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Couples Therapist Onboarding Checklist
Contents
Couples Therapist Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Couples Therapist starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Therapy onboarding experience or just need an onboarding checklist for your new Couples Therapist, you’re in the right place. We’ve put together a sample Couples Therapist onboarding checklist below and have created onboarding templates & resources to help.
Couples Therapist Onboarding Checklist
1. Introduction to company policies and procedures: The new couples therapist should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on confidentiality, ethical guidelines, scheduling, billing, and any other relevant policies. The task is typically performed by the HR department or a designated supervisor.
2. Familiarization with therapy techniques and approaches: The new therapist should receive training and guidance on the various therapy techniques and approaches commonly used in couples therapy. This may involve attending workshops, shadowing experienced therapists, or receiving training materials. The task is usually performed by senior therapists or the clinical director.
3. Introduction to the company’s client base: The new therapist should be introduced to the company’s existing client base, including their demographics, presenting issues, and treatment goals. This can help the therapist understand the types of couples they will be working with and tailor their approach accordingly. The task is typically performed by the clinical director or a senior therapist.
4. Review of case files and treatment plans: The new therapist should review case files and treatment plans of current clients to gain insight into their progress, challenges, and therapeutic interventions. This will help the therapist understand the ongoing therapy process and provide continuity of care. The task is usually performed by the therapist’s supervisor or the clinical director.
5. Introduction to the company’s electronic health record system: The new therapist should receive training on how to use the company’s electronic health record system to document client sessions, treatment plans, progress notes, and other relevant information. This task is typically performed by the IT department or a designated trainer.
6. Orientation to the company’s referral process: The new therapist should be familiarized with the company’s referral process, including how clients are assigned, how to request specific cases, and how to communicate with the intake department. This task is usually performed by the intake coordinator or a designated supervisor.
7. Introduction to the company’s billing and insurance procedures: The new therapist should receive training on the company’s billing and insurance procedures, including how to submit claims, verify insurance coverage, and handle client payments. This task is typically performed by the billing department or a designated trainer.
8. Collaboration with other therapists and professionals: The new therapist should be encouraged to collaborate and network with other therapists and professionals within the company. This can involve attending team meetings, participating in case consultations, and building relationships with colleagues. The task is usually facilitated by the clinical director or a designated supervisor.
9. Introduction to supervision and professional development opportunities: The new therapist should be informed about the company’s supervision and professional development opportunities, including any required supervision hours, continuing education requirements, and opportunities for growth within the company. This task is typically performed by the clinical director or a designated supervisor.
10. Review of ethical guidelines and legal considerations: The new therapist should receive a thorough review of ethical guidelines and legal considerations specific to couples therapy. This includes discussions on boundaries, dual relationships, informed consent, and mandatory reporting requirements. The task is typically performed by the clinical director or a designated supervisor
Setting Up Your Employee Onboarding Process
From reading through the items in the example Couples Therapist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Couples Therapist up to speed and working well in your Therapy team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.
