Ready to set up an effective intake process that optimizes your time and empathizes with every client’s experience?
Technology is only helpful in combination with best practices and an understanding of the “why” behind every workflow. Our Launchpad Program teaches your team how to implement a streamlined process to go along with the set of workflows that are already done-for-you inside the Practice Axis CRM.
Our step-by-step videos function as hybrid course & technical onboarding so your team learns how to use the CRM while also learning business development strategies that serve the health of the practice and the client.
Once you go live with your CRM, we continue to support you through weekly Q&A’s with other practices who have just launched the system. We encourage discussion and exchanging ideas with other practices in each group.
You’ll receive hands-on support and training on how to optimize your intake process as you start using the CRM to streamline, save time, and pull reports to help you scale.
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We’ve mapped every milestone that each prospective client goes through on the journey to become a new therapy client at your practice into the Practice Axis Intake Navigator. You’ll receive your own Intake Navigator to customize for your practice. This will serve as the Standard Operating Procedure manual for your intake process which is used to train all current and future members of your current Client Care Team.
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Your practice will be assigned to an Onboarding Specialist who will be your guide throughout the entire program as you work through the material at your own pace. In addition, our Support Team will be working with you via email to answer questions and set up your CRM. You will receive a dynamic checklist with a schedule of set-up activities, and videos. Your practice will have 3 training calls with your dedicated onboarding specialist. As soon as you go live, you’ll have access to our weekly “Launch Squad” Q&A Sessions throughout your program.
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The program includes two months of subscription to the Practice Axis CRM. All CRM features are included in each of our 3 subscription tiers, which are based on your practice size and include additional users for larger practices. One user seat includes a unique username and password for that team member and the ability to assign tasks and send direct email messages to that team member. Typically a user account is assigned for the Practice Owner, Biller & Client Care Coordinator.
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You will identify key performance indicators, such as “% of new inquiries who scheduled an intake session but never showed up” to measure growth and performance at your practice. Participants are trained on how to pull reports regularly so you can leverage the data to make important decisions for your practice. Our dashboard of over 22 reports includes: Top referral sources, frequently requested clinical needs and time slots, number of intakes booked per month, intake attendance rates, and number of clients assigned to each clinician.
