2. Outline your intake workflow
. Usually, this is the area that causes the most confusion in the beginning. So, take 30 minutes to write out the process in which your new clients go through. What forms do they complete? Do you write them up together? Do you exchange emails
? How do you both sign documents? Do you spend time after your initial session
reviewing forms or completing assessments?
Having a clear understanding of your current process will help you decide which private practice EHR platform will best meet your needs.