Features
- 1.5 hours
- 1.5 CU Credits
- FREE
Due to David’s generosity, this self paced course is free of charge. You can also book one free 30min session with me once you’ve completed the course to get answers you need.
I encourage you to read the Table of Contents to get a feel for how this course looks.
NOTE: This page and workshop is always evolving, videos were recorded via 3 live 2hour workshops. Most concise video segments were chosen to create the videos below.
PowerPoint Handout – revised 2022-02-08
Table of Contents:
- Introduction – 3:01 min
- Equipment – 11:31 min – Webcam, Audio, Lighting & Office setup (topic n timestamps under video).
- Software Basics – 11:17 min – Email, Anti-virus/Encryption/Backups, Scheduling & Payment, Video Platforms, Acrobat Reader, Preparing Clients (topic n timestamps under video).
- Scheduling & Payment – Setmore HIPAA – 1:33 min
- Scheduling & Payment – Calendly GDPR – 2:35 min
- All in One Platforms – 4:56min
- David’s 50+ Forms – Toolkit vs etools licensing – 3:19 min
- Using Acrobat Reader for PDF forms – 3:57 min + 2:56 min
- Overview Google Drive for PDF forms – 1:38 min
- Using David’s 50+ Forms Google Workspace in detail – 23:10 min (topic n timestamps under video).
- Sharing David’s 50+ Forms – SimplePractice – 3:35 min – see also using Acrobat Reader
- Demo with a mock client using the forms – 6:46 min
Book a one-on-one QnA with me $50 for 30min.
-
0 % In Progress
-
0 % In Progress
-
0 % In Progress
-
0 % In Progress
and 58 students enrolled.
0 Comments