If you're ready to grow from solo to group practice, this course will walk you through the process with clarity and confidence. You’ll get step-by-step guidance on everything from hiring to systems to stepping into a true CEO role—without the overwhelm. Through focused presentations and practical insights, you’ll learn how to build a group practice that reflects your vision, supports your team, and delivers the high-quality care you’re known for.

Shifting into group practice means stepping into a leadership role—and your mindset will shape how that goes. It’s easy to get in your own way with doubts, fear, or the belief that you have to do it all alone. In this training, we’ll cover common thought patterns that can quietly derail growth, and how to move past them so you can lead with clarity and confidence.

This module guides you through the shift from managing day-to-day tasks to leading as a true CEO. You’ll learn how to delegate, build a leadership team, and focus on strategic growth while embracing your role as a visionary leader. Discover key CEO skills like effective communication, adaptability, and strategic thinking to confidently grow and guide your group practice.

Understanding the difference between contractors and employees is essential when building your team. From legal definitions and IRS guidelines to day-to-day operations, you'll explore what sets these roles apart. You’ll also weigh practical considerations like control, culture, and compliance—so you can make informed, strategic decisions that support your vision for a sustainable and values-aligned practice

Deciding between taking insurance or operating as a private pay practice is a foundational choice that shapes your business model, client base, and daily workflow. Insurance can offer a steady stream of referrals, financial consistency, and increased accessibility for clients—but it comes with credentialing, claims management, and administrative demands. Private pay offers higher rates, faster payments, and fewer administrative hurdles, but requires a more intentional marketing strategy and limits access for some clients. You’ll explore the pros, cons, and strategic suggestions for both paths so you can confidently choose the direction that aligns with your values, workflow, and vision for your practice.

Choosing a pay structure is one of the most important decisions you’ll make when expanding to a group practice. Each model—salary, flat fee, or percentage—has its own benefits and trade-offs. Salary provides consistency but requires a steady client flow and cash reserves. Flat fee offers predictability and simplicity in payroll, often appealing for private pay practices. Percentage-based pay, the most common model, aligns compensation with collections and offers flexibility and competitive appeal, but can complicate payroll and require more admin oversight. You’ll explore each option, average rates, and key considerations so you can build a compensation structure that supports your practice’s sustainability and team satisfaction.

When growing your group practice, deciding between a specialty or multi-disciplinary model shapes everything from branding to team structure. A specialty practice allows you to focus on a specific population or issue, making it easier to build a reputation, streamline services, and attract ideal clients—but it may limit your client reach and hiring pool. A multi-disciplinary model offers flexibility, broader appeal, and built-in collaboration across specialties, but it can bring complexity in coordination, branding, and administration. This section breaks down the pros and cons of each approach to help you choose the model that fits your vision and supports long-term success.

Hiring the right clinician takes time, intention, and a clear process. From setting a realistic timeline to crafting a compelling job description and conducting thoughtful interviews, each step matters. Expect the process—searching, interviewing, hiring, and onboarding—to take several weeks to a few months. Recruit through multiple channels like social media, job boards, and colleague referrals, but avoid poaching. Write job ads that clearly reflect your practice’s mission, values, responsibilities, and compensation details. Prepare interview questions in advance, involve your team, and focus on concrete qualifications—not just gut feelings. Follow up with reference and license checks, and remember: don’t rush. A thorough process leads to better hires and a stronger team.

A thoughtful onboarding process sets the tone for your team culture and supports new hires in becoming confident, productive members of your practice. It begins even before their first day with pre-boarding—gathering documents, setting up accounts, and preparing systems. Orientation follows, offering a warm welcome and an introduction to your mission, values, and daily operations. Onboarding continues for several weeks or months as you review policies, clarify expectations, and build relationships. Use a checklist to stay organized, offer support based on how your new hire learns best, and remain accessible. A strong onboarding process leads to smoother transitions, better engagement, and long-term retention.

 In this section you’ll review the importance of training your team on electronic health records, client portals, and essential documentation like progress notes, treatment plans, and safety plans. Learn about how to be transparent with your team on session expectations, cancellation policies, and meeting schedules. We’ll also dive into important policies, including confidentiality, time off, compensation, and workplace safety. Plus, explore strategies for effective training that respect different learning styles, and tips for setting clear timelines and managing your time wisely during the onboarding process.

