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Sustainable Practice Roadmap: Self-Paced Course
Course Info
Welcome! (2:16)
Navigating the Course (5:17)
Course Workbook
Links/Resource Index
Troubleshooting Tips
Contact Info
(1) Start Here: Practice Inventory + Goals
Intro to Module One (1:16)
State of Your Practice (5:40)
Practice + Course Goals
(2) Define Your Niche
Intro to Module Two (0:44)
Your Therapy Journey
Current Client Impact
Defining Your Ideal Client
Benefits of Ideal Client Work
(3) Review Fees + Finances
Intro to Module Three (1:09)
Savings Plan
Vacation Plan
Tracking Monthly Expenses, Taxes, and Savings (10:38)
How Much Do I Need to Charge Per Session? (4:41)
Increase Your Fee
Charge for Cancellations
Sliding Scale Fee
(4a) Implement Schedule Strategies
Intro to Module 4a (1:51)
Organizational Tools
Reflect on Schedule Impact
How Many Sessions Do I Need Per Week? (4:41)
When Do I Schedule My Sessions?
Who Do I Schedule When?
How Much Time Do I Need Between Sessions?
The Importance of a Consistent Schedule + Start Times
How Do I Manage Irregular Appointment Schedules?
Batching Reduces Decision Fatigue
Predictability Reduces Burnout
(4b) Design Your Schedule
Intro to Module 4b (2:27)
Take Inventory of All Tasks (8:18)
Put Everything in Its Place (4:14)
Schedule Review
Scheduling Rituals
How + When to Implement Changes
Starter Scripts
(4c) Sample Schedules: Morning Start
Navigating the Morning Sample Schedules
Morning Start: 5 Clients Per Week
Morning Start: 6 Clients Per Week
Morning Start: 8 Clients Per Week
Morning Start: 10 Clients Per Week
Morning Start: 11 Clients Per Week
Morning Start: 12 Clients Per Week
Morning Start: 14 Clients Per Week
Morning Start: 15 Clients Per Week
Morning Start: 18-20 Clients Per Week
(4d) Sample Schedules: Afternoon Start
Navigating the Afternoon Sample Schedules
Afternoon Start: 5 Clients Per Week
Afternoon Start: 6 Clients Per Week
Afternoon Start: 8 Clients Per Week
Afternoon Start: 10 Clients Per Week
Afternoon Start: 11 Clients Per Week
Afternoon Start: 12 Clients Per Week
Afternoon Start: 14 Clients Per Week
Afternoon Start: 15 Clients Per Week
Afternoon Start: 18-20 Clients Per Week
(5) Streamline Your Intake Process
Intro to Module Five (1:51)
Define Your Practice
Step One: Client Finds You
Step Two: New Client Contacts You
Step Three: You Respond to New Client Inquiry Email
Step Four: Screening/Intake Phone Call
Put It All Together
When Past Clients Return
Client Accessibility vs. Therapist Sustainability
(6) Track Referral Relationships + Sources
Intro to Module Six (1:00)
Intake Assessment
Collect Referral Sources
Referral Tracking Routine
Annual Referral Sources Review
Track Referral Source by Income Generated (10:45)
Maintain Referral Connections
(7) Update Informed Consent Policies
Intro to Module Seven (0:25)
Sample Informed Consent Language
Identify Your Policies
(8) Simplify Notes
Intro to Module Eight (0:38)
Consistent Note Routine
Note Templates + Checklists
Note Completion Tracker
Clear Your Notes Backlog
(9) Automate Everyday Tasks
Intro to Module Nine (0:43)
Email Templates + Autoresponders (4:37)
Online Scheduling + Appointment Reminders (4:38)
Simplify Private Pay Billing (2:38)
Client Scripts
(10) Prevent Overwhelm + Burnout
Intro to Module Ten (1:25)
Set Boundaries Without Guilt
End Sessions on Time
Care For Yourself Between Sessions (2:35)
Take Time Off Regularly
(11) Create an HSP-Friendly Work Space
Intro to Module Eleven (0:38)
What Kind of Container Is Your Office? (5:39)
Find Peace in a Shared Space
(12) Wrapping Up
Intro to Module Twelve (0:51)
Final Reflection
Provide Course Feedback Here
Track Referral Source by Income Generated
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