02 - Internal Procedures

  • Course
  • 21 Lessons

This course describes our most important internal procedures— from utilizing Google Workspace software (Drive, Chat, Voice, Gmail, etc.) to understanding our Client Tracker, Offices sheet, and more.

Contents

Google Workspace

We use the paid version of Google (aka Google Workspace) for almost all of our GC stuff outside of our EHR (Sessions). In this section, we'll review some key strategies for using all your Google Workspace tools effectively.

Chrome Profile + Bookmarks Bar
Voice
Google Calendar
Gmail: Inbox Management
Drive
Chat + General Internal Communication
General Communication Channels
GC Internal Library
GC Library Catalog

Other

Client Tracker: Inquiries + Managing Your Tab & Availability
Schedules, Offices, Time Out Sheets
Taking Time Off (OOO Email/Voicemail etc.)
Telehealth Do's & Don'ts
Inclement Weather
Animals in the Workplace
Creating a Warm Welcome for New Team Members
Weekly Clinician Update Forms
Clinician Capacity Monthly Check-In Form
Post-Consult Call Forms

Marketing

Guided Together Monthly Meetup

Wrapping Up

Confirmation of Completion