Let’s Build Your Practice!
You Have the Skills to Change Lives—Let Us Handle the Paperwork
You didn't spend years in graduate school and complete countless clinical hours to become an expert in tax applications and EHR comparisons. You have the training, the heart, and the expertise to transform your community—but between you and your first client are dozens of business tasks that feel overwhelming and unfamiliar.
The truth is, you could figure out NPI applications, research every EHR platform, and decode payment processing on your own. Many therapists do. But here's what we've learned after 12 years in the field: the therapists who get to market fastest and avoid costly mistakes are the ones who partner with people who've already navigated these waters hundreds of times.
Why spend months researching and second-guessing yourself when you could be seeing clients in weeks? Every day you spend wrestling with business setup is another day your future clients are waiting for the help only you can provide.
How we can help
Tax ID Application
What it includes: Federal EIN application, state tax registration, and guidance on business entity formation. This service is not a substitute for legal advice. Legal advice on entity set-up will not be provided.
Why it matters: Your Tax ID is the foundation everything else builds on—from opening business bank accounts to filing taxes correctly. One mistake here can create months of complications down the road. We ensure you're set up properly from day one, so you never have to worry about compliance issues or costly corrections later.
Fee Structure & Payment Policies
What it includes: Market rate analysis, sliding scale options, payment policy creation, financial agreement templates, and collection procedures.
Why it matters: Awkward money conversations can derail therapeutic relationships before they start. Clear, fair policies protect both you and your clients while ensuring you're compensated appropriately for your expertise. We help you create policies that feel confident and professional, not apologetic or uncertain.
Electronic Health Record Selection
What it includes: EHR platform comparison based on your needs, system setup, intake form creation, documentation templates, and workflow optimization.
Why it matters: Your EHR choice affects your daily workflow for years to come. The wrong system can cost you hours per week and thousands in switching costs later. We evaluate your specific practice needs and configure everything from intake forms to treatment plan templates, so you start with a system that actually supports your work instead of slowing you down.
Website
What it includes: Professional website design, SEO-optimized content, contact forms, service descriptions, and mobile optimization.
Why it matters: Your website is often a potential client's first impression of your practice. A professional, easy-to-navigate site builds trust and credibility, while a nonexistent presence can actually hurt your reputation. We create websites that reflect your professionalism and make it easy for clients to understand your services and get in touch.
Intake Forms, Templates & Tools
What it includes: Customized intake packets, assessment tools, treatment planning templates, progress note formats, and outcome tracking systems.
Why it matters: Professional, comprehensive intake processes set the tone for your entire therapeutic relationship. Well-designed forms streamline your workflow while ensuring you capture everything needed for effective treatment and compliance. We create forms that make you look polished and professional while saving you prep time for every session.
Type 1 and 2 NPI Creation
What it includes: Complete Type 1 individual NPI application, Type 2 organizational setup if needed, and verification process management.
Why it matters: Your NPI is your healthcare identity—required for insurance billing, credentialing, and even some referral systems. The application process is tedious and unforgiving of errors. We handle the complex paperwork and follow up on processing, so you get your number quickly without the headache of rejections or delays.
Why Choose Us?
Save Time & Energy
These tasks can take weeks of your time to complete. Weeks that you aren’t able to dedicate to seeing clients or other important tasks.
Reduce Worry
This is what we do! You don’t have to worry about whether or not you have the right form, if you are navigating to the correct websites, and filling out the proper information.
Accelerate your Business
Private Practices cannot be credentialed with insurance companies before the basic building blocks of the business are in place. Once they are set, you can begin the application process.
