Admin Automation Checklist

Admin Automation Checklist for Therapists

You spend 10 hours a week on notes, scheduling, and billing instead of seeing clients. Christine handles the admin mess so you can focus on therapy.

Total admin tasks9 tasks (6 automatable)

Time saveable5.1h/week

Value saveable/month$2,858

0 of 9 reviewed

0%

Session Documentation

Drafting SOAP notes from memory after 6 back-to-back sessions
Voice-note session details; Christine drafts structured SOAP notes right away.
1h 30m/week
Automatable
Updating treatment plans based on progress
Text your updates; Christine formats them into your EHR template.
45 min/week
Automatable
Determining clinical interventions for complex cases
Needs your licensed judgment and expertise.
30 min/week
Manual

Scheduling & Communications

Managing cancellations and rescheduling via text
Text changes like 'move Elena to Friday'; Christine updates the calendar and tells clients.
45 min/week
Automatable
Sending promised resource emails and referrals
Text 'email Marcus the DBT workbook'; Christine sends the follow-up.
30 min/week
Automatable
Conducting initial intake assessments
Needs real human connection and observation.
1h/week
Manual

Billing & Insurance

Generating superbills with correct CPT codes
Text session counts; Christine logs data for accurate superbills.
1h 15m/week
Automatable
Tracking self-pay vs insurance clients daily
Voice-log payer status per client; Christine organizes it in Sheets.
20 min/week
Automatable
Negotiating reimbursement rates with insurers
Needs strategy and knowledge of provider credentialing.
40 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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Christine handles your emails, scheduling, documents, and more — so you can focus on therapists.

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