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Parent Portals Improve
Productivity
By Larry Morgan, December 2019
1
Parent Portals
Improve Everyone’s Productivity (and save money!)
Therapists are busy doing important work. They are trained
professionals who want to spend more time helping
individuals and less time doing paperwork. Clinics are
keen to retain quality employees and improve job
satisfaction.
The Parent Portal is a tool for families to stay informed and
engaged in their child's education. It enables parents and
guardians to see the child's schedule, monitor attendance,
and communicate with the child's teachers.
Below we will discuss how Parent Portals, in all clinical
environments can:
 improve everyone’s productivity
 generate hard dollar savings
 deliver significant intangible benefits
Improving Productivity
Productivity is often defined as being efficient and getting
more work done in a shorter amount of time. We are going to
look at Parent Portals as a tool for increasing efficiency, and
engagement…improving productivity.
Almost every day we are bombarded with new technology
which makes our lives simpler and more productive. Faster
printers, new computers, and a host of software programs,
have replaced pencil and paper and improved our
productivity, saving us countless minutes and hours every
month.
Therapists want to spend their time helping their
patients progress, not with paperwork, phone
calls, and administrative tasks. So whatever
tools we can implement to minimize the
distractions from the job that utilizes their
strengths everyday would seem to be a good
investment. And when you look at the features
and benefits, there are many compelling reasons
to implement parent portals in the clinical
workplace environment.
According to The Workplace Research
Foundation, “highly engaged employees
were much more likely to have above-average
productivity, to the tune of 38%.” So,
finding ways to keep employees engaged and
doing what they enjoy can pay enormous
dividends. As a matter of fact, according to
Gallup Research, “employees are six times
more likely to be engaged in a job where they
are utilizing their strengths every day.”
By Larry Morgan, December 2019
2
5 Reasons a Parent Portal will improve your clinic’s productivity
Let’s look at just five specific features of Parent Portals to understand how they can increase
productivity for the therapists and the parents:
1. On-line Session Approvals and Treatment Plans
The Parent Portal can provide easy access to session
notes and clinical data for the parent to review and
approve at any time, with convenient digital signature
capabilities. Therapists can also upload activities and
lessons for parents to do at home or in cases of extended
absence so the child can continue progress. This
provides flexibility and convenience for both providers and
parents and is in the best interest of the client.
2. View Schedules and Cancel Appointments On-line
Parents and therapists save time and eliminate confusion because everyone can see the schedule
online in real time. A Parent Portal minimizes redundant phone calls and provides advanced notice
of cancellations and schedule changes, enabling therapists to reallocate their time.
3. Broadcast Announcements and Notifications
With a Parent Portal, clinics can notify the entire population of clients with a single message that is
instantly distributed. It can be used for any generic broadcast message notifications such as holiday
reminders or special events. It is also very useful in case of illness, emergencies, snow days, fire or
weather warnings. This feature eliminates the need for multiple phone calls, saving administrative
time. Clients appreciate the thorough communication and being kept up to date regarding special
events or occasions.
4. On-line Forms and Reports
Parent Portals allow parents the convenience of filling out the intake and on-boarding forms in
advance, online. It can also automatically update the student records, eliminating time consuming
paperwork and redundant activities of the parents and therapists. These all make the initial
registration, on-boarding and annual updates much easier. Forms and other hand-written documents
can also be uploaded to the clients record through the Parent Portal.
5. On-line Bill Payment
This capability enables the parents to conveniently co-pay, or private pay, for services on-line. It may
only affect a small percentage of clients, but for those who do use it, the savings come in many
forms. The therapist or clinic save on invoicing (postage, printing and stationery) and benefit from
improved cashflow and reduced administrative work.
In summary, it is easy to see how Parent Portals can improve productivity and increase
customer engagement when you focus on these 5 points:
1. Increased efficiency
2. Better communication tools
3. More engaged employees
4. Job satisfaction from therapists doing what they like and do best
5. Happier, more informed families
3
Parent Portals will save you money - the numbers
Let’s look at how the capabilities of a Parent Portal can generate tangible
financial benefits and how you can calculate the ROI (Return on
Investment) in your clinic. Our research has shown significant savings can
be achieved and those savings will depend on the variables within your own
environment. The three key variables to which you can assign value are:
$ Salaries
$ Revenues (per
patient session)
$ Time (spent on
various activities)
Looking at the same five features discussed earlier let’s review how easy it is to quantify a dollar
value that can be realized from each. Once you assign specific values to each of these components,
it is simply a matter of multiplying them together to arrive at the resulting hard dollar savings. For
simplicity, this is best looked at on a per therapist basis.
1. On-line session approvals
The key components are:
• Number of sessions per month
• Amount of time spent to get the approval
• Salary dollars per hour (or minute)
The savings calculation will typically be in a range between $15 and $30 per therapist per month.
