Onboarding Curriculum25 min totalPractitioners & Therapists
Practitioner Onboarding Track
From clinical team invitations and email account activation to recurring branch shifts, day-level shift overrides, telehealth sessions, SOAP notes, and patient records.
Course Syllabus (5 Chapters)
1
Practitioner Invitations & Email Account Activation
How clinic admins invite clinicians via '+ Add Practitioner', edit essential profile details, branch & service allocations, and clinician activation.
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2
Recurring Shifts & Day-Level Shift Overrides
Configure working hours across branches and record vacations with caseload impact assessment.
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3
Launching Telehealth Sessions & Video Tools
Join the virtual treatment room, adjust camera/audio, and access the side-by-side client drawer.
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4
Clinical Charting, SOAP Notes & Digital Signatures
Review automated speech-to-text drafts, edit clinical sections, and sign off securely.
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5
Client Intake Forms & Patient Document Vault
Review submitted client intake questionnaires, medical histories, and upload diagnostic files to the patient vault.
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