The Private Practice Checklist
This checklist is a quick guide to help you stay organized as you are getting your private practice set up. There are a lot of tasks you will need to get done. None of them are difficult, but it can feel overwhelming. This checklist will help you keep it all under control.
The best way to manage overwhelm is to break things down into small, doable pieces.
As you use this checklist, break down the tasks one at a time. I recommend setting aside time each day to work on something. That way you keep making forward movement, but don’t feel like you must get EVERYTHING done TODAY. There’s nothing that paralyzes us faster than feeling like we need to have it all checked off yesterday. So, pace yourself. If a task feels too big, break it down into even smaller pieces. You will get it all done!
In order to help you stay organized, I’ve divided the list into 2 sections, the Must Do’s and the Desired Do’s. The Must Do’s are just that, these must be done and are not optional. The Desired Do’s are highly recommended, but optional.
For each task, make the list of steps you need to take to get it accomplished, and then check it off when you are done!
I cover exactly what you need to know about each of these tasks and tell you exactly how to do them in My Master Course, Everything You Need To Know About Private Practice But Didn’t Know To Ask. Check it out!
For the same crucial information in bite size pieces, check out The Logistics Mini Course. The mini courses allow you get to choose only the topics you need today at a much more affordable price!
Must Do’s
| TASK | STEPS I NEED TO TAKE FOR THIS TASK | DATE COMPLETED |
|---|---|---|
| Business License | ||
| Liability Insurance | ||
| Establish A System to Track Finances | ||
| Create Client Intake Forms | ||
| Set Your Fee and Related Policies | ||
| Get a Business Checking Account | ||
| Set Up Credit Card Processing System | ||
| Get on Panel for Insurance (if you are going to take it) | ||
| Set Up HIPAA Secure Email | ||
| Rent Office Space or Sublease | ||
| Get an NPI number (If you are a HIPAA-covered entity). |
Desired Do’s
| TASK | STEPS I NEED TO TAKE FOR THIS TASK | DATE COMPLETED |
|---|---|---|
| Get Website | ||
| Sign Up for Electronic Health Records System | ||
| Get Listed on A Therapist Directory | ||
| Figure Out Your Tax Rate | ||
| Determine Your Schedule | ||
| Join Professional Organization | ||
| Get Clinical Support in Place. | ||
| Get Legal Support in Place. | ||
| Make a Professional Will. | ||
| Establish Your Niche |
You are on your way my friend – you can do this!
xoxo,
Jennifer
To find out more crucial information about the steps you need to take when starting your private practice check out The Master Course, Everything You Need To Know About Private Practice But Didn’t Know To Ask. To get the same information in more affordable, bite size pieces, don’t miss the Mini Courses!
I love helping therapists build successful private practices! For more great information like this to help you build yours, make sure to check out the Master Course and the Mini Courses. I’m here to support you and I want to help you reach your dream!
If you need some individual help with all of this, I’m here for you! I offer mentoring services for those who want some personal attention to help them build their successful private practice. Don’t hesitate to reach out to me. You can find out more on the Mentoring Groups page.
COME JOIN THE FB COMMUNITY! Starting a private practice is hard. The My Private Practice Builder FB community is a place to get support, encouragement, and awesome information to help you embrace this journey. You can do it! Come join us here.
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