May, with its lengthening days, is a time for renewal. For health professionals, it’s also the ideal moment to reassess administrative processes after tax season. Why wait until September or the end of the year?
This is a great opportunity to take a step back, identify daily irritants, and implement new practices. A small change today can lead to big results tomorrow.
Here are five concrete and sometimes little-known actions that can help you save time and optimize your administrative management.
The first step to successful optimization is a detailed assessment. It’s not just about asking, “Does it work?” but rather “Does it work optimally with my current resources?”
An audit helps you highlight repetitive tasks, unnecessary delays, or information loss. It becomes a strategic tool to identify what can be automated, simplified, or even eliminated.
Some questions to consider:
A significant time loss:
According to a 2017 study by Sage, administrative tasks take up an average of 7.7% of total work time. That’s around 140 working days per year — a massive amount of time that could largely be optimized with the right management tools.
Discover how much time you’re really losing to admin work.
Automation goes far beyond appointment reminders. In 2025, there’s a wide range of processes you can automate to simplify your daily operations, improve client experience, and enhance management — without sacrificing personalization.
Some highly effective yet lesser-known automations:
Read our full article on the benefits of automation.
Bonus : Boost your efficiency with Zapier. GOrendezvous integrates with Zapier, a platform that lets you connect over 5,000 apps without coding. You can create “zaps” (automated workflows) that fit your needs.
Examples with Zapier:
By adopting an “intentional time” approach — consciously and thoughtfully using your time — you take back control of your schedule based on your natural rhythm, professional priorities, and your clients’ habits.
Tangible strategies to apply:
Dedicated time blocks: Reserve specific time slots for certain types of appointments (e.g., assessments in the morning, follow-ups in the afternoon). This boosts focus and reduces decision fatigue.
Identify your peak productivity hours: Everyone has periods when they’re more productive. Use these for complex or demanding tasks.
Offer flexible appointment slots: Offer morning or evening options depending on the time of year to better match client availability.
A well-planned schedule helps reduce mental overload and improves the quality of your services.
In the digital age, data security must be a top priority. Weak passwords or unsecured client files can harm your reputation, violate legal obligations, and break client trust.
Since the implementation of Law 25 in Quebec, every business — including freelancers — is responsible for putting in place security measures that match the nature of their activities.
Beyond legal obligations, this is also a way to show clients you take their privacy seriously. A secure digital environment inspires trust, strengthens professional relationships, and can become a competitive advantage.
Recommended actions:
Lastly, don’t forget to back up sensitive data regularly and limit access only to authorized individuals.
We often think of organizing our physical desk, but your digital environment has just as much impact on your focus, efficiency, and professional well-being. A cluttered computer or inbox, poorly named or lost files — these things waste valuable time each week.
Taking time in May to clean up your digital space is an investment in your day-to-day fluidity — and a fresh start before summer.
To do this month:
By implementing targeted actions — audits, automation, legal compliance, time management, and digital organization — you don’t just make your day-to-day easier; you also enhance your professionalism, peace of mind, and the quality of service you offer.
GOrendezvous provides you with a complete and intuitive platform designed for health professionals. Task automation, secure charting, smart billing, appointment management, and more — everything is centralized to simplify your life.