This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
New Therapist Onboarding
Zoey Holguin Therapy Employee Manual
Introduction
Equal Employment Opportunity
Workplace Harassment Prohibited
Workplace Safety
Drug Free/Alcohol Free Environment
Professional Conduct
HIPAA Expectations
Company Property
Office Space
Privacy
Personnel Files
Attendance
Holidays
Work Performance
Performance Improvement Plans
Separation
Payroll
Vacation
Clinician Vacation/Sick Expectation
Professional Liability Insurance
Phones and Email
Answering Calls
Fax
SimplePractice
Slack
Zoey Holguin Therapy Policies and Procedures
Policies and Procedures
Zoey Holguin Client Workflows
Individual Client Workflow
Couples Client Workflow
Email
Logging into your email for the first time
Phone.com
Setting Up the Phone.com Mobile App
Setting your Outbound Caller ID or Name
Forwarding Calls to Phone.com
Voicemail
Checking Your Voicemail Messages
Adding a Schedule for Your Business Hours
Recording Your Calls
Slack
Why we use Slack
Logging into Slack for the first time
The Basics of Slack (4:37)
Chart Audit Tool
Chart Audit Tool (2:21)
Notes in SimplePractice
Using Chart Notes
Adding an Addendum to a locked note
Clients & Contacts in SimplePractice
Making a client inactive
Deleting a client
Client documentation in SimplePractice
Creating a diagnosis and treatment plan
SimplePractice: Calendar and Scheduling
Availability
Creating Recurring Appointments
Deleting a session
Scheduling, editing and deleting an appointment
Creating "Other" (non-client) appointments
Simple Practice Billing
Logging into SimplePractice for the first time
Invoices, statements and superbills
Adding cash, check, or credit card payments on the mobile app (3:29)
Adding a credit card to a client's file
Adding a client payment
HSA and FSA cards
Running a credit card in SimplePractice
Billing at the session level
Cash-only client billing
How to request credit card information via the Client Portal
Editing or deleting a payment
Simple Practice Client Portal
New client intake and client portal
Updating a client's email address for client portal access
Simple Practice Invoicing
Using Invoices in SimplePractice
Creating invoices
Simple Practice- Closing Cases
Closing Cases
Psychology Today
Writing your Personal Statement
Informed Consent
Blank Informed Consent
Open Path Collective
What is Open Path Collective?
EFT Training
EFT Video Resources
Assessment Questions For First Couples Session
Attachment History Questions For Individual Sessions
Voicemail
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock