01A - Everyone Onboarding

Course
25 Lessons

This course is designed to provide important Onboarding info for ALL team members, including interns, employees, and contractors.

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Getting Started

A brief disclaimer re: onboarding training!

Send in your Bio Draft + Photos

Watch for video comments in these lessons!

Complete Demographic Form

Add your Availability to Schedules Sheet & Client Tracker; add any existing clients

Set up your Google Voice

Internal Team Bios

Grad Interns Only: Set up Open Path Collective profile

Get office key from Val

Protocol for Office Communication

Learn to use Faxage!

Google Culture Calendar

Guided Together Procedures

Creating a Warm Welcome for New Team Members

Completion of Other Required Learning Portal Courses

This section is just here to ensure that you know that you also need to complete additional pathways or "courses" within the Learning Portal as part of your onboarding.

Complete Sessions EHR Course

Complete Office Management Course

Complete Internal Procedures Course

Complete Client Management Course

Sign on to Clinical Learning Library

Required Trainings

Suicide Prevention Training

TN Mandated Reporter Training

HIPAA Training

Immigration Status Protocol

Wrapping Up

Confirmation of Completion

Optional: How I use TickTick for Project/Task Management & Time Blocking