Private Practice Paperwork and Intake Processes

DATES

January 30, 2025

Time

1:00 p.m. – 4:15 p.m. CST

CE

NBCC Hours: 3

ACEP NO. 1705

Cost

$105.00 (NON REFUNDABLE)

Description 

This training is designed for those wanting to ensure their paperwork includes not only required information but also streamlines the process for clients. We will cover a client’s experience from scheduling their first appointment by phone or virtually until their first appointment. Participants will be introduced to CCFAM’s history forms used in our family focused group practice as well as intake forms.

woman-typing-on-computer

Virtual Training Information

  • You may Attend Live or Virtual.
  • If you register for the Virtual Classroom training, make sure you have a good WIFI connection.
  • Your computer will need a camera for you to be visible throughout the entire training to receive the certificate.
  • We will be using Zoom for the training, and I will send you a link by Tuesday evening the week before the training.

Learning Objectives

  1. Identify information to incorporate into history intake forms
    • History form for children
    • History form for adolescents
    • History form for caregivers of adolescents
    • History form for adults
  2. Identify information to include in private practice intake forms
    • Phone Intake Form for scheduling
    • What we communicate to clients as they begin the intake process
    • Insurance Information and Benefits
    • Demographics and Communication
    • Fee Policies
    • Confidentiality and Emergencies
    • Consent Form
    • Policies and Procedures
    • Privacy Practices
    • Telehealth Informed Consent
    • Good Faith Estimate
    • Self-Pay Disclosure
  3. If you have students, supervisees, or consultees needing to video
    • Electronic Media Release – drafted by an attourney
Cristina-Alvarez-playing-in-sandtray-with-girl

Dr. Rhonda Johnson

LPC-S, LMFT-S, REGISTERED PLAY THERAPIST™ SUPERVISOR, APPROVED CLINICAL SUPERVISOR, TBRI PRACTITIONER, EMDR CONSULTANT, SOMATIC EXPERIENCING™ PRACTITIONER

Dr. Johnson is the founder and owner of the Center for Counseling and Family Relationships, a large, thriving group practice that was established in 2007 and specializes in family systems and trauma-informed approaches. Dr. Johnson is also the founder and owner of CCFAM Training, established in 2012, offering supervision and ethics courses. She is also the owner of Play Therapy Training Resources, established in 2021. Through those companies, she provides continuing education, supervision, and consultations. She is also a teaching fellow for B.H. Carroll Seminary.

Dr. Johnson has supervised Interns and Associates since 2007, both individually and in groups, as well as virtually and live. She has also provided supervision for supervisees within her practice, for those outside of her practice, and for supervisees with multiple sites including community agencies, adoption agencies, and churches.

Cancellation and Refund Policy

This training is non-refundable, unless cancelled by training provider. Event will be cancelled if fewer than 6 participants.

Doctor-Johnson-talking-with-Cristina-Alvarez-and-Jaime-Colatriano-at-table

About Our Trainers

Click To Learn More

training-books-on-bookshelf

Which training do I choose?

Click To Learn More

woman-typing-on-a-computer

Register for training

Click To register