Booking
- Patients book online at any hour. See online booking.
- The next visit is booked before the patient leaves.
- Cancelled slots go to the waiting list.
Before the visit
- Reminders send themselves. See SMS reminders.
- New patients fill in their intake form before they arrive. See intake forms.
During the visit
- Note templates for common presentations, so notes are finished in the session. See treatment notes.
- Outcome measures at set points.
After the visit
- Invoice and payment before the patient leaves.
- Letters to referrers from a template.
- Unpaid invoices listed in one place, followed up on a set day each week.
Each week and month
- One hour a week for admin you cannot automate.
- A monthly look at your reports: no-shows, rebookings, revenue. See clinic reports.
- A monthly stock check if you sell products.
Write it down
Even in a one-person practice, a short written checklist for opening, closing and end of month means nothing depends on your memory, and someone else can cover when you are away.
Frequently asked questions
What systems does a physio practice need?
Online booking, automatic reminders, intake forms, note templates, invoicing at the end of the visit, and a regular review of reports.
How do I stop forgetting admin tasks?
Automate what you can and put the rest into fixed blocks in your diary with a checklist.
Is software enough to run a practice smoothly?
Software handles the repetitive work, but you still need simple routines for what only a person can do.