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Top 12 Tech Recommendations from James Maskell

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Hi everyone, this is James here and just wanted to record this special video because, as you know, we have been refreshing our practice accelerator and actually, this evening, we're gonna be taking all of our practice accelerator members through the technology stack that we recommend for starting or improving the efficiency of your function or integrate message practice But I thought I just wanted to take a moment you know, one of the slides that we created We thought would be really valuable to our whole community because, you know, we know that technology can be super overwhelming and we hear from so many practitioners, who are trying to build a practice, that it can be super overwhelming So they look at all the technologies

Which company should I use? How do we integrate all these kind of things? So I wanted to take a moment here, today, to talk about 12 recommendations that we have for starting and building a practice and particularity what order to do it in, because, ultimately what we've seen is that, you know, you can get sucked into the whole thing with the EMR but it might not be time for that yet What order should you be building your technology stacking for your practice in the optimal way? So, I'm gonna share my screen here now and I wanna just take you through this So, these are our top 12 tech recommendations for any practitioner, whether you're looking to start a practice or you're looking to improve the technology of your practice and you'll see, as I go through this, you're probably somewhere along this line already So, as you see at the bottom there, if you have questions on technology or integration questions, we can help If we can't help we know people who can help

There are more and more resources now that ae helping practitioners like you integrate your technology solutions in your practice So, I'm not going to give you any specific companies that we recommend for all of these things because that is really saved as information inside our practice accelerator for accelerator members but, ultimately, what I just wanted to give you is the order by which we recommend getting started So, when you're first starting your practice, the first thing we recommend is to grab the social media profiles Facebook, Instagram, Twitter, whether you end up using these things or not, it's great to have this, kind of like a digital real estate Right? And when you start your practice, you should be thinking about what is a consistent profile that I can have all across these things? YouTube as well

So ultimately, you wanna, there are resources online where you can go to see what names are available as you start to come up with your practice name and you really want to just grab that real estate no matter what you do with it because those companies spend a ton of money trying to be well ranked in Google and so just having those things can be a great starting point, cost you nothing The second thing, part two, is the website and ultimately, there's a lot to say about a website, but ultimately, the website needs to do two things It needs to, first of all, find a place where people can find you online, and do the one thing that you really want them to do, and that's to book an appointment It needs to have your phone number there or it needs to have your appointment booking technology, which we'll talk about in a minute, but the biggest thing to know about your website is that 98% of people who come to your website are not looking to book an appointment straight away They're just looking to find out more about you and you gotta think about it more like dating, right? You don't get married on the first date, you know, most people have been to so many providers that they're coming to a functional integrated provider, they've already been to so many doctors, typically, and so they want to get to know you, they wanna know what you're all about and so, ultimately, there are things on your website that you really need to have as a way to capture the interest of that patient so that you can warm them up, show them how you're different, show them how your approach is going to be specific to their needs but a website is super critical and by the way, you can see that you can start to do all these things when you have a day job

Right? You don't need to wait until you quit your job to start building out the structure Okay, number three is the phone number and virtual front desk and just as a carrier, you know, do you need a phone number? Right? You may think that the phone number might be the most important thing you know, but then you need someone to staff that phone, and if you're still trying to hustle across from your day job into, you know, and have a side hustle to build your practice on the side, who's going to answer that phone? Now you have to hire someone to do it So we've seen some of the most successful practices in functional medicine have not had a phone number or still don't have a phone number If you want to interact with the clinic, here's the email to send us a question or, you know, you can have even a virtual front desk There are services now where you can hire a service for a cheap really minimal cost or even free where you can just leave a number and people can leave a message and you can get back to them

So, you know, that's the third thing that you need The fourth thing is an email autoresponder right? How do you take someone from being interested in your practice to finding out really who you are, what you do, how you're different? That is a big part of the email autoresponder So there are technologies that allow you, once you get an email to tell your story consistently Right? To be able to share your story, why you got into practice Everyone in this field has a unique story, you need to tell that consistently in a way that doesn't take up any of your time, an email autoresponder is the fourth thing that you need to have

Now once you have an email autoresponder, now you can start to lock in other technologies together Integration of technologies is the most important thing and can also be the most overwhelming thing So, again, if you have questions on integration, you can go to goevomedcom/tech and we can put you in touch with either someone or you know, someone who can help you with that So the email autoresponder should really, initially, take people from I've never hear of you to the next phase which is I wanna book an appointment with you and again, if we're talking about a low overhead practice, number five is an online appointment scheduler Right? In every email that you send out to respected patients, you should say hey, if you're ready to book an appointment click here

