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Training + 6 Worksheets · For Clinicians in Any U.S. State

Starting a Private Practice: The Complete Build

Everything between “should I do this?” and your first year in business, in the order it actually has to happen. Insurance vs. self-pay, credentialing, platforms like Headway and BetterHelp, EHRs and billing, office space and subleasing, marketing, AI and ethics, and growth — written for all 50 states and D.C., with a 12-month launch timeline and the worksheets to build your plan as you go.

$297One-time · Instant access
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What You Get

Ten phases, in the order you'll do them.

The Training

A self-paced, click-through training with a jump-to menu so it doubles as a reference you'll come back to at every stage.

  1. Decide — readiness, licensure, leaving your job and non-competes, startup budget, niche
  2. Getting paid — how insurance really works, self-pay pricing, superbills, and a pay calculator that shows what you keep per hour
  3. Business setup — entity rules by state, EIN and NPI, banking, taxes, malpractice
  4. Credentialing — CAQH, choosing panels, contracts, Medicare and Medicaid
  5. Platforms — BetterHelp vs. Headway-style platforms, pay, contracts, and ethics
  6. Where you'll practice — telehealth licensure, compacts, a 50-state lookup, office space and subleasing
  7. Systems & compliance — HIPAA, choosing an EHR with billing, AI in practice, paperwork, Good Faith Estimates, state legal duties
  8. Marketing — website, Google, directories, referrals, social media, marketing ethics, and marketing with AI
  9. Opening — the last 60 days and your first 90
  10. Sustain & grow — raising rates, dropping panels, group practice, annual review

Six Downloads

Editable Word files that turn the training into your actual plan:

  • Master Launch Timeline — every task, month by month
  • Payment Model & Pay Math worksheet
  • State Requirements Research Sheet
  • Startup Budget & Runway worksheet
  • Credentialing Log
  • AI Use Policy & Consent Check

Also Included

  • Interactive 50-state compact lookup for counselors, social workers, psychologists, and MFTs
  • The tools I actually use and recommend — no affiliate links, no financial relationships
  • 25-question knowledge check
Is This For You?

Built for clinicians about to do this for real.

This training is for you if…

  • You're licensed (or close) and planning to open a solo private practice in the next year
  • You're stuck on insurance vs. self-pay and want to decide with real numbers
  • You've started a practice and realized you skipped things — HIPAA, Good Faith Estimates, a professional will
  • You want one plan in the right order instead of forty browser tabs

It's not for you if…

  • You want someone to set it all up for you — this is a plan and the tools to execute it, not a done-for-you service
  • You need legal, tax, or financial advice for your specific situation — the training tells you exactly what to ask your attorney and CPA
  • You need CE credits — this training doesn't carry them (yet)
Skip the year of figuring it out alone

Start building your practice today.

Instant access to the full training and all six worksheets the moment your payment completes. Work through it at your own pace and come back to it at every phase.

Get Instant Access — $297

Educational content only, not legal, tax, or financial advice. Requirements vary by state and change over time; verify with your licensing board, attorney, and CPA. No specific clinical or financial outcomes are guaranteed.