1. I'm a visual person. I like to see my entire week at one glance. When I can see Monday thru Friday's work schedule, I can easily find my open slots to add more clients or a meeting quickly.
2. My days are not always the same. I am in different places everyday and clients aren't always the same. So I need to have a quick reference in the mornings. This also where I tend to keep my "to do" list.
3. As a private speech therapist, I do all my own billing. It's much easier to check off a client after I have billed them. For private pay clients, it's easy to write a check number next to the sessions they've paid for. I keep notes in my weekly calendar about client visits and things to try for the next time.
4. I actually like the feel of my appointment book. I like actually taking a pen to write in appointments. While I am on the phone, I can still look at my calendar to schedule things. I like looking back on Friday and seeing everything I accomplished that week.
5. Since I document so much in my calendars, I keep them for a time period. They go up in a cabinet so they are out of the way. I keep them for at least 5 years.
Everyone has their way of keeping themselves on track for the day. I realize lots use the calendar in their phone. Maybe one day I will convert. But for right now, I am happy with my pencil and paper.
Hugs y'all,
Melissa
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