Course curriculum

    1. Welcome and Overview

    2. Training and Getting Support

    1. Systems Overview

    2. Google Drive

    3. HIPAA Compliance

    4. Set Up your Intake Email Templates

    1. Everything you need to know!

    1. How do I get new clients?

    2. Follow this Process to Onboard a New Client

    3. How to Conduct and Consultation Call

    4. How to Add a New Client to Therapy Notes (EMR)

    5. Using Therapy Notes

    1. Intake Session

    1. How to Add a Clients Payment Information in Therapy Notes

    2. Handling Insurance Conversations

    3. Understanding ROI's

About this course

  • Free
  • 19 lessons
  • 1 hour of video content

Discover your potential, starting today