2. View schedules and cancel appointments on-line
The key components are:
• Time spent taking calls and rescheduling
• Number of rescheduling events per month
• Salary dollars per hour (or minute)
The savings calculation will typically be in a range between $1 and $2 per therapist per month.
An additional financial benefit to this feature is the ability to reschedule the therapist to another revenue generating activity.
The key components are:
• Number of productive reassignments
• Revenue generated per session
The savings calculation will typically be in a range between $30 and $50 per therapist per month.
3. Broadcast announcements and notifications
The key components are:
• Number of announcements and/or notifications
• Time spent notifying each client
• Salary dollars per hour (or minute)
The savings calculation will typically be in a range between $3 and $5 per notification per therapist per month.
4. On-line forms and reports
The key components are:
• The number of forms per month
• Amount of time transcribing and updating student records
• Salary dollars per hour (or minute)
The savings calculation typically will be in a range between $5 and $10 per student per month.
5. On-line bill payment
The key components are:
• The number of invoices you no longer have to send
• The time spent processing each invoice
• The cost of preparing and mailing each invoice
• Salary dollars per hour (or minute)
The savings calculation will typically be in a range between $9 and $20 per client per month.
4
In summary, there are easy-to-calculate savings to be had with each of these features. These savings
are associated with each therapist on a monthly basis. The amounts will vary based on your specific
environment as far as amount of time events may take and how much salary the individuals
responsible for the tasks are paid. Regardless, all of these will add up to a significant dollar value
which will more than off-set any expenditure for the parent portal software.
Delivering intangible benefits
Soft dollar benefits are not as easy to quantify, but they can be the most valuable and consequential.
These savings are real but more subjective. Review the questions below and apply to your business
to assign a value to each.
• How do you assign a value to your reputation, or customer satisfaction?
• What is the value of one client telling another client about your great service?
• What is the cost of losing one session for any reason which could have been avoided?
• How much is the monthly value of protecting each of your
clients?
• How do you measure the value of happy employees who are
more engaged?
• What is the value of positive employee morale within the
team?
• What is the value of positive employee morale on your
clients?
• What is the cost of employee turnover?
• What is the cost of recruiting new employees?
• What is the cost of training new employees?
In summary, sometimes avoiding expenses is just as valuable as
generating revenue.
In Conclusion
Parent Portals improve productivity, have easy to quantify and tangible hard dollar savings, and they
provide significant soft dollar benefits. From the perspective of a clinic…
 Engaged employees are happier
 Happy employees perform better
 Morale is contagious
 Positive attitudes translate into better interpersonal relationships
 Employee and client continuity are invaluable
 Reputation is everything
Parent Portals are becoming pervasive. Schools at every level have them,
doctors and insurance companies have them. Today they may seem like a
“value add,” but very soon they will be a necessity. Clients are used to parent
portals and the cost of replacing a client is significantly more expensive than
maintaining your existing client, so not having a parent portal will soon put
you at a competitive disadvantage.
From a parent perspective, this is not digital parenting, it is engagement!
A recent study by Deloitte showed
that an increase in employee
engagement can increase employee
retention rates by up to 87%. Studies
have also shown that clients who are
more engaged with your system are
more likely to stay with that
therapist. Tools like a Parent Portal
make your clients “more sticky.” All
of these factors have a financial
value, regardless of how difficult it
may be to calculate!
5
Having tools that provide flexibility and ease of communication will generate loyalty.
Other factors that facilitate client retention are:
▪ Ability to be engaged in the patient’s progress
▪ Secure constant communication
▪ Easy to use tools
Clients who are happy with your services are more likely to tell others, which is the best
recommendation any business could want.
The most important benefits of Parent Portals are to the patient.
These benefits are simply…
✓ More access to therapy
✓ More parental engagement
✓ More progress
Priceless!
All rights reserved 2019 and written by Larry Morgan, CEO TotalABA
For more information and to receive a free Parent Portal value savings kit visit TotalABA.com
About Larry Morgan
Larry Morgan is the President and CEO of TotalABA a leader in providing software services to therapists
and clinics working with individuals across the Autism Spectrum. He and TotalABA improve the
productivity and quality of lives for thousands of individuals and therapists every day. A global executive,
entrepreneur and mentor, Larry is passionate about building winning teams and companies in intensely
competitive markets around the world.
