Stage 4 | Weeks 12-13

Clinical Integration

Your hard work in earlier stages has allowed this crucial stage to be complete in only two sessions. We will walk through the best practices for a counselor/clinician in their daily use of Procentive to fully document a service. We will also setup ways staff and supervisors can be automatically notified when their attention is required on a form or other task.

Session Lengths: Approximately 1 Hour

Session 11

Day in the Life of a Clinician

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

Train all clinical staff on how they will use Procentive to complete their daily tasks.

Pre-Session Action Items

Session 11 Topics

    • Clinician Process

    • Advanced Features

    • Clinical Supervision

    • Clinician Reports

Session 12

Communications

What is a Champion?

Champions are key people in your agency who will be responsible for your database setup and implementation.

Learn how Procentive can remind you of tasks coming due, where to store company documents/templates, and use secure messaging functions.

Pre-Session Action Items

Session 12 Topics

    • Workflow

    • Documents

    • Messaging

    • Client Portal

PREVIOUS:

Beyond the Basics

ONBOARDING PROGRESS:

80%

NEXT:

Continued Care