A Counselors Journey To Private Practice

Training Your Administrative Staff for Counseling Practice Success | Episode 124

Juan Santos Season 5 Episode 124

Training Your Administrative Staff for Counseling Practice Success 

Welcome back to the podcast "A Counselor's Journey To Private Practice," where we empower mental health professionals not just in the therapy room but also behind the scenes. In today's episode, we're diving into the heart of your counseling practice — the administrative staff.

Join us as we uncover the strategies and keys to effectively train your administrative team for peak performance and practice success!

Episode Focus: Strategies for Effective Administrative Staff Training

Here's a glimpse into the transformative insights we'll be sharing:

  • Plainly define the roles of your administrative staff within the counseling practice.
  • Establish a comprehensive understanding of tasks that the administrative staff can follow.
  • Create training for your administrative task.
  • Teach your administrative staff to implement procedures for client intake, ensuring a seamless and welcoming experience.
  • Train your administrative staff on collecting essential client information such as that during the intake process of the client.  
  • Train your administrative staff in addressing common client questions.
  • Explore ways to streamline administrative processes in your counseling practice.


Are you interested in receiving help with your counseling business?

CLICK HERE

Start an email list so that you can keep your clients and members in the loop. This is a must-have for business owners.
Use the link below to get started with Converterkit. It's a platform that I use and that I am an affiliate for.
https://convertkit.com?lmref=Yc4cIg

Are you ready to hire an expert that can help you market, brand, and grow your business?
Use the link below to get started with Fiverr. I'm an affiliate of FIVERR and have used them in the past. They do great work at an affordable price:
https://go.fiverr.com/visit/?bta=267474&brand=fiverrhybrid

Are you ready to launch your own course?
Use teachable. It's a platform that I'm an affiliate for. I use and continue to trust them.
https://teachable.sjv.io/c/2939662/998787/12646

Are you searching for an EHR system to hold your medical records, schedule client appointments, manage insurance and billing, and more?
Go with Simple Practice. I'm an affiliate and hands down support the platform. Follow the link below to get started with them.
https://www.simplepractice.com/?p=7df8188b5b

Does your counseling practice have a phone system?
If you are needing a phone system for your counseling practice, I recommend All Call Technologies. Click the link below, and share that “Juan Santos with Santos Counseling PLLC” referred you.
https://www.allcalltechnologies.com/psych

Are you interested in starting a podcast?
I use and trust Buzzsprout. I am an affiliate and have enjoyed the platform. It is easy to use and comes with lots of supportive internal tools to make the podcast process easy.
https://www.buzzsprout.com/?referrer_id=1031693

Do you have a website for your counseling practice?
I like Bluehost and can provide you with an affiliate link as an affiliate of theirs.
https://www.bluehost.com/track/jbsantos/

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