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How Are We Doing?

Let's get your practice prepped!

Practice Prep

Your Info
Practice Info : Part 1
Practice Info : Part 2

Please fill out our nifty form. This info will help us hit the ground running!

First Name

Last Name

Best Email

Best Contact Number

Most nostalgic decade

The 70's

The 80's

The 90's

The 2000's

What EHR do you use?

SimplePractice

TherapyNotes

TheraNest

Other

Ok, good to know. What EHR do you use?

What phone system do you use for your practice?

Do you need help configuring your phone system for your VA?

Yes

No

Maybe

What email software do you use?

Do you need help configuring an email address for your VA?

Yes

No

Maybe

Do you use an online scheduling platform for the initial consult call?

Yes

Not yet

What platform do you use?

Do you have a document that details your clinicians and their speciaties?

Yes

No

I have one, but would like to improve it!

Do you have a written call script for intake calls?

Yes

No

I have one, but would like to improve it!

Do you have a resource document with info on local referrals?

Yes

No

I have one, but would like to improve it!

Do you have a referral tracking document?

Yes

No

I have one, but would like to improve it!

What software program are you using to track referrals?

Do you currently have a clear setup process for new clients?

Yes

No

I have one, but would like to improve it!

Any questions, comments or concerns?

need something else?

Use this script to get more new clients

Learn the exact words to say to turn more callers into happy therapy clients.

Download for FREE

Image of a document titled “Magic Call Script” with a step-by-step guide for handling calls, including live answer intro, callback, and scheduled call instructions. The page has a green and white design.

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