Group Practice Startup Course

Crash Course For Practice Owners Starting a Group Practice

(Members of The Exchange can access this course after logging in.)

what You will learn in Course?

The Group Practice Startup Course has what you need to keep moving forward

You will Learn:

Most of us don’t take business courses in college, and so many practice owners that think about starting a group practice are unsure of how to do it. There’s a growing awareness that figuring it out alone in business is just no fun (and not to mention).

That is where The Group Practice Startup Course comes in…

We know what it takes to start a group practice. And we know what’s needed to make it thrive. Take the guesswork out of starting your group practice and let us hand you key ideas, themes, questions, considerations, and to-dos so you know just how to start and get your group practice up and running.

Program Learning Objectives

Sign up for this 2.5 hour mini course to help you start and grow your group practice. This course is organized in sections, with 10-15 minute videos for each section, making it easier to stop and start. In each section, you will get information on various topics related to group practice ownership. Several workbooks are included in this course. From the first step onward, you’ll have the initial stefeel prepared and aware of what you need to do to start your successful group practice.

PART-1:

Startup Checklist (Figure out what you need to think about and do first–> you’ll also download our SUPER task-y checklist, chock full with links and all!)

PART-2:

Business Planning (build your business plan with the help of our business planning workbook.)

PART-3:

Location Considerations (Let’s talk through what you need to think about when considering office locations & sizes.)

PART-4:

Set Yourself Up Legally (Here we talk about all the legal support people you need in your corner.)

PART-5:

Startup Costs (Learn the startup costs related to starting a group practice.)

PART-6:

Client Journey (Spend time thinking about your client journey from inquiry to consistent client.)

PART-7:

When To Hire Your Next Therapist (In this section we talk about how to know when it’s time to hire your first (or next!) therapist.)

PART-8:

Red and Yellow Flags in Hiring (What are the red and yellow flags to look out for when hiring? Let’s talk about it!)

PART-9:

Onboarding (In this section we discuss setting up accountability during onboarding so your therapists are set up for success.)

PART-10:

Roles & Functions (Here we will discuss the core roles and functions that make up your group practice.)

PART-11:

Staff Management (You have clinicians, now how do you lead them? We’ll discuss coaching and PIPs, and understanding skill and will.)

PART-12:

ICs or W2s (Understand the key differences between contractors, employees & considerations to choosing each.)

PART-13:

Ideal Clinician (Don’t hire your first therapist until you know who your Ideal Clinician is–> download that worksheet and put a clear hiring process in place to heighten your chances of hiring success.)

PART-14:

Insurance (Taking insurance? Starting a full fee group practice? Learn the ins and out of in network and out of network processes in group practice.)

PART-15:

Paperwork (What paperwork do you need? We will tell you.)

PART-16:

Marketing (Marketing a group practice is nothing like marketing your solo practice. Let’s talk about the approach to market a group practice)

PART-17:

Compensation (Learn about compensation methods for group practice employees and how to make the right decision for you.)

PART-18:

Recruiting and Interviewing (What questions should you ask during the interview process and can you recruit your ideal clinicians from?)

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Liath Dalton

Liath | Co-Owner and Deputy Director
Person Centered Tech (Workshops) Liath Dalton is PCT’s deputy director and a co-owner. As the group practice service plan manager, Liath oversees the vendor review program and is the account manager for group practices working with PCT. She loves helping practices find solutions that meet the security and functionality needs that allow them to meet clients where they are. Liath’s consultation area of expertise is focused on selecting the right combination of services and tech that not only meet the legal-ethical needs of mental health practices, but also the functionality, efficiency and cost-effectiveness needs as well.

Casey Gromer

Business Strategist and Fractional Integrator
Casey Gromer is an MBA graduate with over two decades of experience in business and marketing. Currently serving as a business strategist and Fractional Integrator for group practice owners, Casey excels in crafting business management systems that drive profit and accountability. Casey specializes in accountability, performance measurement, leadership, structuring teams, business planning, business systems and operation

Niki Ramirez

Founder, CEO | Principal Consultant
HR Answers LLC Niki Ramirez is the Founder and Principal Consultant at HR Answers, LLC a firm dedicated to providing practical human resources guidance that leaves a big impact on small business success. Niki is a certified HR professional with leadership and HR experience spanning well-over 20 years, including: serving in operational management and leadership roles, community college adjunct faculty, and as a human resources executive. Niki holds an MBA in HR Management and three different HR certifications. She carries with her a strong desire to educate and empower employees and their leaders to work in partnership to design and implement meaningful human resources programs that drive the success of their organizations and increase their bottom line!

Julie Herres

Founder, CEO | IRS Enrolled Agent and Financial Advisor
GreenOak Accounting Julie Herres is an accountant and the owner of GreenOak Accounting, a firm that specializes in working with therapists in private practice. Julie's goal is for every practice to be profitable! She's on a mission to give practice owners financial peace of mind by helping them make data-driven business decisions. Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients. Julie also hosts the Therapy For Your Money Podcast, where she talks about all things money & finance for private practices. The GreenOak Accounting team: Helps practice owners make daunting financial decisions by acting as a trusted advisor who is intimately familiar with their situation Coaches practice owners from the mindset of "I don't understand the numbers in my practice" to "I feel confident and empowered to make the right business decisions!" Guides practice owners from having no cash in the bank to having healthy reserves using the Profit First methodology

Maureen Werrbach

Founder, CEO of TGPE and Urban Wellness
The Group Practice Exchange Maureen is the owner of a multi location group practice in Chicago, Urban Wellness Counseling, owner of The Group Practice Exchange and co-owner of the former Group Practice Builders. Maureen loves creating a safe space for clinicians and clients to do amazing work together, and equally enjoys helping group practice owners start and scale (and growing alternate passive income streams!).
 
Her Open Office Hours/Q+A each month will be Ask Me Anything style on everything from startup to seven figures.