Staying Human in an AI-Assisted Practice: Building a Patient Follow-Through Playbook

AI Can Write the Note. It Can't Have the Conversation

AI tools are entering clinical practice fast. But the conversation that matters most, the one that drives patient follow-through, reduces your cognitive load, and makes your sessions feel meaningful again–still depends entirely on your human skill.

This 6-month live cohort teaches you the Dive Into a Coach Approach® (DICA) framework: a structured, evidence-informed method for coaching conversations created by and for healthcare professionals. You will learn to ask better questions, build client ownership, and apply coaching skills in 10–15 minutes; in both your clinical and leadership roles.

Taught by a physiotherapist and and occupational therapists, this cohort is built for all allied healthcare professionals (PTs, OTs, speech-language pathologists, kinesiologists, nurses, and  private practice owners who are both clinician and leader.

“It’s not an add, it’s a reorg. In 15 minutes, you’ve got what took an hour before.” Jake Pruden, Kinesiologist, Coach Approach in

Healthcare Integration Certificate graduate

What’s Included

✓  13 live sessions
✓  90 min each, bi-weekly + 1 check-in
✓  5 office hours
✓  1 hr monthly drop-in with Hélène (months 2–6)
✓  Digital badge- Coach Approach in Healthcare Professional Certificate
✓  20 hours of Continuing Coach Education (CCE) - accredited by ICF (International Coaching Federation)
✓19 hours of Coaching Units (CU) - accredited by NBHWC (National Board of Health and Wellness Coaching)
✓ 20 hours of Continuing Education Units (CEU) with AOTA (America Occupational Therapy Association)
✓ Detailed certificate of completion to provide to your professional designation
✓ 80+ page digital workbook✓  Cohort community
✓  Partner work + Embodia forum
✓  All sessions recorded
✓  1 year access to the recorded materials
✓  Grad resource page
✓  Tools, scripts, and frameworks to keep

Learning Objectives

By the end of this cohort, you will be able to:

1. Apply a coaching model created by and for healthcare professionals to improve clinical outcomes and reduce burnout
2. Use the DIVE IN Goals™ framework to structure a coaching dialogue that builds motivation, accountability, and client ownership
3. Apply 10 core coaching techniques — including active listening, powerful questions, and laser-focused coaching in 10–15 minutes
4. Use the Coaching Spectrum Framework™ to integrate informal and formal coaching into your clinical setting
5. Apply a Coach Approach in remote monitoring, telehealth, and asynchronous care
6. Use AI tools to support — not replace — the human coaching conversation
7. Create a personalized action plan to use coaching skills in your day-to-day practice

Session schedule

Bi-weekly live sessions, every Wednesdays from 6:00 to 7:30 p.m. All sessions 90 minutes. Recorded and available on Embodia.

Sept 16 2026: What AI can’t do: the case for a coach approach with Hélène Thériault. This is a free introductory session and registration for this session is on the page, AI Can Write the Note. It Can't Have the Conversation.

Oct 14 2026: Building clarity: defining the coaching process with Hélène + Tamara

Oct 28 2026: Listening & mindset: the amateur & discoverer with Hélène Thériault

Nov 11 2026: Diving deeper: clarity, observation & powerful questions with Hélène + Tamara

Dec 2 2026*: Exploration in action: guiding clients toward solutions with Hélène Thériault
Note: The November 25th session will take place on Dec 2nd instead.

Dec 9 2026: Summing up & taking action with Hélène + Tamara

Jan 6 2027: To dive or not to dive: when to use coaching in practice with Hélène + Tamara

Jan 20 2027: Laser-focused coaching: 10–15 minutes in a busy clinic with Hélène Thériault

Feb 3 2027: Coach approach with remote monitoring & telehealth with Hélène + Tamara

Feb 17 2027: AI tools around the conversation, not instead of it with Hélène Thériault

March 3 2027: Billing, coding & documentation for coaching with Hélène Thériault and Jennifer Lundman 

March 17 2027: Coaching in action: applying everything to your caseload with Hélène + Tamara

April 14 2027: Check-in session: how is it landing in practice?

