Leek Therapy Staff Knowledge Base
Administrator TrainingClinical Training (for therapists and client-facing clinicians)
Only complete the training that applies to your role. If you are unsure which path to select, please ask the Practice Manager.
Watch all assigned training videos
Review reading materials, including policies, platform guides, and internal expectations
Complete required action steps (such as account setup or form submissions)
Present unexpired valid IDs for employee verification, and complete required HR forms (e.g. I-9 documentation, W-4/M-2 forms, benefits selection)
Submit your Availability Form via Google Forms
Log in to your Leek Therapy email account (Google Workspace)
Set up Google Voice for secure client communication (if applicable)
Log in to SimplePractice (for clinical and authorized administrative roles)
Access GoHighLevel for internal scheduling, messaging, and workflow tools
Time-off request process and availability submission
Internal messaging and communication expectations
Client cancellation, no-show, and intake documentation policies
Staff pay periods and reimbursement submission process
Use the Internal Support Request Form to contact Matt, Amy, or Alex
Bookmark the Internal Staff Knowledge Base for ongoing reference
Ensure access to the Internal Resource Drive for shared documents and templates
How to cancel or reschedule client appointments
No-show and late cancellation procedures
Sending or managing client reminders
Client referrals (onboarding process)
Staff payment schedules
How to view payment details
Submitting reimbursements or billing corrections
Guidelines for responding to client messages
Internal communication protocol
When to escalate issues or involve administrative support
Emergency response protocol
Intake and discharge process overview
Logging in and navigating SimplePractice
Internal use of GoHighLevel (if applicable to staff)
Submitting support tickets or reporting issues
- Logging into Leek Therapy email accounts
- Accessing and using Google Calendar
- Navigating shared drives
- Using Google Voice for phone set-up
- Creating or deactivating staff email accounts
- Managing Google Drive access and permissions
- Email forwarding setup and account troubleshooting
- Administrative support resources
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