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3. STREAMLINE
⭐️ Index
Interactive index for easy searching!
Streamline your THOUGHTS
START HERE: Revisit your Catalyst Day (with a digital twist!) (16:48)
Streamline your decisions to reduce burnout
Cultivating YOUR FLOW (4:16)
Combatting OVERWHELM
SOP = Stress Offloading Protocols (why your systems matter)
Save your Sanity with Snippets: Mastering Text Expanders
Streamline your DISCOVERY CALL
STEP 1: Applications and Pricing Transparency: Filtering with Integrity
STEP 2: From Application to Appointment: Set up your QUALIFIED and DISQUALIFIED list
STEP 3: Anatomy of an ideal Discovery Call [recording]
STEP 4: Closing the Discovery Call with Confidence and Curiosity
Explaining Your Unique Method & Making Fee-For-Service "Functional Friendly"
Create Mini-Courses to onboard your patients
How to use QR codes to boost Discovery Calls
Streamline your SOCIAL MEDIA
Is Your Social Media speaking to the Right People
Become a Social Media Machine by using Buffer to plan 1 year of content
· QUICK START Instagram Grid and 3 QUESTION quick test
Your 90 second Bio Video Script Template
How to Create a Marvelous Instagram Profile
30 days of ideas and magnetic headlines that spark action
Mastering Hashtags: Expanding your reach with strategy (not spam)
Make Magnetic Memes that Stop the Scroll
Streamlined daily Social Media Interaction
Short form video creation for Busy Practitioners
Streamline your INITIAL VISIT
Designing intake questions to inspire readiness for change
Functional Medicine Timeline Narrative Template
Design your unique Patient Welcome Kit (0:59)
Simple patient instruction template after their first visit
Create an interactive, clickable PDF for your members (1:11)
Designing your patients journey map (4:40)
Streamline CHARTING and COMMUNICATION
Use Loom Video to send lab results (and shorten your follow-up visit) (8:17)
Pre-visit questionnaires (without the EMR headache)
Lightning fast PRE-CHARTING tips (15:57)
Common ICD-10 diagnosis codes for Functional Medicine
Speedy charting with the ANCHOR GOAL technique
Post-Visit Summaries: Keep it short, make it count
Portal messages that protect your time and set boundaries
Graduation "ACTION PLAN" template
Copy this Quick texts spreadsheet for foundational chart snippets
Use MINI-COURSES in Teachable to streamline your patient education
How Mini-Courses will solve 7 problems at once (1:34)
The SIMPLE equation to build your IRRESISTIBLE TITLE
Create your eye-catching title banner in 5 minutes (2:13)
Step-by-step method to publish your course in Teachable
Done-For-You sales page copy (including disclaimer!)
The best app to use for easy video content creation (4:38)
Look over my shoulder as I create a Mini-Course for MAXIMUM impact! [video] (23:04)
Advanced tips on using Mini-Courses for the Medical Professional (4:48)
See the example of my mini-class on "Seasonal Affective Disorder"
Tips on selling your course and marketing to affiliates
Adding a Search Engine to your landing page
SOP VAULT (TEST KITS, CREDIT CARDS, SUPERBILLS, etc)
SUPERBILLS in Charm EHR
SOP to order test kits from each company
SOP for Canceled Credit Card in Acuity Scheduling
Sending BULK SMS TEXTS in Charm to remind of weekly Office Hours
ARE YOU READY for the next module?
⭐️ Discovery Call Video Challenge
⭐️ Day in the Life Challenge
Bare minimum checklist to attain before proceeding to AMPLIFY
Use Loom Video to send lab results (and shorten your follow-up visit)
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