Spruce Winter Quarterly: News and Updates

Spruce Happenings

It’s time for your quarterly dose of all things Spruce! We’ve rounded up the noteworthy happenings since our last update to keep you in the know. Read on to find out more about the newest Spruce features and enhancements, quick tips and helpful how-tos, a look into our community, some new content we’ve created, and events where you can find us!

IN THIS NEWSLETTER

New Features & Spruce Tips

We continue to develop new features and helpful tips that are intended to make your experience with Spruce even better. Read on!

Self-Service Call Flow Builder (Phone Trees!)

Call flows provide advanced control for when someone calls your Spruce phone number. Create phone trees, automate communication, and pair with schedules to change call handling based on time of day. Reach out to learn more!

Caller Display on Yealink Desk Phones

No more second guessing which patient or practice is calling in on your Yealink phone. When you receive an incoming call, the caller’s number will display as you’ve entered it in your Spruce contacts.

Emoji Picker in the Compose Bar on the Web

Now you can tap into fun emojis when exchanging messages on the web. Add a bit of levity to your conversations and communicate just as you would with emojis on your phone. 🎉

Akute Health EHR Integration

Spruce customers who are using the Akute Health EHR can now directly integrate the two systems, saving hours in time spent syncing contacts and messages across systems. Reach out to Akute Health to learn more: support@akutehealth.com.

Invite Patients via Saved Messages on the Web

Expedite your workflow and use a saved message when you invite a patient to join you on Spruce. No more having to manually type out your invitation each time, just use a repeatable message and invite a specific contact or a group of contacts, quickly and easily.

Spruce Live Training

Spruce offers live training sessions for customers, designed to supplement our help center resources and provide a forum for customers to ask questions and learn more about recent updates to the Spruce platform. We’re excited to meet you face to face and help you get more out of Spruce!

Help Us Make Spruce Even Better!

Share your feedback in a video interview! Take this short survey to enter our participant pool. We’ll reach out if you’re a match for the study. If you are selected and complete the interview, you’ll receive $100 in Spruce credit or a gift card. Your choice!

Referral Program

Customer Spotlight

We’re thrilled that Chris Imperial, DO, a family practice physician out of Bryan, TX, has had such a great experience with Spruce. Let us know if you have a success story you’d like featured in our next newsletter!

Interested in seeing more customer spotlights? Browse our blog!

Webinars: Live and Recorded

Hopefully, you’ve been able to join one of our recent webinars. In case you missed us, you can still catch up on these info-packed sessions! They are recorded and may be watched at your convenience.

When you run your own therapy practice, all-too-common oversights like failing to withhold income for taxes or neglecting financial reporting can lead to issues with the IRS or your own cash flow. Discover the nine most common accounting mistakes made by therapists and how you can avoid them.

Access the recording

Discover the criticality of meeting clients where they are and communicating securely. This recording covers what a BAA is and why you should care, cross-channel communication and what’s acceptable, and the single best way to increase patient satisfaction. We crack the code!

Access the recording

It’s important to create space to develop plans to see your vision for your business become a reality. This webinar introduces tools that will help with business planning, assessing current business needs, struggles, and opportunities, and outline a strategic path to move forward with personal business goals.

Access the recording

Join this free training designed for mental health professionals who are ready to move beyond traditional 1:1 therapy or are just looking for alternative revenue streams. It covers everything from hosting retreats and course creation, to podcasting for reach and revenue. Discover how to transform your business!

Access the recording

eBooks and Slideware

We’ve distilled the best parts of our recent webinars into downloadable papers, so that you can jump right to the sections of interest.

Discover the essential tools that will help with business planning, assessing current business needs, and moving forward with personal business goals. You’ll learn:

  • The right planning tools for your practice
  • How to make growth decisions
  • What automation tools you may want to invest in
  • How to assess your current business needs & opportunities
  • When it may be time to consider hiring a coach

Access the content now

Quickly discover the nine most common accounting mistakes made by therapists and how you can avoid them. This deck touches on:

  • Commingling business and personal finances
  • Missing out on deductible business expenses
  • Failing to withhold income for taxes
  • Throwing out receipts
  • Forgetting about budgets and more!

Access the content now

Discover the criticality of meeting clients where they are and communicating securely. These slides cover:

  • What is a BAA and do you need one?
  • Is HIPAA compliance important in therapy? (Best checklist you’ll ever see)
  • Is texting patients okay?
  • Phone lines, faxes, and HIPAA – what’s acceptable?
  • Email – what’s safe to send?

Access the content now

Thanks for a Great Year!

2024 was an incredible year for Spruce and we would like to thank our loyal customers for being a big part of our success. With some notable new releases including the Spruce Desktop App, Call Flows (phone trees), and Scheduled Messages for patients, we hope we’ve made your workflows smoother and your days a little brighter.

If you were able to catch us at a live event this year, we hope we were able to catch up with you in a meaningful way. And if you missed us, here are some fun pics that really showcase just how much we love connecting with our community. 🤗


Upcoming Event!

Did you miss the webinar with Patrick Casale yesterday on the six innovative ways you can diversify your income in 2025? Now you can tune into the recording and quickly catch up on everything we discussed! And, if you like the kinds of topics that Patrick shares, you can also join him in Edinburgh, Scotland, in July 2025. The “Doubt Yourself, Do It Anyway” Scotland Summit is a unique gathering for mental health professionals that blends professional growth, personal development, and unforgettable experiences to help you step into your full potential. Learn more!

Know of a conference that you think we should attend? Give us a shout at greetings@sprucehealth.com.

New to Spruce? Start with a FREE 14-day trial today! 🎉

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