Welcome to Be.!
We are so happy you decided to pursue a career and home with us at Be.. Our collective is aiming to change the formulaic approach to mental health. Our goal is to ensure our practitioners feel supported, operate autonomously, while balancing a highly collaborative approach. As a collective we strive to provide exceptional client care from a holistic individualized, root cause analysis perspective. This involves a high level of training, extensive ability to manage multiple responsibilities, and skillful knowledge that allows the practitioner to determine ways to fit the treatment or adjunct supportive process to the client’s needs, not attempting to fit the client to the treatment approach.
We will be in touch with you at various steps throughout this process, but if you have any general questions, please reach out to our coordinator, Emily, who will be your primary contact.
About
It all started when…
My dedication to mental health was born at the intersection of my greatest passion and my greatest perceived need. But it was through my own personal journey—navigating healing, growth, and self-discovery—that this calling truly took root and began to flourish. That’s what makes this Center so special: it is the embodiment of both personal authenticity and professional acumen. It’s a space shaped by lived experience and sustained by clinical excellence, where wholehearted commitment meets meaningful, compassionate, intentional care.
Meet Your Guide Emily Valence, Be. Center and Administrative Coordinator
Emily often works behind the scenes, coordinating the space and client sessions at the Center. She helps prepare Be. offerings and special activities, assists practitioners with non-clinical issues, and prepares clients for intake sessions. She won’t be at the front desk all the time, but sometimes she’s lucky enough to welcome you when you step through our door. You can read more about her and find her contact information here.
If you have any questions during your onboarding and orientation process, please feel free to reach out to Emily any time or setup an appointment to meet with her.
Be. Forms & Required Information
All of the forms below should be completed, signed, & returned as soon as possible.
Once all forms are completed email Dr. Sorenson to set a meeting to initiate Step #1 below:
Please ensure all forms are returned to be@beholisticcenter.com, CCing coordination@beholisticcenter.com.
Don’t forget about these other steps & documents.
Ensure your CAQH is created and updated | CAQH APPLICATION
Proof of Licensing (Certificate of Licensure)
Proof of Malpractice Insurance (with all 3 Be. entities represented on certificate) | You need to request a
Certificate Holder Endorsement” HPSO is a recommended insurer.Be. // Child and Adolescent Mental Health, LLC
Be. // A Center for Holistic Mental Health and Healing, LLC
Carey Sorenson, PhD
Proof of Automobile Insurance (Proof of coverage required)
Complete the BACKGROUND DISCLOSURE FORM
Complete the CAREGIVER BACKGROUND CHECK (during Step #3 below)
LPC In Training | DO NOT forget to fill out Supervisor approval form fully and submit to the state | FORM LINK
Obtain a National Provider Identification Number (NPI)
The NPI is a Health Insurance Portability and Accountability Act (HIPAA) Administrative Standard. An NPI is a unique identification number for covered health care providers. Obtaining a NPI is required.
Follow this link to learn more.
Schedule Be. Onboarding & Orientation Meetings
After you receive, review, and sign your initial offer letter these are the next steps in the onboarding process
STEP #1. Clinical Onboarding
During this process Be. Executive Clinical Director, Dr Carey Sorenson will guide you through the process to 1. obtain your NPI, 2. set up CAQH, 3. help you begin to gain understanding of the clinical requirements regarding direct service time, documentation, and ancillary tasks
You will discuss 1. obtaining a Be. email, 2. personal malpractice insurance and Be. malpractice insurance, 3. ensuring all Be. forms and documents are completed and returned (including your contract), 4. creating a Simple Practice Account, 5. setting up Payroll (see Step #6 below) 6. If you are an LPC IT obtaining your training license before CAQH set up and completion of your Supervision Approval form
To discuss coordination of areas listed above:
STEP #2. Space Onboarding
Notify Dr. Sorenson when this meeting is scheduled and completed
Set a formal Space and Marketing Meeting with Emily Valence
This is where we’ll get you setup with August Lock access and be integrated in to all Be. applications. This process will help you understand everything you need to feel at home in our restored 1915 character home.
During this meeting Emily will 1. integrate you to the space, 2. discuss setting a meeting with our Provider and Project Clinical Specialist (see step #3), 3. begin to gather all information needed to begin Marketing Onboarding (see Step #5 below), and 4. direct you to connect with Kristina Angela to initiate Insurance Credentialing AND ensure you are connected with Jaycie Westphal to set up Practitioner Onboarding.
To set up Space Onboarding:
Step #3. Simple Practice and Practitioner Onboarding
Notify Dr. Sorenson when this meeting is scheduled and completed
During this meeting you will connect with Be. Provider and Project Clinical Specialist Jaycie Westphal. At this meeting, you will grow more acquainted with your role as a clinician at Be. and integrate yourself into Simple Practice and how we use the platform to schedule, coordinate services, and complete documentation at Be.
Complete the CAREGIVER BACKGROUND CHECK if working with Waiver Clients.
To get started, be sure to familiarize yourself with the self-guided Simple Practice trainings found below.
