Upgrade to Practice in a Box

Practice in a Box includes the following:

1. 10 Practice growing video and audio modules

2. Accountability Worksheets

3. Members Online Community

4. Bonus Videos

5. Social Media 101 for Therapists

6. Private Practice Document Collection – Useful Documents & Templates for growing and managing your therapy practice easily which include:

• Clients & Reception docs:

  • New Therapy Client, Coaching Client & HIPAA Agreements

  • Credit Card Authorization

  • Insurance Reimbursement Agreement

  • Receptionist Policies & SOP’s

  • Reception Task List

  • Reception Email Templates (total of 71 templates!!!)

    • 1. Client Inquiries

      • 1.1 Coaching Session Inquiry – Not in Licensed Area

      • 1.2 Client Inquiry – Refer Out

      • 1.3 Client Inquiry – Wants In-Network Referrals

      • 1.4 Coaching Fees

      • 1.5 Inquiring for Friend/Family Member

      • 1.6 New Client from PT, Difficulty with Out-Of-Network Rates

      • 1.7 New Inquiry, Insurance Known

      • 1.8 New Inquiry, Insurance Unknown

      • 1.9 Follow-up to Client who made a profile in Appointment Software but did not book an appointment

      • 1.10 Unresponsive – Follow-up for Insurance Info

      • 1.11 Can’t Afford

      • 1.12 Can’t Afford – with Referrals

      • 1.13 Unresponsive – Follow-up on Quote

      • 1.14 New Inquiry – Group Therapy, Insurance Unknown

      • 1.15 New Inquiry – Group Therapy, Insurance Known

    • 2. Insurance Quotes

      • 2.1 Insurance Coverage with Associate

      • 2.2 Insurance Coverage with Dr. Chloe

      • 2.3 Insurance Quote – Met All Deductible & Out-Of-Pocket Max

      • 2.4 No Out-Of-Network Benefits

      • 2.5 Quote for Services – No Insurance

      • 2.6 Unable to verify Coverage online

      • 2.7 Need photo of Insurance Card

      • 2.8 Insurance Coverage for Group

      • 2.9 Deductible Met but Not the Out-Of-Pocket

      • 2.10 Low Allowable with Associate

      • 2.11 Low Allowable with Dr. Chloe

      • 2.12 Special template for BCBS/Beacon Insurance Coverage

      • 2.13 Special template for GHI Insurance Coverage

      • 2.14 Special template for Optum/Beacon Insurance Coverage

      • 2.15 Special template for 1199: Initial vs Succeeding Sessions Coverage

      • 2.16 Special template for 1199 With Out-Of-Network Benefits, Unsure of Reimbursement

    • 3. Newbies: New Client Session OR 15-min consult

      • 3.1 15-min Consult with Associate

      • 3.2 15-min Consult with Dr. Chloe

      • 3.3 New Client Session with Associate

      • 3.4 New Client Session with Dr. Chloe

      • 3.5 Non Confirmation – Canceled Session/Consult

      • 3.6 Recommendation After 15-min Consult

      • 3.7 Thanking for Confirmation of 5pts & fees

    • 4. Late Arrivals, Late Cancels, No Shows

      • 4.1 Charge Late Arrival

      • 4.2 Charged for Late Cancellations/No Shows

      • 4.3 Late Arrival Accommodated

      • 4.4 No Show – After Session

      • 4.5 No Show – During Session

      • 4.6 Offering a Phone Session for Late Clients

      • 4.7 Late Arrival – only seen for ____ minutes

      • 4.8 Waived Late Cancellations/No Shows

      • 4.9 Bump Up Waiver/Special Exception Waiver (Next waiver is within 30 days or less)

      • 4.10 Client Missed 15-min Consult

      • 4.11 Client No Show and wants to reschedule- Missing Credit Card Authorization

    • 5. Active Clients: Common Communications

      • 5.1 Zoom Appointment

      • 5.2 Sending Documents and Forms to Clients

      • 5.3 Reminder for Forms

      • 5.4 Booking with a Guest Therapist

      • 5.5 Early “Drifters” Reach Out

      • 5.6 Case/Chart Closure email for Non-communicative Clients

      • 5.7 First time sending a Password Protected Document

      • 5.8 Excessive Cancellations for Standing Appointments

      • 5.9 Schedule Next Visit and Offer Standing

      • 5.10 Waitlist or Recent Cancellation Opening

      • 5.11 Standing Appointment Reservation

      • 5.12 Move Session by 5-min

      • 5.13 Clarification on Charges or Insurance Allowable

      • 5.14 Bi-Weekly Session

      • 5.15 Continuity of Care (Approval needed)

      • 5.16 Client Discontinuing, Offer a call

      • 5.17 Increase to Coinsurance

      • 5.18 Telemed Visit Denied

    • 6.Holiday/Special Event Notice

      • 6.1 Cancel Session due to Holiday

      • 6.2 Confirm Session for day before Holiday

      • 6.3 Confirming the Office is Open for Holiday

      • 6.4 Deductible Resetting for New Year

• Back Office docs:

  • Employment Agreement

  • Therapist Engagement Tracker

  • Special Client-Associate Agreement

  • Carmichael Transition Assistance Program (CTAP) Materials

  • Employee Handbook

    • CTAP Application

    • CTAP Information Handout

  • Exiting Therapists Flowchart

• Other docs:

  • Social Media Calendar

  • Blog Postings Maximizer