Workbooks & Resources

 

The Everything Guide to Starting Your Private Practice

What’s included in this printable or fillable PDF with everything you need to get organized, and efficiently launch your business today:

  • Business planning framework to lay a solid foundation (value $120)

  • Step-by-step process and checklists (all prioritized for you) to legally starting a therapy business (value $120)

  • Overview and list of financial and tax considerations (value $60)

  • Business logistics and operations checklist to make sure you don't miss anything ~ EMRs, phone, fax, etc. (value $120)

  • Insurance vs. private pay comparison chart (value $120)

  • Budgeting worksheets with business essentials and estimated start-up costs (value $120)

  • Comprehensive list of legally required and recommended forms and documents with explanations, including (value $120)

  • Worksheets to consider which standardized assessment(s) you’ll need to get started (value $40)

  • An overview of the free and paid marketing options to get your name out there  (value $40)

  • Organizational pages for license numbers, certification requirements, business account numbers and logins, and renewal deadlines (value $40)

  • Cost-benefit analysis charts to help you analyze all startup decisions (value $40)

Screening Survival Kit

I teamed up with Hannah Boeck to create a done-for-you kit that makes screenings a breeze! These are the actual forms that I use when I offer screenings. It includes

  • A video guide on how to use your kit (starring me)

  • Templates for a letter to parents/caregivers

  • 2 options for screening permission forms, screening results forms, and a marketing postcard...all custom designed by Cued Creative

  • Scripts for reaching out to preschools and daycares via phone and email

  • A thank you follow-up script for email or postcard

  • A list of formal and informal screening measures that you can use to conduct pediatric screenings with information about the tested domains, age ranges, formats, and price ranges for each measure so that you can find the best fit for your practice.

Guide to Setting Your Rates

This 14-page workbook is a fillable PDF that can also be printed.

Hannah Boeck and I collaborated to create a resource to guide you to confidently set your rates! Use this workbook rather than just crowdsourcing such an important part of your practice. Remember- YOUR rate is based on YOUR experience, budgetary bottom line, specialties, and overhead. One size does NOT fit all.