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Therapy Intake Pro
Training Topics
Program Overview & Basic Concepts (35:07)
Improving Referral Tracking Systems (34:30)
Private Pay Pitch (43:39)
Effective Call Scripts (35:48)
The Power of Online Scheduling (30:18)
Creating Productive Workflows (35:56)
Standard Operating Procedures (23:24)
Managing a Waiting List (31:16)
Post-COVID Protocols (22:31)
Selling Pre-Licensed Therapists (26:08)
14 Qualities of a World-Class Intake Coordinator (28:06)
Training Calls
Introduction to the training calls
Training Call #1 - Getting Credit Card Info (3:15)
Training Call #2 - HIPAA Violation (4:21)
Training Call #3 - Calling For Another Adult (3:28)
Training Call #4 - Private Pay Pitch (5:26)
Training Call #5 - Private Pay Referral (4:33)
Training Call #6 - Selling A More Expensive Therapist (2:56)
Training Call #7 - Selling A Prelicensed Therapist (3:05)
Training Call #8 - Emotion (8:57)
Training Call #9 - Non-Binary Minor (5:57)
Training Call #10 - Suicidal Caller (5:18)
Callers 2 Clients
Introduction: The 7 Step Process
Step 1 - Connecting
Step 2 - Assessing
Step 3 - Matching
Step 4 - Answering Objections
Step 5 - Closing
Step 6 - Referring
Step 7 - Follow Up
HIPAA & Confidentiality
For The Practice Owner
Resources & Downloads
All the links!
Counseling 101 Topics
Mental Health Terminology
Q&A Calls
August 2020 (59:56)
September 2020 (53:18)
October 2020 (54:20)
November 2020 (50:18)
December 2020 (52:42)
January 2021 (53:55)
February 2021 (42:39)
March 2021 (56:06)
April 2021 (50:16)
May 2021 (36:58)
August 2021 (53:13)
October 2021 (37:58)
November 2021 (41:44)
December 2021 (33:57)
January 2022 (24:19)
April 2022 (41:55)
May 2022 (30:55)
Training Call #9 - Non-Binary Minor
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