Child Parent Psychotherapy

Training and accreditation management platform

WordPress platform development Event management systems Multi-role user systems Training and accreditation systems Workflow automation

Child Parent Psychotherapy is a UCSF-affiliated organization focused on helping young children and families recover from trauma through training, clinical practice, and accreditation programs.

We built a platform that allows them to manage their training, accreditation, and participant ecosystem online, replacing spreadsheet-based workflows and enabling them to scale their programs without increasing administrative overhead.

The Challenge

The organization was managing hundreds of training participants using spreadsheets and manual coordination.

This created limitations around:

  • Tracking participant progress across training programs
  • Managing recurring courses and events
  • Handling accreditation workflows
  • Coordinating communication between trainers and participants
  • Scaling training programs without increasing operational overhead

The system needed to support a complex, multi-role training environment with structured data tracking and flexible workflows.

What We Built

We built a WordPress-based platform that extends beyond a traditional website into a training and accreditation management system.

We implemented a heavily customized event and course system using The Events Calendar plugin.

This system allows trainers to:

  • Create and manage training courses and recurring events
  • Track attendance across sessions
  • Manage participant enrollment and participation data
  • Monitor course progress and completion status

We built a full tracking system for managing participants across training programs.

This includes:

  • Individual participant records tied to courses and events
  • Attendance tracking and progress monitoring
  • Form submissions and training documentation
  • Automated rostering of accredited participants

Accredited participants are automatically added to a searchable roster used by external organizations seeking certified therapists.

The platform supports multiple user roles with distinct permissions and dashboards, including:

  • Trainers
  • Participants
  • Administrators

Each role has access to different workflows, tools, and data views tailored to their responsibilities.

We implemented internal communication tools for course coordination, including:

  • Automated notifications for training events and updates
  • Manual messaging tools for trainers and administrators
  • Email-based communication workflows for participants and trainers

We integrated custom systems to support operational requirements, including:

  • Custom API interactions for rostering and accreditation workflows
  • UCSF-approved payment processor integration for course payments
  • Data handling and normalization for training and participant records
  • WordPress
  • SiteGround hosting
  • Custom API integrations
  • The Events Calendar (heavily customized)

This project required building a flexible system around evolving requirements and complex workflows.

Key challenges included:

  • Highly customized event and course logic beyond standard plugin behavior
  • Complex role-based access control across multiple user types
  • Evolving feature requirements during development
  • Complex query optimization for event and participant data
  • Managing structured data across training, accreditation, and communication systems

Results

  • Replaced spreadsheet-based tracking with a centralized training platform
  • Enabled scalable management of training and accreditation programs
  • Automated rostering of accredited participants for external discovery
  • Secured additional funding for continued platform development
  • Positive adoption from trainers, who are the primary operational users of the system
  • Established a foundation for scaling training programs without proportional administrative growth

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