Practice in a Box

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!

Practice in a Box includes the following:
1. 10 Practice growing video and audio modules
2. Accountability Worksheets
3. Members Online Community
4. Monthly Live Q&A
5. Bonus Videos
6. Social Media 101 for Therapists
7. ProfitablePractices 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