top of page

I Have My First Inquiry! Now What?

A comprehensive guide to your first intake call or email, the paperwork you need, and what to do in that very first session 

In private practice, it's up to you to make sure you don’t miss anything important

Congratulations! Getting your first inquiry is exciting, and I know all about that nervous-exciting feeling!

Now that you’re in solo practice, it’s up to you to take everything into consideration, make decisions, and create your own intake system, uniquely for your business and your clientele. Colleagues or past workplaces can offer you pointers, but you'll still need your own comprehensive infrastructure.

You’ve worked so hard just to get to this point… Now let’s make sure you don’t miss anything important!

This course guides you through your first intake call (or email), the complete paperwork you need, and what to do in that very first session.

This course gives you:

  • The full list of intake details, questions, and documents you’ll need

  • A roadmap of every step from first contact though the end of the first session

  • Lots of tips, tools of the trade, and real-world paperwork examples you should know

  • A checklist of everything to do before and during your first session

  • An exclusive 2022 Billing Bonus for private pay and insurance clients

Feel confident and fully prepared as you take on your first inquiry, first intake, first session, and first billing cycles!

About Private Practice On-Demand

A complete and thorough step-by-step roadmap to launching your private practice without losing your money, your mind, or your purpose.

Private Practice on Demand is a self-paced, a la carte series that teaches you everything you need to know about how to successfully start and run a private practice in counseling or psychology. You can choose from three different courses and take only what you need, when you need it. You can work on your private practice business on your time and in segments of 15 minutes or less.

Working from Home

"Most mental health practitioners do not get good training on the business navigation side of things, but working with her allows you a partner in figuring out the difficult details so that you can make whatever vision you have a reality without the guesswork and frustration. She delivers on her services and I highly recommend her to anyone trying to start or build out their mental health practice."

Woman Working in Modern
bottom of page