Zoey Holguin Therapy Employee Manual
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Introduction
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Equal Employment Opportunity
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Workplace Harassment Prohibited
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Workplace Safety
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Drug Free/Alcohol Free Environment
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Professional Conduct
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HIPAA Expectations
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Company Property
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Office Space
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Privacy
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Personnel Files
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Attendance
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Holidays
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Work Performance
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Performance Improvement Plans
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Separation
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Payroll
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Vacation
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Clinician Vacation/Sick Expectation
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Professional Liability Insurance
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Phones and Email
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Answering Calls
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Fax
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SimplePractice
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Slack
Zoey Holguin Therapy Policies and Procedures
Zoey Holguin Client Workflows
Phone.com
Chart Audit Tool
Notes in SimplePractice
Clients & Contacts in SimplePractice
Client documentation in SimplePractice
SimplePractice: Calendar and Scheduling
Simple Practice Billing
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Logging into SimplePractice for the first time
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Invoices, statements and superbills
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Adding cash, check, or credit card payments on the mobile app (3:29)
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Adding a credit card to a client's file
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Adding a client payment
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HSA and FSA cards
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Running a credit card in SimplePractice
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Billing at the session level
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Cash-only client billing
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How to request credit card information via the Client Portal
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Editing or deleting a payment
Simple Practice Client Portal
Simple Practice Invoicing
Simple Practice- Closing Cases
Psychology Today
Informed Consent
Open Path Collective
EFT Training
