In this video I’m talking about the second step of my Private practice Workflow, Onboarding. This is quite an involved process and I think it’s one of the most important aspects of your Private Practice to get right!

This workshop style video should help you to really think about the onboarding process and how to get it right for you and for your clients.


2.46 How to create a smooth onboarding process
3.24 What do I mean by onboarding?
3.48 Why should you have an onboarding process?
6.55 Decisions that need to be made ahead of time
11.08 Paperwork
14.26 How to securely store data
16.39 My recommend onboarding process

N E X T ⠂S T E P S

Check out the FREE Private Practice Workflow course [ Ссылка ] - All these videos in one handy place you can revisit whenever you need to!

Download the free Private Practice Workflow [ Ссылка ]

Private Practice Paperwork [ Ссылка ]

Client Master List Freebie - [ Ссылка ]

Gmail Templates - [ Ссылка ]


C H E C K ⠂O U T ⠂O T H E R ⠂V I D E O S ⠂M E N T I O N E D

How to Reduce No Shows & Cancellations in Private Practice [ Ссылка ]

How Google Workspace Can Help You in Private Practice [ Ссылка ]
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Getting therapists in Private Practice online & confident with admin
We remove the tech overwhelm with tried & tested systems

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CHECK OUT THE FREE RESOURCES

Private Practice Workflow:
[ Ссылка ]
Best Way to Invoice in Private Practice:
[ Ссылка ]
UK Private Practice Business Set-Up Guide & Checklist:
[ Ссылка ]

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TEMPLATES FOR PRIVATE PRACTICE

Invoicing Templates | Sole Trader Bookkeeping Template | Medical Insurance Templates
[ Ссылка ]

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FOLLOW ME ON SOCIALS

Instagram
[ Ссылка ]
Facebook
[ Ссылка ]

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LET'S CONNECT!

Website:
www.virtuallyirreplaceable.co.uk
Email:
kim@virtuallyirreplaceable.co.uk

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