

Filing Frustrations

Do you find yourself having a hard time locating client records and other important clinic information?

Creating an efficient filing system can often be difficult. Even with a good cataloguing system, important information can be lost. Keeping both digital and print copies of all your client information ensures that only is everything backed up, but it’s much easier to locate.

You might not be able to Google your car keys, but you can make it easier for yourself to search for clients by name, phone, or client number. Keeping good client records and a detailed payment history will also make it easier for yourself to understand where your best revenue sources are, and where you might be losing money.

Most accountants charge by the hour, so efficient records will also save you money when it comes time to do your taxes.

Don’t forget if you’re using our trial to check out Massage manEdger’s offers many reporting tools and comes with several reports already set up to let you view your revenue by date, client, service, or therapist.

Remember, you don’t have to give up your paper filing system. Any good digital solution will offer you the option of printing your information. Just remember, your filing cabinet does not come with a search function, and your filing system only works when the files are in the cabinet.

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