Free Practice Resources
Practical, downloadable guides built for therapists and practice owners. Tell me where to send it and the PDF lands in your inbox — along with practical private-practice tips as I release new resources.
Free PDF Guide
What Your Therapy Office Actually Needs
A practical + aesthetic private practice checklist.
The room-by-room, system-by-system list of what actually belongs in a therapy office — beyond the furniture and the decor.
What's inside
- ✓Clinical space essentials clients notice
- ✓Privacy, safety, and confidentiality basics
- ✓Office tech and paperwork you shouldn't skip
- ✓The finishing touches that make a space feel professional
Free PDF Guide
Why You Need Liability Insurance
Because helping people doesn't mean practicing without protection.
A plain-language look at professional liability coverage — what it protects, what it doesn't, and what carriers like CPH and Berxi actually offer.
What's inside
- ✓What professional liability insurance covers
- ✓Licensing-board complaints, depositions, and telehealth
- ✓Other business coverage worth exploring
- ✓The DAK Takeaway on protecting your license
Free PDF Guide
eFax vs. Regular Fax for Therapists
Choose the option that keeps records moving and protected.
Why traditional fax machines create risk in a therapy practice, and how to pick an eFax setup that fits your workflow.
What's inside
- ✓How eFax and traditional fax differ in practice
- ✓Confidentiality and record-handling considerations
- ✓What to look for when choosing a service
- ✓Setup steps for a solo or group practice
Free PDF Guide
Credentialing Basics: What to Expect
The process, the timeline, and the paperwork nobody warns you about.
A step-by-step walkthrough of insurance credentialing, plus the tracking habits that keep applications from stalling.
What's inside
- ✓Building your credentialing starter file
- ✓The six-step credentialing process
- ✓A follow-up tracker that keeps things moving
- ✓The mistakes that cost therapists months
Free PDF Guide
Private Practice Startup Checklist
Every foundation your practice needs before you open the door.
Nine foundations — business, clinical, credentialing, billing, technology, client experience, marketing, numbers, and growth.
What's inside
- ✓Business, legal, and clinical setup
- ✓Credentialing, insurance, and billing systems
- ✓Technology, office, and client experience
- ✓Knowing your numbers and planning for a team
Free PDF Guide
5 Costly Mistakes Therapists Make When Starting a Practice
And how to avoid learning business the expensive way.
The five most expensive missteps I see new practice owners make — and exactly what to do instead.
What's inside
- ✓The five mistakes, in plain language
- ✓What each one actually costs you
- ✓A 'do this instead' plan for each
- ✓How to build systems before you need them
Free PDF Guide
Choosing the Right EHR
Smart systems start with smart choices.
Your EHR becomes the operational center of your practice — documentation, scheduling, billing, and more. This guide helps you pick the platform that fits how you actually operate.
What's inside
- ✓What to evaluate before committing
- ✓Solo vs. group practice recommendations
- ✓Pros and cons of three leading platforms
- ✓A 10-step trial checklist before you decide
Free PDF Guide
Finding Your Clinical Niche
Stop trying to help everyone. Start serving the clients you do your best work with.
A practical guide to identifying the population, problem, or setting that fits your training, experience, and energy — so your practice fills with clients you actually want to see.
What's inside
- ✓Why a niche helps you market with less effort
- ✓Questions to uncover your natural specialty
- ✓How to validate your niche before committing
- ✓Ways to describe your work so the right clients find you
Free PDF Guide
Three Things You Must Do Before Hiring Your First Therapist
Your practice may be ready to grow—but are your systems ready?
Hiring your first therapist turns a solo business into an organization. A step-by-step guide to defining the role, building a consistent hiring process, and documenting your workflows before you post the job.
What's inside
- ✓The questions to answer before you post the role
- ✓What the position actually costs during ramp-up
- ✓A hiring process that produces consistent decisions
- ✓SOPs and an onboarding plan you can repeat with every hire
Disclaimer: These resources are for educational use only. They are not legal, tax, accounting, insurance, billing, or compliance advice. Requirements vary by state, payer, license type, and practice structure. Verify the requirements that apply to your specific practice.