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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
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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
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.
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