Getting More From a Counseling Practice's Existing Platform
DIRC engagement. Delivered by Do IT Right Consultants LLC.
Overview
A sole-proprietor counselor ran the practice on a practice-management platform that already included online booking, client portals and text-message confirmations. Those features were paid for but weren't set up.
The challenge
The practice needed easier booking and a better client experience without changing platforms or adding another subscription. Gaps in the original setup were also making the day less efficient than it needed to be.
The approach
- Online appointment booking set up in the existing platform
- Client portals established
- SMS appointment confirmations configured
- A review of the original setup that found and closed the gaps
The outcome
- Booking, client portals and confirmations running on the platform the practice already paid for
- No new software and no added subscription
- A more efficient practice
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