Explore our Practice Management Articles by Topic

Intentional choices, guided by insight and supported by the right systems, will propel your practice into the new year with fresh, focused momentum.

Once your books, files, and team plans are wrapped up, the whole practice can head into the holidays with a clear mind and a clean slate.

A thank you letter in response to a referral can be a powerful tool for collaborative care. It not only ensures the referrer is up to date with their client’s status, but it also builds a trusting relationship, which usually leads to more referrals.

A full schedule is every practice owner’s dream. But when clients cancel, or simply don’t arrive, your calendar can go from full to empty very quickly despite your best efforts. In every practice, there’s room for improvement and, with these eight tips, you can work out how to schedule patients effectively to improve the efficiency…

When all of your employees follow the same policy, clients know to expect consistent, great customer service. We’re covering why you need a customer service policy, and how to create an effective one for your healthcare practice.

In this article, we’ll explore how a clearly communicated cancellation policy can protect your practice and your clients–valuing your time as a therapist and supporting continuity of care.

This article examines how SOAP and DAP notes work, their differences, and which format will work best for your practice.

Choosing the right practice management software is a critical decision that can impact the efficiency and success of your practice.

In occupational therapy, SOAP notes serve as a communication tool for recording the details of each session, contributing to continuity and consistency in patient care.
In this guide, we’ll show you how to write SOAP notes for massage therapy with actionable tips. You’ll learn what to include (and what to skip), how to structure notes for maximum clarity, and where technology can save you time.

Automations won’t replace your judgment, but they will do the busywork for you, ensuring you can run your practice how you want to–even when your focus is, necessarily, elsewhere.

No more late nights catching up on paperwork or chasing client forms. Just simple, proven strategies to help you finish work on time and enjoy the life you’ve worked so hard for.