The key to having a successful private practice is having the systems and processes in place to have both the clinical and business sides of the practice running like clockwork. And in order to do this, you need to have the right platforms in place to make daily tasks and documentation run smoothly.
One of the most popular cloud-based platforms for business is Google Workspace. With over 10 different tools and applications, Google Workspace provides the versatility to put well-thought-out systems and processes in place. Google Workspace can be easily adapted to do both the business and clinical processes needed in a private practice.
In this course you will learn:
- How to think about your systems and processes
- Ways to make your practice run seamlessly and with less effort
- How to create HIPAA security
- How to set up client files and folders
- How to set up dashboards, forms, and documentation systems
- Integrating functions with an EHR system
- How to set up client and staff portals
- Shortcuts for documentation and other paperwork
- Access to various paperwork templates
- Plus other tips, shortcuts, and hacks for using Google Workspace
StartUsing Google Forms & Form Publisher for Processing (19:59)
StartUsing Jotform for Processes (27:09)
StartClient Records & File Systems (8:09)
StartProgress Notes/ Session Note Helper System (32:08)
StartGoogle Meet & Telehealth
StartClient Payment Records & Systems (14:04)
L. Gordon Brewer, Jr., MEd, LMFT
Gordon Brewer is a Licensed Marriage and Family Therapist who has been in private practice for the past 15 years. He is the person behind The Practice of Therapy Podcast and owns a group practice, Kingsport Counseling Associates, PLLC. Gordon is an AAMFT Clinical Fellow and Approved Supervisor. Gordon has a passion for helping other clinicians learn how to start, grow and scale their private practices.
Edward P Darrah, MA, LPC
Edward Darrah is a Licensed Professional Counselor in the state of Pennsylvania. Additionally, Edward holds board certifications in Counseling, School Counseling, and TeleMental Health. Edward founded Edward Darrah Counseling & Athlete Wellness Consulting in 2015, providing mental health and sport performance services within the greater Philadelphia area. Edward is currently a full-time staff member at Temple University, where he serves as a mental health and performance counselor.