OVERVIEW: The first session can be stressful for clients — but also for you as a psychotherapist. You need to listen to a client’s story, build rapport, manage their emotions, yet still do a thorough history-taking, assess for therapy appropriateness, and start a treatment plan. Plus, you must handle all the paperwork and administrative tasks related to payment, insurance, and scheduling. How can you get this all done in one session?? This 2-hour pre-recorded webinar will help you more confidently and expertly navigate handling these clinical and administrative tasks in that all-important first session. Topics will include:
- How to screen clients before the first session
- What information you are legally and ethically required to give clients
- What forms you should give out
- The biggest mistakes you can make in the intake
- The most important clinical and administrative intake tasks
- A helpful structure for your first session
- A helpful way to quickly assess new clients
- Different requirements for telehealth
- What health plans require in your intake documentation
- What to do if an insurance client doesn’t have a diagnosis
- What to do if you feel the client is not a “good fit”
- How to ask clients about therapy goals
- How to ethically negotiate a reduced fee
FREE DOWNLOADS: As a bonus, you will get three free handouts in addition to the slide handout:
- “The Art of the First Client Contact: 10 Tasks”
- “Checking Coverage: 12 Essential Questions”
- “The Mental Status Exam”
EASY TO VIEW: The webinar takes no technological know-how to watch — after purchase you will immediately be sent a link. With one easy click you can watch it on your computer or smartphone at your convenience. You can stop and restart, as needed, for at least one year.
CE CREDITS: 2 LEGAL AND ETHICAL CE CREDITS are available for California LCSWs, LMFTs, LPCCs or LEPs; other licensees will have to check with their licensing boards for possible credit. CEs can be obtained by watching the recording anytime within one year. Anyone can purchase the CE ticket if you want a certification of completion. For more about CEs, see “CE Policies” below.
WHO SHOULD TAKE THIS COURSE: The training is aimed at a nationwide audience. It is appropriate for psychotherapists, supervisors, students, or counselors in training, regardless of experience level or practice setting.
THE LOWDOWN: AFTER PURCHASE, YOU SHOULD BE IMMEDIATELY REDIRECTED BACK TO A “THANK YOU PAGE” — SCROLL DOWN THAT PAGE AND LOOK CAREFULLY FOR THE LITTLE BLUE links for the WEBINAR LINK AND HANDOUTS. We will send a follow up email with these links within one business day. If you do not receive this please CHECK YOUR SPAM FOLDER. Contact us at email@example.com if you do not receive it within 1 business day.
CE POLICIES: For those who signed up for CE credits, a link to the post-test will be sent with the webinar link. You must complete this evaluation and post-test and pass with a score of 70% before a CE certificate will be issued. The certificate will come via email within 2 hours of submitting the test. If you fail the test, you will receive an email notifying you of this, with instructions to retake the test. If you do not receive a certificate or failure notification within 24 hours, and have checked your spam folder, please contact us at firstname.lastname@example.org. CEs are only guaranteed for California BBS licensees, others should check with their licensing board for possible credit. Your certificate will be dated when you take the test. Barbara Griswold is approved by the California Association of Marriage and Family Therapists to sponsor education for California LMFTs, LCSWs, LPCCs, and/or LEPs. Barbara Griswold LMFT maintains responsibility for this course and its content. Please contact us at email@example.com with questions, complaints, or requests for accommodations. For complete CE policies, see https://theinsurancemaze.com/cepolicies/
STILL HAVE QUESTIONS? Contact us at firstname.lastname@example.org
Disclaimer: Information in the webinar is intended as general education only, and is not a substitute for getting direct information from the client’s insurance plan, or from a legal advisor. The requirements of health plan, ethics codes, professional associations, licensing boards, and states will vary. Information presented should be seen as a general overview of common requirements. All prices are subject to change.