Collecting Fees from Clients (Watch Video)
Good Faith Estimate (GFE) Training Video (Watch Video)
Archiving Clients Training Video (Watch Video)
- Termination Procedures
- Termination File Audit Form
- Termination Summary Instructions
- Exit Survey
- Termination Summary Form (for returning clients)
Telemental Health Training Video (Watch Video)
- Risk Benefit Analysis
- TMH Informed Consent
- TMH Recovery and Safety Plan
- Info to give clients
- 2019 Policies about TMH (pp. 10-15)
Progress Notes Training (Watch Video)
- Progress Notes Training Handout (HOW to keep records)
- Paperwork-Checklist (WHAT records we keep)
- Reasoning Behind what Records we Keep (WHY we keep these records)
- Mandatory Reporting Handout (What to ask in a CRISIS)
- How to Handle No Shows and Cancellations in TheraNest