New Hire: Operations and Procedures Course

Welcome to the New Hire Operational and Procedure Training Course!

We’re excited to have you on board and eager to equip you with the knowledge and skills necessary to excel in your role within our organization. This comprehensive training program has been meticulously crafted to ensure that you not only become proficient in our practice system but also gain a deep understanding of how we serve our clients, manage critical processes, and utilize essential tools like Simple Practice and Airtable.

 

Throughout this course, you will:

 

  • Client-Centric Approach: Gain insights into our client-centric philosophy, understanding how we receive, engage, and provide top-notch service to our clients.
  • Intake Appointment Mastery: Learn the art of conducting effective intake appointments, ensuring a smooth and welcoming experience for our clients from day one.
  • Digital Tool Proficiency: Harness the power of digital tools such as Simple Practice and Airtable for efficient client management, record-keeping, and organization.

 

Future Training

Recognize that this course is just the beginning. Look forward to future training sessions that will delve into specialized procedures, allowing you to expand your expertise and contribute even more effectively to our mission.

 

We understand that embarking on a new role can be both exciting and challenging. That’s why our experienced team is here to support you every step of the way. Feel free to ask questions, seek guidance, and engage with your fellow new hires, as together, we create a supportive and dynamic learning environment.

 

By the end of this course, you will not only have a solid grasp of our operational procedures but also the confidence to provide exceptional care to our clients. Your dedication and enthusiasm are invaluable to us, and we’re eager to witness your growth and contributions within our organization.

 

Let’s embark on this learning journey together and make your transition into our team a successful and fulfilling one.

Course Content

Calendars and Appointments
Adding and Managing Appointments 3 Topics | 1 Quiz
Client Management
Documentation
Airtable
Airtable 3 Topics | 1 Quiz
Intake Procedure
Telehealth