How to Protect Your Business with Proper Documentation - EP 134

In this episode, I’m talking about one of the most important things you need when scaling your business: a robust Electronic Medical Record (EMR) system. If you want to grow your business, especially across multiple locations, you need an EMR that allows you to easily toggle between locations without signing in and out. I’ll explain why this is so important, particularly when your clients are moving across cities or even states. Whether it’s moving from LA to Nashville or Las Vegas to Dallas, an effective EMR allows you to seamlessly continue client care and keep all documentation up to date, no matter where they are.

But having the right system is only part of the equation. I’ll also share why having a solid legal team to review your consent forms and documentation is critical for protecting your business. I’ll talk about a great legal team I use, Bird A Dotto, and how they help me ensure everything is compliant and legally sound. Along with that, I’ll dive into why proper documentation should be a core value in your business. The mantra here is simple: if you didn’t document it, it didn’t happen. I’ll break down the importance of keeping thorough, clear records and reviewing them regularly to ensure your team is on track.

Scaling a business isn’t just about growth; it’s about setting up systems that allow you to maintain control, stay organized, and avoid costly mistakes. So if you're ready to scale and ensure your clinics or business are legally protected and efficiently run, tune into this episode for valuable tips on EMR systems, legal protection, and the art of proper documentation.

Welcome to The Spinoso Podcast hosted by CEO, doctor, comic book geek, and car guy, Alex Spinoso. I help people and companies grow - especially in the medical business. While my experience and expertise is in scaling all types of medical businesses to 7, 8, 9-figures or more, I can be a mentor to anyone who wants to take ownership of their lives, become a better leader at home and at work, and overcome any obstacle that stands in their way.

(0:00) - Intro

(0:15) - Importance of Electronic Medical Records (EMR) in Scaling Businesses

(2:23) - Legal Compliance and Documentation

(3:29) - Promotion of Free Medical Courses and Emphasis on Documentation

(4:28) - Reviewing and Ensuring Proper Documentation

(5:21) - Final Thoughts

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