Tips

5 Ways to Streamline Your Practice Workflow

By Pebble Team

Practical tips for mental health professionals to reduce administrative burden and spend more time with patients.

Running a mental health practice involves more than just seeing patients. There's scheduling, documentation, billing, follow-ups, and countless other administrative tasks. Here are five ways to streamline your workflow and reclaim time for what matters most. Pebble is designed to help with each of these areas.

1. Automate Appointment Reminders

Reduce no-shows and save time by automating appointment reminders. Set up email and SMS reminders that go out automatically 24-48 hours before appointments. This simple automation can significantly reduce missed appointments and the time spent making reminder calls. Pebble's Scheduling & Reminders feature handles this automatically.

2. Use Template-Based Documentation

Create templates for common note types—intake assessments, progress notes, treatment plans. Templates ensure consistency, save time, and help you capture all necessary information without starting from scratch each time. Our Clinical Documentation feature includes a library of evidence-based templates designed for mental health professionals.

3. Enable Patient Self-Service

Give patients access to a secure portal where they can schedule appointments, update their information, complete intake forms, and access their records. This reduces phone calls and administrative back-and-forth. Pebble's Patient Portal empowers patients while reducing your administrative load.

4. Batch Similar Tasks

Group similar administrative tasks together. For example, set aside specific times for documentation, billing, or returning phone calls. Batching reduces context switching and makes you more efficient. Pebble's integrated Billing & Insurance workflows make it easy to handle billing tasks in batches.

5. Integrate Your Tools

Use an integrated platform that combines scheduling, documentation, billing, and telehealth in one place. Fewer logins, less data entry, and a unified workflow can save hours each week. Pebble brings everything together—from Integrated Telehealth to clinical documentation—all in one platform. Explore all features to see how Pebble can streamline your practice.

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