New year, new opportunities, new goals! If you’re focusing on personal resolutions like eating healthier or getting more rest, chances are you’ve also got some professional aspirations on your radar.
Did you know that although 85% of people who make resolutions believe the impact will have lasting effects, research suggests that only 9% manage to stick to them?
Here’s the good news, though:
You don’t have to set your resolutions before midnight on New Year’s Eve to map out a winning year. With a clear vision and solid plan, small improvements in your internal processes can help you run your practice (and your life) as you imagine it in 2025.
The secret to making resolutions that stick? Keep them simple and actionable. With that in mind, we’ve put together 5 smart, impactful resolutions to help you improve your practice management this year – with a bonus resolution for good measure.
Resolution #1: Create Order
A well-organized practice is the foundation for success, whether you’re running solo or managing a team. Taking time to set up your operational systems will help you avoid costly mistakes, save you or other team members time, and give you better insights into your practice.
Start by ensuring your practice calendar is accessible and up-to-date. Notifications and reminders help prevent no-shows and double bookings, and can help you identify opportunities to use your waiting list.
Try this:
- Build a practice operations manual to guide your team and simplify operational decision-making.
- Use online forms for intake, consent, and feedback to save you and your clients time.
- Analyze your practice data to identify growth opportunities.
- Digitize documents and upload everything to your practice management system.
Resolution #2: Get Paid
We know billing can be a headache.
To ensure you’re getting paid on time, every time, you need a streamlined invoicing system.
A solid system should help you:
- Generate accurate invoices and receipts quickly (or automatically!).
- Process credit card and online payments with ease.
- Handle third-party payers efficiently.
- Configure payment notifications and alerts for clients.
Here are a few tips to help you make progress:
- Keep your practice’s finances and reporting compliant with industry regulations. Zanda integrates with accounting software and payment providers.
- Review your payment policies. Should you require payment upfront or on the day of the appointment? Is it time to introduce a no-show or late cancellation fee?
- Review your rates and plan ahead for communicating any adjustments to your clients.
Resolution #3: Connect, Communicate & Collaborate
The success of your practice is built on strong relationships – with colleagues, clients, patients, and third-party partners. And those relationships thrive on clear, proactive communication.
To keep your connections strong, you need a system that makes communication easy and professional. Use templates to send emails, SMS, and letters. The simpler the process, the more likely you are to keep up with it all year long.
But it doesn’t stop there.
Your clinical notes should be clear and accurate, and your practice management software should be intuitive, easily accessible, and, of course, secure.
With Zanda, you get the tools to foster seamless communication between your practice and your clients:
Clear communication strengthens your practice’s relationships. Make 2025 your most connected and collaborative year yet.
Resolution #4: Hire the Right People
If 2024 felt like all work and no play, maybe it’s time to expand your team. Free yourself up for more strategic decisions (and, perhaps, taking a well-earned day off now and then) – that’s how you build a thriving practice.
You can expand your team by:
- Collaborating with a virtual reception service to streamline workflows, reduce costs, and improve organization.
- Hiring additional team members to help with client load and bring new skills to the table.
- Outsourcing other tasks such as bookkeeping to stay on top of your finances and free up more time for what matters.
To attract the right talent, become an employer of choice.
Set clear recruitment goals and think outside the box to bring in top-tier team members. If you want 2025 to be your best year yet, a strong, capable team is the ticket to get there.
Resolution #5: Practice Self-Care & Set Boundaries
With more time on your hands after hitting goals 1–4, it’s time to think about your personal goals. Are you prioritizing your own health?
Being your own boss means juggling multiple roles – practice manager, therapist, marketer, HR director, bookkeeper, and more. It’s no surprise the pressure can mount. As a health professional in private practice, the threat of burnout isn’t merely a talking point.
That’s why it’s critical to carve out time for yourself. This might seem impossible at times, but as James Clear would say, “You do not rise to the level of your goals. You fall to the level of your systems.”
The systems you set up within your practice impact your entire life.
Schedule regular breaks, and don’t forget to unplug when needed. This way, you can ensure your practice runs smoothly while you take the time to recharge. Start building towards a sustainable work-life balance, focus on managing compassion fatigue, and integrate self-care strategies into your routine.
Bonus Resolution: Automate the Busy Work
When your systems are working for you, your practice – and your life – will thrive. Make 2025 the year you let go of time-consuming admin.
Automation tools simplify your day-to-day, so you’re no longer bogged down by manual tasks.
Here’s how Zanda automations can make your practice management easier in 2025:
- Pre-Appointment Automations: Keep clients informed before their visits with automated pre-appointment emails. Share forms or details tailored to the service, location, or practitioner, so every appointment starts on the right note.
- Post-Appointment Automations: Follow up automatically with thoughtful post-appointment messages. Send surveys, care instructions, or booking reminders, showing you care long after their visit ends.
- Invoicing Automations: Ensure you get paid on time with automatic invoicing, payment reminders, and overdue notices. Say goodbye to chasing payments and hello to a healthier cash flow.
- Recall Automations: Strengthen retention with automatic reminders for follow-ups. Help clients stay consistent with their care and maintain strong relationships built on trust.
- Send Intake Forms: Cut down on paperwork and streamline onboarding with automated intake forms sent ahead of time. Organized clients mean smoother appointments.
- Follow-Up on Unpaid Invoices: Don’t let payments fall through the cracks. Automate follow-ups for unpaid invoices based on client type, whether they’re self-paying or under third-party agreements.
The Better Way to Grow Your Clinic
With Zanda, you’ll streamline your operations and join a vibrant community of health professionals. Access free webinars, tutorials, and courses that give you the tools you need to grow your practice.
Ready to get the support you and your practice deserve? Start your 14-day free trial today – no credit card required.