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Home > Abundant Practice Podcast > Episode #22.3 Paperwork Crash Course
Podcast: Abundant Practice Podcast
Episode:

Episode #22.3 Paperwork Crash Course
Category: Business
Duration: 00:14:40
Publish Date: 2017-07-20 23:00:00
Description:

For Follow Through Friday, we discuss,

  • How to Catch Up if You’re Behind:
  • Getting behind is common.
  • Create a regular schedule for your notes before you create a catch-up plan.
  • Are you relying on the crutch notebook?
  • Your catch up plan: # of notes x15 minutes per note.
    • Spread it out over time or do a big chunk.
    • Catch up per client, it’s easier to remember.
  • If you don’t remember, don’t make it up!
  • There are benefits to having a cumulative chart on your client so consecutive and clear documentation is key.
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