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Are your clinician bios and onboarding processes speaking to what clients actually need, or just listing credentials? What makes onboarding a new clinician smooth and successful? Are your systems helping your practice grow, or slowing it down?
In this podcast episode, Joe Sanok discusses building Great Lakes Online Counseling, including onboarding the new clinician, Google Business, and final set-ups with Jen.
Podcast Sponsor: Alma
As a clinician, you probably chose this field because you wanted to support people in navigating challenges and finding personal growth. But many mental health care providers end up spending almost as much time on billing, insurance, and other documentation as you do in sessions with clients.
That’s where Alma can help.
Alma supports clinicians in building rewarding private practices—with simplified insurance credentialing in under 45 days, enhanced reimbursement rates, and guaranteed two-week payback.
Plus, a free profile in their searchable, filterable directory—making it easy for clients who are the right fit for your practice to find you.
Learn more about how Alma could support you in building a thriving private practice at helloalma.com/joe.
In This Podcast
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Updates with Jen
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Getting verified on Google My Business
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Onboarding the new clinician
Updates with Jen
Joe is currently in week 17 of building Great Lakes Online Counseling. He has hired his virtual assistant, Jen, from Ubuntu Freelancers, and together they have been getting more balls rolling for the new practice.
At the moment, they have recently:
- Made their first clinician hire
- Connected Jen and Tom from Session Sites to fine-tune the practice’s website
- Gotten their team Trello board set up
- Shared LastPass passwords and accounts to make switching between platforms easy and secure
- Launched their shared Google Calendar
Now, during this podcast conversation, they have set up an intake email address on the website for prospective clients.
Getting verified on Google My Business
The next part of Joe and Jen’s meeting was about verifying Great Lakes Online Counseling on Google My Business to help boost SEO and online traction.
While Joe initially thought that they’d have to rent office space, Jen explained that the address is only needed to verify the account, and that could be a valid home address.
I realized, and I saw that they recommend not putting in a rental office or a hiring space. You can put your own location, and it is not public. So, you have a setting [where] no one can see the location; it’s just to get verified on Google Business. (Jen)
Therefore, Joe can use his home address to get verified, and it won’t show up on their listing as a searchable Google Maps route if he sets it as private.
Onboarding the new clinician
Even before the offer, it might be that the VA or the hiring person, that could be me, verifies their license … Having the VA do some of that double-checking would make sense, and I think that would even be pre-offer. (Joe Sanok)
From an operations standpoint,
- Joe will introduce the new clinician to Jen, the virtual assistant
- Jen will take over the onboarding process after Joe has vetted their credentials and met them
- Get the clinicians’ CAQH and NPI numbers
- Rewrite the clinician’s bio from a client-centric perspective
For example, “I love helping clients who are dealing with depression and anxiety after divorce”, instead of starting with, “I’m Joe, I went to Western Michigan University, and I got this degree” … that [the bio] is really centered around their ideal client. (Joe Sanok)
Sponsors Mentioned in this Episode:
Learn more about how Alma could support you in building a thriving private practice at helloalma.com/joe.
Resources mentioned in this episode:
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Check out these additional resources:
- From Solo Practice to Group Success: Joe Sanok’s Blueprint for Therapists | POP 1378
- Practice of the Practice Network
- Group Practice Launch
- Group Practice Boss: www.practiceofthepractice.com/grouppracticeboss $149 a month
- PoP Group Practice Owners Facebook Group
- Free resources to help you start, grow, and scale
- Work with us
- Practice of the Practice Network
Meet Joe Sanok
Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners who are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.
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