Category Archives: Practice Management

Do I Outsource Billing or use a Do-It-Yourself Billing Software?

Let’s face it, we are in the health profession because we want to help people. But those of us in private practice are also running a business, and therefore need to set up systems to manage billing and health insurance in order to get paid for the work that we do. As a private practice coach and health professional business consultant-one of the main questions my client’s face is whether to outsource their billing or use a do-it-yourself billing software. In order to arrive at an answer tha
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Doodle

Need Help Scheduling Groups of People? Try Doodle I recently received an email from one of the colleges I attended asking me if I would like to sit in on a class to help rate some of the teacher candidates they were considering for a position. I liked this approach of giving alumni an opportunity to get involved and have a say in the quality of the school. They sent a link in the email to a website at www.doodle.com and asked us to take a poll as the days and times we were available to attend a
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I Can Do It All Myself! Really, I Can!

Is a DIY Mentality Preventing You From Growing Your Practice? When I switched from working full time to owning my own marketing and coaching business I had the mistaken belief that I could do my marketing, my website, sales, advertising, enewsletter, blogging, social media, bookkeeping, billing, taxes and everything else myself. “It wouldn’t be so difficult,” I thought, and for a period of time I was doing pretty well…until I started getting busy with clients. First, the bookkeeping suff
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Can I Charge Credit Card Fees to Customers?

Passing Along Credit Card Fees-Is It Legal or Illegal?   As a result of some litigation and a settlement reached against Visa and Mastercard, merchants in the United States and it’s territories are now allowed to pass along the cost of processing credit cards directly to clients using credit cards (but not prepaid or debit cards). This fee is called “merchant surcharging” or “checkout fees” and it’s permitted in most states except the states that have banned merchant surcharges,
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Setting and Tracking Financial Goals

Tracking Financial Goals Without the Pain     To many private practitioners, financial management of their business is one of the most disliked aspects of running their practice. Setting and Tracking Financial Goals can be challenging and frustrating. Many of us have hired bookkeepers, accountants, consultants, coaches, and financial planners to help us so we don’t have to deal with the numbers. But lately I have been seeing a growing number of clinicians who simply ignore this aspec
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