6 Ways To Put Your Practice On Autopilot

Whether you like it or not, when you're in private practice you are a business person. A common complaint I hear from new private practitioners is "I had no idea how much time (and money) it takes to run a business!" I nod my head in agreement.

With no business background, I ventured into private practice nearly 10 years ago. Starting out as a solo practitioner, I have learned how to maximize my time. Over the years I learned the importance of automating as many business systems as possible in order to decreases stress, and free up mental and emotional energy for the things I'd rather be doing...like therapy.

Here are 6 suggestions for automating your business systems in private practice:

1) Automate social media posts

While actual human conversation is the point of social media, I do automate some of my posts, tweets and status updates. The two social media management platforms I use are Hootsuite and Socialoomph. I use both because they have different strengths. Hootsuite allows me to manage multiple social media accounts from it's dashboard and respond to them in one place. SocialOomph is great for posting recurring tweets and updates because you can set the frequency of the recurrence and alter the text slightly.

I also use SocialOomph to set up auto-responders to thank new Twitter followers. SocialOomph also sends me daily digest email of keywords I've chosen to follow on Twitter so I can see who's tweeting about relevant topics and I can find new and interesting people to follow.

2) Switch to electronic health records

This year my clinic switched to online health records. One of the benefits has been that clients can log in, fill out initial paperwork and submit it online. Best of all they can print their own statements to send in to their health insurance company to seek reimbursement, which saves my office a lot of time and money.

3) Try an online scheduler

While I don't use an online scheduler, I know that many therapists do. Clients can book, cancel, reschedule their sessions online. Many programs also send automated appointment reminder emails to clients so they don't forget about their therapy appointment.

4) Schedule blog posts

If you have a blog on your practice website (which I certainly hope you do by now), set aside some time each week, or each month to crank out several posts and have them waiting in the queue. In the Wordpress platform that I use I can schedule the exact date and time that the post will publish. I have a least one post scheduled per week for the next four months on my practice website.

Another helpful tool is to set an editorial calendar for your blog so you know what topics you want to cover each week throughout the year. You may want to schedule them around certain holidays or national mental health awareness days. With your calendar set you can plan ahead for your topics and get them in the queue and off your mind. (This post was scheduled ahead of time.)

5) Automate your newsletter

Several months ago I switched e-newsletter services to Aweber. One main reason is that you can set up automated newsletters based on your blog posts. Basically, I set up the template, set the number of blog posts I want sent in each newsletter, and when it gets to that number of new blog posts, it automatically sends an e-newsletter to subscribers with blog post summaries!

Another cool automation feature is that I have set it to automatically send it out on Twitter and post on Facebook, too. It has saved me and my office manager several hours per month formatting the monthly newsletter. If you sign up for my Private Practice Toolbox newsletter below you'll see first hand what I'm talking about.

6) Set up auto bill pay

Finally, instead of writing checks for rent, water cooler service, cleaning service, web hosting, or any other recurring expense, set up automatic bill pay so you can mentally take those expenses off of your "to do" list.

What have you done to automate business systems in your private practice? I'd love to hear your tips!

photo credit: williamcho

Twitter 101: Use 'Lists' To Follow Favorite Tweeps

Twitter home feed can be overwhelming for new users. The more people you follow, the more tweets show up on your profile page feed. Who has hours every day to read thousands of tweets? I sure don't. That's where Twitter "Lists" come in. I received this question from a therapist via email earlier this week, and it echoes the concerns of many therapists I've consulted with. How do I highlight users that I'm really interested in so I don't have to sort through the home feed?

I would like to follow more people on Twitter, but I only want (and have time) to see posts from about 15 select people every day.  Is there a way to separate those I want to see daily from the rest so I don't have to skim over tons of others?

That's what the Twitter "Lists" are for. You can create a list of favorite users that you want to follow more closely. Each list you create can have a unique name and can be marked as public (others can see and follow your list) or private (only you can see your list).  Then when you visit Twitter you can click on a specific list to see posts from only people you've assigned to that list.

I put together this basic step-by-step tutorial on how to set up "Lists" on Twitter. I hope it helps you maximize your time on Twitter!

Do you have any Twitter questions that you'd like to me to answer? Post them below!

5 Twitter Tricks To Promote Your Practice Online

Do you have a Twitter account for your practice but you're not sure how to get more followers? Do you feel like your tweeting into thin air and no one is "listening"? Here are a few tricks I've learned that have help me grow my Twitter following and promote your private mental health practice online and build your professional identity.

