Why you'll love this course

Workflows may sound like a business concept. But effective workflows improve communication with clients, strengthen the clinical relationship, and do it with less work and stress for the clinician. This course describes how that can be done, and why it matters to clinical outcomes.

Course description

This course guides clinicians on how to implement systems that improve the client experience and clinical outcomes. Attention will be given to communication processes early in the therapy relationship that can be simplified, reducing client confusion and facilitating a strong therapeutic bond.

Learning objectives

By the end of this workshop, participants will be able to:

  • Describe the connection between client communication processes, relationship-building, and clinical outcomes.

  • Identify two common processes where client-therapist communication can break down.

  • Identify at least two areas of their own practice where improved workflows can impact client relationships and client satisfaction.


Benjamin E. Caldwell & Fletcher Dennison

Benjamin Caldwell, PsyD

Benjamin Caldwell, PsyD

Education Director, SimplePractice Learning

Benjamin Caldwell, PsyD is a California Licensed Marriage and Family Therapist (#42723). He currently serves as adjunct faculty for California State University Northridge in Los Angeles. He has taught at the graduate level for more than 15 years, primarily in Law and Ethics, and has written and trained extensively on ethical applications in mental health care. In addition to serving a three-year term on the AAMFT Ethics Committee, Dr. Caldwell served as the Chair of the Legislative and Advocacy Committee for AAMFT-California for 10 years. He served as Editor for the Users Guide to the 2015 AAMFT Code of Ethics and is the author of several books, including Saving Psychotherapy and Basics of California Law for LMFTs, LPCCs, and LCSWs.
Fletcher Dennison

Fletcher Dennison

SimplePractice COO

Fletcher, SimplePractice’s COO, has over 8 years of experience in technology operations. He’s passionate about understanding customers and finding ways to meet their needs. Fletcher’s experience includes product management of the SimplePractice web and mobile apps through customer-focused research, feedback, and collaboration. He also has lead teams to write, develop and distribute content for large and diverse audiences. He earned a B.A. in Philosophy, Politics, & Economics from Pomona College.

Additional Information

Format & Length:

Video format; 62 minutes

Topic Area:

Clinical Practice

Instructional Level:


Completion Requirements:

To obtain your CE certificate, you must progress through all course segments, complete a satisfaction survey, and obtain a score of 80% or higher on a course completion quiz.

Who Should Attend:

Counselors, clinical social workers, and marriage and family therapists.

Enrollment Period:

Once you enroll, you have access to course materials for up to 60 days.

Financial Support Statement:

SimplePractice Learning pays course presenters for their teaching. There is no other financial support for this course.

Conflict of Interest Statement:

This course utilizes screen images from SimplePractice. However, these are examples only. As the instructors note, the principles taught in this course apply to the use of any practice management system, including those who use none at all. There is no potential conflict of interest or outside commercial support for this course.

Refund Policy:

Click here to see our policies on attendance, refunds, grievances, and accessibility, and other frequently asked questions

NAADAC Approval Status:

This course is not part of our continuing education program approved through NAADAC. Click here to view our complete CE approval information, or check out our collection of NAADAC approved courses