 Explore key strategies for promoting clinician retention in your practice. Learn about common causes of turnover like burnout, unclear expectations, and lack of support. Discover how to create a positive work environment through transparent communication, competitive compensation, career development opportunities, and fostering a strong team culture. You’ll also get practical ideas for ongoing engagement, including regular check-ins, recognition, and meaningful benefits that keep clinicians motivated and committed long-term.

Learn how to identify and attract your ideal client by developing a clear customer persona that highlights who they are, what motivates them, and the challenges they face. We’ll walk through key marketing channels—both digital and in-person—and explore how to craft targeted messages that build trust, address client hesitations, and highlight your unique value. You’ll also learn how understanding your ideal client can improve conversion rates, streamline your marketing efforts, and strengthen client retention.

Marketing your practice starts with deciding whether to promote the team as a whole or highlight individual clinicians. Broad marketing increases visibility, while targeted marketing speaks directly to specific client needs. A unified practice brand offers consistency and efficiency but may overlook individual specialties. Marketing by clinician allows for personalized, niche messaging but takes more time and coordination. Whichever path you choose, clarity, consistency, and a strong understanding of your ideal client are essential.

Building strong community relationships is key to growing your practice and establishing reliable referral partnerships. You’ll explore ways to connect with local providers, prescribers, and organizations while offering value through workshops, joint events, and presentations. Strategies for effective networking, attending community and professional events, and maintaining a consistent online presence through SEO, social media, and newsletters will be covered. This approach helps build trust, increase your practice’s visibility, and position you as a respected and valuable resource within your community.

Nurturing relationships is essential for sustaining referrals, filling caseloads, and building lasting trust with your community and clients. You’ll learn how to maintain connections through regular communication like newsletters, social media, and engaging content that highlights your team and practice. Strategies for adding value through blogging and consistent outreach will be explored to strengthen credibility, attract new referral sources, and create opportunities for your team to grow professionally. This ongoing effort helps secure partnerships and keeps your practice thriving.

Scaling your practice means freeing up time, increasing revenue, and expanding your impact by bringing on administrative support and leadership. You’ll learn when it’s time to hire—whether it’s because administrative tasks are taking too much of your time, you’re growing, or you want to improve work-life balance. Conducting a time audit helps identify what to delegate so you can focus on what only you can do. We’ll explore key roles like administrative assistants, billers, and social media managers, plus leadership positions such as clinical directors and operations managers. Understanding when and how to build your team ensures smoother operations, better client experience, and sustainable growth.

Delegating and outsourcing are key to growing your practice without burning out. Learning to let go of control lets you focus on high-value work while trusting your team with routine tasks like scheduling, billing, and client communication. You’ll explore how to break down responsibilities—from simple admin duties to clinical oversight—and how to delegate effectively by setting clear expectations, using the right tools, and building strong team skills. This process helps improve efficiency, increase revenue, and create a healthier balance between your work and life.

Measuring treatment effectiveness is essential for delivering quality care. This includes gathering client feedback, conducting therapist self-assessments, and using session observations. You’ll learn how to set up supervision and peer consultation, review treatment plans collaboratively, and track progress with assessments and outcome measures. Plus, discover ways to support ongoing professional development through trainings and webinars to keep your team growing and thriving.

Diversifying your income streams opens new opportunities for growth and allows you to help more people while building on your strengths. It also boosts revenue and reduces financial risk. You’ll learn how to identify needs within your practice and community, and explore ways to expand through therapeutic and support groups, workshops, seminars, trainings, intensives, consulting, and coaching. This approach not only enhances your practice’s impact but also creates more stable, flexible income sources.

Tracking key metrics is essential for running a successful practice. It helps ensure quality care, compliance, and steady growth by monitoring documentation, client sessions, cancellations, and team involvement. You’ll learn how to set clear expectations for clinicians, track new team members effectively, and use performance improvement plans to support ongoing success. This creates a strong foundation for continuous improvement and smart decision-making.

 Regular performance reviews are key to clarifying expectations, supporting growth, and identifying any challenges early. They boost motivation, accountability, and engagement across your team. You’ll explore how to conduct reciprocal reviews—for clinicians, supervisors, and administrative staff—to promote ongoing development and improve your practice as a whole.