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Private Practice Checklist Handout

In my seminars and consulting I am always asked if I had a checklist mental health professionals could use to know what they need to consider in starting a start a successful private practice, so here it is!

Private Practice

✓  Changing Paradigms

  • CEO
  • Entrepreneur
  • Consultant
  • Marketer
  • Diversification: Multiple income streams
  • Vision: Begin with the end in mind

✓ Anticipated Income Streams

  • Traditional Therapy

✓  Find Office Space

  • Sublet office from established professional
  • Rent your own space
  • Home
  • Itinerant Counseling
  • Virtual Office
  • Teletherapy Counseling

✓  Phone

  • Cell phone
  • Google voice

✓  Business Entity: Consult an Attorney and a CPA!

  • Sole Proprietor
  • LLC
  • Sub-chapter “S”

✓  Numbers and Letters

  • Tax ID: IRS.gov
  • NPI : https://nppes.cms.hhs.gov/NPPES/Welcome.do
  • Proview/CAQH https://proview.caqh.org/
  • ACA/AMHCA/NASW/ Malpractice insurance
  • BC/BS

✓  Financials

Accounting

  • Quicken.com
  • Quickbooks.com

Credit Cards

  • Amazon.com
  • Square.com
  • Paypal.com
  • Officeally.com

Billing

  • OfficeAlly.com
  • Availity.com
  • Kasa-solutions.com
  • Billing company

✓  Record Keeping and All in Ones

  • Paper
  • Counseling-privatepractice.com
  • Electronic Medical Record (Cloud Based)
  • Kasa-solutions.com
  • Therapynotes.com
  • Simplepractice.com
  • Officeally.com
  • PracticeFusion.com

✓ Marketing Plan: Two Prong Approach

  1. Directly to Potential Clients
  2. Those Individuals and Services (potential referral sources) that Come in Contact with Potential Clients
  • Print Material: vistaprint.com checkpointgraphics.com
    • Business Cards
    • Brochure
    • Letterhead
    • Web Site/Internet
      • Print Material should drive clients and referral sources to your website
      • Therapysites.com
      • checkpointgraphics.com

Social Media

  • Facebook.com
  • Youtube.com
  • LinkedIn.com
  • Twitter.com
  • Blogs
  • E-mailing i.e.., Constantcontact.com / mailchimp.com
  • List Serves: ChicagoTherapists@ yahoogroups.com

Referral Sites

  • Psychologytoday.com
  • Findatherapist.com
  • GoodTherapy.com
  • TherapyTribe.com
  • Networktherapy.com
  • Therapists.com
  • Findcounseling.com
  • Professional Organizations

Review sites

  • Yelp.com

Google alerts and yourself monthly!!!

Taken from, “The Complete Guide to Private Practice for Licensed Mental Health Professionals”
5th Edition 2018 Crysand Press Norman C. Dasenbrook MS, LCPC
www.counseling-privatepractice.com

FREE MARKETING STRATEGY GUIDE!

How to develop a profitable marketing plan for your counseling private practice.

Developing an ongoing marketing plan is essential to any business, and therapy is no different.  Not only do you need to launch a practice, but you also need to make that practice self-sustaining. 

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