Running a private practice is more than appointments. Use this checklist to set up reliable workflows for scheduling, intake, documentation, and client communications.
Before you see clients
- Create secure intake and consent forms.
- Set scheduling rules and appointment reminders.
- Decide on your documentation cadence (e.g., same-day notes).
- Document your privacy practices and how you handle sensitive data.
After each appointment
- Complete session notes promptly and consistently.
- Review client progress and update your plan as needed.
- Track follow-up appointments, homework, and any referrals.
Tools like Psy Planner can help you centralize scheduling, client details, and SOAP notes in one place.