Books / The First 90 Days of a Private Practice
The First 90 Days of a Private Practice
by Steve Kennedy
Prepare. Protect. Practice.
Ninety days, one week at a time, for a counselor, tutor, trainer or coach opening a practice: the license and scope, the space and schedule, fees and packages, privacy and records, intake and consent, notes, getting paid and filling the calendar. Each week follows three practitioners sharing one building, with the work in plain steps, the mistakes people make, and five things to have done by Friday.
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Thirteen weeks
Prepare · Days 1 to 28
- Week 1Define the Practice
- Week 2Your License, Your Scope, Your State
- Week 3Space, Schedule and the Shape of the Practice
- Week 4Fees, Packages and Insurance
Protect · Days 29 to 56
- Week 5Privacy and Records
- Week 6Intake, Consent and the First Session
- Week 7Working With Minors
- Week 8Insurance, Safety and the Hard Day
Practice · Days 57 to 90
- Week 9Notes and Progress
- Week 10Getting Paid Without Awkwardness
- Week 11Filling the Calendar
- Week 12Sustaining the Practitioner
- Week 13The Day 90 Practice Review
A sample: how Week 1 begins
Week 1: Define the Practice The story.
The room was eleven feet by thirteen, with a window onto Alder Street, a radiator that knocked in the mornings and a carpet the color of weak tea. Lena Ortiz signed the lease on a Monday and stood in the empty room for a long time, trying to imagine it full of people who needed her.
She had been a counselor at the Port Alder Community Clinic for eight years. She had a full caseload, a waiting list she could do nothing about and a supervisor who scheduled her for fifty-minute sessions back to back from eight in the morning until six at night. She was good at the work. She was also exhausted, and she had begun, quietly, to dread Mondays.
Across the hall, Sam Achebe was assembling a whiteboard. He had taught high school math for fourteen years and tutored on the side for ten of them. Down the corridor, Rosa Delgado was unpacking kettlebells into a room the landlord had agreed to let her floor with rubber matting.
What comes with the book
- The 90-day checklist: every "Before Friday" list in one file.
- A printable 13-week calendar.
- Practice policies template.
- Intake form and informed consent outlines.
- Release of information form.
- Good faith estimate template, for health practitioners.
- Session note template.
- Minors and guardians checklist.
- Crisis plan template.
- Fee and package worksheet (Excel).
- State licensing board links sheet.
- Download every file from the book's bonus page; the link is in Appendix D.
- Works on paper, in a spreadsheet or in any system you use now. Each week ends with a short note on where All In One For Profit does that week's work.
- General guidance, not legal, tax or accounting advice.
What readers say
Free on an annual plan
Businesses on a paid annual plan of All In One For Profit get every book in the series free, inside the platform. See the plans at https://www.allinoneforprofit.com/pricing/, or take the setup assessment at https://www.allinoneforprofit.com/assessment/.
About the author
Steve Kennedy is the founder of All In One For Profit and All In One Nonprofit. He built the platform, and wrote this series, for the owners who do the work all day and the paperwork at night. More about Steve
The whole series
Six books: the small business owner, the private practice, the trades business, marketing a service business, running the books and your first hire: https://www.allinoneforprofit.com/books/