Course Download

Course Download


A course recording of your choice from Phase 1 or 3! Please choose a weekly topic set from the list below, enter the Phase & Week you'd like in the notes at checkout (or email us your choice at, and we'll email you a recording that covers those topics.


If you are interested in any Phase 2: SET courses OR Phase 3/Week 1, those recordings are available for immediate download on the website. They are listed under the group "All About..."; please let us know if you have any questions!

  • Choose Your Video!



    Phase One – Get Ready


    • WEEK 1:

    • Choose a practice name

    • Register name with your state

    • Create a logo

    • Find rental space (if not home-based)

    • Decorate rental space (within a reasonable budget)

    • Apply for an Employer Identification Number (EIN)

    • Apply for an Individual NPI/Group NPI (for your PLLC)


    • WEEK 2:
    • Purchase Liability Insurance (Professional and General)

    • Decide on a phone/fax service

    • Create an email account

    • Purchase a website domain

    • Create a landing page website


    • WEEK 3:

    • Order business cards

    • Open a small business bank account

    • Create a credit card processing account (PayPal, IvyPay, etc.)


    Phase Two – Get Set


    • WEEK 1:

    • Choose an EMR/Billing software/Clearinghouses

    • Educate yourself on the CMS1500 paper claim form

    • How to file a claim


    • WEEK 2:

    • Apply for a Medicaid number

    • Register with CAQH

    • Determine which insurances you would like to credential with 

    • Fill out individual credentialing applications with each insurance

    • Wait...and wait...and hear back from insurance panels!


    • WEEK 3:

    • Compile HIPAA-compliant intake paperwork

    • Decide on your private pay rate/fee schedule


    Phase Three - Treat!


    • WEEK 1:

    • Create postcard or form letter marketing your new services

    • Create mailing list of perspective referral sources

    • Consider creating a referral pad

    • Send out marketing mailing

    • Volunteer to conduct screenings on location

    • Volunteer to be a guest speaker at a center or group

    • Pass out business cards anywhere and everywhere

    • Consider hosting an open house at your treatment space

    • Market yourself via word of mouth with your Social Capital


    • WEEK 2:

    • Calculate your Sweet Spot

    • Practice Self-Care

    • Building your ideal schedule


    • WEEK 3:

    • Fill out Electronic Fund Transfer (EFT) forms for credentialed insurances

    • Book your first client

    • Slowly start building your caseload

    • Write SOAP notes and submit claims using your EMR/Billing Software

    • Rectify EOBs to be sure that claim balances are paid in full

    • Sit back, relax, and enjoy being your own boss!


  • Disclaimer

    A note to the Participant or Purchaser:


    While the information contained in these courses and products is accurate and up to date to the best of our knowledge, state and federal laws vary greatly and change frequently, with each discipline and insurance contract also having its own set of unique rules. The information contained in these courses intended to be a guide, with the understanding that it is the reader’s responsibility to consult his or her attorney, accountant, insurance contracts, state department of business, and state and national licensure laws and requirements in order to conform to current state and federal laws and regulations as they relate to his or her scope of practice.



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