Admin Automation Checklist

Admin Automation Checklist for Acupuncturists

Solo acupuncturists waste about 8 hours a week on charting, tracking herbs, and fixing billing mistakes. Christine handles the admin work over text so you can focus on your patients.

Total admin tasks14 tasks (10 automatable)
Time saveable7.2h/week
Value saveable/month$2,774
0 of 14 reviewed
0%

Clinical Documentation

  • Dictate points like GB20 or LI4 and how long you kept them in; she writes the SOAP note right away.

    2h/week
    Automatable
  • She sums up contraindications (like blood thinners) and sends you a quick text alert.

    45 min/week
    Automatable
  • Text the changes; she logs the ingredients and doses in your digital records.

    1h/week
    Automatable
  • You need a licensed pro to do the actual needling and diagnosis.

    0 min/week
    Manual

Billing & Insurance

  • She checks 97810/97811 codes against your voice notes so claims don't get denied.

    50 min/week
    Automatable
  • Flags missing time info you need to fix those Blue Cross rejections.

    30 min/week
    Automatable
  • This takes real business strategy and contract talks.

    0 min/week
    Manual

Patient Coordination

  • Text the instructions once; she automatically emails 'no caffeine' rules to new bookings.

    25 min/week
    Automatable
  • Books series like 'Tuesdays at 10am for 4 weeks' straight into Google Calendar.

    40 min/week
    Automatable
  • Reminds you to call Lisa Friday about how her migraine is doing.

    20 min/week
    Automatable
  • Patients need real human empathy to feel safe and heal.

    0 min/week
    Manual

Practice Operations

  • Snap photos of Lhasa OMS invoices; she pulls the totals into your expense sheet.

    15 min/week
    Automatable
  • Tracks how fast you use formulas and alerts you when Xiao Yao San base runs low.

    25 min/week
    Automatable
  • Your branding needs your own vision and voice.

    0 min/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task