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A Quick Guide to Starting Private Practice

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Description

TABLE OF CONTENTS

Introduction                                                                                                       

What You Will Find in this Guide

A Quick Note Regarding LLC, Incorporation, and Group Practice

TIPS

Why this Guide?

How to Use the Guide

First Assignments

Success Factors

I Wrote this Guide for You and Me

Step One – Consider Your Experience & Regional Area / Name Your Practice                                                                                                                 

TIPS (from a LMFT/PhD who sees only children)

Insurance Panels and Other Notes about Psychotherapists in the area

Assignment: Name Your Business

TIPS

Step Two – Establish Your Tax Id Number (TIN) – SSN vs EIN                       

Assignment: Get Your EIN

TIP

Step Three – Establish Your Practice Address                                                   

Ways to Find an Office

Things to Think About When Choosing an Office

Assignment: Go get your office!

TIPS

Step Four – Email, Phone, Fax, Internet Access, Scanning                            

All-inclusive Services

Email

TIPS

Assignment: Choose a HIPAA Compliant Email

TIP

Phone

Assignment: Get Your Phone Number

TIP

TIP

Assignment: Get Your Fax Number (or at least have a plan)

TIPS

Internet Access at Office (deciding on this step can wait but you need to review it now)

Assignment: Decide on Initial Internet Access

TIP

TIP

Step Five – Get Your Business License                                                                

TIPS

Step Six – Order Business Cards & Other Signage                                         

Assignment: Order Business Cards

TIPS

Step Seven – Join Your Professional Organization                                           

For Social Workers

Assignment: To Join or Not to Join That is the Question

TIPS

Step Eight – Get Insured                                                                                        

Assignment: Purchase liability insurance (professional liability, general commercial liability, additional

insured, and cyber).

Important Note

TIPS

Step Nine – Get Your National Provider Identification (NPI)                        

Assignment: Read this (everyone)

NPI National Provider Number  – National Plan & Provider Enumeration System

Assignment: Get Your NPI & Make Note of Your Taxonomy Code

TIP

Step Ten – Set Up Your Business Checking Account         

Assignment: Get Your Business Checking Account

Assignment: Make a voided check, copy (scan), and upload it to your computer

TIPS

Step Eleven – Set Your Fees                                                                                

For Social Workers

For Everyone

Assignment: Read this article

Sliding Scale

TIPS

Assignment: Determine your fees and write them in your spiral notebook.

Step Twelve – Decide Who Will Do Your Billing                                             

Cash, CoPays, and Coinsurance Collection

TIPS

For Cash

Billing Insurance

Who Will Do Your Billing?

TIP

What’s a Clearinghouse?

Questions You Should Ask a Billing Agency

Assignment: Decide Who Will Do Your Billing Initially

TIPS

Step Thirteen – Charting – Electronic Health Record (EHR) vs Paper           

Paper vs EHR

More About That EHR with Integrated Billing Thing

Assignment: Decide on Initial Charting Method

TIPS

Step Fourteen – Create Your Forms & Celebrate!                                           

TIPS

Congratulations! You are set up to see clients!

That First Client Appointment

TIPS

Chapter Fifteen – To Home Visit or Not to Home Visit                                   

Assignment: Decide if You’ll Do Home Visits Initially

Place of Service

TIPS

Step Sixteen – Start Applying to Insurance Panels                                          

Assignment: Apply to Commercial Insurance Panels, Medicare, and Medicaid/Medi-Cal

The Paperwork – Don’t Get Discouraged – Practice Patience – Be Here Now!                                                      Credentialing

Contracting

CAQH  Credentialing and EnrollHub https://www.caqh.org/

Insurance Panels

If Eligible, Start with Medicare

TIP

A Few Insurance Tidbits Specific to California, Medi-Cal, and Medicare

Single Case Agreements – side note – a possibility when you are not on the panel

TIPS

Step Seventeen – Get the Word Out – You’re Open for Business!            

Assignment: Make a list of potential referral sources.

Assignment: Write and Send Your Introductory Letter

TIPS

Step Eighteen – Establish Your Professional Will                                            

Assignment: Read This & Prepare a Professional Will

Step Nineteen – Telemental Health/Teletherapy/Telemedicine                 

California Regulations/Codes for Telehealth

Medicare & Telemedicine

Terminology: Originating site and Distant site

TIPS

Step Twenty – Compassion Satisfaction, Compassion Fatigue, Burnout    

Brief Overview of Compassion Fatigue

Assignment: ProQoL

Assignment: Read Trauma Stewardship by Laura van Dernoot Lipsky with Connie Burk

Assignment: Write Out the Nuts and Bolts of Your Self-Care Plan

Expenses to Expect – Subletting                                                                         

TIPS

Expenses to Expect – Your Own Office                                                             

Checklist for Success                                                                                           

User IDs/Names Passwords                                                                              

Bonnie’s Story                                                                                                     

About the Author                                                                                               

Reviews

  1. [email protected]

    Received from Denise McClure, MSW, LCSW #73349
    “Bonnie’s guide is perfect for a Quick Start-up Private Practice. Her expertise for Licensed Clinical Social Workers (LCSW) is immediately applicable and easy to follow. Her guide navigates practitioners through a quick step-by-step framework. I highly recommend this read for those who want to open their own private practices.”

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