Key Practice Better Features :: Mapping, Automations, Tags, Snippets, and Custom Forms & Disclaimers
Author :: Jess Marie, CVC, CAHC, INHC, RYT 🌻
Practice Better is the ultimate platform for health & wellness professionals seeking to revolutionize their practices. As an Innovation Consultant, I’m here to support, guide, and empower you to maximize the potential & benefits of the Practice Better platform to optimize your business.
In the ever-evolving field of health & wellness, the right tools can significantly enhance the efficiency & effectiveness of practice management. Practice Better stands out with its comprehensive suite of features designed to streamline operations and improve client care. In this article, I discuss the importance of some key features: Mapping, Automations, Tags, Snippets, and creating specific Forms & Disclaimers of policies for clients to agree to.
Mapping :: Visualizing Client Journeys
Mapping in Practice Better allows practitioners to visualize and track the entire client journey. This feature is particularly valuable for identifying patterns and making data-driven decisions to enhance client outcomes.
Why It Matters: Mapping provides a visual representation of a client's journey, making it easier to identify patterns, monitor progress, and customize treatment plans. By integrating data from various forms and assessments, practitioners can create a comprehensive view of each client’s health journey, leading to more informed decision-making and personalized care.
Example: A Health Coach can use mapping to import data from various intake & assessment forms directly into the client’s file. This integration allows for a detailed overview of the client's health history, current concerns, and treatment progress. Practitioners can then visually map out each step of the client’s journey, from initial consultation to ongoing follow-ups, ensuring that all critical information is easily accessible & actionable.
pb Support Guides:
Automations :: Enhancing Efficiency & Consistency
Automations in Practice Better streamline repetitive tasks, ensuring consistency and saving valuable time. These can include automated appointment reminders, follow-up emails, and client onboarding processes.
Why It Matters: Automations reduce administrative burden, minimize the risk of human error, and ensure that critical tasks are completed on time. This allows practitioners to focus more on client care rather than administrative tasks.
Example: A Dietician can set up automations to send personalized follow-up emails after each session, keeping clients engaged and informed about their progress without manual intervention.
pb Support Guides:
Tags :: Organizing & Personalizing Client Management
Tags in Practice Better allow practitioners to categorize and organize clients based on specific criteria. This feature enhances the ability to quickly find and manage client information.
Why It Matters: Effective use of tags enables better organization, which in turn leads to more personalized and efficient client care. It allows practitioners to segment clients for targeted communication and tailored interventions.
Example: A Naturopathic Doctor can use tags to group clients by specific health conditions, making it easier to send relevant information, resources, and recommendations tailored to each group.
pb Support Guides:
Snippets :: Streamlining Communication
Snippets in Practice Better are pre-written text blocks that can be quickly inserted into messages, notes, and documents. This feature helps maintain consistency and saves time in client communication.
Why It Matters: Snippets ensure that important information is communicated consistently across all client interactions. They save time by eliminating the need to rewrite commonly used phrases or instructions.
Example: A Nutritionist can use snippets to quickly insert dietary guidelines into client messages, ensuring that each client receives consistent & accurate information.
pb Support Guide: ‘Using Text Snippets’ - Link
Custom Forms & Disclaimers :: Ensuring Clarity & Compliance
Creating specific forms & disclaimers for clients to agree to is a critical feature in Practice Better. These forms can include scheduling policies, communication guidelines, financial agreements, and other important policies.
Why It Matters: Custom forms & disclaimers ensure that clients are fully informed about the practice’s policies & procedures. This clarity helps prevent misunderstandings and ensures compliance with legal & professional standards.
Example: A Chiropractor can create a custom form that outlines the practice’s cancellation policy, ensuring clients are aware of and agree to the terms before booking appointments. Additionally, a financial disclaimer can outline payment expectations and policies, reducing the likelihood of disputes.
pb Support Guides:
Booking Forms :: Streamlining Session Scheduling & Confirmation
Another critical feature of Practice Better is the ability to set Booking Forms as a requirement for session scheduling & confirmation. This feature ensures that clients provide necessary information and consent before an appointment is finalized.
Why It Matters: Requiring Booking Forms for session scheduling helps gather essential client information upfront, such as health history, current concerns, and contact details. It also ensures clients acknowledge and agree to the practice’s policies & disclaimers, reducing the risk of misunderstandings & non-compliance.
Example: A Reiki Practitioner can require clients to complete a detailed health intake form before scheduling their first session. This not only prepares the practitioner with crucial background information but also ensures that clients are informed about and agree to the practice’s cancellation policy & financial terms, fostering transparency & efficiency right from the start.
pb Support Guides:
The features offered by Practice Better—Mapping, Automations, Tags, Snippets, and Custom Forms & Disclaimers—are essential tools for any health professional aiming to enhance their practice management and client care. These features streamline operations, improve organization, ensure consistency, and provide clarity, ultimately leading to better client outcomes and a more efficient practice.
By leveraging these tools, practitioners can focus more on delivering high-quality care and less on administrative tasks, making Practice Better an invaluable asset in the health & wellness industry.
optimize Your Practice
In essence, partnering with an Innovation Consultant (like me! 🌻) empowers you to delegate the intricacies of transitioning to Practice Better and managing the platform effectively, allowing you to focus on what truly matters—your clients & your practice. With a knowledgeable, passionate, & dedicated consultant by your side, the goals of enhanced efficiency, client satisfaction, and business success become not just achieved, but manageable and long-lasting accomplishments.
Apply to be my new client and take the first step towards elevating your business with Practice Better.