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MODULE 4 - Managing Your Clients: Before, During, and After Sessions


Session 1: Medical Records and Scheduling

Before you can see any clients you need to have a medical charting system in place. Paper charting is always an option but having an electronic record is more efficient and easily accessible from multiple computers, a tablet or even your phone. 

Session 2: Forms For New Clients, HIPAA, Credit Card Authorization, and Policies

Having the right forms to collect information about your new patient will keep you organized and legally protect your business. It is usually easy to find example templates of these forms by downloading them from other RD's websites and modifying them to fit your business needs.

Session 3: The Consultation Session

We have discussed so many important things about getting your business started but that is only half of what will make your practice successful. One of my favorite pieces of advice I have received is that 75% of successful counseling is making people feel like they are cared for. You have years of education and experience, but none of that will matter if you can’t reach your clients.

Session 4: How To Find Ideal Clients With Discovery Sessions

Discovery Sessions serve a very important purpose as both a marketing tool and as a way to get to know a potential client. They are meant to 'discover' if you and your potential client are a good fit for each other. This is very important to establish because not every single client is the right fit for you, and vice versa. You don't want to waste your time, or the potential client's time. If it's not the right fit, one bad client experience may end up impacting future word-of-mouth referrals, so making sure you manage the situation from the start is critical.

Session 5: Virtual Counseling and Telehealth

Through technology, dietitians are no longer limited by location and have the ability to access prospective clients from near and far. Virtual counseling is allowing you to branch out from the traditional office or in-person setting through a variety of different platforms, ranging from a simple phone call to HIPAA-compliant video conferencing. So what does this all mean for you and your client?