3 Tools Your Practice Management Software Must Have in 2024

November 17, 2023

Growing your practice in 2024

If you’re a small business owner in the health and wellness industry, you’re no stranger to the obstacles faced trying to grow your business while you’re busy running it. In fact, it’s one of the biggest challenges small business owners face today. While it would be nice to hire some help, it may not always be in the cards, budget-wise. In an industry that gets more competitive by the day, practitioners are turning to cost-effective software options to help scale and increase revenue while automating many of the more time-consuming day-to-day admin tasks. Here are the top three online tools every health and wellness professional must have in their practice management software to spend more time on the things that matter.

1. Online Scheduling for Seamless Booking

Online booking has become table stakes for consumers; they expect nearly all services to offer both desktop and mobile options to schedule appointments. Many practitioners use point solutions specifically built for this task (think Calendly, HubSpot’s Meetings tool, or even Chili Piper). The problem with these solutions, however, is that they either do too much or not enough to meet the needs of the average practitioner. The real value for growing your private practice comes from providing seamless integration to the rest of your practice management software toolset.

Practice Better allows you to do exactly that by integrating your calendar availability with your client-facing webpage. If a client books a session with you using your scheduler, that information is sent immediately to Practice Better and can be used to trigger any number of automated actions, including sending a confirmation email, intake form, and more.

book an appointment with practice management software

If you have specific services you would like to share on your website, such as a free introductory call, meal planning, or personalized coaching, all you have to do is integrate a direct link or booking widget for that specific service and you’re good to go.

Once bookings have been requested, they can also be synced with your Google Calendar to help you better manage your personal and work schedules. 

2. Integrated Payment Processing

Time is money — literally. Any amount of time it takes to set up and collect payments is time taken away from your ability to serve more clients. And all of that time can add up to a lot of money! With Practice Better Payments, collecting and routing payment information between all necessary parties is quicker and more seamless than any other tool that exists the help practitioners grow their private practice. Practice Better Payments can help you:

  • Offer your clients Superbills to save money and time.
  • Export all of your insurance claims directly to your clearinghouse to move faster.
  • Open the door to wellness by accepting HSA/FSA health cards to increase access to services.
Practice better payments practice management software

practice better payment practice management software

3. Built-In Forms and Waivers to Collect Client Info Before a Session

Show your clients you’re on top of your game by offering a simplified process for submitting their personal information, medical history, and more by adding forms and waivers to automated emails when a session is booked.

The information your clients submit will automatically be added to their client portal so they are easily accessible whenever you need to pull them up for review.

2024 will be the biggest year yet for health & wellness professionals. Don’t be caught playing catchup by missing out on these critical tools to grow your private practice.

This post was last updated on April 25, 2022 and has been republished for accuracy and comprehensiveness.

________________________________________________________________________

Practice Better is the complete practice management platform for nutritionists, dietitians and wellness professionals. Streamline your practice and begin your 14-day free trial today.

Keep Exploring

Reach More Clients with Evergreen Programs

Published May 09, 2024

The one-to-many model of healthcare is the way of the future, and running evergreen programs can enhance your in-person practice. You might typically think of…

Woman waving at computer using AI Charting Assistant to help her take notes.

Take Better Client Notes with AI Charting Assistant

Published April 23, 2024

A woman bathed in light in a cafe seated with her laptop enjoying the Practice Better Community

Grow an Online Network of Support and Referrals with the Practice Better Community

Published March 21, 2024

Practice Management Software Features

Customers’ Favorite Practice Management Software Features of 2023

Published December 19, 2023