Who it's for
Therapists, psych PAs, psychiatrists and PMHNPs opening a private practice, and owners who want a clearer picture of the one they run. That includes LCSWs, LPCs, LMFTs and PsyDs.
Tell us where your practice is and where you want it to go. We'll talk through whether a Practice Needs Assessment is the right next step.
It comes with the booking and asks about your practice, never about patients: where you are, what you've done so far and the one question you most want answered.
We talk through your goals and what's in the way. If you're opening, we look at your plans. If you're already open, we look at what's working and what isn't.
If the assessment is the right next step, we send the agreement with a recap of the call. Take your time. Nothing starts until you sign.
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Therapists, psych PAs, psychiatrists and PMHNPs opening a private practice, and owners who want a clearer picture of the one they run. That includes LCSWs, LPCs, LMFTs and PsyDs.
Fill in the questionnaire and bring the one question you most want answered. If a spouse or partner is part of the decision, they're welcome on the call.
Give legal, tax, financial or clinical advice, or ask about your patients. We'll tell you when you need a professional.
Yes. There's no cost, and nothing is owed unless you sign an agreement.
We only collect business documents, never patient information. The questionnaire asks about your practice, and we require BAAs with vendors.
Nothing starts until you sign. You'll have the agreement and the recap to come back to when you're ready.
It depends on how quickly each step gets done. Insurance start dates depend on the payers. Self-pay can start sooner.
Yes. We'll talk through a Practice Needs Assessment: a top-to-bottom look at your practice, with a scorecard and clear next steps.