Establishing Money-Saving Workflows in a Small Practice

Implementing cost-reducing workflows is imperative for sustainable growth with limited resources when running your small practice. Although mapping and optimizing critical business processes requires significant effort upfront, continuously enhancing your systems and procedures decreases unnecessary expenses in the long term.

Simplify and Streamline Processes

Thoroughly evaluate core operations end-to-end to identify convoluted or redundant steps for streamlining. Consolidating repetitive manual tasks through practice optimization and automation eliminates inefficiency and waste, saving time and money. The fewer hands-on steps in a process, the more cost-efficient it becomes.

Go Paperless

Transitioning fully to paperless workflows and digital storage tremendously reduces printing, filing, and storage costs. Migrate documents and records to shared cloud platforms and leverage e-signatures to remove paper from operations—set up automated workflows for digitally routing documents to eliminate printing and manual distribution further. Despite the initial workload of going paperless, it yields exponential resource optimization and cost savings moving forward.

Establish Resource Libraries

Centralizing frequently used templates, documents, logos, and marketing assets into shared resource libraries eliminates duplicative work and provides a single source of truth. Make these toolkits accessible to staff on shared drives. Start by including commonly needed documents like proposals, contracts, presentations, consent forms, and patient educational materials. Standardizing resources reduces redundant efforts and facilitates branding consistency.

Leverage Free or Low-Cost Tools

Leveraging affordable or accessible technology solutions minimizes software and application expenses whenever feasible. Many no-cost product versions still offer essential features for basic clinical marketing needs. For example, use Google's free suite instead of Microsoft Office and use graphic design applications like Canva. Vet-free project management systems like Asana before paying for premium software. Piloting free trials helps evaluate tools before purchasing.

Cross-Train Team Members

Cross-training personnel on diverse workflows and responsibilities additionally optimizes human capital. Multi-skilled team members prevent bottlenecks when colleagues are absent and enable small practices to maximize limited staff. Document procedures so anyone can fill workflow gaps. Schedule rotations to regularly refresh training. Investing in expanding staff capabilities ultimately allows for more agile operations.

Proper Implementation

Implementing efficient, cost-effective workflows takes deliberate effort but is well worth it for small practices operating on tight budgets. Following these tips will help establish money-saving workflows across your organization. 

If you need help identifying areas to optimize your workflows, implement more efficient processes, or establish a significant return on investment from streamlining operations, don't go it alone.

Our team of experts at Avethan can assess your current workflows, identify waste and bottlenecks, and provide an action plan for establishing cost-saving processes. We take a data-driven approach to workflow optimization and have a proven track record of delivering results for small businesses.