Let's work together

Get to where you want to be ... FASTER

Let's work together

Get to where you want to be ... FASTER

Let's work together

Get to where you want to be ... FASTER

Don't take our word for it, see what others have to say..

Carlada R. 

Therapist

Group Practice Owner

US


Working with Melissa to create better business systems has been an excellent experience. She has always been helpful and guides you through each step.

Ralph L.

Psychologist

Group Practice Owner

CA


Melissa at Tech Centered Practice helped our therapy practice automate our intake procedures. Her understanding and experience in how a therapy practice functions was critical to understanding our needs. She set out a clear plan, was committed to the timeline set out, delivered as promised, and followed up to ensure we were satisfied. I do not hesitate to recommend her services.

Amanda P. 

Therapist

Group Practice Owner

US


Appreciate the quality, value, and professionalism of Tech Centered Practice. I have learned a ton about ways to use tech systems to build my group private practice! I feel blessed to have worked with this business and felt they were incredibly responsive! 10/10!

Automate


But why would I want to use automation
when my business is all about human connection?


When you think automation, you might think of robots, email spam, and auto responders. The key to implementing great automated processes is to discover your ideal client journey and find where in that journey you can seamlessly work in automation. The results? You get more people time! Would you rather your staff copying and manually sending the same routine emails to your clients and staff, or actually communicating to your clients live, on the phone or in person?

Integrate your existing email accounts with your CRM and help your team stay up to date with communication between your practice and your clients.

Segment your clients into various categories so that you can market your unique products and services to the right people.

Create forms, notes, and tasks to help your team capture important information fast. Everything from Web Forms, Internal Forms, Intake Forms, to Record Requests, Voicemail and call notes and so much more!

Integrate your phone calls with your CRM to automatically document calls between your staff and your clients.

DID YOU KNOW?!

That if you saved a team member even 5-minutes each day on monotonous admin tasks, you could save over $540 each year in staff costs and 30-hours of their time! What would you do with your extra 30-hours?

Fill In The Cracks

Are you tired of feeling that you could be doing more to capture new clients but you just lack the time to follow up promptly? We can automate task creation and follow up communication with your clients so that they remain in the loop, and you don't have opportunities fall through the cracks.

Automations don't have to seem robotic

We can help you create warm and empathetic response emails that are automated, but keep your personal touch. Your messages can be personalized without you having manually send each one.

manage your content

Do you write blogs or eBooks? Do you host webinars or provide online courses? Now is the time to organize your content and we'll show you how to quickly distribute your content to your audience.

Fill In The Cracks

Are you tired of feeling that you could be doing more to capture new clients but you just lack the time to follow up promptly? We can automate task creation and follow up communication with your clients so that they remain in the loop, and you don't have opportunities fall through the cracks.


Automations don't have to seem robotic

We can help you create warm and empathetic response emails that are automated, but keep your personal touch. Your messages can be personalized without you having manually send each one.


manage your content

Do you write blogs or eBooks? Do you host webinars or provide online courses? Now is the time to organize your content and we'll show you how to quickly distribute your content to your audience.

You have a clinical EHR, so why wouldn't you have an administrative one?


As a clinician, you know all of the in's and out's of the requirements to maintain and release clinical information. But how do you manage client information that relates to scheduling, billing, record requests, or medication refills? Most practices don't enter this information into their EHR but it is valuable to track. Communication tracking is critical to analyzing the effectiveness of the staff representing your business.

A HIPAA Compliant CRM solution for your Mental Health Practice may be perfect for you.

Let's Work Together

You have a clinical EHR, so why wouldn't you have an administrative one?


As a clinician, you know all of the in's and out's of the requirements to maintain and release clinical information. But how do you manage client information that relates to scheduling, billing, record requests, or medication refills? Most practices don't enter this information into their EHR but it is valuable to track. Communication tracking is critical to analyzing the effectiveness of the staff representing your business.

A HIPAA Compliant CRM solution for your Mental Health Practice may be perfect for you.

