Transcript Creating A Unique Private Practice

DIY PRIVATE PRACTICE: CREATING A LEGAL,
ETHICAL, AND ENJOYABLE BUSINESS
PRESENTED AT THE TEXAS COUNSELING
ASSOCIATION ANNUAL CONFERENCE
NOVEMBER 2013
Kate Walker Ph.D. LPC-S LMFT S
Judy DeTrude Ph.D. LPC-S LMFT S
Objectives Today
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Review current Texas laws pertaining to private practice,
marketing, and record keeping including but not limited to
681.41, 681.52, and 681.72.
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Forms
Note and filing
Advertising
Adding additional streams of income
Efficient practice management
Enjoyable
Participate in an interactive learning process to discuss
various private practice issues and solutions.
Resources!!!
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3 Questions
What are three things you expect to learn from this
presentation today?
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Video
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Premise
Legal and ethical office management
Efficient use of time
Create other streams of income
More enjoyable practice and life
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What does the law say?
About Private practice
Subchapter B
681.31 Definitions
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What can you do in private practice?
1.
2.
3.
4.
5.
Individual counseling
Group
Marriage
Family
Chemical dependency
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What can you do in private practice?
6.
7.
8.
9.
10.
11.
Rehabilitation
Education
Career development
Sexual issues
Referral counseling
Psychotherapy
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What can you do in private practice?
12.
13.
14.
15.
16.
17.
Play therapy
Hypnotherapy
Expressive therapies
Biofeedback
Assessing/appraising
Consulting
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What can you do in private practice?
18.
19.
Parent Coordination
Parent Facilitation
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What does the law say?
About forms and record keeping?
681.41
 e – f defines the counseling relationship in writing
 p – the definition of a note
 q – storage time
 z – defines maintaining confidentiality (affects storage,
communication, and release)
Also in 681.45
 Health and safety code chapter 611
 HIPPA (for covered entities)

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What does the law say?

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What if I’m not a ‘covered entity?’
Texas HB 300 – Affects ANYONE who comes into
possession of PHI
HEALTH AND SAFETY CODE TITLE 2. HEALTH
SUBTITLE I. MEDICAL RECORDS CHAPTER 181.
MEDICAL RECORDS PRIVACY SUBCHAPTER A.
GENERAL PROVISIONS
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What does the law say?
About marketing and advertising?
681.41
 a – d no deceptive advertising
 h – no payment for referrals
 i – no personal gain at the EXPENSE of a client (so
get rid of those testimonials)
 l – no former coworkers, current friends. Ask
yourself the worst case scenario question.
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What does the law say?
About marketing and advertising?
681.47 – you may use an assumed name
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What does the law say?
About marketing and advertising?
681.49 – Advertising and announcements
 Don’t be deceptive!
 Don’t call yourself something you’re not or a use a
credential that doesn’t exist (Ph.D. ABD)
 You can use other degree information, but why?
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What does the law say?
About marketing and advertising?
681.49 – Advertising and announcements
LPC interns Counselors holding a temporary license shall
indicate intern status on all advertisements, billing, and
announcements of counseling treatment by the use of
the term "LPC Intern." On all advertisements, billings
and announcements of counseling treatment by an LPC
Intern, the intern's name shall be followed by the name
of the supervisor, along with the address and phone
number in the same type size and font.
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What does the law say?
About multiple streams of income?
681.41 j – you MAY promote other business activities
to clients if it could benefit them
 Amazon affiliate – recommended reading
 A pamphlet you wrote
 Product with a health benefit?
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Adding a Training Institute
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Supervision Workshops
 The
requirements of the licensure groups
 Being approved and advertised on the licensure sites
 681.93
 C1
how to become a supervisor
 C1A requirements for a supervision workshop
 Proposed
Rules
 4 hours of supervision per year
 8 per two year renewal cycle
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Ethical Issues and Lessons Learned

Absences
 Old
policy
 New policy

Assignments
 Old
policy
 New policy

Inappropriate behavior
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Online Courses
1.
2.
3.
Generic mental health courses
Supervision courses
Criteria
1.
Passing/failing
Approved provider for Texas
5.
681.42 application to be a provider; length of
renewal
6.
681.145 determination of clock hours and audits
Examples of issues
4.
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Consultation Groups
1.
Clinical consultation
1.
2.
Contract members must attend
Supervision consultation
1.
2.
3.
Difficult to find common time
Most are individual
Continuous learning
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Webinars and Other Resources
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Supervision focus
 Free
 Paid

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Newsletters
Website resources
 Topics
on parenting, relationships
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Presentations

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Brochure of topics
Marketing to groups/organizations
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Profitable and Enjoyable

Efficiency Tools
 Full
slate for scheduling
 Google calendar
 Egnyte *
 Ipad Notability
 Pre grad counseling assistant
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Small Group Activity
Discuss practice management tools you have used.
Choose three to present to the large group.
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Profitable and Enjoyable

Boundaries will save you
 Time
 Money
 Family
 Self
 License

What does success mean to you?
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Profitable and Enjoyable
Private Practice Primer Series:
“Create Your Best Private Practice Today!”
“All About Notes: Less Hassle More Happy!”
“Compassion and Outreach: Marketing is Not a Bad
Word!”
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Private Practice Primer Series
Get the full version of “Create Your Best Private
Practice Today!” the first lesson in our Private Practice
Primer Series, by going to our online store at:
http://www.achievebalance.org/store.html
If you don’t want to buy right now that’s ok, just go to
http://www.achievebalance.org/resources_counselors.php
and watch a free preview.
Thanks for choosing achievebalance.org!
- Dr. Kate Walker and Dr. Judy DeTrude
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Find us on the web!
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Supervisor Training
Our next 40 hour supervisor training will be in
January 2014.
The course is held over two weekends:
January 17 – 18
January 24 – 25
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www.achievebalance.org/supervisor_training_semin
ars.php
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