Showing posts with label records. Show all posts
Showing posts with label records. Show all posts

Saturday, January 6, 2018

SOAP And You

When I was in massage school, our teachers instilled in us the importance of keeping detailed client records or, SOAP notes. At the time, many thought of it as a way to simply to track progress and as a refresher to jog our memories. It wasn't until we actually got out into the world to practice, to really understand the impact of SOAP notes.

For those unfamiliar with the term, SOAP notes stand for the following:

Subjective
Objective
Assessment
Plan


While keeping detailed client notes is an excellent way of charting progress and change, it is vital in business to protect yourself. If, for some reason, a situation arose where your services were questioned (medical reasons, insurance, legal etc), having detailed accounts of each client is imperative. It is much easier and more reliable to refer to documented information than that of "let me think for a second" and try to remember. It is also important to remember to document what the client tells you, from medications to likes/dislikes - you'd be surprised how these seemingly small pieces of information can have a huge impact!

It also gives your clients the confidence that you're paying attention to them, their body and their needs. Confident clients are loyal clients!


Thursday, January 7, 2016

Keeping Track Of Clients The Easy Way!

Are you looking for new ways to keep track of your clients? Facilitate your employee's needs with our Client Card Binder! This organizer comes complete with A to Z tabs so you can index your clients by name and keep neat records of each spa visit. We have various sizes that can hold up to 350 clients! You can list their treatment, condition, and even products you recommended to them, and make their spa experience much more personalized that they'll keep coming back! Did you know we also carry appointment books and Spascriptive pads? Hopefully we just made your organizing a whole lot easier for you and your employees!

Thursday, April 3, 2014

Protecting Your Clients and Yourself With Record Keeping

I was just reading an article on the regulation changes made in Texas for non-cosmetic procedures in med spas. What I found interesting was the major change in the law:

"medical spas will no longer be able to perform nonsurgical medical procedures without having a physician, a nurse practitioner or physician assistant on staff to complete a 10-step process before beginning the procedure.”  as quoted by Stuart Miller of Strasburger & Price, LLP, in the article 

Now, this law may only be in Texas and apply specifically to med spas, but it is something to think about in regards to pre-treatment procedures.

Every business in this diverse and amazing industry should already be keeping detailed notes for their clients. The most important form is the client intake form. This makes the technician/therapist aware of any contraindications or issues that will affect/alter the way they perform the service(s), be able to advise the client of alternatives if necessary, or avoid a painful and possibly legal situation from arising. Along with having the clients fill out intake forms completely, it's always great if for the first visit a few extra minutes are allotted for the therapist to discuss the health history with the client.

For an ongoing client, it is great to have a record of the services provided. This allows for progress tracking, feedback and it also gives an opportunity to cross market and recommend different/complimentary services. It is also good to check in periodically with the client regarding the health history to note any changes or new issues.

Not sure about what forms to get... we have you covered!

Client Profile Cards- different cards for different services
Soap Notes Client Visit Form- excellent for massage therapists and chiropractors!
General Client Information Profile Cards
Binders- organization makes everything better :)



Safe,happy clients and employees are crucial parts to any business. Stay ahead of the curve and keep everyone informed!