The Curriculum

17 Chapters · 18 Lessons

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      Meet the CES Team: Introduction and Communication Guidelines

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      Client Confidentiality: Using Client Initials and Numbers

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      Cancellation Policy: Guidelines for No-Shows and Short-Notice Cancellations

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      Minor Consent Forms: Ensuring Parental Agreement for Therapy

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      Intake Forms: Essential Documents for Starting Therapy

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      Managing Client Exercises: Uploading and Sharing Documents in Jane

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      Conducting Virtual Therapy Sessions: Best Practices and Guidelines

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      Creating and Charging for Client Reports: Essential Guidelines

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      Handling Transfer Clients and Chart Release Requests

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      Understanding Client Memberships: Benefits and Commitment

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      Managing Waitlists in Jane: Efficient Scheduling Tips

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      How to Access and Use Report Letterheads in the Drive

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      Understanding ROI Forms: When and Why You Need Client Consent

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      Scheduling Sessions After Intake: Building Consistency and Commitment

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      Jane Basic Navigation

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      Jane Appointments

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      Jane Client Profile

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      Jane Chart Navigation

Mastering Caseload Management

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