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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

DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Page 1: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESSPRESENTED 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

Page 2: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

Copyright 2013 achievebalance.org User May Not Copy or Transfer

Objectives Today

Review current Texas laws pertaining to private practice, marketing, and record keeping including but not limited to 681.41, 681.52, and 681.72. 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!!!

Page 3: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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3 Questions

What are three things you expect to learn from this

presentation today?

Page 4: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Video

Page 5: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Premise

Legal and ethical office management

Efficient use of time

Create other streams of income

More enjoyable practice and life

Page 6: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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What does the law say?

About Private practiceSubchapter B681.31 Definitions

Page 7: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

What can you do in private practice?

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1. Individual counseling2. Group3. Marriage4. Family5. Chemical dependency

Page 8: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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What can you do in private practice?

6. Rehabilitation7. Education8. Career development9. Sexual issues10. Referral counseling11. Psychotherapy

Page 9: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

What can you do in private practice?

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12. Play therapy13. Hypnotherapy14. Expressive therapies15. Biofeedback16. Assessing/appraising17. Consulting

Page 10: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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What can you do in private practice?

18. Parent Coordination19. Parent Facilitation

Page 11: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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)

Page 12: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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What does the law say?

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

Page 13: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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.

Page 14: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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What does the law say?

About marketing and advertising?681.47 – you may use an assumed name

Page 15: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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?

Page 16: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

Copyright 2013 achievebalance.org User May Not Copy or Transfer

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.

Page 17: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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?

Page 18: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Adding a Training Institute

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

Page 19: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Ethical Issues and Lessons Learned Absences

Old policy New policy

Assignments Old policy New policy

Inappropriate behavior

Page 20: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Online Courses

1. Generic mental health courses2. Supervision courses3. Criteria

1. Passing/failing

4. Approved provider for Texas5. 681.42 application to be a provider; length of

renewal6. 681.145 determination of clock hours and

auditsExamples of issues

Page 21: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Consultation Groups

1. Clinical consultation1. Contract members must attend

2. Supervision consultation1. Difficult to find common time2. Most are individual3. Continuous learning

Page 22: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Webinars and Other Resources Supervision focus

Free Paid

Newsletters Website resources

Topics on parenting, relationships

Page 23: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Presentations

Brochure of topics Marketing to groups/organizations

Page 24: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Profitable and Enjoyable

Efficiency Tools Full slate for scheduling Google calendar Egnyte * Ipad Notability Pre grad counseling assistant

Page 25: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Small Group Activity

Discuss practice management tools you have used. Choose three to present to

the large group.

Page 26: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Profitable and Enjoyable

Boundaries will save you Time Money Family Self License

What does success mean to you?

Page 27: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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!”

Page 28: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Private Practice Primer SeriesGet 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

Page 29: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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Find us on the web!

Click on www.achievebalance.org Sign up for our newsletter today and receive

FREE “Facing your Facebook Phobia” Check our free resources for clients and

counselors Check out our not-for-profit Resident training

department Ann’s Place at www.annsplacetexas.org

Find us on facebook at www.facebook.com/katewalkerachievebalance

Page 30: DIY PRIVATE PRACTICE: CREATING A LEGAL, ETHICAL, AND ENJOYABLE BUSINESS PRESENTED AT THE TEXAS COUNSELING ASSOCIATION ANNUAL CONFERENCE NOVEMBER 2013 Kate

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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 – 25Sign up today

www.achievebalance.org/supervisor_trai

ning_seminars.php