Parent Portal Essentials checklist
⎯ HIPAA Compliant
⎯ Secure
⎯ Easy to use
⎯ Feature Rich
⎯ Cost effective
Parent Portal Features checklist
⎯ On-line bill-pay
⎯ Broadcast notifications and announcements
⎯ Parent notes and acknowledgments
⎯ Ability to view and cancel appointments
⎯ Session approval sign-off capabilities
⎯ Forms for registration and updating
demographics
⎯ On-line form updates to the student record
⎯ Visibility of progress graphs and reports

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Parent Portals Improve Productivity and Save Money

  • 1. Parent Portals Improve Productivity By Larry Morgan, December 2019
  • 2. 1 Parent Portals Improve Everyone’s Productivity (and save money!) Therapists are busy doing important work. They are trained professionals who want to spend more time helping individuals and less time doing paperwork. Clinics are keen to retain quality employees and improve job satisfaction. The Parent Portal is a tool for families to stay informed and engaged in their child's education. It enables parents and guardians to see the child's schedule, monitor attendance, and communicate with the child's teachers. Below we will discuss how Parent Portals, in all clinical environments can:  improve everyone’s productivity  generate hard dollar savings  deliver significant intangible benefits Improving Productivity Productivity is often defined as being efficient and getting more work done in a shorter amount of time. We are going to look at Parent Portals as a tool for increasing efficiency, and engagement…improving productivity. Almost every day we are bombarded with new technology which makes our lives simpler and more productive. Faster printers, new computers, and a host of software programs, have replaced pencil and paper and improved our productivity, saving us countless minutes and hours every month. Therapists want to spend their time helping their patients progress, not with paperwork, phone calls, and administrative tasks. So whatever tools we can implement to minimize the distractions from the job that utilizes their strengths everyday would seem to be a good investment. And when you look at the features and benefits, there are many compelling reasons to implement parent portals in the clinical workplace environment. According to The Workplace Research Foundation, “highly engaged employees were much more likely to have above-average productivity, to the tune of 38%.” So, finding ways to keep employees engaged and doing what they enjoy can pay enormous dividends. As a matter of fact, according to Gallup Research, “employees are six times more likely to be engaged in a job where they are utilizing their strengths every day.” By Larry Morgan, December 2019
  • 3. 2 5 Reasons a Parent Portal will improve your clinic’s productivity Let’s look at just five specific features of Parent Portals to understand how they can increase productivity for the therapists and the parents: 1. On-line Session Approvals and Treatment Plans The Parent Portal can provide easy access to session notes and clinical data for the parent to review and approve at any time, with convenient digital signature capabilities. Therapists can also upload activities and lessons for parents to do at home or in cases of extended absence so the child can continue progress. This provides flexibility and convenience for both providers and parents and is in the best interest of the client. 2. View Schedules and Cancel Appointments On-line Parents and therapists save time and eliminate confusion because everyone can see the schedule online in real time. A Parent Portal minimizes redundant phone calls and provides advanced notice of cancellations and schedule changes, enabling therapists to reallocate their time. 3. Broadcast Announcements and Notifications With a Parent Portal, clinics can notify the entire population of clients with a single message that is instantly distributed. It can be used for any generic broadcast message notifications such as holiday reminders or special events. It is also very useful in case of illness, emergencies, snow days, fire or weather warnings. This feature eliminates the need for multiple phone calls, saving administrative time. Clients appreciate the thorough communication and being kept up to date regarding special events or occasions. 4. On-line Forms and Reports Parent Portals allow parents the convenience of filling out the intake and on-boarding forms in advance, online. It can also automatically update the student records, eliminating time consuming paperwork and redundant activities of the parents and therapists. These all make the initial registration, on-boarding and annual updates much easier. Forms and other hand-written documents can also be uploaded to the clients record through the Parent Portal. 5. On-line Bill Payment This capability enables the parents to conveniently co-pay, or private pay, for services on-line. It may only affect a small percentage of clients, but for those who do use it, the savings come in many forms. The therapist or clinic save on invoicing (postage, printing and stationery) and benefit from improved cashflow and reduced administrative work. In summary, it is easy to see how Parent Portals can improve productivity and increase customer engagement when you focus on these 5 points: 1. Increased efficiency 2. Better communication tools 3. More engaged employees 4. Job satisfaction from therapists doing what they like and do best 5. Happier, more informed families
  • 4. 3 Parent Portals will save you money - the numbers Let’s look at how the capabilities of a Parent Portal can generate tangible financial benefits and how you can calculate the ROI (Return on Investment) in your clinic. Our research has shown significant savings can be achieved and those savings will depend on the variables within your own environment. The three key variables to which you can assign value are: $ Salaries $ Revenues (per patient session) $ Time (spent on various activities) Looking at the same five features discussed earlier let’s review how easy it is to quantify a dollar value that can be realized from each. Once you assign specific values to each of these components, it is simply a matter of multiplying them together to arrive at the resulting hard dollar savings. For simplicity, this is best looked at on a per therapist basis. 1. On-line session approvals The key components are: • Number of sessions per month • Amount of time spent to get the approval • Salary dollars per hour (or minute) The savings calculation will typically be in a range between $15 and $30 per therapist per month. 2. View schedules and cancel appointments on-line The key components are: • Time spent taking calls and rescheduling • Number of rescheduling events per month • Salary dollars per hour (or minute) The savings calculation will typically be in a range between $1 and $2 per therapist per month. An additional financial benefit to this feature is the ability to reschedule the therapist to another revenue generating activity. The key components are: • Number of productive reassignments • Revenue generated per session The savings calculation will typically be in a range between $30 and $50 per therapist per month. 3. Broadcast announcements and notifications The key components are: • Number of announcements and/or notifications • Time spent notifying each client • Salary dollars per hour (or minute) The savings calculation will typically be in a range between $3 and $5 per notification per therapist per month. 4. On-line forms and reports The key components are: • The number of forms per month • Amount of time transcribing and updating student records • Salary dollars per hour (or minute) The savings calculation typically will be in a range between $5 and $10 per student per month. 5. On-line bill payment The key components are: • The number of invoices you no longer have to send • The time spent processing each invoice • The cost of preparing and mailing each invoice • Salary dollars per hour (or minute) The savings calculation will typically be in a range between $9 and $20 per client per month.
