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Onboarding Phases
Onboarding Phases
Counseling Professionals PLLC supports onboarding in three ways: clear written processes, step-by-step how-to videos, and live one-on-one guidance from team members when additional help is needed. Our onboarding approach is organized into three phases that move new providers through each requirement in steady, simple steps. This structure helps providers get up and running quickly, confidently, and with the support they need at every stage.
Phase 1: Get Ready
Phase 1: Get Ready
Complete the credentialing, compliance, and administrative setup required to legally begin practicing and accepting clients.
Phase 2: Practical Practice
Phase 2: Practical Practice
Learn and apply the complete client-care process, including communication, intake, documentation, treatment planning, and service delivery.
Phase 3: Survive and Thrive
Phase 3: Survive and Thrive
Build a sustainable long-term career through financial planning, professional growth, marketing, specialization, and community involvement.
Consistent Support
Consistent Support
We do not expect providers to remember every process or procedure at all times. The following page provides ongoing access to helpful resources, instructions, and how-to materials available through our SharePoint sites. These resources are designed to give providers consistent support whenever they need a reminder, clarification, or step-by-step guidance in the future.
The below link takes you to all sections in the Old Onboarding for reference:
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