Course Description

What if you could successfully set up your practice without the mistakes most therapists make? 

What if you could do it all without feeling stressed out and overwhelmed?

This course is designed to do just that. It will help you successfully get your private practice up and running. Eleven course lessons cover everything from the logistics of running a business to how to avoid ethical and legal trouble when you’re out there on your own.

Don't waste time figuring it all out on your own. This master course is going to save you buckets of time and anxiety! I've got all the information you need in easy to understand lessons that guide you step by step through exactly what you need to know. 


I also cover you with an unconditional 15-day money back guarantee. No worries!



Here’s everything you’ll learn when you enroll in the Master Course:

The Logistics You Need to Know to Run Your Private Practice (We’ll Dive Deep!)

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.


Successfully Tackle Your Money Demons – Get Out of Your Own Way

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!


Understand Exactly What You Need in Your Forms

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. 


Find and Create an Awesome Office Space

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.


Establish Your Professional Identity

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.


Clinical Considerations – Some Crucial Advice to Keep You Out of Trouble

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.


Issues Specific to Working with Children in Private Practice

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.


Tackling Insurance

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.


Understand Electronic Health Records

1. What they are and why you need one (or do you?).

2. How to find a system that's right for you.


HIPAA Tips

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


Dealing with Attorneys So You Don’t Have a Panic Attack

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!

LMSW, LCSW

Jennifer O'Neill

I've been a therapist for over 25 years. I love this work and am have a passion for helping other therapists build their private practice dreams! In addition to helping therapists build their practices, I stay busy with my own private practice. I am physically located in The Woodlands, Texas. I offer telehealth sessions for people in Michigan, California, Texas, Vermont, and Florida. I've successfully started three private practices, so I get exactly what you are going through.

Course curriculum

  • 1

    Information About This Course

    • Course Information

    • Copyright and Disclaimers

  • 2

    Establishing Your Professional Identity

    • 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

  • 3

    The Logistics

    • 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

  • 4

    Practice Forms

    • 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

  • 5

    Money

    • 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

  • 6

    Electronic Health Records

    • What Are They and Why Do You Need One?

    • The Systems

    • Chapter Five Podcast

  • 7

    Accepting Insurance

    • 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

  • 8

    HIPPA Tips

    • Introduction

    • Secure vs Compliant

    • BAA

    • OOPS

    • Chapter Seven Podcast

  • 9

    Creating An Awesome Office Space

    • Introduction

    • Finding A Space

    • Office Improvements

    • Make It Your Space

    • Chapter Eight Podcast

  • 10

    Clinical Considerations

    • 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

  • 11

    Attorneys

    • Understanding Their Role

    • Don't Be Intimidated

    • Take Charge

    • A Note About Working Collaboratively With Attorneys

    • Chapter Ten Podcast

  • 12

    Issues Specific To Working With Children In Private Practice

    • 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

  • 13

    Some Final Encouragement

    • Some Final Encouragement. You've Got This!

    • Final Encouragement Podcast

  • 14

    Resources

    • 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

What Other Students Are Saying

5 star rating

Abundance of Information

Joanna Barrett

"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 ...

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"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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