by Melissa Satti

July 17, 2020

Admin Internal Forms

Chances are that your staff are gathering lots of information on the daily. Maybe they have a post-it note system or a note pad beside their computer. Well scrap those habits, I'm going to show you how Internal Forms can improve your information gathering processes.

What is an Internal Form?

An internal form is a digital form that you can access using certain Customer/Client Relationship Management Systems that you can fill out with information that you need on file about your client. The awesome thing about Internal Forms is that it will put all of the information you submit into your clients contact record. Your CRM can become the centralized location for all of your client information.

3 must have forms for your practice.

In the video below, I go over 3 forms that are absolute must haves for any Private Mental Health Practice.

  • Phone Intake Forms.
  • Benefit Verification Forms.
  • Practice Review Forms.

No matter what information you need to store about your clients, Internal Forms can do it.

The benefits of customizing Internal Forms.

The benefits of customizing internal forms for your staff are many. First, it allows you and your staff to enter data into a centralized location. Second, it saves lots of time. You don't have to hunt for particular fields in your client's contact record, simply create a new record for a new potential client through a form, or fill out key information that needs to be updated in the client record through an internal form found inside their contact record. Lastly, by building custom internal forms for your practice, your staff will have much more time to focus on more important details, like ensuring your clients have the best experience with your Private Mental Health Practice.

Watch the video below to see how it all works, or Click Here to schedule a consultation to see how you can take your practice to the next level!

About the author 

Melissa Satti

I have been a Licensed Professional Counselor for over 10 years holding a Master’s Degree in Community Counseling. I have spent the last decade growing a 7 figure group private practice in the mental health industry.