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A Therapist’s Guide to Navigating the Summer 

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A lighter caseload during the summer is common in private practice, where client appointments often decline as people go on vacations and enjoy the warmer weather. While this slower period might initially seem like a challenge, it presents unique opportunities for growth, catch-up, and much-needed rest.

Whether you are new to private practice, or you’re a seasoned clinician, deciding how you’re going to take advantage of this seasonal slow-down can help set yourself up for success once business picks up again! We’re going to delve into a few different ways that you can spend the summer, whether you want to prioritize rest or if you want work on your practice. 

Opportunities for Growth During a Summer

1. Switch to a New EHR

Your EHR is one of the most important tools in your practice, so the summer is a great time to make sure it’s truly working for you. Explore features you haven’t fully explored yet, customize your forms or update your calendar. If you’ve been curious about Owl, a lighter schedule is the perfect time to make the move to our practice management system. Use the summer to migrate with the help our expert practice consultants. Learn more about how simple it is to switch to Owl Practice here.

2. Refine Marketing Strategies 

Take this time to refresh your website and update your social media profiles. Go through each page of your website and ensure that all information is still up to date. Double check that all your contact forms are working well, and that your site is accessible. You could even ask a friend to poke around and provide feedback!  

Implement SEO techniques to attract new clients and improve your online presence. If your website has a blog or FAQ page, these would be great areas to try out some SEO techniques. Write blog posts that address a particular concern about mental health or therapy that clients typically have. Your FAQ section should address questions about your specific practice and type of therapist you are, but it should also address general questions about therapy. If you enjoy regularly posting on social media, maybe plan out a few posts for the summer and a few weeks into fall, and schedule them so you don’t have to worry about it for a while! 

3. Develop New Services 

Explore and develop new services or specialties that can enhance your practice. This might be a time where you can get a jump start on a certification or training process, that way you have less interruptions and you can focus on getting through your requirements. For example, you might want to consider getting EMDR certified. Have you thought about offering intensives for your clients? Now could be a great time to evaluate your clients and your calendar and ask yourself a few questions: which clients could likely move from weekly to bi-weekly sessions based on their goals? Which clients might be open to a new “regular” session time? If I look out further ahead in my schedule, where can I easily block off 2-3 hours? 

A lull in the summer offers a great opportunity to start gaining a new specialty, certification, or offering and then also planning for how you will integrate them into your calendar.  

4. Enhance the Client Experience 

Use client feedback to improve your services and make your practice more client friendly. This might mean offering online therapy options to broaden your client base and meet the needs of those who prefer virtual sessions. Spend some time in your EHR’s teletherapy feature and get comfortable with how it works. For clients that have chronic health issues, disabilities or other needs, expanding your offerings to include virtual sessions for some clients or all could be mutually beneficial.  

Improving the client experience might also mean updating your practice environment to create a more welcoming and comfortable space for your clients! Take time during the summer to implement client feedback and organize your space while there’s less foot traffic.

Playing Catch Up During the Summer 

5. Administrative Tasks 

Spend time organizing client files and updating records to ensure everything is in order. You can also review and improve your billing processes for better efficiency and accuracy. If taxes were a big pain last year, do a mid-year tax check-in with yourself! You could hunt for any receipts that may be helpful in claiming deductions, see where you’re at with your budget, decide if there’s any fat you can trim in your business, and even though it’s not fun – chase down any unpaid invoices from clients.  

6. Continuing Education 

With some more time in your schedule and the bandwidth to digest information, you could enroll in workshops, webinars, and courses to stay updated with the latest in your field. Subscribe to some newsletters and spend a nice cozy chunk of your morning reading through the latest news in the field of mental health and learn what clients are being exposed to in the mental health landscape too.  

You can also use this time to fulfill any continuing education (CE) requirements you may have. CE requirements vary by region, and each region might have CE topic requirements and specific deadlines. If you feel that you’re behind or you want to get ahead on your CE requirements, the summer is a great time to knock out a few hours and stay up to date on your profession’s practices and developments.  

7. Networking and Collaboration 

Reach out to colleagues for support and potential collaborations. Spending your downtime networking within your peer group is incredibly valuable. In the long run, the time spend cultivating these relationships and engaging with other professionals can lead to referrals, and having some great people you can lean on for consultation 

Attend professional events and local meetups to expand your professional network. Conferences, events and workshops are a great way to meet with other professionals within your field or specialty. And attending an event that is outside of your field or specialty, but that you’re interested in can be a great way to expand your learning and perspective. 

Conclusion

While the summer is typically a slower period, it can be an incredibly productive and beneficial time for therapists. By focusing on growth opportunities, catching up on essential tasks, and taking the time to reset for the autumn, therapists can emerge from the summer feeling refreshed and ready for a busy season. 

Take advantage of the summer and enhance your practice today.  


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