Annual Paperwork Cleanup
January is that beautiful time of year when I clean my counseling practice ‘house’ including my paperwork. This year was a little extreme because I literally got a new coat of paint and new floors. As you can see from the artsy filtered photo I took below, my office looks amazing.
But what about the things you can’t see in the photo? Is my paperwork up to date with the latest licensing laws? Have I changed my passwords on a regular basis? Have I checked to see if my credit card charges are accurate?
I’m not even joking – I called about a charge on my account I didn’t recognize and found out it was from something I THOUGHT I had closed in February 2017. The lesson? Watch your bank account.
January 2018 I will edit all of my new client paperwork, change my passwords, and update my bookkeeping. Today’s housekeeping item will be my new client intake Face Sheet. Catch my next blog and I will walk you through my editing process for our 2018 Service Agreement/Consent to Treat. Is it exciting? No, not really, but it’s only 3 minutes of your life and it will save you a lot of headaches down the road. When you’re ready you can even head to our store here to purchase the fully edited paperwork you can download and customize for your practice. Enjoy!