#64 Using tech to reduce repetition in client consults

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Ever find yourself repeating the same information to clients? Sharing the same research, concepts, and advice? It can be time-consuming right? There are a number of ways that you can save yourself from having to repeat this and be more efficient with your time.

 

Identifying Common Questions and Concerns Start with identifying common questions and concerns. Make a list of the most common ones that your clients have. This will help you to develop educational materials and talking points that you can use to address these issues.

 

Creating Resources Once you have a list of common questions and concerns, you can start to create resources to address them. This could include handouts, fact sheets, videos, infographics, or even a dedicated page on your website.

 

Using Visual Aids Visual aids can be a great way to explain complex concepts to clients. They can also help clients to remember the information better. So don’t be afraid to use diagrams, charts, and other visual aids in your client consults.

 

Using Technology Tech can be a game-changer here. Use tools such as Canva, membership portals your email marketing service or a hidden page on your website to share these resources quickly and easily with your clients.

 

By following these tips, you can save time and be more efficient in your practice. This will allow you to spend more time on other important tasks, such as building relationships with your clients and helping them to achieve their goals.

 

Additional Tips

• Be proactive. Don’t wait for clients to ask you questions. Anticipate their needs and provide them with information before they ask.

• Use a team approach. If you have other professionals on your team, such as nurses or medical assistants, delegate tasks to them. This will free up your time to focus on more complex tasks.

• It’s okay to repeat yourself sometimes. If a client does not seem to understand your instructions or if they have a lot of questions, it is better to repeat yourself than to risk the client making a mistake.

 

Transcript:

Ever find yourself repeating the same information to clients? Sharing the same research, concepts, advice? It can be time-consuming right?  There are a number of ways that you can save yourself from having to repeat this and be more efficient with your time.

Start with Identifying common questions and concerns.

Make a list of the most common ones that your patients have. This will help you to develop educational materials and talking points that you can use to address these issues.

Be proactive. Don’t wait for patients to ask you questions. Anticipate their needs and provide them with information before they ask. Here’s how you can do this:

Create handouts or fact sheets. This is a great way to provide patients with written information about their condition, treatment options, and self-care instructions. This way, they can refer to the information later and you don’t have to repeat yourself.

My clients love digital versions these days. Saves on paper and ink, plus you can share it in many ways. Here’s what I do:

* Create the handout in Canva or Word
* Save it in Google drive
* Copy the shareable link
* Add it to an email sequence on this topic
* Add the clients who this topic is for to the segment on your email list
* They then receive a drip feed of this content, further connecting them to you and showing you care.

Alternative options that work well:

* Create a hidden page on your website where you upload all this ‘repeated’ content to.

* Share the direct link with the clients who this relates to or again add it to an email segmented for this topic.
* Create a QR code you’ve got in your clinic room that you get the client to scan and access the content

* Have a membership portal on your website

* House this type of content within this
* Add your clients to the membership to give them access

Another great option is visual aids. Many clients find it easier to understand new topics you’re discussing through sharing a drawing, infographic or chart that clearly outlines what you’re talking about. As they say, a picture is worth a thousand words.

* If you’re a naturopath or nutritionist talking about stools and trying to explain what they should look like, have a visual printout of the Bristol stool chart
* Or if you’re dealing with women’s hormones, have a chart of a cycle, the changes with oestrogens and progesterone throughout and even the temperature changes.
* If you’re a dentist, explaining to someone what a crown is, show them a picture.
* If you’re a psychologist, explaining what CBT is, have a chart showing the 3 areas encompassing CBT and how this relates to them.

If you’ve got an admin assistant, virtual assistant or receptionist they could put these resources together for you.

What’s the first patient resource you’re going to create? Shoot me a DM and let me know.

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