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Welcome to the MindWeal Community Outreach & Provider Referral Specialist Team!
This article contains all 10 COS (Community Outreach Specialist) Tutorial Videos you’ll need to complete as part of your onboarding. Each video builds your understanding of how to represent MindWeal in the community — clearly, confidently, and professionally.
Please watch them in order. You can return to any video as needed throughout your training.
TIP: These videos were recorded using Loom. For the best viewing experience and easier future access, we recommend downloading the Loom app (www.loom.com) and registering a free account.
1. Welcome to Your Role at MindWeal
What it covers: An introduction to your role, what it means to be a Community Outreach Specialist, and how your work makes a difference.
- Click HERE to access the video (6 minutes).
2. KPI Orientation
What it covers: The key performance indicators (KPIs) for your role, how success is measured, and what expectations you’re responsible for meeting.
3. Upper Route Planner App
What it covers: How to use the Upper Route Planner app to schedule, organize, and track your clinic visits and mileage for reimbursement.
- Click HERE to access the video (14 minutes).
- Click HERE to access the Knowledge Base article on How to Use the Upper Route Planner Driver App
4. MindWeal Solution: Complete Overview
What it covers: A complete overview of MindWeal — our mission, the services we offer, and how your role supports families and providers across the care journey.
- Click HERE to access the video (32 minutes).
5. Preparing Your Marketing Materials
What it covers: How to organize your marketing bag, assemble one-pager sets, manage pens and flyers, and stay ready for each outreach day.
- Click HERE to access the video (4 minutes).
- Click HERE to access the Knowledge Base article explaining how to prepare marketing bags.
6. What your Typical Outreach Visit Should Look Like
What it covers: A walk-through of a standard outreach visit — from introducing yourself to delivering the pitch and collecting follow-up info.
- Click HERE to access the video (17 minutes).
- Click HERE to access the Community Outreach Visit Script
- Click HERE to access the Marketing Material
7. FAQs You Might Get from Clinics
What it covers: Common questions providers or clinic staff may ask — and how to confidently answer them using accurate and helpful information.
8. JotForm: Submitting Visit Reports
What it covers: How to complete and submit the JotForm after each visit — including visit details, photos, and story highlights for the marketing team. Here is a link to the jotform:
- Click HERE to access the video (6 minutes).
- Click HERE to access the jotform for Community Outreach Visits.
- Click HERE to access the Knowledge Base article on how to fill out the Jotform
Before moving on to your next video, please submit a test Jotform now. Just name the business: “Test Form by COS [Your Name]” so we know it’s a practice entry.
9. MindWeal Solution:One-Pager
What it covers: How to explain MindWeal’s core offerings using the MindWeal Solution one-pager — highlighting our hybrid care model and value to providers.
10. M-Wise:One-Pager
What it covers: A deep dive into our proprietary M-Wise assessment — how it works, what it measures, and how it helps ensure accurate diagnosis.
11. ADHD Testing:One-Pager
What it covers: How to explain MindWeal’s comprehensive ADHD evaluation process and why it provides better clarity than typical approaches.
TIP:
Keep these links handy for your community outreach visit
- Jotform: https://form.jotform.com/251155233727151
- Connection Call Meeting Scheduler: https://meetings.hubspot.com/drbansal1/connection-call
- MindWeal Deep Dive Meeting Scheduler: https://meetings.hubspot.com/drbansal1/mindweal-deep-dive
Welcome again — we’re thrilled to have you on the MindWeal team!