Useful Documents & Templates

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Clients and Reception

Back Office

Other Documents

Clients & Reception

Useful Documents & Templates

Employee Handbook

Exiting Therapists Flowchart

Carmichael Transition Assistance Program (CTAP) Materials

Special Client-Associate Agreement

Employment Agreement

Insurance Reimbursement Agreement

Social Media Calendar

Document Collection

Receptionist Policies & SOP’s

Reception Email Templates

Reception Task List

Blog Postings Tracker

Credit Card Authorization

Therapist Engagement Tracker

New Therapy Client, Coaching Client & HIPAA Agreements

Employee Handbook

Exiting Therapists Flowchart

Carmichael Transition Assistance Program (CTAP) Materials

Special Client-Associate Agreement

Employment Agreement

Insurance Reimbursement Agreement

Social Media Calendar

Document Collection

Receptionist Policies & SOP’s

Reception Email Templates

Reception Task List

Blog Postings Tracker

Credit Card Authorization

Therapist Engagement Tracker

New Therapy Client, Coaching Client & HIPAA Agreements

Employee Handbook

Exiting Therapists Flowchart

Carmichael Transition Assistance Program (CTAP) Materials

Special Client-Associate Agreement

Employment Agreement

Insurance Reimbursement Agreement

Social Media Calendar

Document Collection

Receptionist Policies & SOP’s

Reception Email Templates

Reception Task List

Blog Postings Tracker

Credit Card Authorization

Therapist Engagement Tracker

New Therapy Client, Coaching Client & HIPAA Agreements