Onboarding for New Providers

This page is for new providers to  access Onboarding in sections if you do not have the time to complete the whole onboarding process in one sitting. 

If at any time you wish to stop onboarding and decide you no longer want to continue with Counseling Professionals, please complete this form:


Onboarding Section Links are being updated*

Before you start (You should have received this document, but if you did not and you have a printer), download this document and gather the appropriate documents to make onboarding easier.

Getting Started: The Basics

Insurance Panels, NPI, Liability, and CAQH (NOT FOR INTERNS)

a. ONLY FOR FULLING LICENSED - Beacon EAP Attestation Documentation and Training

Getting Your Name Out: Marketing

Communicating With Clients

Therapy Notes: Provider Side

Therapy Notes: Client Side

Company Resources

Best Practices

All Done!

You Did It! Make sure to fill out this form for us to follow through with everything to get reviewed and the credentialing started.

If you have any questions, feel free to reach out to our Onboarding Liaison, Samantha Quiel: SamanthaQuiel@CounselingProfessionalsPLLC.com

For updating your information after onboarding, finding frequently used documents, or learning who to contact with specific questions, check out our Current Provider Resources page!

Next Steps

Now that you've finished onboarding, what now? 

Additional Onboarding in Development