Templates & Training: G-Suite by Annie Frisbie

Templates & Training: G-Suite

Complete step-by-step walkthrough to get your practice set up on G-Suite, a comprehensive workflow for a typical client, and power user tips and strategies. 
Includes links to quickly add my custom & customizable intake and charting templates to your practices.  You also get templates for reporting, billing and tracking payments. No need to copy and paste--get direct access to pre-formatted templates designed for use with the workflow in the module. Infinitely customizable but you don’t have to start from scratch.

What's included?

File Icon 2 files Text Icon 24 text files


About G-Suite for lactation practice
G-Suite Promo Code
How to use this module
How to get my templates
Usage Permissions & Copyright
Setting up your practice
Create folders
Practice Documents
Configuring your intake forms
Choosing between Sheets and Docs for Charting
Configuring your Sheets Charting Template
Configuring your Docs Charting Templates
Client file folders
Client workflow
Adding a New Client (Intake and History)
Creating the Chart in Docs
Creating the Chart in Sheets
Charting an Encounter in Sheets
Charting an encounter in Docs
Sending a care plan in Docs
Sending a care plan in Sheets
Secure messaging
Tracking payments, billing, and insurance
Insurance claims
Additional features
Intake Responses Spreadsheet
Inactive folder
Offline status
Google Keep for Client Relationship Management

About Annie Frisbie

Annie Frisbie has served hundreds of families since becoming an IBCLC in 2011. Her mission is to empower IBCLCs to transform their private practice to increase productivity, reduce stress, improve client communications, and cultivate career longevity through her deeply researched yet accessible books, tools, and services.