Fellows

2021 Fellowship Training Links:

Affair Handouts:

Atkinson Training Links: (you’ll notice some of them are gendered – so if there is an ‘F’ in the title – that means it is the handout for “I have a female partner)

Sex Therapy Documents:

Billing Links:

Core Tasks for the 1st 6 Weeks (2019 Version):
  1. Familiarize yourself with the intake process:
    1. Watch the Video we send to new clients
    2. Read through the Intake Packet 2019-03-28 v6.  Make sure you know the information contained in it.  
  2. Learn how to use Theranest (please note that some of these videos show an older version of Theranest – so your screen may not look exactly like the videos):
    1. Theranest 101 Video – you will need to fill out the required fields.
    2. Login to your theranest account (ask Rachel if you don’t know your login info)
    3. Create a new client in Theranest (fake client)
    4. Watch the video about Managing Clients (skip ahead to 14:20 – everything before that is for admin)
    5. Watch the Mastering The Calendar Video.  Please don’t change your settings after watching this video unless you run it by admin.
    6. Watch the Managing Cases and Notes Video.  
    7. Watch the How to Create a Client Appointment Video
    8. Watch Setting Up Appointment Reminders with Theranest
    9. Watch the How to Create an Invoice Video.
      1. Watch the RTC Specific video about invoicing and sending to insurance
    10. Learn how to Upload Documents to Theranest and Practice it with your fake client:
      1. For Mac
      2. For PC
  3. Learn Documentation/Paperwork and Theranest:
    1. Watch Wiley Treatment and Note Planners Video
    2. Watch the Managing Cases and Notes Video
    3. Watch Lisa’s Videos (please ignore references to Paragon):
      1. Case Notes with Lisa Part 1 – https://youtu.be/KieVDvvX0s8
      2. Case Notes with Lisa Part 2 – https://youtu.be/_3vQcqqs5dM
      3. Case Notes with Lisa Part 3 – https://youtu.be/eFbWsVVdB28
      4. Case Notes with Lisa Part 4 – https://youtu.be/9adh081WHFw
      5. Read through the handout for all of the videos called What Should be in Your Charts
    4. Watch the Barbara Griswold Video:
      1. https://youtu.be/9WiI2Mv9spY
    5. Watch Theresa’s video “Case Notes” MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Logistics
    6. Watch the video “Billing Codes to Use and Who is the IP – MyCloud–>Jeb–>AA RTC Training Videos–>Theresa Explaining Concepts-Videos–>Logistics
    7. Watch this short video on Finding Sessions You Haven’t Processed.
    8. Watch this video on Treatment Plans:  MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Logistics
  4. Understand Gottman Assessment thoroughly.  Know the 3 session structure of a Gottman Couples Assessment
    1. Read 7 Habits book
    2. Watch my Gottman Assessment Video (now on Drive) – RTC Shared Docs–>Fellowship 2019 Materials Folder–>Videos–>Gottman
      1. Watch Theresa’s video explaining her version of the Sound Relationship House MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Theory–>
    3. Make sure you know how to articulate the assessment process to clients (super important)
    4. Watch the Video on sending out Electronic Questionnaires.  Practice sending out the video to yourself and take the assessment yourself so you know what your clients are taking.
    5. Watch the Video on processing the Electronic Questionnaires.  Practice processing the questionnaires with your responses from #4 above.
  5. Understand Suicide/Risk Assessment
    1. Read through the attached Notification Policy regarding High Risk Clients
    2. Watch Rob Orman’s Youtube Video “Is Your Patient at Risk of Suicide“.  
    3. Watch “Suicide Assessment Role-Play
    4. Extra:  Watch the C-SSRS (Columbia Suicide Severity Rating Scale) Training Video
    5. Extra: Watch the Ted Talk by Mark Henick “Why We Choose Suicide
  6. Get a solid foundation in FIT.  Be able to give the introductory spiel as well as ORS and SRS spiels.  
    1. Watch the MyOutcomes Course that’s uploaded to Drive:  RTC Shared Docs–>Fellowship 2019 Materials Folder–>MyOutcomes Lessons
    2. Setup a fake couple in MyOutcomes.  Experiment with how it works.
    3. Extra:  Watch the SRS Training that’s on MyCloud MyCloud–>Jeb–>AA RTC Training Videos–>FIT Trainings–>SRS Training
  7. Learn Atkinson Method by:
    1. Read Atkinson Manual thoroughly
    2. Memorize the Getting Clients on Board – Speech.  Practice giving it to someone in your life.
    3. Read through the Atkinson-Common Objections for Getting on Board to learn how to deal with common problems with getting clients on board.
  8. Watch Previous Relevant Training Given by Theresa & Jeb:
    1. Watch a replay of the Extended Daniel Wile Presentation given on 9/17/19.  You can find the handout here.  
    2. Learn Negative Infinity Loop (1 Video)  MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Interventions
    3. Learn about Affairs (1 Video) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Specific Types of Problems–>Affairs
    4. Learn about dealing with Crisis – Also includes Underfunctioner/Overfunctioner (6 videos) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Specific Types of Problems–>Affairs
    5. Learn Daniel Wile Intervention (4 Videos) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Interventions
    6. Learn about Individual Interventions (2 Videos)  MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Interventions
    7. Learn about worksheets to use with clients (2 Videos)  MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Interventions
    8. Learn more about the process of discernment (1 Video) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Specific Types of Problems–>Discernment
    9. Learn more about attachment (1 Video) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Specific Theory
    10. Learn more about the Underfunctioner/Overfunctioner Dynamic (2 Videos) MyCloud–>Jeb–>AA RTC Training Videos–>Theresa explaining Concepts-Videos–>Theory–>
  9. Familiarize yourself with the worksheets on Google Drive (Drive–>RTC Shared Docs–>Worksheets, Workbooks…
  10. Watch 2 Minute Tools (on our website)