Your free client tracker is on its way!
BE SURE TO CHECK YOUR INBOX
But while you’re here,
I think you’ll really love this!
The How-To of Your
New Client Tracker
Plus, additional tracking sheets to add to reduce your overwhelm.
In this on-demand workshop you’ll learn…
the ins and outs of your new client tracker
practical ways to use your client tracker
ways to customize the tracker to fit your practice
how to add new tracking sheets into your client tracker
You will also get three new tracking sheets to add on to your client tracker.
Client File Auditor
Release of Information Tracker
Account of Disclosure Log
Get it now for $27!
this tracker is not for sale anywhere else, so grab it now if you want it
SO…WHAT’S YOUR PAPERWORK STORY?
You’re new to private practice and don’t know where to start tracking when all those documents are due.
You’ve been in private practice for a long time, but the paperwork never gets easier.
You use an electronic record system, but find gaps in its ability to track some critical things.
You realize that it’s been a year since you’ve updated your clients treatment plan.
You are not feeling confident that you have gathered all the essential forms from your client.
You’re using good old fashion paperwork and pen because technology is overwhelming.
If you caught yourself nodding along to any of these, this on-demand workshop could help you get unstuck and give you the confidence you desire!
Hi, I’m Tia.
I know how hard it is to understand and organize all the paperwork required for running a private practice. It has taken me a lot of time and money to get my practice figured out. With sustainable systems in place, I experienced a transformation that helped me stay organized, love my practice, and enjoy my life.
That is exactly why I have created this on-demand workshop. I want to help you utilize and customize your new tracker in a way that feels sustainable for your practice.
Get inspired…
“Tia is creative, articulate, and insightful while still being grounded and practical. Her system for staying organized in private practice so that we as clinicians can focus on what we do best is both user-friendly while still being immensely helpful. She provides a great framework through her tracker that can also be customized to meet the unique needs of each clinician’s practice. Her genuine desire to help others be successful is evident in not only the quality of her content but also her calm and kind presence.”
Marie Woods, LMFT, CSAT-S, CMAT, CPTT, SEP
www.mariewoodsconsulting.com
Inside this on-demand workshop, you’ll learn how to:
Implement your tracker in your practice immediately. Learn the benefits of the tracker and how to use it in your practice!
Customize the tracker to your unique practice. No one practice is the same. I’ll teach you how to customize things like tracking different assessments and changing the due dates, so that your tracker can fit your needs.
You’ll also walk away with…
3 TRACKER ADD-ON SHEETS
Client File Auditor: Gain confidence in your files by tracking all the required intake documentation and more.
Release of Information Tracker: Stay on top of renewal dates for your ROI’s.
Account of Disclosure Log: Keep up to date files that help you remain HIPAA compliant.
You might be thinking...
“Is this another tool that will just add to my already large pile of work?”
I totally get that concern. And the answer is NOPE.
With the how-to video, you’ll not only learn how to customize this tracker in a way that fits your practice, but you’ll also gain access to three really amazing trackers that help you gain the confidence in your paperwork-game.
The benefit of the tracker is that you’re not paying for any additional software and you’re not downloading a new app to log in to; which means you’ll have quick access to tracking and updating everything you need about your client paperwork systems.
You’ll quickly discover that a weekly review of this tracker will have you feeling confident in your practice.