04 - Client Management

  • 18 Lessons

In this course, we cover the fundamental aspects of managing the logistics and key clinical elements of client relationships— from getting new clients, to providing excellent client service for existing clients, and when clients end care with us.

Contents

Getting Clients
Preparing for 1st Session & In-Session Note-Taking
"How We Talk About Our Clients is How We Treat Our Clients" - Maintaining Unconditional Postitive Regard with Tough Clients
Consult Calls
What to Expect in Your First Session
Scheduling (and Following Up!) to Maximize Retention
Cancellations & No Shows
Client Running Late
Seeing Clients When They Are Temporarily Out of State
Transitioning GC Therapy Clients to Out-of-State Coaching
Client Collaboration (w/ other providers, family members)
Internal Referrals within The Gaia Center
At-Risk Client Protocol
When a Client Expresses a Desire to Harm Someone
Walk & Talk Sessions
Client Discharge, Termination, Ghosting
Confirmation of Completion
Important follow-up message re: obtaining ROIs