Page 27 - FG - New Franchisee - Clinic Operations - 2019

New Franchisee Clinic Operations
Facilitator Guide

• Welcome
Day One • Meet The Joint

• Introduction to Wellness Coordinator Role

Overview of Forms (1 hour)

Facilitator Led

Instructions
Facilitator
Notes Depending on the visit, a form may be required for the patient to complete Your
facilitator will review the purpose of each form with you along with the highlighted
areas that are completed by the patient As you learn more about the various patient
DO: Cover each form scenarios, the trainer will provide a more in-depth guidance Take notes in the space
with the participant and provided
summarize the sections
Provide examples of Questions Answers
dialogue that can be
used to explain the Where can you find and Training Tip
sections to the patient print forms? Dokshop Forms are free
Stress important points to download
and show the sections to and should be
highlight for the patient Patient Intake Forms (Participant notes) downloaded every
Have the participant take time new forms are
notes for best practices needed to ensure
in summarizing and Wellness Plan Form (Participant notes) the clinic is using
explaining each section the correct forms
to the patient
Membership Freeze Form (Participant notes)
HANDOUT: Provide the
forms to the franchisee
if they would like to take Membership Cancellation (Participant notes)
an example of each form Form

Package Plan Form (Participant notes)

© 2019 The Joint Corp. All Rights Reserved. 27 Published on: 05/31/2019