Whether you're awaiting your initial booking or have already scheduled your first session, this guide will walk you through the steps recommended by Grow Therapy's provider-supporting teams to ensure you begin your first appointment feeling confident and well-prepared.

When you're ready to accept new referrals, clients can book any available appointment timeframe on your calendar within 24 hours. Familiarizing yourself with the platform and understanding what to expect will help you feel prepared for success.

Please review our Grow Therapy Provider Standards and Clinical documentation guidance within the Grow Community to ensure you have all the resources you need to deliver care and grow your practice.

Grow recommends using the secure messaging feature to send clients a welcome message when they book an intake with you. If you haven't already, you can also establish a recurring welcome message to be sent automatically to clients upon booking. Grow has found that clients are 33% less likely to cancel when a welcome message is sent! This personal touch can also help clients understand what therapy together might entail before their initial session with you.

Clients acknowledge the policies listed here during the booking process. If you prefer to send the client additional documentation from your private practice, this must be done manually via email or the secure messaging feature. Please ensure that your practice policies do not conflict with Grow Therapy's before requiring clients to sign them. Grow does not currently have the functionality to automate additional forms. Once the requested forms are completed, you can attach them to the client's chart.

Log into your provider portal and navigate to the Clients dashboard. Select the client's name from your list to bring up their chart. Next, navigate to the Forms & Files tab to view the client's completed intake forms.
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All clients booking from the general Grow Marketplace are required to acknowledge Informed Consent and other policies during the booking process. The date the client acknowledged Informed Consent is accessible in their chart under the Forms & Files tab, as seen below.
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Measurement-informed Care (MIC) is standard practice at Grow Therapy. Access the Treatment tab within the client's chart to review their initial measures. If a client still needs to complete them, you can send a custom check-in or complete them with the client during the session. Learn more about the MIC features within your provider portal here.

If you did not complete this step during your profile creation, we suggest setting up your meeting room before your first appointment. The setup is minimal and very straightforward. Your meeting room and each client's URL are automatically created for you. The only one-time setup you need to do is allow your browser access to your video and microphone, which you will be prompted to do the first time you access your meeting room.

To access your meeting room anytime, select the Join Your Meeting Room option in the "Your Practice" section of your Dashboard. Once in your meeting room, select the Allow option in the browser prompt.

Establishing your documentation preferences beforehand enables you to incorporate this critical task into your daily work routine intentionally. With the Grow Therapy EHR, you can begin the documentation process or view note templates up to 24 hours before or during the appointment. You can also locate a copy of the EHR note templates in your Additional Resources folder.

Once you've reached 24 hours before an appointment, navigate to the client's chart > select the Overview tab. Locate or scroll to the "Timeline" section and select Add note. Select Initial Assesment, Progress Note, or SOAP note to preview the EHR selections. You can toggle between note templates at the top on the next page.

Congratulations on completing the first steps! You've already covered essential elements of the client chart and confirmed that your browser is ready for Grow Telehealth. The following steps are recommended for your first day of appointments.

When you log into your provider portal with a pending appointment, you will find the "Upcoming Today" card on your Dashboard, just below your practice name. Clicking on any appointment listed here opens an appointment card, which provides an easy way to quickly access the client's information and shortcuts to their measures and forms.

Your Grow Therapy Telehealth meeting room has several convenient access points within your provider portal. You can enter using the shortcut in the appointment card pictured above by selecting Join meeting room. A link to your meeting room is also available on your Dashboard and in locations where you preview appointment details, including in the Calendar view.

If you prefer to document during the initial assessment, navigate to the client's chart and select the Overview tab. Locate or scroll to the "Timeline" section and select Add note. Then, select Initial Assessment, Progress Note, or SOAP note to begin the documentation process for the appointment.

You must submit your documentation and invoices after each session. The exact timing will depend on your preferred documentation and invoice cadence, but you must submit all invoices within 14 days of the appointment.

Completing the invoicing as soon as possible offers a more positive experience for the client. It's essential to note that clients are not charged automatically. Their charge timeline is initiated once their provider submits an invoice. If the client has insurance, this timeline is further impacted by their insurance claims. Here's a walkthrough on how to submit an invoice. It's important to note that starting an invoice automatically enters you into the documentation flow.

The EHR has an auto-save feature while you are completing documentation, with indicators in the top right of the page. You can exit the page without fear of losing the information once saved. However, after a note is signed, you can only make edits up to 24 hours, at which point the note is locked. Read more about editing notes here.

Not at this time. However, you can explore PDF versions of the clinical documentation

within the Grow Therapy EHR and other resources in your Additional Resources folder.
Alternatively, you can complete the steps above to preview documentation templates.
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Once you start seeing clients, our Provider Support team will be your main point of contact. For the fastest response, please use the Help Widget in the bottom-right corner of your Provider Portal to initiate a message.