CCA Orientation – Christian Counseling Associates

Course Content

Introduction to CCA Orientation / Welcome to CCA!

Section 1: Personnel Polices 1 Topic | 1 Quiz

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Personnel Policies

Section 2: Administrative Policies Part 1 3 Topics | 1 Quiz

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Review Administrative Policies 2-1 thru 2-17 (30 Minutes)

Software Compliance Checklist – Attestation

Google Drive For Desktop Compliance

Quiz Compliance Checklist

Section 2: Administrative Policies – Part 2 3 Topics | 1 Quiz

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CCA Voicemail is Installed on Cell Phone

Setting Up an Alternative Phone Number

Policy 2-8 Please review

Section 2 Quiz – Check In

Section 3: Using Google 8 Topics | 1 Quiz

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Calendar Orientation

Adding Client Appointments

Adding Appointments: First Visit and Following Visits

Client Auto Booking Process

Calendar Formatting for Client Auto Booking System

Calendar Invitations

Accessing and Viewing Team Members Calendars

Location Calendars

Section 4: Emails 2 Topics | 1 Quiz

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Managing CCA Emails

CCA Email Script

Section 5: Azzly Orientation 5 Topics | 1 Quiz

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Getting Started in Azzly – Logging in

Opening a case – Patient Communications and Additional Info

Sending and receiving forms

Completing Forms Onsite

What the client sees- overview of patient portal

Section 6: Using the Azzly Calendar 2 Topics

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Setting Filters

Section 7 Opening a Client Case at CCA 9 Topics

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Read Instructions and View 4 Tutorials Below in this Lesson

Verify Fee for Counseling

How to upload insurance card and proof of income

Assessment Process Begins

Initial Assessment – Best Practices

Initial Assessment in Azzly

Sending Personal History Via Azzlyhealth.me

Supervisor Signature Process

BON Assessment and Rescheduling

Section 8: PCOMS and the BON System 1 Quiz

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Section 9: Second Visit Tasks 4 Topics

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Progress Note 2nd Visit

IMR Function (Azzly Feature)

My Work Screen (Azzly Feature)

Section 10: Third Visit Tasks – Treatment Planning 2 Topics

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Plan of Care – Instructions

Plan of Care Azzly Tutorial

Section 11: Ongoing Appointments 1 Topic

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Plan of Care Review – Instructions

Section 12: Closing a Case 2 Topics

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Discharging the Case In Azzly

Discharging a Client – Not Ever Being Active

Section 13: Submitting Payroll 2 Topics

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Intern Staff Payroll Submissions

Part-Time to Full-Time Staff Submissions

Section 14: The Foundation for Christian Counseling 1 Topic

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Using a Foundation Grant with CCA Clients

Section 15: Training and Consultation using Budgeted Time 1 Topic

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Consultation at CCA

Additional Walkthroughs 2 Topics

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Expense Accounts

Expense Form Tutorial

About Instructor

Alex Hoffman, L.A.P.C.

8 Courses