Bonus | Charting

Lactation Business Coaching with Annie and Leah

In this bonus episode of one of our very first Deeper Dives, we're talking about our charting adventures and spilling the tea on all the electronic charting platforms we've tried.

Plus we share our top-secret strategies for nailing that documentation, and let me tell you, customizing those charting templates is a game-changer. And checkboxes for intake? Total lifesavers!

This episode is all about mixing things up with our charting methods to make sure they fit just right in different settings.

"One way to think about charting is to come back to what's the story that you're trying to tell."

In this episode, we will cover:

• Identifying your platform preferences and challenges (01:36)
• Making investments in the business, including marketing and charting platforms (08:45)
• The storytelling approach to charting (24:33)
• Charting practices in different settings, including the challenges and benefits (53:40)

Each month we host a live Deeper Dive so you can connect with us, our special guests, and each other + get lifetime access to the recording!

Links and Resources

• Subscribe to the Deeper Dive Membership: https://learn.paperlesslactation.com/subscription/deeper-dive-membership
• Have an idea for a podcast episode or a Deeper Dive? Let us know! https://learn.paperlesslactation.com/form/collaborate
• Submit your listener questions here: https://forms.gle/NsmGysHMAULW9o1z5

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About Us

Leah Jolly is a private practice IBCLC with Bay Area Breastfeeding in Houston, Texas.

Annie Frisbie is a private practice IBCLC serving Queens and Brooklyn in New York City and the creator of the Lactation Consultant Private Practice Toolkit.

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