After you connect with Dr. Sorenson set up Simple Practice and Practitioner Onboarding:
Additional Employee Training
Download, Review, and Sign our Employee Handbook
To get started, be sure to download and review the emplopyee handbook, ensure you sign and return. This is a key resource to begin understanding the processes and procedures here at Be. Your signature is required to acknowledge that you have read and understand everything contained inside. If you have any questions about what you see included, please reach out to Dr. Sorenson.
Position Specific Training
There may be additional training(s) and observation required to help acquaint you with your specific position. In this case, Dr. Sorenson will discuss with you what is required and what to expect in those specific areas. These trainings will likely take place with Dr. Sorenson but may also be guided by another one of our practitioners.
Mandatory Onboarding Trainings for all incoming credentialed providers | Medicaid and Network Health Training Below
Familiarize yourself with the following trainings from Simple Practice
Simple Practice
Trainings
Simple Practice Availability Reminder
As soon as possible:
Please add your availability on Simple Practice so Emily can schedule your clients accurately. It is your responsibility to ensure this is accurate and updated as need.
For more information about this process, please see the link below.
Insurance Onboarding
Step #4. Set onboarding meeting with Be. Billing Manager Kristina Angela of Midwest Core Billing to begin Insurance Paneling and Credentialing
NOTIFY DR. SORENSON WHEN THIS MEETING IS SCHEDULED AND COMPLETED
Discuss Insurance Onboarding & Training with emily during step #2
submit all information required for credentialing forms and applications
Please see this link for a list to get started.
Submit required Insurance Credentialing Information form
Submit this form only when all required information has been gathered. Forms will be submitted to Emily for final approval, and she will be in touch if further information is required.
Begin specific Insurance Credentialing Process for position
Mental Health Professionals
Yoga Guides
Other Professionals
Step #5 Meeting the Community
After meeting #2 you will email Emily all requested Marketing Materials including a completed Biography, Your defined Be. (ie. Be. Free), and a professional picture
NOTIFY DR. SORENSON WHEN THIS MEETING IS SCHEDULED AND COMPLETED
Dr. Sorenson will do a final review of all biographical information and then send it to our Marketing and Communications Manager, Adrianna Frelich, so that we can add your biography to our website and craft an introduction to your services.
After that, it’s time to introduce yourself to the community on our Social Channels!
Here are a few things we’ll need to get started:
Professional Biography
This is your chance to tell prospective clients all about what makes you unique as a practitioner. Be sure to highlight your Be., strengths, training, and enthusiasm to serve the community. To see an example of what some of our other practitioners have done, visit our team page – but please don’t feel bound by what you see there. Be creative!
Photos
We recommend finding something that conveys your authentic self. (Just be sure the focus is on your face!)
Social Media Channels
We will introduce you on Be.’s social media channels, but we encourage you to actively use your own channels to promote your growing practice, if you desire! We will include them on your website bio and with your introduction so others can find and follow you, if appropriate.
Meet Adrianna Frelich
Adrianna manages Be.’s brand presence as well as coordinates details for yoga, specially crafted offerings, and events. She oversees Be.’s website and Social Channels and creates materials for the center so that it can continue to grow and spread its message to the Valley and beyond. You can read more about her and find contact details here.
Adrianna will be your point of contact for all things marketing and content related.
If you have any questions, you can email her using the button below.
Step #6 Timekeeping & Payroll Onboarding
After ONBOARDING step #3 please reach out to Eric Sorenson, Be’s Finance Manager, to set up your payroll process
NOTIFY DR. SORENSON WHEN THIS MEETING IS SCHEDULED AND COMPLETED
Please note that all billable hours need to be measurable and completed at Be.
Once your contract is finalized and you complete Step #3 above, please reach out to Eric as soon as possible to set up payroll details and direct deposit by electronic funds transfer (EFT) in order to avoid delays in your payment.
PAYROLL PROCESS
Submit Direct Deposit Information
Submit All required Payroll Documentation and Questions
Planning on offering Waiver Services?
Community Program Waiver services are specific programs that provide children with disabilities and their families with social supports and services that can help children grow and live their best lives and families flourish. Children or families who wish to take advantage of these services may be eligible to use a Medicaid waiver to pay for them, allowing professionals at Be. to connect and offer services to populations with whom they might not normally be able to reach. Read more about how we’re rethinking our approach to community mental health here.
Schedule a Waiver Services onboarding and training meeting with Robyn Albright, Be. Waiver Manager and Coordinator, if Dr. Sorenson Confirms needed
Complete the CAREGIVER BACKGROUND CHECK if working with Waiver Clients with our Provider and Project Clinical Specialist
Email Robyn to schedule this onboarding if indicated | albright@beholisticenter.com
Applications to Acquire
These are the various applications we use at Be. Please download and familiarize yourselves with them.
Please also be sure to test your logins as soon as possible. Contact Emily if you run into any issues accessing your account or using any of the required features.
Be. Specific Organization Email
Each practitioner that joins our team will be provided with a Be. specific organization email through Gmail to be used for business purposes ONLY.
For questions about your access or to request a change in password, please contact Dr. Sorenson | be@beholisticenter.com