Descrição
A well-organised practice allows you to give people more attention.
The Practical Guide to Consultation Organisation, by Professor Manuel Luís de Freitas, provides a structured approach to organising in-person and online consultations: receiving requests, confirming bookings, preparing consultations, recording guidance and arranging follow-up.
Published by NEWVITZ — Academy & Publishing, it combines clear explanations, examples and practical exercises with templates you can adapt to your service.
What you will find
• Preparing the space, equipment and documentation.
• Receiving requests, booking and confirming consultations.
• Collecting information and obtaining consent.
• Organising in-person and online consultations.
• Recording guidance and arranging follow-up.
• Organising, retaining and protecting documents.
• Administrative procedures for payments and refunds.
• Security, confidentiality and data protection.
• Templates and checklists.
• An introduction to the roles of Google Calendar, Google Meet, Zoom, Jotform, Google Drive, WooCommerce and Stripe.
• A glossary and links to official resources.
Who this guide is for
Professionals, teams and service managers who want to structure their work, reduce omissions and establish clearer procedures.
Edition details
Author: Professor Manuel Luís de Freitas.
Publisher: NEWVITZ — Academy & Publishing.
Format: digital PDF book.
Language: English.
Length: 118 pages.
Revised edition: October 2026.
Includes clickable contents and templates within the book.
Important information
This is an educational guide to professional organisation. It does not confer professional qualifications or replace clinical, legal, accounting or data protection advice.
The English edition retains the Portuguese and European Union legal context, including GDPR references. Readers should adapt procedures to the requirements applicable in their country.
The templates are provided for reference and adaptation; the PDF does not contain interactive form fields. This purchase includes only this edition of the book, without other collection guides or additional files.
Digital product. No printed book is included.
