Building the business: Choosing a business structure, setting up your practice legally and financially, and creating the administrative systems, such as scheduling, record-keeping, and secure telehealth that let a practice run without constant effort

Deciding about insurance: Weighing the tradeoffs of in-network, out-of-network, and private pay, and discovering which model fits your finances, your clientele, and your values

Learning to bill: Understanding credentialing and panel enrollment, CPT and diagnostic coding, claims, superbills, authorizations, and reimbursement, with a clear path through the processes that most often intimidate new practitioners

Fees and financial planning: Setting fees you can sustain, forecasting income, managing taxes and reserves, and building a clear, unconflicted relationship with money

Visibility and referrals: Marketing with integrity, building referral relationships, and attracting clients who are a good fit

Practice vision and identity: Defining your clinical voice, ideal clientele, and the shape of the work you want to sustain over a career

Caseload and the frame: Setting policies and a pace that protect both the treatment and the clinician

Preventing burnout: Recognizing early signs of depletion, honoring limits, and cultivating the rest, reflection, and renewal that long-term clinical work requires

The inner landscape of entrepreneurship: Working with ambivalence, perfectionism, and the pull between care and business

Plug and play templates and examples meant to streamline your administrative process. Purchased a la cart or bundled together

Topic-focused modules to learn practice setup, audit-proofing, management, daily operations, compliance, user experience workflows and more

INVESTMENT: $20-$50/module

Tailored to your developing practice, best for existing or aspiring practice owners who want to be hands-on in the scaling, operations and management of their business. Support areas could include things like: 

• Streamlining workflows

• Increasing revenue

• Attracting ideal clients

• Credentialing/billing

• Policies/procedures

• Defining your leadership style

• Navigating transition in identity from full time clinician to entrepreneur

• Ongoing practice support

INVESTMENT: $200 / HOUR

Everything is ready to go by the time you see your first client.

We understand how overwhelming it can be to meet with lawyers and accountants who don’t understand the nuances of running a mental health practice. You shouldn’t have to explain your field to the people who are supposed to be helping you.

That’s why we offer a fully custom practice setup, built correctly the first time, by people who know the business side of mental health. Everything is handled for you, including:

• LLC and IRS filing: your business set up correctly from the start

• EHR system: configured with compliant documentation templates

• Personnel management: systems for hiring, onboarding, and supporting your team

• Custom workflows: tailored to the way you actually practice

On average, our mentees invest:

Solo (1 clinician/owner): $2,000-$5,000

Group (owner+employees): Starting at $5,000

Partnership (co-ops, collectives): Starting at $5,000

Ready to hand it off? Reach out today and let’s get started.