- What Is and Isn’t a Private Practice
- What are the Goals for Your Business?
- Choose an Ethical Model to Refer to and Apply
- Services You Do and Don’t Provide
- Screening for Potential Clients
- Policies – The Good, The Bad & the Ugly
- Create an Effective Policy Plan for Your Practice
- Intake and Informed Consent Process & Policies
- Understanding Risk – What You Don’t Know Can Hurt You
- How to Avoid Being Sued – An Ounce of Prevention
- Referrals, Gifts & Bartering – Ethical Issues
- Example Case – “Gifts, Referrals & More: Stephen’s New Practice”
- Marketing Your Practice and Yourself to the Public – What’s Ethical?
- Client Testimonials
- Example Case – “Dr. Jones’ Website”
- Fee Policy – Applying Best Practices to Avoid Trouble
- Usual & Customary Fee
- Sliding Scales
- Pro Bono Publico
- Insurance Provider Networks
- Unhappy Customers – How to Avoid Legal Issues
- Example Case – “The Unhappy Client: Linda’s Refund Demand”
- Multiple Services – Blurred Lines & Ethics
- Example Case – “Maggie’s New Revenue Stream”
- LLC vs. Partnership vs. Sole Proprietorship – What’s Best for You?
- Multiple Private Practice Roles – What Hat Do You Wear?
- Relationships with Colleagues/Competitors
- Why Boundary Issues are more Important in Private Practice
- Isolation – The Slippery Slope of Multiple Relationships
- Power Differentials – Clients, Employees, Supervisees
- Top Boundary Challenges in Private Practice
- Example Case – “The Coffee Shop”
- Example Case – “The Long-term Client”
- Social Media Policies to Implement
- Example Case – “Ashley’s Tweets”
- Distance Therapy – 6 Keys to Practice
- Online Listing Services
- Practice Management Software and Electronic Medical Records
- Establishing Written Record-keeping Policies
- HIPAA – What you Need to Know
- FERPA – What you Need to Know
- Privacy Policies
- Informed Consent Policies & Procedures for Minors
- Establishing Who has Authority for Consent
- Know Your Rights – Responding to Records Requests for Minors
- Example Case – “Celeste and Her Father”


