1. ALL ABOUT NOTES AND RECORDS: LESS HASSLE MORE HAPPY! PRIVATE PRACTICE PRIMER PREVIEW Kate Walker Ph.D. LPC-S LMFT Supervisor Copyright 2013 achievebalance.org User May Not Copy or Transfer

2. PPP Previews The following is a 5 minute preview of the Private Practice Primer Course: “All About Notes: Less Hassle and More Happy!” We provide previews so you can ‘try before you buy.’ We would LOVE it if you would complete a short survey at the end of the preview so we can improve your achievebalance.org online private practice resource experience. Thanks for choosing us! - Dr. Walker and Dr. DeTrude Copyright 2013 achievebalance.org User May Not Copy or Transfer

3. Objectives  Clarifying Exercise  What’s wrong with the system you have now?  How will you know you have a better system?  A good record/note system is:  Legal, ethical, efficient  Fits your comfort zone  Easy to measure success  Transition to the new system  New equipment  Hired help  Tools we love! Copyright 2013 achievebalance.org User May Not Copy or Transfer

4. What is wrong with your current system? “I need a new note taking system/filing system because:  I have boxes of records in my ___________ and it’s making me nervous.”  I’m way behind on my insurance billing and I need to get paid.”  I spend hours on weekends getting caught up on notes.”  I am never going to get caught up on my notes.” Copyright 2013 achievebalance.org User May Not Copy or Transfer

5. What Does a Successful Record Keeping System Mean to You? I can:  Stop worrying about how I store my records  Spend more time doing what I love  Work on creating multiple streams of income in my practice  Focus on continuing education and personal improvement  Get paid! Copyright 2013 achievebalance.org User May Not Copy or Transfer

6. An Efficient Record Keeping System Legal and ethical office management Efficient use of time Create other streams of income More enjoyable practice and life Copyright 2013 achievebalance.org User May Not Copy or Transfer

7. Full Version Get the full version of “All About Notes and Records: Less Hassle More Happy!” the third lesson in our Private Practice Primer Series, by going to our online store at: http://www.achievebalance.org/store.html If you don’t want to buy right now that’s ok, but we’d still love your input! Click https://www.surveymonkey.com/s/pppexperience to answer a couple of questions about how we can improve. Thanks for choosing achievebalance.org! - Dr. Kate Walker and Dr. Judy DeTrude Copyright 2013 achievebalance.org User May Not Copy or Transfer