Build a 90-day practice operating plan
Choose three things you want to accomplish this quarter, then work out the steps, people, and decisions they need.
Useful for: Owner
Reviewed 2026-07-30Open this guide
Guidance
A little help with the work around the work.
You trained to help people. Running a practice adds a whole other set of jobs. Find help with the one that’s taking up your time today.
GuidanceAll guidance
Guidance tour
See how to find the right guide
A short walkthrough of choosing a practice area, searching for a task, and moving to the route that fits the work in front of you.
Press play, then keep browsing. The player will tuck itself into the lower-right corner while it runs.
Which part of the practice needs attention?
Start with the closest fit. Each area opens a focused set of guides.
Search all guidance
Know what you need?
Search by a task, decision, or question.
01Start a practice
Put your practice idea on paper, decide what comes first, and work out which questions you need help answering.
Browse 7 guides02Run a practice
Work out who handles the recurring jobs, when they’re due, and how you’ll keep track of them.
Browse 10 guides03People & team
Plan a role, welcome a new person, check access, or make sure work gets handed over when someone leaves.
Browse 6 guides04Client & revenue
Keep track of the calls, paperwork, appointments, and billing questions that need a response.
Browse 12 guides05Money & planning
Gather your records, check the dates and assumptions, and prepare questions for your accountant or other qualified adviser.
Browse 3 guides06Technology
Start with the tasks your software needs to handle. Compare the same evidence for each option, and plan how you would set it up or leave it.
Browse 11 guides
State-specific guidance
Need rules for a state or credential?
Open profession-specific licensing, supervision, telehealth, entity, privacy, payer, and facility research for eleven states.
Browse all state guidesOpen a state directly
Looking for something to use in a therapy session?
Think about what would help your client, then browse worksheets, activities, cards, posters, and coloring pages to prepare for the session.
Browse session resourcesMore ways to browse
Find guides for your role7 roles to choose from · pick one to narrow the list.Choose a role
These labels organize guidance; they do not define a job, license, or legal responsibility.
Browse the complete Guidance directorySearch and filter every available guide across 6 topics.Open directory
49 published guides across six practice areas. Every guide tells you what you will make, what supports it, and when to bring in qualified help.
Sources and practical limits remain visible in each guide and in this directory.
Start a practice
Turn an idea into a workable first plan
Put your practice idea on paper, decide what comes first, and work out which questions you need help answering.
Describe your practice on one page
Put your practice idea into words another person can understand, including the parts you still need to figure out.
Useful for: Owner
Reviewed 2026-07-30Open this guide
Turn practice unknowns into a research brief
Turn a broad practice question into a focused brief: what you need to decide, what evidence would help, and who should review it.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Map the decisions between your idea and opening day
Work out which opening decisions depend on others, then choose three next steps you can actually take.
Useful for: Owner
Reviewed 2026-07-30Open this guide
Keep a practice assumptions register
Keep a list of what you're assuming, which decisions rely on it, and how you'll check it.
Useful for: Owner
Reviewed 2026-07-30Open this guide
Prepare for a professional-review meeting
Prepare the facts and questions an adviser needs, and leave with a clear record of what their answer covers.
Useful for: Owner · Practice manager · Clinical leader
Reviewed 2026-07-30Open this guide
Build a launch evidence binder
Create an index that helps you find launch documents, see what they support, and follow up on what's missing.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Run a practice
Keep the regular work from piling up
Work out who handles the recurring jobs, when they’re due, and how you’ll keep track of them.
Run a quarterly practice operations review
Make time each quarter to check what needs attention, settle open administrative decisions, and agree on a few next steps.
Useful for: Owner · Practice manager
Reviewed 2026-07-23Open this guide
Build a source review calendar
Keep track of the sources you rely on, who's checking them, and what needs another look when they change.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Keep an administrative decision log
Save what you decided, why you decided it, and when to revisit it, without adding client or private employee details.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Run an administrative access review
Check who has an account, why they need it, and which access questions need follow-up.
Useful for: Owner · Practice manager · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
Keep a practice continuity inventory
Keep a findable record of essential systems, who looks after them, and what happened when recovery was last tested.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Run a weekly owner review
Give yourself 30 minutes to sort loose ends, check what's changed, and choose three priorities for the coming week.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Build a recurring administrative calendar
Put recurring administrative work on the calendar, with time to prepare and a person responsible for seeing it through.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Create a practice responsibility map
Make it clear who handles each recurring task, who can decide, and who covers an absence.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinical leader
Reviewed 2026-07-30Open this guide
Run a monthly practice operations pulse
Check what's getting harder each month and agree on up to three improvements to follow through.
Useful for: Owner · Practice manager
Reviewed 2026-07-30Open this guide
Review one workflow that keeps creating friction
Take one recurring administrative problem, find out what actually happens, and try a small change you can undo.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member
Reviewed 2026-07-30Open this guide
People & team
Help your team know who does what
Plan a role, welcome a new person, check access, or make sure work gets handed over when someone leaves.
Decide whether a new role should exist
Before you hire, work out what needs doing and whether a new role is the right way to get it done.
Useful for: Owner · Practice manager
Reviewed 2026-08-08Open this guide
Write a role and responsibility brief
Explain what a role is for, what it owns, and where its decisions and handoffs begin and end.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinical leader · Clinician or team member
Reviewed 2026-08-08Open this guide
Map a hiring process before opening a role
Set the stages and responsibilities for hiring before candidates enter the process.
