Mission, Vision and Values

Your Role and Responsibilities

Key Contacts and Support

Optimantra EHR System + Optimantra Videos

ConnecTeam Office Management System

Talkroute Phone System + Password

Introduction to the EHR, Office, and Phone Systems

HIPAA and Confidentiality Policy

Stabilization R-PFA

Telemedicine Crisis Response Protocol

Trauma informed De-escalation

How to – ADHD Online QB Test VIDEO

How to – Order Labs on Optimantra VIDEO

How to – Email QB results and terminology to a Patient VIDEO

How to – create an official Bariatric Letter

Overview of Policies and Procedures

Operational Policies

How to ask for Vacation/Sick leave?

Complaints and Grievances Policy

Cyber Security Policy

Safety and Security

Ask HR

Suggestion Box

Personal Info Update

Employee Harassment Complaint Form

Psychiatric Documentation Vocabulary/Phrases

Directory of Specialty Mental Health Resources

Final Thoughts

Feedback and Suggestions

Please Sign the Onboarding Course Completion

Inactive Headway Insurance

QB Test Email/Psychologists Recommendation Template

How to Handle Unresponsive Patients

How to add patients on Simple Calendar Waitlist

Phone Number Usage

How Talkroute Works

Email and Text Templates

How to Verify OON Insurance Benefits

Guidelines to Handle Billing Concerns

Insurance Company-related Concerns

How To Handle Cases Where Patients Want To Make Payment But Cannot

How to Create and Manage a Upwork Direct Contract

Insurance Verification – ALMA

How To Help A Patient Cancel A Zocdoc Appointment

What do I do when a new Patient Arrives on ZocDoc

How To Unblock Zocdoc Access In Firefox Browser

How To Increase/adjust Spend Cap In Zocdoc

How to Rebook a Patient

Appointment Reminder Template

QB Test Payment Confirmation Template

Providers Zocdoc Accounts

Rescheduling Patients To Come In Earlier or Later Template