Rob Reinhardt | Your Private Practice Contingency Plan | TPOT 127
The Practice of Therapy Podcast with Gordon Brewer
Release Date: 05/04/2020
The Practice of Therapy Podcast with Gordon Brewer
Marketing can feel uncomfortable for a lot of therapists. Most of us were trained to be neutral, private, and to keep the focus on the client. So when someone tells you that you need to show up on social media or talk about your work publicly, it can feel a little strange. But visibility matters more than ever when it comes to building a private practice. In this episode, I’m joined by Jazzmyn Proctor, a therapist, podcaster, and marketing mentor who helps clinicians show up online in ways that feel authentic and sustainable. Jazzmyn shares how she started building her presence while still...
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Couples therapy can be some of the most rewarding work we do as therapists, but it can also be one of the most challenging. Many couples don’t reach out for help until things feel like they’re falling apart. By the time they sit down in your office, there are often years of resentment, hurt, and miscommunication built up beneath the surface. In this episode, I’m joined by Dr. Wyatt Fisher, a psychologist and couples therapist who has spent years refining his approach to helping couples work through those deeper issues. Wyatt shares how his own personal and professional experiences shaped...
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If you’ve ever thought about offering couples therapy in your private practice but felt intimidated by the complexity of it, you’re going to love this conversation. In this episode, I’m joined by Kiana and Andrew Joyner, a married duo who run their practice together and specialize in couples work. Kiana is a licensed therapist, and Andrew is a certified professional coach, and together they bring a really unique dynamic into the therapy room. We talk about what it actually looks like to do couples counseling as a husband and wife team, how they divide roles between therapy and coaching,...
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If you’ve ever thought, “There has to be a way to make money in my private practice besides just seeing more clients,” this episode is for you. In this conversation, I’m joined by Jenny Melrose, host of the Practice to Profit podcast, and we dive into what it really looks like to diversify your income as a therapist. We talk about moving from one-to-one work into one-to-many offers, creating resources based on the same questions your clients ask over and over, and building income streams that do not require you to be in the therapy room 40 hours a week. Jenny shares practical ideas...
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Running a private practice usually means you did not set out to become a numbers person. You are trained to help people, not to read profit and loss statements or stress about tax projections. But the reality is this. If you own a practice, you are running a business. In this episode, I sit down with of to talk about the financial side of private practice in a way that feels practical and doable. We unpack how to use your financial reports as a management tool, what healthy profit margins actually look like, and the payroll mistakes that can quietly drain your profit. We also talk about cash...
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What if chronic pain isn’t a sign that your body is broken—but that your nervous system is trying to protect you? In this episode, Dr. Melissa Tiessen, a clinical psychologist and neuroplastic pain specialist, joins the show to unpack a paradigm-shifting way of understanding chronic pain and persistent physical symptoms. Drawing on neuroscience, trauma-informed therapy, and real-world clinical experience, Melissa explains how pain can exist without tissue damage—and why that realization can actually be good news. You’ll learn how neuroplastic pain develops, why symptoms can move,...
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What if couples therapy isn’t about fixing the other person at all? In this episode, Gordon sits down with Erin Valente, a couples therapist based in Los Angeles, to talk about one of the most common mistakes couples make when they come to therapy—and why real change doesn’t live with one partner, but in the relationship itself. They explore why couples work can feel intimidating for therapists, how regulation and co-regulation shape meaningful conversations, and what it really takes to help couples move out of blame and into connection. Erin also shares how she’s structured her...
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In today’s episode, I’m excited to introduce you to Tobin Richardson, the founder of a platform called Save the Therapist. When I first learned about what Tobin is building, I knew this was something many of you would want to hear about. Continuing education is a requirement for all of us, but let’s be honest. It can be expensive, time-consuming, and sometimes hard to fit into an already full schedule. Tobin saw that problem firsthand and decided to do something about it. He created a platform that offers high-quality, accredited continuing education for therapists that is completely...
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There are some conversations you record where you know right away that they’re going to land differently. In today’s episode, I sit down with Dr. Julie Merriman, a therapist, professor, and longtime advocate for helpers who are quietly burning out. We talk about something that hits close to home for many of us in this profession: what happens when we’re really good at helping everyone else, but don’t know how to receive ourselves. Julie shares how so many therapists become what she calls “floating heads of competence.” We’re full of knowledge, skill, and clinical insight, yet...
