3 Awesome Tools to Help You Be More Organized

Plus a Secret Bonus!

One of the most rewarding parts of being a clinician is seeing your patients take the necessary steps to improve their health and well-being. It’s something that requires their time, effort, and commitment, and their engagement is encouraging. To help them along their journey, you offer them the tools they need to stay on track so they can continue getting better.

The same is true for you, too – taking care of yourself takes commitment and dedication to see it through to the end. But instead of applying this concept to your physical health, let’s look at the health of your practice.

Think about the steps you take and the tools you use to stay organized and on-schedule.

  • How do you keep track of your patient resources or vendor accounts?
  • How do you find that one podcast you’re looking for or that PubMed article that was so fascinating?
  • Does everything have its place, or does your desk look like an explosion of sticky notes?

Between stacks of seminar materials, a variety of handouts and clinical resources, sticky notes with who-knows-what scribbled on them, and all the information you need to run your practice, it can feel impossible to stay on top of it all.

And when you don’t stay ahead of the game, it can feel incredibly overwhelming. You end up spending your precious time rewriting a report or spinning your wheels because you can’t find what you’re looking for quickly or easily.

But all is not lost! The key to improving your organization may be just a few simple, free tools away. Here are three of my go-to, sanity-saving tools that help my practice thrive.

Tool 1: Evernote

Evernote hails itself as the “Best Note Taking App.” And for good reason – it helps you to capture your ideas, projects, and lists. You can even assign priority to them, and organize them with labels, or tags.

Evernote is an easy way to organize your information to make sure nothing falls through the cracks.

With Evernote, you also have the ability to clip anything from the internet that you find and place it in your Evernote notebook. All you have to do is install the Evernote Web Clipper extension on your web browser.

So, let’s say you find an article about the protective effects of high cholesterol for women. You want to make sure and remember it, so you click on the “Web Clipper” from your list of browser extensions. It opens up and asks you if you want to save the whole page, just the article, copy the URL, etc. Whether you want a full-page screen capture or just a portion of the screen that includes the tidbit you want to remember, Evernote will capture and automatically save it for you within your notebook.

But if you’re like me, you could easily end up with a huge messy library of information.

Evernote has a solution for that. Inside the app, you have the ability to put a “tag” on your information. Let’s take that article on high cholesterol. Once you capture that content with the Web Clipper, you can assign individual tags – like “heart disease” or “cholesterol” or “women” – to the content.

Down the road, when you need to search for that article again, you may not remember where you put it – but you remember it had to do with cholesterol. So, you use the search function within Evernote, type in “cholesterol,” and it’ll pull up all your content with that tag.

It’s just that easy!

Tool 2: OneNote

Similar to Evernote is Microsoft’s OneNote. Both are note-taking apps that can sync to all your devices. And while they offer comparable functionality, Evernote is amazing when it comes to clipping content from the web while OneNote’s strength is in its note-creation tools.

Think of OneNote like a book. Within the book are chapters, and within the chapters are pages. This structure helps you to organize your thoughts and all the content you’re learning about. Plus, within your notebooks, you can also draw, record audio, include video, and embed other files like images or spreadsheets.

One area where OneNote can help you as a practitioner is with organizing all the products or supplements you use.

For example, you could create a chapter on MediHerb, a pioneering company that specializes in herbal products. Within that chapter, you can have different pages – one for each herb. So, every tidbit you come across that relates to that particular herb, you can drop it into your OneNote page for that herb within the MediHerb chapter.

So, if you need to quickly reference an herb, say ashwagandha, you can hop into your MediHerb chapter and search for the keyword “ashwagandha.” It’ll take you right to that page, and you can read all your notes on it.

In addition to your clinical resources, OneNote can also help you stay organized with the business side of your practice. Consider having a notebook for business, marketing, and so on. Any resources you find online, you can drop it right into your OneNote for future reference and use.

Tool 3: Google Drive

When it comes to tools that your whole team can use, look no further than Google Drive. It’s easy to use and incredibly convenient for teams to access, especially if you have a team that works remotely.

One of the top areas I leverage within Google Drive is Google Docs. Google Docs is an online word processor that allows for smart editing across multiple users.

For example, if you have a seminar you’re preparing for and you need your team’s feedback, type it out in a Google Doc and send the link to your teammates. All they need to do is have the right permissions and the link and voila – they’re able to review and provide feedback on the spot!

This makes for faster turnaround times, streamlined communication, and seamless organization.

Pssst… Here’s the Secret Bonus

The above three tools have saved my bacon on more than one occasion. With them, I’ve been able to move from a desk full of sticky notes to a much more user-friendly system. Whether it’s with the medical side of your practice or the business side of it, I know these tools can help you too.

These tools do involve having to find your own credible sources and build your own notes from scratch. For some of you, that might feel like a bit much. So, I want to share with you a way to bypass this and save yourself even more time and headaches.

Several years ago, I realized that busy clinicians needed a way to have organized clinical content that provided the information they needed to better serve their patients. And that’s when Clinical Academy was born. Designed for practitioners, this monthly membership (and amazing community of doctors) contains a wealth of information and resources designed to help you serve your patients easier and grow your practice quicker.

What’s inside Clinical Academy? Great question!

  • A 24/7 library that you can access on-demand
  • 25+ lectures and lessons that strengthen you as a practitioner
  • Patient handouts and diagrams to help you enroll and educate your patients, better
  • An active online community of like-minded practitioners
  • New monthly seminars on a variety of topics
  • Live Q&As with me

The best part is that all content is entirely searchable and available to you at any time. That means that members have unlimited access to all of the above whenever and however they need it.

So, if you’re the type of practitioner who doesn’t want to reinvent the wheel, and instead wants to focus on moving your practice forward – I’d highly recommend Clinical Academy. Because I made it for you!

Find Your Tools

With all there is to know as an alternative health clinician and business owner, it’s easy to get overwhelmed. Surrounding yourself with easy-to-use tools will help you stay organized and keep you moving forward in your practice.

If you’re reading this in March or October, check out Clinical Academy. I only open up enrollment twice a year, so make sure you read all about it and how it can be a game-changer for you and your practice!

Ronda Nelson Smiling

Hi, I’m Ronda Nelson and I help wellness practitioners grow thriving, profitable practices that allow them to work with ease, live a life they love and make an income they can be proud of.

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