Episode 268 - How to Automate Your Private Practice



Listen now to our latest episode...




 

startup nation, meet:

Monica Denais


Monica Denais is a Dallas Based, Latinx Licensed Professional Counselor, Certified Rehabilitation Counselor, and podcast coach for wellness and mental health professionals.


In her therapy practice, Monica helps women entrepreneurs stop questioning themselves so they can feel confident in both life and business.


Monica has built an educational platform called Wellness Podcasters Academy where she helps wellness professionals create podcasts that transform their ordinary businesses into an influential and lead-generating brand.


Monica is also the host of the Café with Monica podcasts, where she brings amazing entrepreneurs to cover all things life, mental health, and entrepreneurship.


When she is not working, you can find her jamming out to Bruno Mars and checking out the newest coffee shops with her husband and dog Wilson.



Show notes

  1. Identifying What Automation Are Needed In Your Business

  2. Identifying the Bottlenecks In Your Business

  3. Streamline Task Management and Communication.

  4. Social Media Management

  5. How To Automate Responding To Customer or Client Inquires

  6. Automating Your Inbox

  7. How To Automate Your Appointment/Consult Scheduling


Resources & giveaways



Guest's contact information



 

Meet your co-hosts:

Kate & Katie


 

our awesome sponsors:


Gusto wasn’t just built for small businesses, it was built for the people behind them. Their online payroll is so easy to use. Gusto can automatically calculate paychecks and file all your payroll taxes. Which means you have more time to run your business.


Gusto does way more than payroll. It helps with time tracking, health insurance, 401(k)s, onboarding, commuter benefits, offer letters, access to HR experts — you get the idea. It’s super easy to set up and get started. And if you’re moving from another provider, they can transfer all your data for you. It’s no surprise 94% of customers are likely to recommend Gusto. Here’s the best part: because you’re a listener, you get three months totally free. All you have to do is go to gusto.com/pps.


When it comes to keeping your practice organized, you want software that’s not only simple, but the best. We recommend TherapyNotes. Their platform lets you manage notes, claims, scheduling, and more. Plus, they offer amazing, unlimited phone and email support, so when you have a question they are there to help. To get started with the practice management software trusted by over 60,000 professionals go to TherapyNotes.com and start a free trial today which includes free telehealth. If you enter promo code PPS they will give you two months to try it out for free.



As a therapist, you’re probably too preoccupied with your caseload to want to think about bookkeeping or tax filing. Heard Bookkeeping and Tax is a platform built specifically for therapists that helps you track and improve your practice’s financial health.


Regardless of whether you’re a seasoned clinician or are in the first year of your practice, Heard will help you identify areas for growth and streamline best financial practices for your business.


When you sign up with Heard, you’ll work directly with financial specialists to track your income and expenses, file taxes online, and grow your business. You’ll also receive financial insights such as profit and loss statements and personalized monthly reports.


Say goodbye to reviewing spreadsheets and guessing your tax deductions or quarterly payments; focus on your clients, and Heard will take care of the rest. Plans begin at $75 per month and can easily be tailored to fit your business’ financial needs.


Schedule your first consultation at www.joinheard.com.



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