Everything You Need To Know About Private Practice But Didn't Know To Ask
Tame the overwhelm and start seeing clients!
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1. I show you exactly how and where to get a business license.
2. Paying your taxes so you don’t get fined at the end of the year.
3. How a CPA can save you headaches and money.
4. Liability insurance – you don’t want to go without protection!
5. NPI Numbers - what they are and why you need one.
6. Property taxes for your business.
7. What a Professional Will is and why you need one.
8. The perks of joining a professional organization.
9. The low down on websites, including why you need one and how to get it.
10. How to track your finances so you don’t end up a stressed-out mess at the end of the year.
11. Managing your schedule so you stay sane.
1. Giving yourself permission to make money and charge what you’re worth. I hit you up with an awesome exercise to help you figure out and manage all your money obstacles, including how to talk to clients about money without having a panic attack. (I’ll tell you exactly what to say!).
2. Setting your rates, including important information about how to manage sliding scales and low-fee spots so you don’t get into ethical trouble.
3. Handling no-show and late cancellation charges.
4. What you need to cover in your policies when it comes to your fees.
5. How to take payments from clients, including how to handle credit cards.
6. Important tips that will keep you legal.
7. A Super Important Tip that will help you avoid owing estimated taxes at the end of the quarter with no way to pay for them!
1. Office Policies and Informed Consent for Treatment – what to include and how to cover yourself ethically and legally.
2. Privacy Practices are a must.
3. Receipt of Privacy Practices.
4. Release of Information – how to do this so you don’t break confidentiality.
5. Client Information Form.
6. Teletherapy Informed Consent - if you see clients remotely, you must have one.
7. Good Faith Estimate.
1. Finding a space that’s right for you. I’ve given you all the details to look for!
2. Improvements you can ask your landlord for that will make it your dream office.
3. How to make it your signature space.
1. Create that ever elusive niche to help bring in clients. I’ve got you covered with a guide to help you figure this out.
2. Defining the type of clients you want to see so you know exactly what to ask for.
3. Defining your practice so people know which ideal clients to send your way.
4. How to determine what’s a “full-time practice” for you. I’ve even given you a calculator to help you figure it out.
5. Visual presentation matters.
6. Why ethics help to define your identity.
1. How to get support and how not to get support (avoid a HIPAA violation!).
2. Handling client requests, like letters and evaluations, so you don’t blow it and get yourself into ethical and legal hot water.
3. CPS reports when you’re out there on your own. They’re hard.
4. Managing availability to clients so you’re not working 24/7.
5. HIPAA vs confidentiality and why you need to know this.
1. Why you want to include both parents.
2. Why mixing therapy and evaluation roles is a fast track to a licensing complaint.
3. Custody recommendations.
1. Should you accept insurance in your private practice?
2. How to get on panels.
3. In-network vs out-of-network status.
4. How to find out if mental health coverage has been subcontracted, and what it means for your in-network status.
5. All the nitty gritty on how to bill insurance, including how much to bill, and how to avoid committing insurance fraud.
6. Deductibles, CoPays, and Coinsurance – what they are and how to handle them so you get paid.
7. How to manage no-show and late cancellation fees with insurance clients.
8. Why you need to get a copy of the client’s driver’s license.
9. Insurance and informed consent. How to help the client understand exactly what they are consenting to when they use their insurance.
1. What they are and why you need one (or do you?).
2. How to find a system that's right for you.
1. Secure vs compliant and why it matters.
2. BAA – what the heck it is and why you’ll never be HIPAA compliant without one.
3. OOPS – how to avoid a HIPAA violation
1. Understanding their role.
2. How to avoid being intimidated and instead take charge.
3. How you can work collaboratively with them and get lots of referrals!
Jennifer O'Neill
Course Information
Copyright and Disclaimers
Introduction
Your Niche
What Type of Clients Do You Want?
What Type of Practice Do You Want?
What's Considered a Full-Time Practice?
Visual Presentation
Take Your Ethics Seriously
Chapter One Podcast
Introduction
Business License
Quarterly Estimated Taxes
Property Taxes
Liability Insurance
NPI Number
Professional Will
Professional Organization
Website. Yep, You Need One
Tracking Finances
Managing Your Schedule
Chapter Two Podcast
Introduction
Office Policies and Informed Consent for Treatment
Privacy Practices and Receipt of Privacy Practices
Release of Information
Client Information Form
Teletherapy Informed Consent
Good Faith Estimate
Chapter Three Podcast
Give Yourself Permission to Make Money!
Setting Your Rates
No Show/Late Cancellation Policy
Covering Your Fees in Your Polices and Client Consent
How To Take Payments
A Few Important Tips About Accepting Payments
Chapter Four Podcast
What Are They and Why Do You Need One?
The Systems
Chapter Five Podcast
Should You Take Insurance In Your Private Practice?
Getting On Panel
NPI Number
In-Network vs Out-Of-Network
Subcontracted Mental Health Coverage
How To Bill Insurance
How Much Do You Bill The Insurance Company?
Deductibles, Co-Pays, and Coinsurance
No-Show and Late Cancellation Fees For Insurance Clients
Get a Copy of The Client's Driver's License
Insurance and Informed Consent
Chapter Six Podcast
Introduction
Secure vs Compliant
BAA
OOPS
Chapter Seven Podcast
Introduction
Finding A Space
Office Improvements
Make It Your Space
Chapter Eight Podcast
Get A Support System In Place
How NOT To Get Support
Letters and Other Client Requests
It's Hard To Make A CPS Report
Availability To Clients
HIPAA vs Confidentiality
Chapter Nine Podcast
Understanding Their Role
Don't Be Intimidated
Take Charge
A Note About Working Collaboratively With Attorneys
Chapter Ten Podcast
Introduction
Include Both Parents In Therapy
Never Mix Therapy and Evaluation Roles
Do Not Make Custody Recommendations Unless You Are Trained To Do So
Chapter Eleven Podcast
Some Final Encouragement. You've Got This!
Final Encouragement Podcast
Creating A Niche Guide
Full-Time Practice Calculator
How To Talk Fees and Get Paid Without Having A Panic Attack - Exercise.
CPT Codes CheatSheet
Private Practice Checklist
"Everything You Need To Know About Private Practice But Didn't Know To Ask" offers an abundance of information for new private practice owners. I learned so ...
Read More"Everything You Need To Know About Private Practice But Didn't Know To Ask" offers an abundance of information for new private practice owners. I learned so much from Jennifer and this course, as each section and topic was easily understood through her thoughtful and clear approach. She covered relevant topics and provided helpful resources. I highly recommend "Everything You Need To Know About Private Practice But Didn't Know To Ask" to all clinicians who are starting private practice! Thank you, Jennifer, for setting me up for success and helping me thrive!
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