Solo Practice Policy Course: Services

Course Materials

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
v1.25.03

Scheduled Maintenance

We will be temporarily taking the website offline at 10:00 PM Pacific (1:00 AM Eastern) tonight, July 6, in order to make some improvements. We plan to be back online by midnight Pacific (3:00 AM Eastern). We apologize for any inconvenience this may cause. Dismiss