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Clinical Psychologist

NHS Trust practitioner running a private practice alongside her NHS role.

Most billing automated; manual invoices sent in two clicks.

30%
Less admin time, reclaimed

I’m no longer chasing people for invoices or forms. That time went straight back into seeing clients.

— Nicole, Clinical Psychologist

The challenge

Nicole runs a private practice on top of a demanding NHS role. The clinical work was never the problem — the admin was. Invoicing, session notes, billing, booking, rescheduling and chasing signed documents were quietly eating hours she could have spent with clients. Her goal: cut admin by 30% and take on more of the caseload she actually trained for.

The solution

Nicole ran her practice as one connected system instead of a stack of disconnected tools: an integrated website live in under 60 seconds; documents sent for e-signature in a few clicks, chased by automatic signature reminders and saved to each client’s profile; built-in video sessions with automatic reminders and links; and near-automatic invoicing — two clicks on the rare occasion she sends one manually.

The results

  • Cut administrative workload by 30%, freeing time for clinical work.

  • Fully integrated website live in under 60 seconds.

  • Took on additional caseload with the reclaimed hours.

  • Documents, signatures and client records kept in one place, with signature reminders sent automatically.

The invoice list: invoices to four named clients for £70 and £45, marked sent, paid and overdue, with the overdue one flagged at 17 days.
Invoices raised as sessions are booked, with their status in one list.

Spend less time on admin, more time with clients

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