Reception & The Client Journey
IN THIS LESSON
You will gain overview how we manage current clients which leads us to be able to tell the future. With Psychologist calendars full a month in advance we can check each month if the business is succeeding (break even or profit) or floundering (running at a loss).
This strategy of booking ahead takes some getting used to so we include how to change client status within Halaxy, managing case load KPI’s and discharging clients. These processes are worth revisiting. Often it can take multiple views to feel confident in a new process.
At the bottom you will find a written process document. Feel free to save this to your computer for future reference.
-
Download the process document to follow to manage our current client list in a wa that allows us to meet KPIs
-
Download the script which can be used as a guideline when communicating to others. This allows standardised client journey for all