Clinical Onboarding Essentials

Master critical clinical onboarding procedures to enhance client experience and streamline operations. Equip yourself with essential knowledge for effective communication and confidentiality.

Interested in this course? Email us at [email protected]

Course curriculum

1. Meet the CES Team: Introduction and Communication Guidelines
1. Client Confidentiality: Using Client Initials and Numbers
1. Cancellation Policy: Guidelines for No-Shows and Short-Notice Cancellations
1. Minor Consent Forms: Ensuring Parental Agreement for Therapy
2. Intake Forms: Essential Documents for Starting Therapy
1. Managing Client Exercises: Uploading and Sharing Documents in Jane
1. Conducting Virtual Therapy Sessions: Best Practices and Guidelines
1. Creating and Charging for Client Reports: Essential Guidelines
1. Handling Transfer Clients and Chart Release Requests
1. Understanding Client Memberships: Benefits and Commitment
1. Managing Waitlists in Jane: Efficient Scheduling Tips
1. How to Access and Use Report Letterheads in the Drive
1. Understanding ROI Forms: When and Why You Need Client Consent
1. Scheduling Sessions After Intake: Building Consistency and Commitment
1. Jane Basic Navigation
1. Jane Appointments
1. Jane Client Profile
1. Jane Chart Navigation

About this course

Free
18 lessons
1 hour of video content

Discover your potential, starting today

Enroll today

Clinical Onboarding Essentials

Course curriculum

Introduction to Clinical Onboarding

Maintaining Client Confidentiality

Understanding Cancellation Policies

Consent and Compliance

Managing Client Interactions

Conducting Virtual Therapy Sessions

Creating and Charging for Client Reports

Handling Transfer Clients and Chart Release Requests

Understanding Client Memberships: Benefits and Commitment

Managing Waitlists in Jane: Efficient Scheduling Tips

How to Access and Use Report Letterheads in the Drive

Understanding ROI Forms: When and Why You Need Client Consent

Scheduling Sessions After Intake: Building Consistency and Commitment

Jane Basic Navigation

Jane Appointments

Jane Client Profile

Jane Chart Navigation

About this course

Discover your potential, starting today