593. Business Boost: Easy Automated Scheduling

Would you rather read the transcript? Click here. In this Business Boost episode, I demonstrate how to eliminate back-and-forth communication when scheduling collateral calls, administrative meetings, and professional consults. By using built-in automated scheduling tools such as Google Calendar’s Appointment Schedules, practice owners can streamline their calendar management without paying for additional software. I walk through the full configuration process, including setting buffer times, establishing minimum lead times, creating custom intake fields, and setting up automated reminder notifications. I also outline alternative scheduling solutions, including Microsoft Bookings, Acuity Scheduling, and self-scheduling features within electronic health record platforms. - 00:06: Introduction to automated scheduling for collateral calls and administrative meetings - 01:23: Microsoft Outlook scheduling alternatives including Bookings with Me - 02:22: Third-party HIPAA-compliant tools like Acuity Scheduling - 03:22: Evaluating EHR self-scheduling options versus calendar integrations - 04:40: Step-by-step creation of an Appointment Schedule in Google Calendar - 06:58: Setting availability, advance booking windows, and buffer times - 09:08: Customizing booking forms, confirmation settings, and reminder emails - 11:29: Efficiency strategies using text expanders for instant link sharing **Cool Things Mentioned** - Craft: the premier membership community for testing psychologists - Crafted Practice: the only in-person business retreat for testing psychologists - Reverb: the premier AI-powered report-writing platform for testing psychologists - Google Workspace: www.workspace.google.com - Google Calendar: www.calendar.google.com - Microsoft Bookings: www.microsoft.com/en-us/microsoft-365/business/scheduling-software - Acuity Scheduling: www.acuityscheduling.com - IntakeQ: www.intakeq.com - SimplePractice: www.simplepractice.com **Featured Resources** TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing NovoPsych brings **150+ standardized measures** into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a **15-day free trial** via this link: https://novopsych.com/testingpsychologist  **The Testing Psychologist podcast is approved for CEU’s!** I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! ### About Dr. Jeremy Sharp !http://www.thetestingpsychologist.com/wp-content/uploads/2017/01/Jeremy-Sharp-300x224.jpg I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents. As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids. **Ready to grow your testing services? Click below to join our Waitlist!** Join the Waitlist