Onboard Faster, Train Smarter
New employees spend less time fumbling through menus and more time delivering care. Our walkthrough covers everything from login to advanced workflows, so your team hits the ground running.
Reduce Training Burden on Your Staff
Stop pulling experienced staff away from their work to answer basic questions. This self-guided resource empowers new hires to learn independently while you focus on what matters most.
Consistency Across Your Organization
Every new employee learns the same best practices and workflows. No more mixed messages or gaps in training—just clear, standardized onboarding that sets everyone up for success.
About This Course
We get it—onboarding new employees in a clinical setting is tough. They're excited to help patients, but Therapy Notes can feel overwhelming at first. That's where this manual comes in. We've created a practical, easy-to-follow walkthrough that takes your team through every essential feature and function they need to know. From setting up their account to managing client records, scheduling sessions, and generating reports—it's all here. You'll save countless hours of one-on-one training, reduce frustration, and watch your new hires become confident Therapy Notes users in record time. This isn't just another manual—it's your new employee's best friend on day one.
About Us
We've spent years in the therapy and mental health space, working directly with clinics and practices of all sizes. We know the challenges you face—finding great people is hard enough, but getting them trained quickly shouldn't be. After watching too many new hires struggle with Therapy Notes and seeing valuable staff time wasted on repetitive training, we decided to build something better. This comprehensive walkthrough comes from real-world experience helping teams just like yours succeed. Our mission is simple: make onboarding faster, easier, and more effective so you can focus on what you do best—providing excellent care to your clients.
What You'll Learn
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Using your Therapy Notes Calendar
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Intake Sessions
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Progress/Ongoing Sessions
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Non-Billable Hours
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Canceling Sessions
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Treatment Plans
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Progress Notes
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Missed Appointment Notes
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Contact Notes
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Add-On Codes
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Client Portal
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Billing and Payment Collection
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Daily/Weekly Tasks
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What People Are Saying
Hear from clinic managers and practice owners who've transformed their onboarding with this manual.
Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Las Vegas, NV
The combination of text and imagery make the testimonial feel more personal and credible.
Working mom
Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Amateur photographer
Text-only testimonials are quick to scan and can highlight the value of your product at a glance.
Las Vegas, NV
The combination of text and imagery make the testimonial feel more personal and credible.
Working mom
Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
Amateur photographer
Ready to Transform Your Onboarding?
Stop losing productivity during the training phase. Give your new employees the confidence and clarity they need to master Therapy Notes from day one. Your team will thank you.