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Section 2: Administrative Policies
6 Lessons-
StartAdministrative Policies - Table of Contents
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StartReview Administrative Policies 2-1 thru 2-17 (30 Minutes)
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StartAdministrative Requirements Checklist (15 Minutes)
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StartCCA Voicemail is Installed on Cell Phone
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StartCommunication Standard - Policy 2-8 - Please Review
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StartSupervisor Check In
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Section 3: CCA Calendar Management
11 Lessons-
StartCalendar Orientation
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StartAdding Client Appointments
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StartAdding Appointments: First Visit and Following Visits
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StartClient Auto Booking Process thru CCA Website
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StartCalendar Formatting for Client Auto Booking System
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StartCalendar Invitations
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StartAccessing and Viewing Team Members Calendars
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StartDownload Google Calendar to Devices
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StartScreen Shot of Correct Formatting of Calendar
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StartScreen Shot of Incorrect Formatting of Calendar
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StartLocation Calendars - Keep Updated
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Section 5: Azzly Orientation
7 Lessons-
StartGetting Started in Azzly - logging in, viewing clients, and setting filters
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StartVerify Access to Azzly System
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StartOpening a case - diagnosis and initial contact
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StartViewing client fee and insurance information
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StartSending and receiving forms
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StartCompleting Forms Onsite
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StartWhat the client sees- overview of patient portal
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Section 8: Initial Appointment (1st Visit) Process
8 Lessons-
StartVerify Fee Program Status of Client
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StartHow to upload insurance card and proof of income
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StartInformed Consent Process
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StartAssessment Process Begins
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StartInitial Assessment - Best Practices
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StartInitial Assessment in Azzly
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StartSending Personal History Via Azzlyhealth.me
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StartBON Assessment and Rescheduling
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Section 17: Foundation Grants for Counseling
1 Lesson-
StartUsing a Foundation Grant with CCA Clients
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This course is not open for enrollment
CCA Orientation 2025
8 Hours Initial Training
When enrolling please provide the name you would like on the certificate.
Course Wrap up
Richard Hoffman, Ph.D.
