Course curriculum

  • 1

    Systems

    • Jane: Setting Up Your Shifts and Breaks [So Intake Knows When to Schedule Clients for You]

    • Jane: Entering Appointments

    • Jane: Re-Occuring Appointments and Adjustments

    • Jane : Charting & Notes

    • Jane: Sharing Charts

    • Filling Out Your Payroll Sheet

    • What to Do Before Your First Initial Session
  • 2

    HIPAA

    • Securing Devices

    • Intake & Best Practices

    • Notes & Storage

    • Lifeologie Corporate HIPAA Training

    • No Surprises Act: Good Faith Estimate for Clients
  • 3

    Office Etiquette

    • Sharing Work Space & Office Etiquette
  • 4

    Expectations & Roles

    • Expectations for Student Interns

    • Understanding the Support Roles & Therapists Admin Responsibilities

    • Understanding the Various Meetings & Purpose
  • 5

    The Big Picture: 2022 Vision Casting

    • The Big Picture: Who We Are, What We Do and Why We Do It

    • Level One: Lifeologie 2022 Update

    • Level Two: The Watershed Vision

    • Level Three: The Sweet Deeds Vision
  • 6

    Big Picture Vision Cast 2023

    • Watershed Vision 2023