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Practice Management Tools

Tools to assist you with the everyday management of your practice. Visit "Tools for tracking your client sources" to download documents that assist you in tracking your client referrals.

New Tools for Psychologists in the Workplace  — by Corporate Relations and Business Strategy Staff

For psychologists who work with organizations, keeping up with the latest developments just got a little easier. The Practice Directorate now offers three new resources to help you stay current — all available at the Psychologically Healthy Workplace Program website.

Payment Processing by Elavon  — by Practice Organization Staff

The APA Practice Organization and Elavon have partnered to bring you an electronic processing program specifically designed to fit the needs of your practice no matter what the size.

This service enables you to process all types of cards: credit, debit, purchasing and commercial. Elavon Electronic Check Service converts paper checks into safe, efficient electronic transactions. By submitting checks through the same system that you use to authorize credit cards and debit cards, Elavon can help you lower costs and enrich your cash flow.

Putting Job Descriptions into Practice  — by Corporate Relations and Business Strategy Staff

Whether you're just thinking about hiring office staff, have a well-established team of employees or need to reorganize your practice, job descriptions help communicate the essential nature of a job and lay the foundation for streamlined practice operations. This article outlines core elements of job descriptions and offers tips and resources for creating them.

Tools for Identifying and Understanding Your Target Clientele  — by Corporate Relations and Business Strategy Staff

Do you want to make sure that you reach the clients who could benefit from your services and that your marketing resources are well-spent? Review a basic framework for identifying the characteristics of your target clientele that can help you effectively focus your marketing efforts.

Have You Charted Your Mission?  — by Corporate Relations and Business Strategy Staff

Your mission statement can help you chart a clear course to practice success. Use this worksheet to help you create or refine an appropriate mission statement for your practice.

Tools for Tracking Your Client Sources  — by Corporate Relations and Business Strategy Staff

Keeping track of how clients reach your practice provides vital data to help guide your marketing efforts. Download tools to assist with this process.

Date created: 2008