Useful for: Owner · Practice manager · Clinical leader
Reviewed 2026-08-08Open this guide
Plan the first 30 days of onboarding
Give a new team member a clear first month, with someone to teach the work and regular chances to ask for help.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinical leader · Clinician or team member
Reviewed 2026-08-08Open this guide
Run a role, access, and handoff review
Check how a role has changed and whether its access, backup, and handoffs still support the work.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinical leader · Clinician or team member · Technology and privacy
Reviewed 2026-08-08Open this guide
Plan a clean administrative offboarding
Coordinate a departure's work, access, equipment, records, and communication after the required decisions are settled.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinical leader · Clinician or team member · Technology and privacy
Reviewed 2026-08-08Open this guide
Client & revenue
Keep client-facing work moving
Keep track of the calls, paperwork, appointments, and billing questions that need a response.
Give every new inquiry an owner
Make sure someone is responsible for every inquiry channel and each routine request's next step.
Useful for: Owner · Practice manager · Intake and support
Reviewed 2026-08-08Open this guide
Prepare the administrative side of a consultation
Clarify what a consultation is for, who arranges it, and who handles the next administrative step.
Useful for: Owner · Practice manager · Intake and support · Clinician or team member
Reviewed 2026-08-08Open this guide
Build a clear intake handoff
Break intake into clear stages, with someone responsible for each handoff and any work that's waiting.
Useful for: Owner · Practice manager · Intake and support · Clinician or team member
Reviewed 2026-08-08Open this guide
Keep waitlist and referral follow-up visible
Give each routine waitlist or referral follow-up a responsible person, a next date, and a clear way to close it.
Useful for: Owner · Practice manager · Intake and support
Reviewed 2026-08-08Open this guide
Route scheduling exceptions to the right owner
Help schedulers know where to send the situations that need someone else's decision.
Useful for: Owner · Practice manager · Intake and support
Reviewed 2026-08-08Open this guide
Prepare for the first appointment
Check that the first appointment's approved administrative steps are complete and every missing item has an owner.
Useful for: Owner · Practice manager · Intake and support · Clinician or team member
Reviewed 2026-08-08Open this guide
Map the revenue cycle before changing billing
See how work moves from service setup to payment follow-up, and where it waits for a person or decision.
Useful for: Owner · Practice manager · Billing
Reviewed 2026-08-08Open this guide
Build a billing-exception queue
Keep stuck billing work in its approved system, with a clear next question, owner, and follow-up date.
Useful for: Owner · Practice manager · Billing
Reviewed 2026-08-08Open this guide
Make claim-status handoffs clear
Pass along the exact claim status, where and when you saw it, and the question the next person needs to answer.
Useful for: Practice manager · Billing
Reviewed 2026-08-08Open this guide
Route payment and refund questions
Give staff a clear way to acknowledge payment questions and get them to the person who can decide the answer.
Useful for: Owner · Practice manager · Intake and support · Billing
Reviewed 2026-08-08Open this guide
Run a monthly revenue-cycle administrative review
Review where revenue-cycle work is waiting each month and choose a few practical follow-ups, using only totals that cannot identify clients.
Useful for: Owner · Practice manager · Billing
Reviewed 2026-08-08Open this guide
Map a credentialing and payer-enrollment project
Keep credentialing and payer-enrollment work organized by person, organization, location, and program, with accurate statuses and clear follow-up.
Useful for: Owner · Practice manager · Billing · Clinician or team member
Reviewed 2026-08-08Open this guide
Money & planning
Prepare for the money questions on your desk
Gather your records, check the dates and assumptions, and prepare questions for your accountant or other qualified adviser.
Run a monthly owner money review
Set aside time each month to gather your business records, notice changes, and follow up with the professionals who can answer your money questions.
Useful for: Owner · Practice manager · Billing
Reviewed 2026-08-08Open this guide
Calendar your known money dates
Bring your confirmed business money dates into one calendar, with time to prepare and someone responsible for each one.
Useful for: Owner · Practice manager · Billing
Reviewed 2026-08-08Open this guide
Make costs and assumptions visible
Separate known costs from estimates and unanswered questions before you prepare a decision.
Useful for: Owner · Practice manager · Billing · Technology and privacy
Reviewed 2026-08-08Open this guide
Technology
Choose tools around the work they need to support
Start with the tasks your software needs to handle. Compare the same evidence for each option, and plan how you would set it up or leave it.
Build a technology shortlist before you request demos
Work out what your practice needs from its software, then compare a few products using the same questions.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-23Open this guide
Build a vendor exit checklist before you need it
Find out what leaving a vendor would involve while you still have time to ask questions and test the answers.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Map your practice technology stack
See how your software, spreadsheets, and manual work fit together before you add or replace a tool.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Prepare a vendor demo script
Bring your own agenda to a software demo, with realistic examples and the same questions for every vendor.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
Plan a practice software implementation
Plan the work around a software rollout: decisions, testing, training, support, and what to do if it doesn't work as expected.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
Write a technology requirements brief
Agree on what a new tool needs to do before you start comparing features.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
Run a technology renewal review
Review your software before the renewal deadline, while you still have time to ask questions and consider your options.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Hold a 30-day software adoption review
A month after rollout, ask how the work is going and what still needs to change.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
Build a vendor evidence request list
Ask each vendor for the same documents and answers, then keep track of what arrives and what still needs checking.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Turn a vendor answer into an evidence record
Save a vendor's answer with its source, date, and limits, so you can use it accurately later.
Useful for: Owner · Practice manager · Technology and privacy
Reviewed 2026-07-30Open this guide
Build practice scenarios for a vendor demo
Create a realistic, entirely made-up example for each vendor to demonstrate, including one awkward exception.
Useful for: Owner · Practice manager · Intake and support · Billing · Clinician or team member · Technology and privacy
Reviewed 2026-07-30Open this guide
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