Training Programs
Practical systems-focused trainings designed to support clinicians, practice owners, and administrators in building compliant and sustainable mental health practices.
For clinicians interested in strengthening multiple aspects of their practice, the Practice Foundations Training Bundle offers discounted access to multiple trainings in the series.
These trainings are designed to address common challenges clinicians face when managing the administrative, regulatory, and operational aspects of private practice. Each training provides practical guidance grounded in real-world experience working with behavioral health providers, healthcare systems, and insurance payers.
Participants may choose the bundle option during registration and gain access to multiple trainings at a reduced rate.
Insurance audits, documentation expectations, and regulatory requirements can feel overwhelming—especially for clinicians who entered the field to focus on client care rather than navigating complex compliance systems.
Participants will gain clarity on what auditors and insurance payers commonly review, how to prepare practices before an audit occurs, and how to develop documentation and consent processes that support both clinical quality and regulatory compliance.
Rather than approaching compliance from a fear-based perspective, this training emphasizes building simple systems that support ethical practice, professional confidence, and long-term sustainability.
Many clinicians start private practice with strong clinical skills but limited guidance on the operational and regulatory aspects of running a healthcare business.
This training provides a clear roadmap for launching a private practice, covering the foundational systems and decisions that support long-term sustainability.
From choosing your entity type, registering and maintaining your NPI, to insurance considerations, documentation and scheduling. Participants will learn how to avoid common startup pitfalls and build operational systems that reduce stress and administrative burden.
Private practices often grow organically, which can lead to fragmented workflows and administrative overwhelm.
This training focuses on the operational infrastructure that allows practices to function smoothly and sustainably. Rather than relying on memory or ad-hoc systems, participants will learn how to design simple, repeatable processes that support both clinical work and business operations.
Participants will leave with concrete ideas for organizing their workflows, communication systems, and administrative responsibilities.
How will the live sessions be held?
The live training will be conducted on Zoom. If you are unable to make the live training, an on-demand version will be available on our website after the live training session.
What will I learn?
Each seminar has a topic we will be discussing. Listed below are the three dates, topics and details. If you are interested in more than one seminar, purchase in a bundle of 2 or 3 for the biggest savings.
March 28: Compliance and Documentation
• Documentation standards across Medicaid, Medicare, and commercial payers
• Common audit triggers and how to avoid them
• Required and recommended consent forms for private practices
• HIPAA compliance essentials and practical safeguards
• Audit types, what to expect, and outcomes
• Building documentation habits that support clinical quality and compliance
April 25: Private Practice Start-Up
• Choosing your entity type
• Registering and maintaining your NPI
• Building and maintaining a CAQH profile
• Insurance considerations
• Documentation, scheduling, and administrative systems that support efficient practice operations
May 23: Operations and Organization
• Designing operational workflows for private practices
• Task management systems that reduce cognitive load
• Organizing documentation and communication processes
• Creating repeatable systems for common administrative tasks
• Practical tools for managing a growing practice
Cancellation & Refund Policy
Cancellations more than 48 hours prior to the training will receive a full refund. Cancellations with less than 48 hours’ notice but more than 24 hours' notice will receive a 50% refund. Cancellations with less than 24-hour notice will not receive a refund.
Continuing Education
This training is not currently approved for continuing education (CE) credit. A certificate of completion can be provided upon request.
Cancellation & Refund Policy
Cancellations more than 48 hours prior to the training will receive a full refund. Cancellations with less than 48 hours’ notice but more than 24 hours' notice will receive a 50% refund. Cancellations with less than 24-hour notice will not receive a refund.
Continuing Education
This training is not currently approved for continuing education (CE) credit. A certificate of completion can be provided upon request.