Organize the Daily Administration of Your Practice

Made for Mental Health Counselors

Organize the Daily Administration of Your Practice

120 min

Develop a comprehensive counseling practice administration workflow, covering intake organization, goals, session prep, documentation, progress review, and practice administration.

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Use this when

You want to develop a comprehensive counseling practice administration workflow, covering intake organization, goals, session prep, documentation, progress review, and practice administration.

You'll need

  • Practice Needs
  • Workflow Components
  • Pain Points
  • Practice Goals
  • KPIs
  • Calendar System
  • EHR System
  • Practice Management Software
  • Previous Workflows
  • Regulatory Issues
  • Budget
  • Client Load
  • Staff Size

You'll get

  • You'll walk away with a customized counseling practice administration workflow, including a client intake process, session preparation template, progress tracking system, and practice management checklist.

By the end of this playbook

You will have:

  • You'll walk away with a customized counseling practice administration workflow, including a client intake process, session preparation template, progress tracking system, and practice management checklist.

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