start your own solopractice with Katie’s
Thriving practice Playbook!
A step-by-step workbook for therapists building a private practice from the ground up.
Starting a private practice can feel overwhelming. Between business formation, credentialing, marketing, policies, finances, networking, and everything in between, it's easy to wonder where to even begin.
I created The Thriving Practice Playbook to be the resource I wish I had when I started my own practice.
Packed with over 80 pages of practical guidance, worksheets, templates, checklists, and real-world advice, this workbook walks you through the process of building a private practice with confidence. Whether you're still dreaming about opening your doors or actively taking steps toward launching your business, this playbook is designed to help you move from feeling overwhelmed to feeling empowered.
Inside you'll find:
Private practice startup checklists
Credentialing and insurance guidance
EHR comparisons
Policy and form recommendations
Marketing and networking strategies
Financial and business planning resources
Common mistakes to avoid
Reflection exercises to help you create a practice that aligns with your goals and values
This workbook isn't filled with fluff or theory—it's filled with the practical information, lessons learned, and resources that can help you build a thriving practice of your own.
Because building a private practice shouldn't feel like you have to figure it all out alone.
BUY IT HERE!
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.
DIGITAL DOWNLOAD ONLY
PHYSICAL COPY WORKBOOK
Workbook is shipped & distributed through LULU !
$89.00
What People Are Saying
“This workbook made the material feel approachable and gave me a clear place to begin.”
— LP“I’ve been waiting for her to drop this book! In awe of the amount of helpful information!!”
— Anon“I’ve been panicking over how to go solo and this workbook has been a life saver! I especially love all the marketing tips & templates!”
— MHOther resources:
Free resource for therapists - use in session with your clients to help them create a crisis box for times of distress.
A resource for therapists: a cheat sheet for using and documenting interactive complexity add on codes
A resource for therapists: a handout explaining what a superbill is & what questions clients should ask their insurance
A resource for therapists: a consent form to use for clients who are interested in walk and talk therapy. Discusses liability concerns & limits to confidentiality
A recourse for therapists - List of items to discuss in the first session
Refer to this handout when you are trying to properly document medical justification for hosting a session for 53 or more minutes.