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EssentialsA first-week checklist for a new practice

Setup

A first-week checklist for a new practice

The small decisions that save hours later: hours, fees, intake, consent and follow-up.

1 min read

On this page

  • Decide before you open bookings
  • Plan your intake
  • Plan your follow-up

Decide before you open bookings

  • Your working hours and how long each session runs
  • How much breathing room you need between sessions
  • Your fee, and your cancellation and no-show terms
  • Whether you offer online sessions, in-person sessions or both

Plan your intake

Write down what you need before a first session: contact details, reason for referral, consent and any baseline questionnaires. Collecting these ahead of time lets the first session start with context.

Plan your follow-up

Decide how often you will repeat outcome measures and how you will record the plan for the next session. A consistent rhythm makes progress easier to see.

Set this up in Caresoft
Next Consent and documentation basics
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Spend the next hour on a client, not your admin.

Psychologists can create an account and choose a plan. Patients should use the invitation sent by their psychologist.

Start free trialRead the setup guide

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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