Systems and admin

Keep your policies and procedures easy to access and review them regularly to ensure they stay current.

Use a consistent naming system for files so information is easy to find and manage.

Create a clear internal process for handling complaints so you and your team know exactly what to do.

Document your core processes as you go so you can refer back to them later instead of relying on memory.

Set a minimum viable tech stack (e.g. PMS + Xero + Google Workspace). Avoid overcomplicating systems early on.

Build templates for reports and letters to reduce clinician admin time.

Use consistent naming for services across your website, booking system, and forms.