Automation for Care Plans


This course requires the prerequisite course Agency Processes for Care Plans . The checkout below includes both courses. If you already have Agency Processes, then purchase Automation for Care Plans from inside the training platform.

This course walks through how to leverage project management SaaS with Airtable and Slack to elevate your processes for maximum profit and minimal mistakes. Tools reviewed include Teamwork, Teamwork Desk, Airtable, Slack, and Zapier.

Outcome – Complete this course to implement an automation system you can copy and paste into your own business that supports your human staff to provide timely quality support to your clients.

  • 8 video lessons
  • 6 downloads and resources
  • Approx 1h of course content
  • Lifetime access, anywhere, anytime
  • Streaming access on desktop and mobile
  • 100% satisfaction guarantee (View our 7-day money-back policy)
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Course Includes

  • 7 Lessons