1. 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

2. 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!!! Copyright 2013 achievebalance.org User May Not Copy or Transfer

3. 3 Questions What are three things you expect to learn from this presentation today? Copyright 2013 achievebalance.org User May Not Copy or Transfer

4. Video Copyright 2013 achievebalance.org User May Not Copy or Transfer

5. Premise Legal and ethical office management Efficient use of time Create other streams of income More enjoyable practice and life Copyright 2013 achievebalance.org User May Not Copy or Transfer

6. What does the law say? About Private practice Subchapter B 681.31 Definitions Copyright 2013 achievebalance.org User May Not Copy or Transfer

7. What can you do in private practice? Copyright 2013 achievebalance.org User May Not Copy or Transfer 1. Individual counseling 2. Group 3. Marriage 4. Family 5. Chemical dependency

8. What can you do in private practice? 6. Rehabilitation 7. Education 8. Career development 9. Sexual issues 10. Referral counseling 11. Psychotherapy Copyright 2013 achievebalance.org User May Not Copy or Transfer

9. What can you do in private practice? Copyright 2013 achievebalance.org User May Not Copy or Transfer 12. Play therapy 13. Hypnotherapy 14. Expressive therapies 15. Biofeedback 16. Assessing/appraising 17. Consulting

10. What can you do in private practice? 18. Parent Coordination 19. Parent Facilitation Copyright 2013 achievebalance.org User May Not Copy or Transfer

11. 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) Copyright 2013 achievebalance.org User May Not Copy or Transfer

12. 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 Copyright 2013 achievebalance.org User May Not Copy or Transfer

13. 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. Copyright 2013 achievebalance.org User May Not Copy or Transfer

14. What does the law say? About marketing and advertising? 681.47 – you may use an assumed name Copyright 2013 achievebalance.org User May Not Copy or Transfer

15. 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? Copyright 2013 achievebalance.org User May Not Copy or Transfer

16. 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. Copyright 2013 achievebalance.org User May Not Copy or Transfer

17. 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? Copyright 2013 achievebalance.org User May Not Copy or Transfer

18. 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 Copyright 2013 achievebalance.org User May Not Copy or Transfer

19. Ethical Issues and Lessons Learned  Absences  Old policy  New policy  Assignments  Old policy  New policy  Inappropriate behavior Copyright 2013 achievebalance.org User May Not Copy or Transfer

20. Online Courses 1. Generic mental health courses 2. Supervision courses 3. Criteria 1. Passing/failing 4. Approved provider for Texas 5. 681.42 application to be a provider; length of renewal 6. 681.145 determination of clock hours and audits Examples of issues Copyright 2013 achievebalance.org User May Not Copy or Transfer

21. Consultation Groups 1. Clinical consultation 1. Contract members must attend 2. Supervision consultation 1. Difficult to find common time 2. Most are individual 3. Continuous learning Copyright 2013 achievebalance.org User May Not Copy or Transfer

22. Webinars and Other Resources  Supervision focus  Free  Paid  Newsletters  Website resources  Topics on parenting, relationships Copyright 2013 achievebalance.org User May Not Copy or Transfer

23. Presentations  Brochure of topics  Marketing to groups/organizations Copyright 2013 achievebalance.org User May Not Copy or Transfer

24. Profitable and Enjoyable  Efficiency Tools  Full slate for scheduling  Google calendar  Egnyte *  Ipad Notability  Pre grad counseling assistant Copyright 2013 achievebalance.org User May Not Copy or Transfer

25. Small Group Activity Discuss practice management tools you have used. Choose three to present to the large group. Copyright 2013 achievebalance.org User May Not Copy or Transfer

26. Profitable and Enjoyable  Boundaries will save you  Time  Money  Family  Self  License  What does success mean to you? Copyright 2013 achievebalance.org User May Not Copy or Transfer

27. 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!” Copyright 2013 achievebalance.org User May Not Copy or Transfer

28. Private Practice Primer Series Get 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 Copyright 2013 achievebalance.org User May Not Copy or Transfer

29. Find us on the web!  Click on www.achievebalance.orgwww.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.orgwww.annsplacetexas.org  Find us on facebook at www.facebook.com/katewalkerachievebalance www.facebook.com/katewalkerachievebalance Copyright 2013 achievebalance.org User May Not Copy or Transfer

30. 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 – 25 Sign up today www.achievebalance.org/supervisor_training_semin ars.php Copyright 2013 achievebalance.org User May Not Copy or Transfer