Let's Work Together

Customized Workflows

For all the important tasks your practice manages.


I'm sure that your practice has many processes, and in this industry, every step matters. But we're all human. It's easy to miss a step, forget to document some detail, or even just keep other staff members in the loop.

At Tech Centered Practice, we can create custom workflows which will help you to see where your clients are in their journey. We can ensure that you and your staff don't miss any steps.

You'll also be able to track how long it takes for your staff to move clients along each step in their journey, and see where there journey ends.

Simple

Establish simple workflows that capture each step of your processes. Rest assured that nothing and no client will fall through the cracks again!

Visual

Get rid of those documents you have with step by step bullet points that you use to train your staff. These are visual workflows that can be used on a daily basis.

Comprehensive

Combine all of your major steps with automated tasks and communication. You will have comprehensive workflows to ensure that your practice runs smooth and efficiently.

Engaging

This is not a document taped to the wall. Your workflows will be engaging and intuitive. You can move clients in and out of different stages so you can see exactly where everyone is in their unique journey.

So You're Still Not Convinced?

Let's talk about the steps involved to get you going!

1... 2... 3... EASY STEPS!

STEP

1

Review of your Practice and Most Pressing Concerns

Let's Talk! I want to know how you do things. What is working for you, and what isn't. Together we'll identify what processes slow your team down, and costs you time and money.

We'll identify the most effective and cost efficient solution for you and also with the level of support you are looking for. 

By the end of this step we'll have your roadmap to success, a timeline for implementation and launch. We know you'll be excited to work at your new, tech savvy, efficient practice!


STEP

2

Assigning your Application to your Practice

Step 2 is about getting you set up with your own practice CRM application at the best rate and installing any materials you may have purchased as part of your setup. 


STEP

3

Implementation ... This is On Us!

This is the fun part! Whether you decide to go the self-directed route or want to go into our Automation Lab program, you will get the tools you need to get your system set up to immediately start benefiting your practice. 

By the end of Step 3 you can expect to have:

  • Have a CRM that is specific for your practice.
  • Have the tools you need to set it up independently OR the ongoing support of the automation lab to set it up for you!
  • Training for staff as well as insights and strategy.

1... 2... 3... 4... 5 EASY STEPS!

STEP

1

A Complete Analysis of your Practice

Let's Talk! I want to know how you do things. What is working for you, and what isn't. Together we'll identify what processes slow your team down, and costs you time and money.

We'll identify the most effective automation and integration solutions.

By the end of this step we'll have your roadmap to success, a timeline for implementation and launch. We know you'll be excited to work at your new, tech savvy, efficient practice!


STEP

2

Bringing Your Vision Into View

Step 2 is all about outlining your process. We'll break everything down into logical steps and improve the flow of your processes to bring all of your tasks to a natural opportune end stage.

We'll outline your typical encounters, routine responses to clients, notifications to clinicians, communication between your practice and clients. We're preparing for everything to implemented.


STEP

3

Implementation ... This is On Us!

This is the part where you get to put your feet up. Step 3 is where we go to work. Along the way we may request feedback to help fine tune to the steps to make sure everything works as you envisioned.

By the end of Step 3 you can expect to have:

  • Full customized automations which will save you time.
  • Your "Ideal Client Journey" built out for new potential clients.
  • Internal Forms to capture important client information, accurately every time.
  • A dynamic visual representation of your administrative processes.
  • A Dashboard complete with all of your valuable and dynamic data.

STEP

4

Training and Launch

Implementation isn't everything. We provide you with group training for you and your staff so that everyone can become familiar with the new system.

To ensure that launch goes as smooth as possible, we'll be standing by to troubleshoot any issues that do arise.


STEP

5

Ongoing Support

This is the cherry on top!

At Tech Centered Practice we want your team to be 100% comfortable and to continue learning what can be accomplished with the solutions we have implemented.

We don't just set you up and send you on your way. You'll receive 2-months of support post launch to help with training, and to answer any questions that you have. Together we'll smooth out any small adjustments.