Clinician Resources

This page is a quick-look guide to all the resources you need as a Tate Psychotherapy clinician.

If you ever find yourself looking for something that's not on this page, let Brie know!

Staff Resources

Use this form to submit all reimbursement requests.

Use this form to submit time off requests.

This is a list of all staff members, their contact info, and any licensure info.

Use this form to submit receipts for FSA reimbursement.

This is a list of CEUs for each clinician.

Use this form to submit topics of discussion for the next staff meeting.

Use this form to submit premiums for ICHRA reimbursement.

This is a list of all licensure info for each clinician.

Client Resources

Google Face Sheet with all contact info

Folder full of info on how to assist your clients better. Info is broken into folders based on topic.

Database of worksheets for you to use with clients

Information on in-house testing with Anthea

List of clinicians, providers, other resources to refer out to

(Includes blacklist)

If you need to report child abuse or maltreatment in NY, use this form.

Email Templates & SOPS

Email you send to follow up after you have a consultation call

This is the entire process of onboarding a new client from inquiry to first appt.

*for clinicians & coordinators

Use this email to refer a client to another clinician or provider

Use this email to respond to ISO emails

Employee Handbook & Mandatory Trainings

Updated 10/1/21

Mandatory Training when hired on

Mandatory yearly course for all NYS employees

Tax Forms

NYS Resident

Employee's Withholding Allowance Certificate

Employee's Tax

Withholding Certificate

(for W2 employees)

Certificate of Nonresidence and Allocation of Withholding Tax

Taxpayer Identification Number and Certification

(For 1099 Contractors)

Employee opt-out of paid family leave benefits