Note: As this is an evergreen program, you must have the Practice Better Plus plan, which includes access to evergreen programs.
Looking to WOW your new clients? Don’t have the time for tutorials and run-throughs of how they can use Better (even though you know it’s an amazing system that will help them see results)?
Take your Practice Better Plus account to the next level with this 10-module, white-labeled client welcome guide!
This Welcome Guide is a PROGRAM template that can be used with Practice Better’s Plus and Team Plans.
By giving your clients the same welcome guide, you are not only automating a huge chunk of time in supporting your clients but you’re also ensuring they have the tools and resources to best use the Practice Better client portal.
Modules included in this program template include:
- Welcome Letter/Video
- Package Overview
- The Client Portal Experience
- Timeline & Important Dates
- All About Your Sessions
- Journals
- How We Will Communicate
- Your Supplement Store
- BONUS: Access to ____
- Superbill Steps (optional)
Take the structure that is already set in place in this evergreen course and customize it with your own links, attach any forms you may require, and follow the suggestions I include that help you create your own personalized welcome guide for each of your clients.
Reviews
Saved me a bunch of time!
I appreciate this one very much! i was procastinating on making my own welcome guide for a while now so this was very helpful for me, thank you!
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So happy to hear that, Josh! Anytime I can help a fellow RD push the needle forward is a good thing.
A great welcome guide!
This has been on my list of things to do for awhile now and I was so excited to find this template! So perfect.
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I’m so happy to hear this has helped you, Christa! I’ve found a solid onboarding system is key for happy clients (and frees up our time). Thank you for the review!
This welcome guide is fantastic!
Creating a welcome guide in Practice Better was on my list. It was so much easier to start with Jen’s guide and customize for my practice.
The modules are easy to follow and easy to edit.
This evergreen program has helped streamline my client onboarding, and I am getting fewer questions from the clients.
I highly recommend the Client Welcome Guide for Practice Better.
It has been an all-around timesaver for me.
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