The Therapist Practice Series - Part 8: Paperless Counseling Practice

8Paperless-Counseling-Practice-630x315.jpgIn Part 7 of our series, we discussed the benefits of using an iPad during your sessions. This week, we're telling you how to digitize all aspects of your practice. The more automated your processes become, the more time you'll have to focus on what you do best. Help your patients thrive and get better.

Documents

The first step to digitizing your practice is to stop generating paper documents. Use computers and mobile devices for your notes, but also your receipts, invoices, etc. Applications like Therasoft let you generate invoices and receipts electronically.

Use a cloud platform to store your documents rather than using your computer's memory. If your computer stops working or gets stolen, you will lose all your data. If you store your data online, it will be accessible from any device. Therasoft comes with a storage platform to organize your documents and keep them safe.

Now, if your practice has existed for a long time, you may have accumulated a lot of paper documents. We recommend you scan all these documents and store them in your system. This process will take time and you may lose some information. That's why you should maintain a retention period for all these documents. Keep the paper versions for a few months after they have been issued. If no problem has come up passed that period, it may be safe to get rid of them and only hold onto the electronic version.

Staff

Team members can be a great addition to your practice. But they also may become a burden if you forget to streamline payroll and processes. Payroll will be a nightmare if you don't have the right tools. And training is an essential part of a group practice. If each of your team members has their own way of doing things, work can become chaotic.

Therasoft offers ways to keep your team disciplined and on the same page. It helps them with their tasks and provide guidance to store documents in the right place. It also offers an electronic system to pay your staff online. Of course, applications like Therasoft won't remove the need to train your team. But it will promote a more efficient and streamlined business.

Signatures

Sometimes, your patients need to sign official documents necessary to your practice. If you only generate electronic documents, you may wonder how to get them signed. Printing, signing and scanning was a way to do this process in the past. But today, many solutions like Therasoft offers safe electronic signature.

Send a document to your patient via Therasoft. They will then use the application to sign it electronically. When signed, you'll automatically receive a copy in your inbox. Then all you have to do is store it in your online storage. Goodbye, paper!

Communications

As a mental health practice, you manage a lot of sensitive data such as HIPAA communications. Because of the nature of your business, it is crucial that you use encrypted email solutions. Traditional email systems are subject to hacks. A hacker may be able to access important information about your patients. This access may compromise their safety and right to privacy.

There are many encrypted email solutions available. Therasoft provides encrypted emails along with everything therapists need to manage their practice.

Therasoft has years of experience in the field of mental health. We've worked with thousands of therapists and counselors to understand their needs. We've built a platform to streamline their practice and help them thrive. Website creation, marketing, billing, reservation system, claim filing, email encryption and storage. You'll find everything you need to build a successful practice with Therasoft. Sign up now to start building your streamlined business today! We invite you to also follow us on Facebook, Twitter or LinkedIn for more useful resources for therapists!

Did you enjoy this article? Check out the rest of the series:

Introducing The Therapist Practice Series
Holistic Strategy for Success - Part 1
Marketing a Counseling practice in 2016 - Part 2
Counseling and Content Marketing - Part 3
Managing Client Interactions - Part 4
Managing your workflow - Part 5
Managing your Cash flow - Part 6
Transitioning from Paper to iPad - Part 7

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