The majority of appointments, people when they're looking to book an appointment, is not during your work day So, can, is there a way that people can book appointments with you outside of like nine to six or eight to five or whatever your office hours are? However many days a week So an online appointment scheduler, and there's lots and lots of great solutions for all that We have some specifically that we recommend in the practice accelerator but I just wanted to give you an idea of sort of what order to do things Six is the patient intake, right? If your patient intake is always on paper in your practice you know, then you are, you're missing out on opportunities to take advantage of really good technology

There are technologies specific to functional medicine There are ones that are HIPAA compliant that are not specific to functional medicine that you can change and adapt for your own unique needs but a patient intake, again, you don't need to work out the patient intake technology until you got these other things lined up because you can just use paper in the beginning that, ultimately, what we're talking about is each additional part of this technology stack makes your whole thing way more efficient, way more organized, and you can get into all this stuff before you have to quit your job while you're still trying to start your practice Number seven is telemedicine So, what is the telemedicine service that you're using? Right, ultimately, again, if you're just having a small practice and you're just seeing people one-on-one, you can just, on the left hand side, numbers one to six, with just that stack you can start to take appointments Right, and you can start to do appointments on the side, while you still have your day job, but then once you need to do follow-up appointments, you need to tell them that it's in system

So, you know, what you'll see in through some of this is that there are technologies out there that combine For instance, appointment scheduler, intake, telemedicine, EMR Right, and there are technologies that do that There are some that just do telemedicine EMR There are some that do EMR and patient intake, some that do, you know, that, there's a range of technologies that do different things

That will be better when you want to take insurance, or not take insurance Whether you are a physician, or nutritionist, there are different ones that are better in our practice accelerator There's probably like half a dozen popular things in all these categories because people are building their own kind of practice and so we recommend different technologies depending on what your unique practice vision is So, telemedicine is a big thing, so that you can extend the reach and you can do follow-ups without people having to come into the office and some practitioners are just starting telemedicine practices from scratch because, ultimately, you know, the laws are evolving and, depending on what state you're in, you either, you sometimes don't even have to see people for the first visit in your office The eighth technology is EMR and the reason why I put this at number eight and not earlier is that, yeah at the beginning, if you're seeing the first five, ten, 15, 20 patients, do you really need an EMR but then, eventually, you will and when you start to use an EMR, you know, you need to make sure that it's connected into everything else, you know, you're going to get a short-term efficiency loss from starting an EMR because you have to learn the technology and it's slower than paper giving but you get a long-term efficiency gain once you and your staff and your team and your workflow is all set up

By the way, at this point, you still don't need any staff Right, you could run this whole this thus far, all the things that I'm talking about so far could just be you, working this stuff out because, guess what, now you're an entrepreneur and this is, you know, this is part of the job Nine is supplement management, right? So in the old days you had to have a whole inventory of supplements Now you can just have an e-prescribe service where people can just take the supplements and you can e-prescribe them to your patients and then they can fulfill them, have it drop shipped, and you never have to touch it Again, super low on it, free service, you can actually make money from this and depending on whether you wanna give discounts to yourself and take the income for yourself, that's up to you

Part ten is e-commerce So now that, you know, with those first nine you can be up and running and running a really successful practice with very little systems and with just these technology systems You know, a lot of practitioners, once they start recommending supplements, wanna recommend other things and they start to want to have an e-commerce platform Again, like building your own one is not really the plan and there are technologies that make it easy for you to have a store where people can buy and you can drop ship and that's something that people, practitioners typically wanna get into 11 is patient tracking right? How do you track patients between visits? Do you have a health coach? How do you make sure people are actually doing the things you want them to do? How do you inspire behavior change? So some of our practitioners are using patient tracking to actually just get a window into what people are actually doing in between appointments and that's number 11 and then once you have staff, once you have a front desk, once you have maybe a virtual system that you've outsourced some of these to internal communications

So e-mail can be clunky and annoying, what are some other technologies that you can use to be able to communicate in an efficient way by subject by category So I just wanted to create this video for you because, ultimately, what we see is that this is something that's coming up all the time with practitioners If you do have technology or integration questions we can help if you go to goevomedcom/tech and put in some of the questions or concerns that you have and if you had problems integrating all this stuff, I totally understand We hear you

We're working with practitioners all the time and in our practice accelerator we go into all of these different technologies, what you should use, what integrates the best, what would be the best solution for your unique practice vision You know, unlike other training programs, we're not teaching you to sort of replicate an exact model that other people have done We're showing people, here are the foundations of building a successful practice structure and you can implement it any way you want So I hope this has been helpful, and I hope you learned something from it here today If you have any questions you can go to goevomed

com/tech If you are struggling to integrate technologies and you'd like a supportive community to help to do that we have over 500 coalitions in our practice accelerator If you have questions about it feel free to get in touch with us This has been James, I hope this has been valuable Thanks so much for watching and we'll see you next time

Source: Youtube

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