How to Prepare Your Therapy Practice for an EHR (Electronic Health Record System)

In this video I will be tell you all about the admin you need to do to set up your own EHR. This is an Electronic Health Record which supports you with the admin of running your practice. It allows you to add all your client data, including your session notes, schedule appointments, send reminders and also invoices

My favourite one is Power Diary and I have a setup guide for that specifically, but whichever EHR you choose these are the steps you will need to take.

1.46 Assess your practice’s needs and goals
2.35 Evaluate your current procedures
4.19 Identify the pain points
5.26 Set clear goals
7.01 Gather and organise data
7.41 Gather client information
8.45 Prepare financial data
9.36 Review practice paperwork
10.58 Plan the implementation timeline
11.24 Schedule training sessions
11.55 Set up and data migration
12.51 Allocate time for testing

N E X T ⠂S T E P S

Power Diary Setup Workbook - https://www.virtuallyirreplaceable.co...

Client List Template - https://www.virtuallyirreplaceable.co...

Sign up for Power Diary with my affiliate link* - https://www.powerdiary.com/?fpr=kim13
*This is an affiliate link but I wholeheartedly recommend PD! My team and I use it every day, for multiple clients. It won't cost you a penny more if you use this link and you’ll get 6 months half price PLUS 500 SMS credits added when you sign up using this link. You also get 14 days to try it for free, so why not give it a go.

Power Diary course - https://virtuallyirreplaceable.thinki...


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    • How to Reduce Therapy No Shows & Canc...  

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