General
Getting New Clients
- Networking & Building a Referral Network
- Optimizing Your Therapy Directory
- Social Media Strategies
- Finding Your Niche
- Private Practice Marketing Strategy
- Tava Onboarding: Platform Walkthrough
Sessions
- Pending Appointments
- Set a sliding scale discount
- Setting Regular Hours
- Using Away Time
- Scheduling in 15-minute Increments
- Client Missing Payment Method
Documentation
- Personal Notes
- Viewing Client Electronic Medical Record PDF Attachments
- Tava Scribe (automatic session notes)
- Using Mental Health Assessments
- Managing Client Records
- Remove a client from your caseload
Payouts
- Payment Corrections
- Waiving and Refunding Late Cancellation and No-Show Fees
- Taxes
- Payouts
- Client Payment and Coverage Options
- Managing Clients Approaching Their Sponsored Session Limit
Community
Insurance
- Insurance EAP
- Understanding Client Charges: Insurance and Cash Pay
- CAQH
- Insurance FAQs
- Recredentialing
- Insurance FAQs Webinar