Solo Practice Policy Course: Services

Course Materials

Resume
Unit 1: Safeguarding the Circle and Being SaaS-y
Unit 2: Policy Contents: Using Electronic Systems
Module 2: Making the Change to Your Practice’s Best Service Setup
Unit 1: Change Work: Service Selection Workbook
Unit 2: Change Work: Services Catalog
Unit 3: Chapter Setup: Using Electronic Systems
Module 3: Maintaining the Change

Syllabus

  • Learn about “the circle” and the value of using online services
  • Learn the basics of safeguarding online services
  • Ensure your Service Selection process is complete
  • Start using your Services Catalog
  • Add the Using Electronic Systems chapter to your manual
v1.26.07

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