Ready to get your practice off the ground and running, but need a deep dive and some personalized brainstorming? Take your time to learn the ropes of starting a private practice with our 6-hour Academy course recording, where we'll cover everything from choosing a practice name to credentialing and billing insurance to setting your rate and marketing.
Included with this purchase is a private 45-minute 2:1 consult with Susie & Kristen to go over all of YOUR goals and ideas! Secure your consult time & date by clicking the Calendly link in the PDF download after purchase.
Add on AOTA-approved CEU's for only $50!*
In addition to our recorded course and Ready, Set, Treat! Checklist, you'll receive the following resources to keep you on track and help you save valuable time:
A customizable Client Intake Template, so you know exactly what to ask during that first phone call!
Our Insurance Benefits Verification Form, so you know exactly what to ask when you call an insurance rep
Our New Client Welcome Letter Template, to help you reach out to newly established clients and welcome them to your practice
Our Screening Consent Form Template, so you can quickly customize to your needs and hit the ground running!
Our famous Very Important Numbers Infographic, to help you better understand the difference between an NPI1 and an NPI2, EIN and TIN, and Group vs Individual Medicaid numbers
We'll be covering all items in the Ready, Set, Treat Phases listed below:
Phase 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 budget)
-Apply for an Employer Identification Number
-Apply for an Individual NPI/Group NPI
-Purchase Liability Insurance
-Decide on a phone/fax service
-Create an email account
-Purchase a website domain
-Create a landing page website
-Order business cards
-Open a small business bank account
-Create a credit card processing account
Phase 2:
-Choose an EMR/Billing software
-Learn the CMS1500 paper claim form
-Apply for a Medicaid number
-Register with CAQH
-Choosing Insurance Panels
-Credentialing Process
-Credentialing waiting game
-Compile HIPAA-compliant intake paperwork
-Decide on your private pay rate/fee schedule
Phase 3:
-Marketing Services
-Mailing Lists
-Referral Forms/Pads
-Send out marketing mailing
-Screenings
-Guest Speaking
-Business Card Marking
-Open Houses
-Word of Mouth and Social Capital
-Calculate your Sweet Spot
-Fill out Electronic Fund Transfer (EFT)
-Book your first client!
-Slowly start building your caseload
-Write SOAP notes and submit claims using EMR
-Wait for the money to roll in!
-Practice Self-Care
-Rectify EOBs
-Sit back, relax, and enjoy being your own boss!
*Ready, Set, Treat!, LLC is an AOTA Approved Provider of professional development. Course approval ID# 0000000401. This Distance Learning-Independent course is offered at 0.7 CEUs / 7 PDUs / 7 Contact Hours for Occupational Therapists and Occupational Therapy Assistants, and is an Introductory level course covering Professional Issues.. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.
Ready, Set, Mashup!
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.