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Starting a private practice can feel exciting, overwhelming, and full of unknowns. The Thriving Practice Playbook provides therapists with a clear, practical roadmap for building a solo private practice from the ground up—without the confusing business jargon or pressure to do everything perfectly. Created by licensed clinical social worker and private practice owner Katie Schwarz, this interactive workbook walks readers through the financial, administrative, and clinical-business decisions involved in going solo.
It includes 85+ pages of guided exercises, checklists, templates, and realistic advice covering practice formation, budgeting, credentialing, insurance billing, policies, marketing, referral relationships, and long-term business planning.
Inside, therapists will find:
Revenue and caseload-planning exercises
LLC, PLLC, and S-Corp information
Credentialing and insurance guidance
Billing terminology and frequently asked questions
EHR and practice paperwork checklists
Website, marketing, and networking strategies
Referral and credentialing trackers
Sample outreach letters and professional templates
Bonus client handouts and documentation resources
AND SO MUCH MORE!
Whether you are beginning to consider private practice or actively preparing to open your doors, The Thriving Practice Playbook offers a supportive, approachable place to start. You do not need to have everything figured out—you just need a plan for taking the next step.
Starting a private practice can feel exciting, overwhelming, and full of unknowns. The Thriving Practice Playbook provides therapists with a clear, practical roadmap for building a solo private practice from the ground up—without the confusing business jargon or pressure to do everything perfectly. Created by licensed clinical social worker and private practice owner Katie Schwarz, this interactive workbook walks readers through the financial, administrative, and clinical-business decisions involved in going solo.
It includes 85+ pages of guided exercises, checklists, templates, and realistic advice covering practice formation, budgeting, credentialing, insurance billing, policies, marketing, referral relationships, and long-term business planning.
Inside, therapists will find:
Revenue and caseload-planning exercises
LLC, PLLC, and S-Corp information
Credentialing and insurance guidance
Billing terminology and frequently asked questions
EHR and practice paperwork checklists
Website, marketing, and networking strategies
Referral and credentialing trackers
Sample outreach letters and professional templates
Bonus client handouts and documentation resources
AND SO MUCH MORE!
Whether you are beginning to consider private practice or actively preparing to open your doors, The Thriving Practice Playbook offers a supportive, approachable place to start. You do not need to have everything figured out—you just need a plan for taking the next step.