Clinical Onboarding
Welcome to Mindfully! New Clinicians Start Here
Important notes
Welcome to Mindfully!
00 Welcome & Overview
00.1 Welcome From Charles
01.1 Credentialing Materials & Emily Reyes
01.2 Who to Contact for What with Megan Huber
01.3 Introductions to Daily.co & Slack Updated 2025
01.4 Clinical Teams & Referrals to DBT or Psychiatry Services
Bonus Content for Chapter 1
02.1 PRN Overview Updated 2025
02.2 Staff Portal & Sharepoint Updated 2025
02.3 Documenting Communication with Clients Updated 2025
02.4 Billing Process Updated 2025
Chapter 2 Bonus Material
02.5 BONUS- Getting more clients on your caseload Updated 2025
02.6 BONUS- What if my clients haven't completed their paperwork before the intake? Updated 2025
02.7 BONUS- Using PRN Flags for Client Concerns Updated 2025
02.8 BONUS- Getting a referral for your client Updated 2025
03.1 Completing an Intake or Initial Assessment in PRN Updated 2025
03.2 The Termination Process & Closing Clients Updated 2025
03.3 Assessing Clients with High Risk Symptoms (SH/SI)
Chapter 3 Documentation Resources
Chapter 3 Bonus Material
03.6 BONUS- Documenting Cancels and No Shows Updated 2025
03.7 BONUS- Typing up a standard session note Updated 2025
03.8 BONUS- Couples Sessions and Notes Updated 2025
03.9 BONUS- Group Notes Updated 2025
04.1 The Supervision Process
04.2 Letter Writing
04.3 Mindfully Academy
04.4 External Audits (Insurance Companies, Subpoenas, etc.) TBD
04.5 Leaves of Absence
04.6 Bonus Materials and Videos TBD