Updating or Sectioned Onboarding

This page is for existing Providers to do updates or for new providers to access Onboarding in sections if you do not have the time to complete the whole onboarding process in one sitting.

Onboarding Process in Sections

Before you Start (You should have received this document, but if you did not and you have a printer), download this document and gather the appropriate documents to make onboarding easier.

Onboarding KickStarter (General) for keeping track of progress


  1. Provider Profile Data

  2. Independent Contractor Agreement

  3. Email Setup

  4. Office Hours

    1. Current office use can be found here

    2. Location and Office Time Request Form

  5. Client Focus and Counseling Approach

  6. Phone System Setup

  7. Professional Liability Insurance

  8. Insurance Panels

  9. National Provider Identification (NPI)

  10. Psychology Today Setup and Walk-Through

  11. Counsel for Affordable Quality Healthcare (CAQH) Setup and Walk-Through

  12. Insurance Panel Attestation Documentation

    1. ONLY FOR FULLING LICENSED - Beacon EAP Attestation Documentation and Training

  13. Supervisor Information, Lists, and Contract

    1. Requesting Supervisor List

    2. CP Template of Supervision Contract

  14. For New Providers Professional Disclosure Statement Generator

    1. New Providers need to submit the above generator for the data to be reviewed and validated

    2. Updates for Existing Provider for any information updates.

      1. If you you need to make an update, please select your license type below

      2. These PDS will be autogenerated and will come directly to you and you can make updates as needed

      3. Note: If you know of any industry standards or see any errors on the PDS output, please let CJ know so he can update the output. Thank you!

        1. Licensed Clinical Mental Health Counselor PDS Generator

        2. Licensed Marriage and Family Therapist PDS Generator

        3. Licensed Clinical Social Worker PDS Generator

  15. Marketing Walk Through

    1. Colleges

    2. Groups/Lists

    3. Networks

      1. Jobs board here (jobs.triangle-jobs.com) and learn more about any of the organizations or visit their unique jobs board through visiting their websites:

      2. Leadership Triangle: https://leadershiptriangle.com

Contact: Kristine Sloan, Executive Director

      1. Raleigh Founded // www.raleighfounded.com

Contact: Jessica Porta, Executive Director

      1. Durham

    1. American Underground //www.americanunderground.com

Contact: Tim Scales, Director of Growth

4. Specific Networks

    1. Secular Therapists


  1. Business Card Setup

  2. Work Life Progress Options Sign Up

    1. CE's

    2. Wellness Programs

      1. YMCA Presentation on Company Plan

      2. YMCA Membership Form For Sign Up

        1. Child Care on YMCA Website

        2. Classes on YMCA Website

  3. Theranest/Medical Record System Setup

    1. Training

    2. Communicating with Clients

      1. New Client Communication Script and Process

      2. New Client Setup in Theranest Video (2:33 minutes)

      3. First Client Email Generator

    3. Using Theranest

      1. Client Side Theranest

        1. Video that clients get from Email Generator (7:58 minutes)

      2. 24 Hours Before Session Theranest Check

      3. Before Session Preparation and Checklist

      4. Day Sheet for Billing

      5. Notes and Billing After the Session

        1. EAP (Employee Assistance Program) Note- For EAPS - Sessions Form needs to be filled and after completion of all sessions or when the client terms. Payments needs to be made to Counseling Professionals with the companies EIN (Tax Number)

    4. Working with Billing

      1. The Billing Process/Expectations

    5. Exceptions (These videos are accessible through your CP Microsoft 365)

      1. No Show Process and how billing works

      2. Dual Providers and how billing works


  1. Company Resources (In Development)

    1. Release of Information (ROI) - Link to Actual Form

      1. How to Use Video

    2. Client Coverage Check

    3. Monthly Payroll Report (In Development)

      1. How to Review Video

      2. Pay Expectations Calculator

    4. Company Policies and Contractor Handbook

      1. Note: Employee Handbook provided through Insperity Upon Employment

  2. Ethics Review (In Development)

  3. HIPAA Training (In Development)

  4. Best Practices

    1. Clients

    2. Office Resources

    3. Printers - Use, Emailable, Name, Location, and Maintenance

    4. Time Management

      1. Office Time Request Form

    5. Communication

    6. Counseling

      1. Consultation Group

      2. Social Support for Therapists

  5. You Did It! Make sure to fill out this form for us to follow through with everything to get reviewed and the credentialing started.



Extra Onboarding information being Developed


  1. Company Structure

  2. PsychoEducation Development Process

    1. Process Document

    2. Medical Research Resources

      1. F1000 Research Database

      2. Medical Journals

      3. National Library of Medicine

      4. Highwire Research Database

      5. Labor, Business, and Econ Stats

      6. Kaiser Family Foundation Medical and Social Polls

      7. Kids data statistics and Care

      8. Merck Manual for Diagnosis and Medical Data

      9. Walden Resource Index

    3. Presentation Templates

    4. Presentation Recordings

    5. Residual Income Content Development

  3. Becoming an Office Lead

  4. Becoming an Employee

  5. Contact for Questions and Feedback