Spring Cleaning your Practice 🧽
Day 1 - Client Notes
I hope you had a good bank holiday weekend and you are feeling bright and positive this Tuesday morning.
This is a short email course on spring cleaning your practice, Tuesday - Friday this week, with the last one next Monday.
Client notes 🗃
Let’s start with client notes.
The goal: Have your client notes organised
The strategy: Sort them into 3 categories for review.
Current (seen in the last 3-4 months)
Recent/regular (seen in the previous 6-12 months)
Past (not seen in the last year)
I look back through my client notes like this every few months and always learn something.
It gives me a chance to think about the profile of my ideal client, who has done well in homeopathy, and why that might be.
It also helps me realise which cases made my heart sink or who was not a good fit (retrospectively).
When you’ve sorted your notes into three piles, archive the Past Clients’ files.
Put these in a dated box somewhere you don’t need to see them.
Eventually, you might like to review them by ‘date last seen’ and shred them if you no longer need to keep them, or (as I do) have them collected by a secure data company to have them scanned and securely disposed of.
Either way, you should now be left with two piles.
Current clients
Recent/regular clients
These can all be kept together in your filing system.
The pile of Recent/regular clients could be a list of people to send a short ‘hello’ email to.
Reaching out to past clients to say hello is something I’ve been doing for years.
I regularly hear from other homeopaths who tell me this strategy has been eye-opening for them.
I so often receive a reply from a busy person saying:
‘You must be telepathic! I’ve been meaning to get in touch with you.’
One last tip - be sure you have plenty of client intake forms printed and ready for use. This is a good way to encourage a steady flow of new clients.
Wipe and clean your filing system, maybe spray with some space-clearing spray or essential oils and you’re all done. ✨
Going digital! ⌨️
In August 2022 I stopped writing client notes on paper.
For nearly 3 years I’ve used an Apple Pencil to write all my appointment notes using an app called GoodNotes on my iPad.
(Available on Apple or Android.)
It took a good while to get used to it.
Now I’m in a routine of charging my iPad regularly and I love that I no longer have to hunt for notes as they are all in one place.
I could have gone over to typing notes but I prefer to hand-write them and the Apple Pencil makes that quite easy.
Going digital might not be for everyone, but I thought I would mention it in case you are interested. ✨
That’s all for today.
Tracy 👩🏼💻
P.S. My popular webinar Miasms and Nosodes for the Modern Homeopath is coming up on Friday 23rd May. 🧩
The longer I’m in practice the more I understand the value of nosodes to help clear complex cases.
Join live or watch the replay.
A full set of notes is provided in advance.
Click on the button to find out more.
If you are a student, reply to this email for a discount code.
If you joined previously, also reply to this email if you would like to watch again.