Time to hone your solo skills. Every artist and musician needs practice, practice, practice. Here, you'll learn best tips to streamline your charting efficiency and onboarding process.
You'll further develop organized systems for discovery calls, initial visits and social media SOPs to help prepare for outsourcing in the next module.
Course Curriculum
Streamline your THOUGHTS
Available in
days
days
after you enroll
Streamline your DISCOVERY CALL
Available in
days
days
after you enroll
- Invite patients to "Apply" for a Discovery Call first
- Set up your QUALIFIED and DISQUALIFIED list
- "Sorry, not a good fit" (Email scripting to politely decline)
- COMPLETE workflow of an ideal Discovery Call [recording]
- Extra thoughts on closing the Discovery Call
- Show patients what to expect with your unique method
- Let mini-courses do the onboarding for you
- How to use QR codes in innovative ways to increase Discovery Calls
Streamline your SOCIAL MEDIA
Available in
days
days
after you enroll
- Tea Time with your Target (review)
- 1 hour Social Media Machine to generate 2 weeks of content
- Does your post past this 3 QUESTION QUICK TEST?
- Short Form Video for your 90 second Bio (Mad Libs)
- List of MUST-HAVES in an ideal social media profile to make it irresistible
- 30 days of instant ideas and headlines for social media
- Hashtag Method that catalyzes larger exposure
- Facebook Groups 101 (the best secret to growing visibility)
- Make super simple memes (in less than 5 mins) that beg to be shared
- (Unscheduled) daily social media maintenance suggestions
- SOP for regular Social Media posting with a Virtual Assistant (2:39)
- Short form video creation: TikToks and Reels [with 60 second EZ option] (122:37)
- READ THIS when you are LOATHING social media and WISHING YOU WERE BORN IN 1857 INSTEAD
Streamline your INITIAL VISIT
Available in
days
days
after you enroll
- Making your intake questions aligned with Prochaska [steal my template and import into your EMR]
- Re-telling the patient's timeline [Easy Mad Lib template]
- Design your unique Patient Welcome Kit
- Simple patient instructions after their first visit
- Don't have a website landing page for your patients? Make your own (interactive!) PDF map as a dashboard! (1:11)
- Frame your patients journey (with the editable JOURNEY handout) (4:40)
Streamline CHARTING and COMMUNICATION
Available in
days
days
after you enroll
- Record video lab interpretations to send before follow up visits
- Start every visit prepared with Pre-Visit forms embedded in their reminder emails
- Lightning fast PRE-CHARTING tips (15:57)
- Common ICD-10 diagnosis codes to upload into your EMR
- The magic ANCHOR GOAL "knitting" technique to make progress tracking a snap
- Post-Visit PATIENT VISIT SUMMARY instructions
- Communication scripts for patients (Portal Message Flowsheet)
- Graduation "ACTION PLAN" template
- QUICK TEXTS spreadsheet for chart snippets
Use MINI-COURSES in Teachable to streamline your patient education
Available in
days
days
after you enroll
- 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)
Available in
days
days
after you enroll