The instructors

Hélène Thériault
BScOT, MAdEd, MCC · Founder, Function First Coaching Inc.
Registered Occupational Therapist, Master Certified Coach (top 3% globally), and creator of Dive Into a Coach Approach®. 24+ years in clinical practice. Trained 1,000+ healthcare professionals globally. Clinical Instructor at UBC.

Tamara Shih
MPT · Physiotherapist, Coach Approach in Healthcare Integration Certificate, ADHD-RSP
Registered Physiotherapist and certified coach. Brings the physiotherapy lens to coach approach application, with specialty expertise in ADHD and neurodiversity coaching in clinical settings.

Guest speaker: Billing & Coding (Session 11), Jennifer Lundman
Founder & CEO - Institute for Behavior Change · A guest expert will lead Session 11 on billing, coding, and documentation for coaching services.

What participants say

“This experience gave me the structured coaching process I was looking for as a Physical Therapist. Other programs didn’t recognize my clinical expertise, but this one truly fits healthcare practice.”
— Stephanie Kelley, PT

“I thought I knew what healthcare coaching was, but I really had no idea! ... This Coach Approach is the missing piece in my attempts to help my patients maintain their rehab goals long-term!”
— Laura McKaig, PT — May 2026

“It will change your career and how you interact professionally and personally with others.”
— Melissa Emge-Beverly, OT (30 years practicing, 14 years in leadership) — May 2026

Dates

The second and last Wednesday of every month (except December- only one class, and the November 25 session being the first Wednesday of December), starting October 14 and finishing April 17 2027. Each session will be 1.5 hours long running from 6:00 pm to 7:30 pm ET. They will be recorded and available for the remainder of the program on Embodia so that you can watch the sessions again if you want to review the information, or if you could not make it live to the class.

The overall time commitment is approximately 4 hours per month, which includes some self-reflection homework and some partner work.

Registration

CAD $999 less than $125per month for a credential you keep for life. Earn the Coach Approach in Healthcare Professional Certificate + digital badge

Accredited: 20 ICF CCE hours · 2.0 AOTA CEUs · 19 NBHWC CE credits

Your investment includes:
✓  13 live sessions (90 min each)
✓  5 monthly office hours (1 hr each)
✓  Check-in session (~6 weeks post-cohort)
✓  Coach Approach in Healthcare Professional certificate + digital badge
✓  Grad resource page (permanent access)
✓  All sessions recorded on Embodia
✓  Cohort forum + partner work
✓ World-class instruction, personalized support, and a community that extends beyond the program

Registration is limited to 50 participants to ensure a high-quality, connected experience. Registration closes on October 14, 2026 at 5:59 PM ET.

Partner work

If you come to the program with your own partner (a colleague or friend) you will each receive 25% off the course cost. Please email Embodia at support@embodiaapp.com with you and your partner’s name and email address. You will then receive a unique coupon code to register with a 25% discount.

If you don’t have a partner, not to worry! We will assign you a partner in your time zone. There are some self-reflection homework assignments as well as partner work throughout the program.

Office hours

There will be monthly Office Hours on the second Sunday from November 2026 to March 2027. These are one-hour drop-in sessions with Hélène Thériault from 12:00 pm to 1:00 pm ET to ask questions about material or challenging cases.

Discussion forum

There will be a forum on Embodia for asking questions throughout the program. Previous participants will also be invited to participate in the forum and will be able to provide perspective and case study answers based on the skills they have developed.

The vision for this forum is to have a group of strong, like-minded clinicians who are striving to translate a Coach Approach into clinical practice on an ongoing basis: a community with a safe space to encourage, explore, and grow together.

What participants say

“I just entered my 20th year of practicing PT and have been feeling a growing and persistent sense of dread… this gives me a sense

of hope again.” Allison Baxendale, PT, May 2026

“It has been helpful to improve adherence and reduce burnout.” Jason Guennel, PT, May 2026

“Burnout crusher.” [One word for the value of this training] Marie Garcia, PT, April 2026