Are you interested in using a CRM, Client Relationship Manager, in your mental health practice but not sure what it really does? We discuss what a CRM is, who could benefit from it and why would you want to consider it.

• learn how you can use a CRM to improve communication between your staff and with patients
• pull data reports to get a clear picture of your business and help make important business decisions
• improve processes, and help your team be more efficient and consistent with their time.

I go through some of the ways a CRM has transformed how my business has navigated some of our most common processes. 

There are some options out there for HIPAA compliant options, currently, my practice uses ActiveCampaign. There are others available on the market as well as numerous non-HIPAA compliant options like SharpSpring. Choosing one is going to depend on your use and needs.  

Sponsor: Tech Centered Practice FB group can be found at https://www.facebook.com/groups/techcenteredpractice/

Please email me at podcast@techcenteredpractice.com if you have any questions or comments about building or scaling your mental health private practice or if you have any questions or comments about tech solutions in your practice! I would love to hear from you!