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The Best Software For Your Intake Process
Episode 200
Are you using the best software for your intake process?
The ultimate goal is to create a seamless intake experience. To effortlessly guide your potential client from first contact to first session.
The answer: Choose the best tools and using them effectively.
This will help you turn more calls and clicks into clients. Something every therapist wants!
Enjoy this episode with Uriah Guilford, the Head Nerd and Luci Carrillo, the Director of British Accents. 😁
Top 3 things you will learn:
- The important intake tech tools you need
- Our best software platform recommendations
- How to use tech to create a streamlined intake process
A few quotes:
“A tech stack is a collection of software platforms that you use to run your therapy practice.”
"Choose the best tools and learn how to use them to simplify the client journey."
"Secret shop yourself. Go through your entire intake process, so you can find things to update and streamline."
A few links:
- Intake Accelerator
- Waybook
- Admirra
- TheraSaas
- Practice Axis
- Therapy Flow CRM
- Squarespace / Brizy.ai
- SimplePractice / TherapyNotes
- LuxSci / Paubox
Published on 1 year, 1 month ago