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I understand every client is different but I am looking to improve my workflow process.
I work with the elderly as one subset and I am interested in what others use for a basic workflow process. Is anyone interested in sharing their “system” either in this thread or offline? I’ve never been “trained” in a process or system and know it could be improved.
Thanks in advance! Also, if this is covered more in the newer AADMM books, let me know and I can pick that up!Can you be more specific in what you mean by workflow process? Not sure if you’re referring to how you work with individual clients, or how you work with your entire client base. Happy holidays!
Both would be helpful. Each client is different but overall when you pick up a new client what is the process you follow? Do you have a system set up for each client that walks you through your normal routine, how you handle “the paper”, do you use a CRM system, note-taking system, etc. Walk me through a day of your “routines”. I know it’s a simple question but I want to make sure I’m not missing something.
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