Before you start seeing clients
Work through each item below in order. These aren't formalities — they give you the clinical foundation and system fluency you need on day one. Check each item off as you complete it, then submit the form at the bottom.
Before your first day — send to Joe
Email the following to joe@houstonheightstherapy.com before your start date:
- Signed offer letter and contract
- Proof of active Texas LMSW license
- Diploma and transcripts
- NPI number (Type 1 individual)
Joe will handle your Sessions Health setup, I-9, and Google Workspace on day one.
Reading & training progress
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Read first — client-facing documents
1. Informed consent for therapy services
The core consent document clients sign before starting therapy. Know every section — clients will ask.
→ Read it2. Financial responsibility consent
Covers session fees, late cancellation policy, insurance billing, and self-pay.
→ Read itRead — clinical reference material
4. Clinical policies
Professional conduct, caseload expectations, documentation standards, and supervision.
→ Read it5. Clinical risk framework
HHT's universal risk assessment framework with all six addenda. Required before your first client.
→ Read itComplete — system training
6. Sessions Health training
Watch all 7 video tutorial collections. Sessions Health is your EHR — you'll use it every day.
→ Go to trainingDone with everything?
Submit the completion form so Joe knows you've finished all onboarding reading and training.
Submit completion form →