  • 5. 4 In summary, there are easy-to-calculate savings to be had with each of these features. These savings are associated with each therapist on a monthly basis. The amounts will vary based on your specific environment as far as amount of time events may take and how much salary the individuals responsible for the tasks are paid. Regardless, all of these will add up to a significant dollar value which will more than off-set any expenditure for the parent portal software. Delivering intangible benefits Soft dollar benefits are not as easy to quantify, but they can be the most valuable and consequential. These savings are real but more subjective. Review the questions below and apply to your business to assign a value to each. • How do you assign a value to your reputation, or customer satisfaction? • What is the value of one client telling another client about your great service? • What is the cost of losing one session for any reason which could have been avoided? • How much is the monthly value of protecting each of your clients? • How do you measure the value of happy employees who are more engaged? • What is the value of positive employee morale within the team? • What is the value of positive employee morale on your clients? • What is the cost of employee turnover? • What is the cost of recruiting new employees? • What is the cost of training new employees? In summary, sometimes avoiding expenses is just as valuable as generating revenue. In Conclusion Parent Portals improve productivity, have easy to quantify and tangible hard dollar savings, and they provide significant soft dollar benefits. From the perspective of a clinic…  Engaged employees are happier  Happy employees perform better  Morale is contagious  Positive attitudes translate into better interpersonal relationships  Employee and client continuity are invaluable  Reputation is everything Parent Portals are becoming pervasive. Schools at every level have them, doctors and insurance companies have them. Today they may seem like a “value add,” but very soon they will be a necessity. Clients are used to parent portals and the cost of replacing a client is significantly more expensive than maintaining your existing client, so not having a parent portal will soon put you at a competitive disadvantage. From a parent perspective, this is not digital parenting, it is engagement! A recent study by Deloitte showed that an increase in employee engagement can increase employee retention rates by up to 87%. Studies have also shown that clients who are more engaged with your system are more likely to stay with that therapist. Tools like a Parent Portal make your clients “more sticky.” All of these factors have a financial value, regardless of how difficult it may be to calculate!
  • 6. 5 Having tools that provide flexibility and ease of communication will generate loyalty. Other factors that facilitate client retention are: ▪ Ability to be engaged in the patient’s progress ▪ Secure constant communication ▪ Easy to use tools Clients who are happy with your services are more likely to tell others, which is the best recommendation any business could want. The most important benefits of Parent Portals are to the patient. These benefits are simply… ✓ More access to therapy ✓ More parental engagement ✓ More progress Priceless! All rights reserved 2019 and written by Larry Morgan, CEO TotalABA For more information and to receive a free Parent Portal value savings kit visit TotalABA.com About Larry Morgan Larry Morgan is the President and CEO of TotalABA a leader in providing software services to therapists and clinics working with individuals across the Autism Spectrum. He and TotalABA improve the productivity and quality of lives for thousands of individuals and therapists every day. A global executive, entrepreneur and mentor, Larry is passionate about building winning teams and companies in intensely competitive markets around the world. Parent Portal Essentials checklist ⎯ HIPAA Compliant ⎯ Secure ⎯ Easy to use ⎯ Feature Rich ⎯ Cost effective Parent Portal Features checklist ⎯ On-line bill-pay ⎯ Broadcast notifications and announcements ⎯ Parent notes and acknowledgments ⎯ Ability to view and cancel appointments ⎯ Session approval sign-off capabilities ⎯ Forms for registration and updating demographics ⎯ On-line form updates to the student record ⎯ Visibility of progress graphs and reports