The Curriculum

17 Chapters · 18 Lessons

  1. 1

    Introduction to Clinical Onboarding

    1. (Included in full purchase)

      Meet the CES Team: Introduction and Communication Guidelines

  2. 2

    Maintaining Client Confidentiality

    1. (Included in full purchase)

      Client Confidentiality: Using Client Initials and Numbers

  3. 3

    Understanding Cancellation Policies

    1. (Included in full purchase)

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

  4. 4

    Consent and Compliance

    1. (Included in full purchase)

      Minor Consent Forms: Ensuring Parental Agreement for Therapy

    2. (Included in full purchase)

      Intake Forms: Essential Documents for Starting Therapy

  5. 5

    Managing Client Interactions

    1. (Included in full purchase)

      Managing Client Exercises: Uploading and Sharing Documents in Jane

  6. 6

    Conducting Virtual Therapy Sessions

    1. (Included in full purchase)

      Conducting Virtual Therapy Sessions: Best Practices and Guidelines

  7. 7

    Creating and Charging for Client Reports

    1. (Included in full purchase)

      Creating and Charging for Client Reports: Essential Guidelines

  8. 8

    Handling Transfer Clients and Chart Release Requests

    1. (Included in full purchase)

      Handling Transfer Clients and Chart Release Requests

  9. 9

    Understanding Client Memberships: Benefits and Commitment

    1. (Included in full purchase)

      Understanding Client Memberships: Benefits and Commitment

  10. 10

    Managing Waitlists in Jane: Efficient Scheduling Tips

    1. (Included in full purchase)

      Managing Waitlists in Jane: Efficient Scheduling Tips

  11. 11

    How to Access and Use Report Letterheads in the Drive

    1. (Included in full purchase)

      How to Access and Use Report Letterheads in the Drive

  12. 12

    Understanding ROI Forms: When and Why You Need Client Consent

    1. (Included in full purchase)

      Understanding ROI Forms: When and Why You Need Client Consent

  13. 13

    Scheduling Sessions After Intake: Building Consistency and Commitment

    1. (Included in full purchase)

      Scheduling Sessions After Intake: Building Consistency and Commitment

  14. 14

    Jane Basic Navigation

    1. (Included in full purchase)

      Jane Basic Navigation

  15. 15

    Jane Appointments

    1. (Included in full purchase)

      Jane Appointments

  16. 16

    Jane Client Profile

    1. (Included in full purchase)

      Jane Client Profile

  17. 17

    Jane Chart Navigation

    1. (Included in full purchase)

      Jane Chart Navigation

Mastering Caseload Management

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