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The Essential Guide to Building a Private Practice is a step-by-step guide that walks therapists through everything they need to launch a successful and sustainable private practice. This guide breaks down the process into nine clear sections. Each section is designed to help you move forward with understanding, ensuring you have everything you need to build a practice that feels sustainable, aligned, and authentic.
Defining Your Practice Vision & Goals
Clarify your niche, ideal clients, values, and long-term direction.
Legal & Administrative Setup
Choose your business structure, secure licensure requirements, obtain insurance, and complete essential registrations.
Financial Planning
Set your fees, create a budget, prepare for taxes, and plan for financial sustainability.
Office & Telehealth Setup
Choose between in-person and virtual care, select equipment, and design a professional therapeutic environment.
Technology & Practice Management
Choose EHRs, scheduling systems, billing tools, and secure communication platforms.
Website & Marketing
Build an online presence, create referral pathways, and develop a marketing strategy that aligns with your brand.
Consult
Understand the purpose of screening and consultation, things to discuss during consultation, and what to consider to ensure a good fit
Intake, & Documentation
Set up system for informed consent, progress notes, and clinical documentation.
Compliance
Understand HIPAA, state laws, ethical standards, security protocols, and risk management.
Professional Development
Plan for supervision, continuing education, specialization training, and long-term career growth.
The Essential Guide to Building a Private Practice is a step-by-step guide that walks therapists through everything they need to launch a successful and sustainable private practice. This guide breaks down the process into nine clear sections. Each section is designed to help you move forward with understanding, ensuring you have everything you need to build a practice that feels sustainable, aligned, and authentic.
Defining Your Practice Vision & Goals
Clarify your niche, ideal clients, values, and long-term direction.
Legal & Administrative Setup
Choose your business structure, secure licensure requirements, obtain insurance, and complete essential registrations.
Financial Planning
Set your fees, create a budget, prepare for taxes, and plan for financial sustainability.
Office & Telehealth Setup
Choose between in-person and virtual care, select equipment, and design a professional therapeutic environment.
Technology & Practice Management
Choose EHRs, scheduling systems, billing tools, and secure communication platforms.
Website & Marketing
Build an online presence, create referral pathways, and develop a marketing strategy that aligns with your brand.
Consult
Understand the purpose of screening and consultation, things to discuss during consultation, and what to consider to ensure a good fit
Intake, & Documentation
Set up system for informed consent, progress notes, and clinical documentation.
Compliance
Understand HIPAA, state laws, ethical standards, security protocols, and risk management.
Professional Development
Plan for supervision, continuing education, specialization training, and long-term career growth.