Tools & Guides
Time-Saving Software Solutions
Embracing technology as a clinician can feel overwhelming—but it can also streamline your administrative tasks.
Last updated: December 2024
Choosing technology that helps your business—rather than making your life more complicated—starts with understanding what’s possible. We put together this guide to share an overview of how technology can help you today and how to find options that save you time without requiring a new degree in computer science to operate it. With the right tools, you can save hours each week by automating and simplifying your least favorite work, in turn, creating more space to provide care.
The benefits are priceless. The time saved is priceless. Do your research into quality and qualified services. And always do the annual plan when available — you save so much money in the long-term!
Technology helps solve your everyday challenges
Scheduling, intake, and assessments
The challenges: From setting up a first consultation to verifying a new client’s insurance, the intake process can take time and back-and-forth communication before you even meet. For someone already nervous about starting therapy, these steps can feel frustrating—especially for those used to booking doctor’s appointments and submitting insurance information all online.
How technology helps: Any patient scheduling software makes it easy for clients to find available times on your calendar and get automated reminders before their appointment. Once a client schedules an appointment, some programs make it easy to send over standard intake forms and verify a client’s insurance, too. All-in-one EHRs integrate scheduling and intake with ongoing assessments like PHQ-9 and GAD-7 that track progress over time, providing useful information for monitoring symptoms and keeping track of details insurers look for to approve claims.
Creating treatment plans
The challenges: To meet insurance carrier requirements, treatment plans must have certain components, including session details, diagnoses, and goals for your client.
Access the full guide
By submitting this form, you are agreeing to Alma's privacy policy.
With this resource, you'll learn how to:
Use technology to streamline your administrative processes
Find and choose software you and your clients can trust
Assess what technology is best for your professional and practice growth
