Practice Axis has joined forces with Admirra to layer on the Practice Axis Process to Admirra's powerful CRM software to streamline intake and beyond!
Every prospective client reaching out to your practice is on a journey—not just of personal healing, but one full the twists & turns of the Intake Process. From benefits checks and portal setups to scheduling conflicts and high deductibles, the journey to an intake session is often anything but simple!
Without a clear Client Relationship Management system to provide consistency, even the most dedicated Client Care Team can be pulled into a whirlwind of disorganization and burnout—resulting in missed client connections and lost revenue for your practice.
Whether you're deciding if now is the right time for a CRM or you want to learn more about training offerings, like Client Care Mastermind, sign up for your Intake Analysis Session.
What to Expect:
- We’ll ask some thought-provoking questions to help you zero in on areas where you can optimize your current intake process.
- Based on our analysis, we'll offer tips and strategize with you to recommend tools, training options, and resources to optimize your intake process and scale your practice.
- You'll receive a demo of Admirra if you're curious about implementing a CRM at your practice.
Sample Questions:
- Where do you have opportunities to automate communication & tasks during your Intake Journey without losing the human touch?
- How can your team conduct calls and communicate effectively to improve client retention and reduce drop-off after the intake session?
- How can you train your Client Care team to balance emotional intelligence skills with process-oriented attention to detail?
- How can you optimize your waitlist management to match prospective clients with the right therapist?
- Which data can you be tracking from the first phone call to generate reporting insights you need to scale?
