Seminar Agenda

Introduction

• Making the shift to a business paradigm
• Multiple income streams: other sources of revenue
• Addressing business anxiety: going towards the roar
• Motivation and confidence: value your product

Start Up and Practice Expansion

• Eight step method for startup and increasing referrals
• CAQH
• Insurance, office space and other considerations
• Contracts: independent contractor/employee
• HIPAA basics
• Business entities
• Take insurance or not?
• Content development
• Apply counseling skills to business
• Fees: setting and collecting
• Finances, accounting, and money management
• Telehealth
• Break through to the next level

Office Procedures

• Accessing clients to your practice
• Documentation and electronic medical records (EMR)
• Informed Consent – protect you and your client
• Transfer Plan
• Psychotherapy notes and clinical records
• No Surprise Act
• Office forms
• Client and insurance billing options
• Back door method for getting on closed panels

Marketing and Advertising

• Marketing plan: a two-prong approach
• Prospecting referral sources
• Print material: what it communicates
• Websites
• Social media
• Publishing
• Public speaking, webinars, podcasts, and blogs
• Cross-pollination of referral sources

TESTIMONIALS

I am writing to tell you Thank You!  I attended your workshop last December and am excited to inform you that I have successfully launched my solo practice this past April.  You have really inspired me to bring my dream to fruition. - Angela Solis, LCPC, CADC / Crossroads Counseling Services, LLC

Your program was so informative that since this time I have found a partner and I'm working in my own private practice.  At 27 years old, I am my own BOSS! Thank you so much for your program and insight. - Jodi Province MA, LPC, NCC / Lenoir, NC

I cannot overstate how invaluable the body of work has been to me over the years. After attending one of their workshops, I began to believe that I could open my own practice. After following Norm’s advice and incorporating their methods, I began to thrive.  Recommend is too weak a word.  – Michael K. Pecosh