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Group Practice Boss
Monthly Themes
October '20: Design Your Business to Fit Your Lifestyle (2:20)
November '20: How to Delegate in Your Business (2:04)
December '20: Creating Goals for 2021 (1:10)
January '21: Systems and Processes in Your Practice (3:09)
February '21: Hiring Staff (1:54)
March '21: Creating a Positive Work Culture (2:36)
April '21: Money Management (1:47)
May '21: Improve Your Website (1:44)
June '21: In-Person Marketing (2:32)
July '21: Branding Your Practice (1:44)
August '21: Side Hustles & Coaching to Make More Income (1:38)
September '21: Expansion (1:37)
October '21: Adding Additional Services to Your Practice (1:56)
November '21: 3rd Party Payers - Yes or No? (1:31)
December '21: Planning for an Awesome 2022 in Your Practice (1:25)
January '22: Leadership Styles (1:45)
February '22: Big Boss Moves (1:51)
March '22: Protecting Yourself and Your Business (1:51)
April '22: Managing Your Team (1:44)
May '22: Marketing (1:32)
June '22: Fix It Month (2:02)
Resources
Blogging to Increase Site Traffic
Script for Collecting Email Addresses from Current Clients
Checklist for Onboarding Clinicians
W2 Employee Documents
COVID-19 Guidelines for Returning to the Office
Group Practice Paperwork Package
Insurance Credentialing Cheat Sheet for Group Practice
COVID Client Waiver Form for In-Person Sessions
Assistant Time Sheet
Green Oak Accounting Slides
Sample Clinician Offer Letter
Clinician Time Sheet Example
Example of Clinical & Professional Policies
Employee Termination Letter for Clients
Sample Time Off Request Form
Waters Edge Counseling VA Packet
Sample Marketing Plan
Sample Clinical Manager Description
Employee Handbook
Assistant Offer Letter
Client Letter for Counselor Transition to a New Practice
Sample Phone Screening Questions
Offer Letter for Associate Level
MFC COO Job Description
Reference Questions for New Clinicians
Hiring New Employees
Clinical Director/Supervisor Role - Sample Interview Questions
Sample of Group Informed Consent Support Group
Sample Referral Letter
Form to Collect Current Client Addresses for Email List
Did Not Schedule Referral Letter
Admin Job Post
Copy of PT Unlicensed Therapist Job Description
Copy of Agreement for repayment for Training
Sample Financial Numbers Dashboard
Training Clinic Consent
Sample of Associate Level Informed Consent
EAP Contract
PCP letter
Letter to client to explain ending insurance contract
Supervision Contract
Outpatient Clinical Supervisor Job Description
Group Practice
How to Market a Self-Pay Practice (52:23)
Should I Hire an Assistant? (7:59)
What Systems Do You Need in Your Practice? (59:26)
Creating Your Systems (58:56)
1099s Versus W2s (53:43)
Strategies to Increase Client Retention (56:03)
Using Your Niche and Expertise to Start a Business (57:01)
Growing a Multi-Million Dollar Practice (56:40)
Supplemental Insurance Policies for Your Business (57:37)
Disaster Proof Your Practice (54:11)
Senior Bosses (1:11)
Complete the Group Practice Audit (18:40)
Marketing
Branding (54:37)
Website and SEO (55:24)
Referrals (56:24)
Email Lists (49:18)
How to set up FB ads for group practice (10:54)
Marketing Plan
Website Design (56:54)
How to Track Website Data Using Google Analytics (56:11)
SEO and Google Ads (41:53)
How to Use Social Media for Your Group Practice (53:13)
Optimizing Google My Business (54:02)
Creating and Utilizing an Email List (39:38)
Facebook Ads with Special Guest Shannon Giordano (52:49)
Faith-Based Practice
How to Start a Faith-Based Practice (45:04)
How to Market and Connect with Churches (57:09)
Finances
5 Things I Learned From Buying an Office Building (25:07)
Money Mindset Handout
Making Bank to Live the Life You Want (55:12)
How to Budget for a Group Practice (58:41)
Addressing Money Leaks (50:27)
Creating an EAP for your practice (54:41)
Non- Insurance Based additional Payers for a Private Pay Practice (56:32)
Creating an EAP for your practice (54:41)
Buying a Building (55:27)
Steps to Take if You Ever Want to Sell Your Business (46:37)
Money Growth (52:58)
Lifestyle
Using the Time Audit to Change your Lifestyle (55:35)
Barriers in Goal Setting (57:01)
Creating a Professional Will (53:29)
Employee Management
How to Hire the Right Team Member During a Pandemic (55:29)
How to Hire the Right Fit (39:30)
Using the Enneagram in Hiring (59:17)
Hiring Multiple Assistants So You Can Work Less (57:03)
Hiring for Leadership Positions (43:57)
How to Communicate with Staff (53:54)
How to Hire More Clinicians (56:48)
Hiring for Leadership Positions (54:56)
Being A Leader In Your Practice (61:04)
Leading based on your Enneagram Personality Type (57:00)
Hiring for leadership roles based on your leadership style (21:53)
Managing a Remote Team (59:56)
Managing Difficult HR Issues (41:11)
Hiring a Marketing Director for Your Practice (57:14)
Business
Delegation Audit (56:24)
How & When to Delegate in Your Practice (58:03)
How To Be a CEO (54:27)
How to Write a Strategic Plan - Part 1 (40:35)
How to Write a Strategic Plan - Part 2 (40:25)
Establishing Processes & Standards Part 1 (59:43)
Establishing Processes & Standards Part 2 (54:49)
Creating a Positive Workplace Culture by Being a Good Boss (57:34)
How to Have Fun at Work (43:21)
Opening Multiple Locations (54:28)
How to Create a Wellness Center Model (52:25)
Live Consulting On Expanding Your Practice (57:17)
Plan Your Year (88:25)
Prepping for Change and Transition (51:41)
Networking
Networking with Doctors (50:18)
How to Build Relationships with Referral Sources (52:47)
In-Person Marketing Strategies (43:47)
Coaching & Consulting
How to Start and Grow a Coaching/Consulting Business
How to Build an Audience for a Side Hustle to Work (53:04)
How to Start and Grow a Coaching/Consulting Business (56:15)
Fix It
Fix It Session 1 (57:21)
Fix It Session 2 (56:00)
Fix It Session 3 (48:15)
Company Culture
Defining Culture (65:12)
Kristen Edmiston on Clarifying Your Mission, Vision, & Values (57:59)
Hiring For Culture Fit (62:56)
Q&A
Ask the Expert: Joe Sanok (58:14)
Ask the Expert: James Marland (56:25)
Ask the Expert: Michelle Hardman (56:58)
Ask the Expert: Leah Tagatac (58:14)
Ask the Expert: LaToya Smith (51:35)
Ask the Expert: Uriah Guilford (58:18)
Ask the Expert: Julie Herres (53:44)
Steps to Take if You Ever Want to Sell Your Business
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