Episode Details

Building Your Team: The Role of an Office Manager in a Counseling Practice

In this episode, Whitney Owens discusses the role of office management in practice. The guest, Lisa, shares her experiences working at WaterSedge Counseling, beginning as an assistant answering calls and ending as an office manager. She also discusses how God's presence helped her transition into this unfamiliar role. The host praises Lisa's skills and affirms the importance of character when hiring an assistant. They also discuss the balance of work-life with flexible work-from-home hours, and the critical role of active listening for a successful conversion rate in client calls.

• 00:04 Introduction to Alma's Insurance Program
• 01:55 Podcast Introduction and Personal Reflections
• 03:37 Success Story and Encouragement for Practice Owners
• 05:28 Challenges of Being a Group Practice Owner
• 05:50 Announcement of the Upcoming Retreat
• 10:59 Introduction to the Interview with Lisa Gardner
• 11:14 Discussion on Hiring and Staff Roles in Practice
• 11:44 Interview with Lisa Gardner: Office Manager
• 21:47 The Role of an Office Manager in a Therapy Practice
• 22:32 Time Tracking Techniques for Efficiency
• 23:39 Transitioning into an Office Management Role
• 26:07 The Importance of Character in Hiring
• 27:20 When to Move Someone to Full Time
• 29:08 The Benefits of Being a Salaried Employee
• 30:23 How to Secure a High-Performing Employee
• 34:14 The Art of Converting Calls into Clients
• 39:16 Tips for Practice Owners to Be Better Bosses
• 41:01 Closing Remarks and Contact Information
• 41:47 Podcast Credits and Legal Disclaimer

What is Alma, and How Can It Help You?

• Alma - Your private practice support system. Alma offers clinicians the opportunity to join their insurance program, providing benefits such as getting credentialed within 45 days and enhanced reimbursement rates with major payers.