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Group Practice Launch - COHORT 1
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
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
Employee Handbook
Client Letter for Counselor Transition to a New Practice
Sample Phone Screening Questions
Marketing Plan
Reference Questions for New Clinicians
Hiring New Employees
Sample interview questions from Alison Pidgeon
Clinician 1099 Contractor Agreement
Administrative Assistant Contractor Agreement
PoP Sample Rate Increase Letter
Copy of Highmark rate increase letter
Job Post Samples
Job Descriptions
Offer Sample Letters
Assistant Handbook
Green Oak Accounting Slides
Sample of Associate Level Informed Consent
Sample Reference Questions
MFC W2 Pay Structure 2020 - Master's & PhD Level
Employee Tiered Pay System
MONTH 1
Orientation to Group Practice Launch- Start Here (4:19)
1. Getting Ready to Start Your Group Practice (5:02)
Bonus: Group Insurance Contracts and Type 2 NPI Numbers (4:52)
2. Establish the Mission / Vision / Values for Your Business (12:11)
3. How to Choose the Right Systems for Your Group Practice & What is a BAA? (4:23)
4. Review of Phone Systems (11:52)
5. Review of Email Systems & Websites (9:47)
6. Review of EHR's (10:05)
7. Systems You Need for Staff (9:57)
8. Make Sure You Have the Right Insurance for Your Business (3:02)
9. Ways to Minimize Your Liability as a Practice Owner (5:05)
10. Ways to Minimize Your Liability with W2 Employees (3:40)
11. Ways to Minimize Your Liability with 1099 Contractors (3:21)
Replays (298:11)
MONTH 2
1. Should I Hire a 1099 Contractor or W2 Employee? Pros and Cons (10:20)
2. How to Use Your Mission Statement, Values Statement, and Values for Your Business That You Wrote Last Month (5:34)
3. Setting Rates and Paying Clinicians (11:05)
4. How to Write a Job Posting and Where to Advertise Your Position (11:56)
5. Steps of the Hiring Process (4:38)
6. Interview Questions (3:50)
7. Onboarding a W2 Employee (4:35)
8. Onboarding a 1099 Contractor (2:54)
9. How Many Clinicians Do I Hire at One Time and How Do I Space Them Out? (3:51)
10. Onboarding Checklist (6:23)
11. Credentialing a Clinician with Insurance Companies (4:11)
12. Establishing Good Communication with Your Clinician (3:24)
Replays (228:07)
MONTH 3
1. What Can I Delegate? (3:02)
2. Start Documenting Your Processes (3:32)
3. Should I Hire a Virtual Assistant from a Company? (4:30)
4. Should I Hire a Local Assistant and Should They be 1099 or W2? (4:52)
5. What Skills Should I Look for in an Assistant? (4:52)
6. How is an Assistant Paid? (5:52)
7. Tips for Onboarding Your Assistant (6:37)
8. Establishing Good Communication with Your Assistant (3:07)
Replays (278:08)
MONTH 4
1. How Do You Figure Out What Your Brand Is? (6:21)
2. The "Queen Bee Role" & Examples in a Therapy Practice (7:17)
3. Marketing a Single Niche Group Practice Vs. a Multi-Niche Group Practice (4:56)
4. What is an "Umbrella" Niche? (4:55)
5. Who is Your Ideal Client(s)? (5:04)
6. Low Hanging Fruit When Starting to Market Your New Group Practice (2:04)
7. Marketing Strategies: Simple Website Changes (3:51)
8. Marketing Strategies: Easy SEO Tips (8:46)
9. Marketing Strategies: Social Media Platforms (6:25)
10. Marketing Strategies: Printed Materials (4:25)
11. Marketing Strategies: Media Attention (4:03)
12. Marketing Strategies: Giveaway/Events/Public Speaking Opportunities (6:44)
13. Marketing Strategies: Networking (7:40)
Replays (284:25)
MONTH 5
1. How Do You Figure Out What Kind of Boss You Want to Be? (4:44)
2. Using Your Business' Values to Create Your Culture (5:27)
3. The 7 Magic Questions & How to Use Them (6:16)
4. Why Keeping Your Staff Happy is Important (4:08)
5. Figure Out What Motivates Your Staff in Their Career & the Enneagram (6:31)
6. Small Gestures Mean a Lot (3:42)
7. How to Have Fun in the Office (4:48)
8. How to Approach an Underperforming Staff Person (5:53)
Replays (229:20)
MONTH 6
1. What Are KPIs? (7:19)
2. How Do I Make a Dashboard? (4:00)
3. What Does Data Tell Me About My Practice? (4:37)
4. Call Log & What to Track (4:39)
5. Clinical Documentation to Track (4:43)
6. What & How to Track Marketing Data (8:06)
7. What Data to Track With Insurance Billing (8:40)
8. Financial Numbers to Track (6:22)
9. Tracking Capacity & Billable Sessions (3:12)
10. 3 Expenses You Should Focus on When Looking to Save Money (3:52)
11. Tips to Maximize Revenue (4:02)
12. What a Group Practice Budget Looks Like (3:49)
13. Who Can Track Data & How Do You Do It? (2:53)
14. Tips on How to Successfully Delegate (4:28)
Replays (282:20)
Client Letter for Counselor Transition to a New Practice
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