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
- Hellofax.com
✓ 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/APA Malpractice insurance
- BC/BS
✓ Financials
- Accounting
- Quicken.com
- Quickbooks.com
- Credit Cards
- Square.com
- Paypal.com
- talktoivy.com
- Payment Apps
- Venmo
- Zelle pay
Billing
- OfficeAlly.com
- Availity.com
- Private Billing Company
✓ Record Keeping
- Paper and templates
- Counseling-privatepractice.com
Electronic Medical Record: All in One (Charting, Billing: Clients and Insurance Credit Cards, Client Portal, Scheduling, Teletherapy platform.
- Theranest.com
- Therapynotes.com
- Simplepractice.com
✓ Marketing Plan: Two Prong Approach
- Directly to Potential Clients
- 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
- Webit365.com
- Therapysites.com
Social Media
- Webinars
- Facebook.com
- Youtube.com
- Instagram.com
- LinkedIn.com
- Twitter.com
- Blogs
- E-mailing i.e.., Constantcontact.com mailchimp.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 2020 Crysand Press Norman C. Dasenbrook MS, LCPC
www.counseling-privatepractice.com