Due to David’s generosity, this self paced course is free of charge. You can also book one free 20min session with me once you’ve completed the course to get answers you need. See below for link to book. 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.
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
AFTER you take this course you can book a free 20 consultation on using David’s tools online (thanks to David’s generosity): see my booking tab and do a 20min free consult.
Curriculum
- 1 Section
- 12 Lessons
- 90 Minutes
Expand all sectionsCollapse all sections
- Video Lessons12
- 0.0Introduction3 Minutes
- 0.1Equipment – Webcam, Audio, Lighting & Office setup12 Minutes
- 0.2Software Basics – encryption, scheduling, payment, video platforms, etc.11 Minutes
- 0.3Scheduling & Payment – Setmore HIPAA2 Minutes
- 0.4Scheduling & Payment – Calendly GDPR3 Minutes
- 0.5All in One Platforms5 Minutes
- 0.6David’s Forms – Toolkit vs Telehealth etools3 Minutes
- 0.7Using Acrobat Reader for PDF forms3 Minutes
- 0.8Overview Google Drive for PDF forms23 Minutes
- 0.9Using David’s 50+ Forms Google Workspace in detail23 Minutes
- 0.10Sharing David’s 50+ Forms – SimplePractice3 Minutes
- 0.11Demo with a mock client using the forms7 Minutes
Features
- 1.5 hours
- 1.5 CU Credits
- FREE