1) Search and follow

Use the search box at the right top of your Twitter homepage to search your specialty areas and interests. Follow people who are tweeting helpful and relevant info relating to your practice areas and let them know that you like what they're sharing online.

2) Make it easy for others to find you

Hashtags "#" are a great way to make it easy for others who are searching for certain topics. If you're tweeting a blog post about depression, add #depression to your tweet. While we're talking hashtags, I have a favor to ask you...will you use #practicetoolbox when sharing this article?

3) Mention others frequently

Talk directly to different Twitter users by including  "@" sign and someone's twitter handle in your tweet. Retweet great tweets and thank people who retweet you  i.e. "TY for RT @julie_hanks!" People want to talk to people, not agencies or businesses.

4) Learn from effective Twitter users

Use Twitter lists to organize key influencers that you follow.  Watch and learn from people who have large numbers of active Twitter followers and who tweet helpful information that's relevant to your area of interest. Learn from those "tweeps" that you admire and model what they are doing.

5) Drive traffic to your website

While it's great to tweet helpful information that others are producing, remember that your goal is to drive traffic to your website. You have a website right? An active blog on your site gives you content to tweet and link back to your site. You can also tweet links to different pages on your sit.

photo credit: harry-m

Want to connect with other private mental health practitioners on Twitter? Join my private practice Twitter list here.

To Tweet or Not to Tweet? Using Twitter To Grow Your Therapy Practice

What is Twitter?

Twitter is a popular social media platform where users can send short updates that are up to 140 characters long.  Twitter is basically the equivalent of a Facebook status update newsfeed. If you have no idea what a "newsfeed" or "status update" is, then you may want to stop reading here and start by setting up a Facebook account.

Facebook is THE social network site and is the most effective way to build your practice through social media because of it's high number of daily users. Here's an article on how to set up a Facebook Page for your practice.  If you want to know how to use Twitter, here are a few suggestions on how to effectively tweet to build your practice.

How can Twitter help you build your practice?

Twitter, like all social media platforms, is a forum for conversation and connecting with other people online. It is also a great way to spread the word about your practice, to educate the public about issues you care about, and to share your areas of expertise. The point of social networking sites like Twitter is...uh...the social networking. If your Twitter followers find value in your tweets they will share them by retweeting your information their Twitter followers. Over time you can grow a network of people who are sharing your tweets which helps you get the word out about your private therapy practice.

Ways to Build Your Therapy Practice Through Twitter

1) Follow local businesses and professionals

Following potential referral sources on Twitter can help you build referral sources.  If you specialize in helping clients with chronic pain, then you may want to search for pain clinics, chiropractors, and other health professionals in your geographic area and start a conversation with them about your services.

Don't limit who you follow to only mental health or other psychotherapists. Referrals can come from any kind of social networking relationship. Let your definition of an ideal client help guide who you follow on Twitter so you can attract the kind of client you want to work with. Twitter can also be used a search engine to find other businesses or people in your area and see what they talking about.

2) Don't just tweet, have conversations

Don't just send out information or tweets into the social network universe. Take a few minutes each day to respond to others who mention you or who retweet your tweets. "Mention" other users by using the "@" sign followed by their twitter handle and it will show up on their Twitter page. This builds rapport and relationships. For example, my user name is @julie_hanks. If someone posts a tweet and mentions me, I will be notified of it and it gives me a chance to respond to them.  I've found Twitter to be a source of professional support too, meeting therapists all over the world and sharing ideas. I've found some therapists in private practice featured in recent articles on Twitter.

3) Tweet links to your practice website

Increase traffic to your therapy website by tweeting links to your website. If you have a website blog, you can automate your site to tweet every new blog post. Here's a screenshot of my Twitter page. The yellow text are links that mostly go to on of my websites or blogs to increase visitors and provide helpful information.

4) Use hashtags to attract followers interested in your expertise

A hashtag is a "#" followed by a topic. For example, if you're specialty area is parenting, you can use #parenting on tweets about anything related to parenting to make it easier for others interesting in parenting to find you. When you click on a hashtag it will bring up other tweets mentioning the same topic. Hashtags make it easy to find, follow, and converse with others who have similar interest or expertise.

Do you use Twitter as a mental health professional? What are your suggestions for using Twitter to build your practice?