Waybook SOP Outlines
I use a software platform called Waybook for both Productive Therapist and InTune Family Counseling. It's the one source of truth for all our standard operating procedures. Click the link above to learn more about all the great features.
Below you will find several screenshots of the SOP outlines for three different areas, leadership resources, therapist resources and our professional development area.
Click the images below to see larger versions.
Top Level Categories
This screenshot show an overview of the top level categories inside our Waybook account. You can certainly add or remove anything to meet the unique needs of your group practice. Hopefully, these examples will save you a bit of time and/or give you some good ideas.
Leadership Resources
All of the info in this section is only accessible by our leadership team. Waybook makes it super easy to set permissions for different sections of your SOPs. Whenever changes are made to these procedures, we pop in and make those updates here. We are using the AC/DC organization method mentioned in the video above. I just added Human Resources as a separate category.
Therapist Resources
As you might have guessed, this is the section of our Waybook where we put anything and everything related to the clinical team, including community, practice info, employment info and clinician onboarding. This is where our employee manual and policies and procedures info lives.
Professional Development
This section includes internal trainings that we have developed and the clinical resources that we regularly update. It is quite helpful to have a place to store all kinds of content related to professional development and the team appreciates these resources.