You're juggling paperwork and client sessions every day. How do you manage both effectively?
Balancing paperwork and client sessions can be tough. How do you stay efficient and effective? Share your strategies.
You're juggling paperwork and client sessions every day. How do you manage both effectively?
Balancing paperwork and client sessions can be tough. How do you stay efficient and effective? Share your strategies.
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Create a Structured Schedule by Setting aside specific time blocks for client sessions and paperwork. Having dedicated time for each task can help avoid overlap and reduce stress. Use digital systems to keep track of client records, notes, and paperwork. Programs like case management software can streamline this process and reduce time spent searching for documents. Whenever possible, write notes immediately after the session to avoid forgetting important details. If you wait too long, you may miss key insights or feel overwhelmed by the amount of paperwork. Schedule how long your spend on each paperwork, breaking your loads into chunks and setting a time limit of not more than 30mins on each chunk.