Course Curriculum

    1. Reminder

    2. Course 4 Curriculum

    3. Schedule Initial Appointment

    4. Create an Action Plan

    5. Create a Budget Plan

    6. Mark Appointment Attendance and Log Notes

    7. Get Ready to Practice

    8. Setup Instructions

    9. Scenario 1: Scheduling an Appointment from a Client Case Record

    10. Scenario 1 Questions

    11. Scenario 2: Pre-Purchase Counseling and Action Plan

    12. Scenario 2 Questions

    13. Scenario 3: Budgeting Session

    14. Scenario 4: Logging notes after an appointment

    15. Scenario 4 Questions

    16. Great Work!

    17. Test Your Knowledge

    18. Chapter 1 Completion

    1. Reschedule/Cancel an Appointment

    2. Add Case Management Notes

    3. Issuing Referrals

    4. Close a Client Case

    5. Get Ready to Practice

    6. Scenario 1: Client Reschedules via Phone

    7. Scenario 1 Question

    8. Scenario 2: Logging time spent with client

    9. Scenario 2 Questions

    10. Scenario 3: Issuing a referral

    11. Scenario 4: Closing your Client’s Case

    12. Great Work!

    13. Test Your Knowledge

    14. Course 4 Completion

    1. How was this training?

About this course

  • Free
  • 33 lessons
  • Articles
  • Scenario-Based Exercises
  • Average Completion Time: 1 hr 45 mins

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