A Practical Course for Streamlining Private Practice Operations

You didn’t start a therapy practice to spend your nights drowning in admin work. Work Smarter, Not Harder is your step-by-step guide to building operational systems that actually work—so you can spend more time doing what you’re trained to do, and less time Googling how to write a cancellation policy.

Whether you're solo or scaling, this course walks you through the foundational systems every successful private practice needs. We’ll cover:

Operational Policies & Procedures
Set your business up with clear, compliant policies that protect your time, energy, and income. You’ll get 5 done-for-you policy templates to help you hit the ground running.

Intake & Consent Forms
Get the essential documentation you need to stay legally sound and ethically solid. Lesson 2 includes 3 fully customizable intake and consent form templates you can start using right away.

Choosing the Right EHR
Stop wasting time on platforms that don’t fit. We’ll help you evaluate your options and find the electronic health record system that makes sense for your practice.

Billing Operations
From self-pay to insurance, learn how to choose billing systems and workflows that get you paid—without chaos.

Other Operational Essentials
Scheduling systems, communication policies, automations, and all the behind-the-scenes stuff that makes your practice run smoothly.

This isn’t theory. It’s actionable, therapist-tested strategy to make your practice feel less like a second job and more like the sustainable, thriving business you envisioned.