Templates & Training: Office 365 by Annie Frisbie

Templates & Training: Office 365

Complete step-by-step walkthrough to get your practice set up on Office 365, 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 10 files Text Icon 21 text files


About Office365 for lactation practice
Sign up for Office365
How to use this module
Usage Permissions & Copyright
Setting up your practice
Practice Documents
Creating an Intake Form
Choosing between Word and Excel for Charting
Configuring your Templates for Desktop Use
Configuring your Templates for Online Use
File Organization
Client Workflow
Adding a New Client
Creating the Chart in One Drive
Creating the Chart on your Computer
Customizing the Excel Sheet on Computer or OneDrive
Charting an encounter in Excel
Charting an encounter in Word
Sending a care plan or doctor report in Excel
Sending a care plan or doctor report in Word
Tracking payments, billing, and insurance
Self Pay Clients
Insurance Clients
Additional features
Intake Responses Spreadsheet
Inactive Folder
Care Plan MASTER.docx
9.92 KB
Lactation Visit Record - Infant MASTER.docx
21.9 KB
Face Sheet -- MASTER.docx
7.02 KB
Feeding Record MASTER.docx
10 KB
Lactation Visit Record - Parent MASTER.docx
21.2 KB
Phone_Text Visit Encounter MASTER.docx
8.21 KB
Pediatrician Report MASTER.docx
9.53 KB
Superbill Template MASTER.docx
9.15 KB
Lactation Visit Record Spreadsheet Version MASTER.xlsx
356 KB

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.