Practice in a Box
$599
Practice in a Box is a complete online course with invaluable resources to help you grow your private practice, and empower you to succeed! Included in this are the complete document resource, monthly live Q&A, video modules, and more (see below). Practice in a Box will give you everything you need to grow your practice, attract and retain private pay clients, and manage your practice easily!
What's Included?
10 video training modules that cover everything you need to know and do to grow your practice.
Module 1: How to Get Clients
Module 2: Space
Module 3: Create an Organized Infrastructure
Module 4: Customer Service for PRIVATE PAY Clientele
Module 5: Handling Upset Clients
Module 6: Overcoming Isolation
Module 7: Using Social Media and Major Media
Module 8: Self Improvement Through Ongoing Education
Module 9: Using Your Network
Module 10 : Yourself
Accountability is the key to any successful practice.
Each of the modules comes equipped with a worksheet from the accountability planner to make sure you stay on target.
Join us in the group forum where you can ask questions or share comments with fellow members. It’s a great place to ask any questions or start discussions about the material in the video course, or growing your practice in general. Dr. Chloe will be chiming in as well on started topics so post away!
Regular monthly group Q&A sessions with me. During these live events Dr. Chloe will answer questions to help you overcome roadblocks you face with growing your practice. These Q&A events not only answer questions you have, but answer questions you didn't even know you had yet.
Access to the videos Dr. Chloe sells to the general public, along with a webinar on getting clients. These videos are used by therapists and trainees who want to watch firsthand how Dr. Chloe "talks" to clients. These videos are a great resource if you'd like to learn more about the way Dr. Chloe approaches high functioning clients.
Access to Dr. Chloe's Social Media 101 Workshop, including:
- Hashtag Usage
- The Benefits of Social Media
- 4 Types of Social Media Posts
- Blog Generation Ideas
- Automating your Social Media
- Promoting your Social Media Post
- How to Promote to the Media
- How to 'Court' the Media
- Ways to Expand your Target Network and How to Expand your Network by Expanding your Identity
- How to take a Personal Photo and Engage your Professional Audience
- phoneBlogging- Why and How
- Writing a Blog
- Using a Blog Service or Tool
- Blogging-Best Practices
- Blog Structure
- Sample Content Calendar
- Brainstorming-Topics to Consider
- Newsletters and Emails-Who is Your Audience
- How to Create your Client Prototype
- How to Promote your Posts
- Dos & Don'ts of Social Media
- 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
- 1. Client Inquiries
- 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
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