Onboarding Timeline

Teamwork

There are three parties that need to work together to get you as a new provider onboard. You, Us, and Outside Parties...I know the outside parties seem like a bunch of parties, but we we strive to take one step at a time and keep a complex system simple to use. When you onboard with us, we either empower you to work with them through steps, handle it for you, or manage it when necessary. We strive to be as thorough as possible, but as easy as feasible. This balance is not easy, but we are all in it together. The timelines below involve us all. No one party is exempt in all of our success.

Timeline - Simple Answer

Safe Estimate of Total Time from Start to Finish: 14 hours to 22 hours and 35 minutes


Time Estimate Based on Information in Detailed Answer (Safe Estimate)

  • Researching Counseling Professionals PLLC - 1 to 2 hours (4 to 8 if comparing other companies)

  • Applying to Counseling Professionals PLLC - 45 minutes

  • Interviewing with Office Lead or Staff - 30 minutes to 1 hour

  • Reviewing Offer - 35 minutes

  • Accepting Position - 15 minutes

  • Going through Full Onboarding -10 hours and 55 minutes to 12 hours

    • Can be done in sections

    • Most providers report it takes a little over 6 hours (but the below hours are CJ's estimate and what should be planned for)


Simple Answer -

Onboarding can be done in a day with us.

We do mean and day as the process is a detailed steps by step process. There are steps before getting to the onboarding and there are some factors that will take some time, but you could be up and practicing on the second day after accepting a position with Counseling Professionals PLLC.

Variables That Delay

  1. If you do not have your license to practice, you have to wait to onboard

  2. If you have a provisional license, you will need to have all your supervisor elements set up with a contract signed by them. We do not have control over supervision as we avoid dual relationships.

  3. Missing Elements - Everything in the onboarding takes place in steps, missing data will delay onboarding

  4. Onboarding starts credentialing, but credentialing does take time based on previous credentialing and license level

    1. BCBS - About 1 month

    2. Medcost - About 1. 5 months

    3. Aetna - About 2 months

    4. Ambetter - About 2 months

Options and Control

  1. We let you take the process at your own pace.

    1. If you want to do the process in a day, you can

    2. If you want to take your time and do the onboarding in sections, you can

  2. We are here to support you as you go

Timeline - Detailed Answer

Before Start:

  • Research Counseling Professionals PLLC - 1 to 2 Hour

  • Research Other Companies and Options - 3 to 6 Hours


Applying:

  • Filling Out the Application - 15 minutes

  • Sending Resume, References, Cover Letter - 15 minutes

  • Setting Up Time to Meet - 15 minutes


Interviewing:

  • Zoom Meeting - 30 minutes to 1 hour


Offer:

  • Once you get an offer, the offer stands forever as long as you still qualify to practice. We are open to providers joining us when they are ready. Office space may vary over time, but we are happy to have you join the team when you are ready.

  • Offer Letter - 5 minutes to read

  • Review Independent Contractor Agreement - 30 minutes (general as more details will be provided before you sign)


Accepting Position:

  • Fill out form to accept position called Kick Starter - 15 minute

  • Onboarding starts on Administrative side - 1 business day

  • You will be contacted with your new Email and Giving a link to our Onboarding Hub


Onboarding Hub and Onboarding Timeline in Steps:


  1. Provider Profile Data - 15 minutes

  2. Independent Contractor Agreement - 5 to 30 minutes depending on if you already reviewed

  3. Email Setup - 15 minutes

  4. Office Hours - 5 to 15 minutes

  5. Client Focus and Counseling Approach - 5 to 15 minutes

  6. Phone System Setup - 10 minutes

  7. Professional Liability Insurance - (BEING REPLACED AND HANDLED BY CP)

  8. Insurance Panels - 5 minutes

  9. National Provider Identification (NPI) - 20 minutes

  10. Psychology Today Setup and Walk-Through -30 minutes

  11. Counsel for Affordable Quality Healthcare (CAQH) Setup and Walk-Through - 1 hour

  12. Insurance Panel Attestation Documentation - 20 minutes

    1. Beacon EAP Attestation Documentation and Training - 15 minutes (Lessons At pace later)

  13. Supervisor Information, Lists, and Contract - 15 minutes

    1. Requesting Supervisor List

    2. CP Template of Supervision Contract

  14. Professional Disclosure Statement Generator - 30 minutes

  15. Marketing Walk Through -30 minutes

    1. Colleges

    2. Groups/Lists

    3. Networks

    4. Raleigh Founded

    5. Durham

    6. Specific Networks

    7. Secular Therapists

  16. Business Card Setup - 20 minutes

  17. Work Life Progress Options Sign Up - 10 minutes

    1. CE's

    2. Wellness Programs

  18. Theranest/Medical Record System Setup - 1 hour

    1. Training

    2. Communicating with Clients

    3. New Client Communication Script and Process

    4. New Client Setup in Theranest Video (2:33 Minutes)

    5. First Email Generator

  19. Training - 2 Hour

    1. Communicating with Clients - 30 minutes

      1. Email Generator

      2. First session Walk Through and Checklist

    2. Using Theranest - 1 hour

      1. Set up Clients and Sessions

      2. Collecting Documentation

      3. End of Day Report/Email

      4. Creating Notes

      5. Outputting Documents

    3. Working with Billing - 30 minutes

      1. The Billing Process/Expectations

  20. Company Resources - 1 hour

    1. Release of Information (ROI)

      1. How to Use Video

    2. Client Coverage Check

    3. Monthly Payroll Report

      1. How to Review Video

      2. Pay Expectations

    4. Company Policies and Contractor Handbook

      1. Note: Employee Handbook provided through Insperity Upon Employment

  21. Ethics Review - 30 minutes

  22. HIPAA Training - 30 minutes

  23. Best Practices -30 minutes

    1. Clients

    2. Office Resources

    3. Printers - Use, Emailable, Name, Location, and Maintenance

    4. Time Management

      1. Office Time Request Form

    5. Communication

    6. Counseling

      1. Consultation Group

      2. Social Support for Therapists

  24. Company Structure - 15 minutes

  25. PsychoEducation Development Process (Optional)

    1. Process Document

    2. Medical Research Resources

    3. Presentation Templates

    4. Presentation Recordings

    5. Residual Income Content Development

  26. Becoming an Office Lead (Optional)

  27. Becoming an Employee (Optional)

  28. Contact for Questions and Feedback - 10 Minutes


Time Estimate Based on Information (Safe Estimate)

  • Researching Counseling Professionals PLLC - 1 to 2 hours (4 to 8 if comparing other companies)

  • Applying to Counseling Professionals PLLC - 45 minutes

  • Interviewing with Office Lead or Staff - 30 minutes to 1 hour

  • Reviewing Offer - 35 minutes

  • Accepting Position - 15 minutes

  • Going through Full Onboarding -10 hours and 55 minutes to 12 hours

    • Can be done in sections

    • Most providers report it takes a little over 6 hours (but the below hours are CJ's estimate and what should be planned for)

Safe Estimate of Total Time from Start to Finish: 14 hours to 22 hours and 35 minutes