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If you’ve ever found yourself thinking, “Why is this client so hard to reach?” or “Why does every conversation turn into a power struggle?” this episode is for you. Today, I’m joined by Dr. Anthony Mazzella, a psychoanalyst who specializes in working with narcissistic dynamics. We go far beyond surface-level conversations about narcissism. This isn’t about labels, buzzwords, or quick fixes. It’s about what’s actually happening underneath the behavior and what truly helps. We talk about why arguing over “reality” never works, why confrontation often backfires, and how...
info_outlineIn this episode, Rob Reinhardt from Tame Your Practice joins Gordon to talk about the importance of having a contingency plan in private practice. First, Rob explains the difference between a contingency plan and a professional will. Plus, he reveals the first things you will need to do when thinking about your contingency plan, including considering who will be on your emergency response team. Rob highly recommends having another mental health professional on your team, rather than a family member. Later, Rob speaks about all the things you will need to inform your emergency response team about. If you need more assistance with your plan, get Rob’s book Private Practice Preparedness: The Health Care Professional’s Guide to Closing a Practice Due to Retirement, Death, or Disability (use code WF44M for 15% off the ebook).
Meet Rob Reinhardt
Rob Reinhardt, LPCS, M.Ed., NCC has his own successful counseling practice and is CEO of Tame Your Practice. Known for his expertise in reviewing and recommending EHRs for therapists, Rob previously worked in Information Technology for over ten years and has lived around technology his entire life.
Contingency Plans for Private Practice
Mental health professionals usually don’t have a contingency plan. If something happens to a private practice owner, what is the spouse going to do? The owner is in charge of helping all of these people get informed about the situation. Plus, there are all of the records to deal with. There’s all of this business to take care of. If there were no plans, an attorney would have to help them through it.
It’s not just what happens when you die; there could be lots of reasons that you need a contingency plan. For instance, you need a plan in case you decide to retire or in case you find some fantastic job opportunities that you can’t turn down. What if your family decides to move across state lines? That would change everything. You might have to take an extended leave of absence to care for an ill family member. There’s any number of reasons that draw you away from your practice and require you to have this plan in place.
Well, there are not many resources out there for private practice owners to create the plan. And that’s when Rob decided to sit down and write Private Practice Preparedness: The Health Care Professional’s Guide to Closing a Practice Due to Retirement, Death, or Disability with Nancy Wheeler. They talk about how to make the plan and provide some templates that you can fill in your information and have that plan.
Professional Wills
Many people talk about a professional will in this context. The reason Rob doesn’t say professional will a lot, and instead, he talks about a contingency plan is because the professional will tends to be focused on if you die. Plus, it also tends to be focused on the business aspects of private practice. Some people do incorporate other things into the professional will, but not everything will be covered. For instance, what if somebody needs to get into your G Suite? What if somebody needs to get into your EHR? These are the kinds of details that often aren’t included in something like a professional will. So, make sure you’re covering all these things that someone would need to address if someone else has to care of business. There are so many things that you do that are connected to your practice that are in your head. However, you never really bothered to write down or explain it to anybody else.
Starting Your Contingency Plan
Get Rob’s book, Private Practice Preparedness: The Health Care Professional’s Guide to Closing a Practice Due to Retirement, Death, or Disability, and go through it. Rob would step back and make a list of all these things that he does. Including all of the things that he doesn’t even really think about. They’re second nature to him. Think about what are all the things that you do, and if you weren’t there, who would do them? As you are making a list, think about doing these things, how are you doing them, and what are you doing them with?
In other words, what tools are you using? Are you using G suite a lot? Some people have electronic health records, and they have bank accounts for their business. So, make a list of what are all the tools that you use, and how do you access those tools? Then, it can get even more detailed. So one example is electronic health records. We’re talking about protected health information here. It may not just be enough that somebody has your login and password information. You may want to have them set up in that EHR as a confirmed user. And in fact, some of the electronic health record systems have that as part of their programs.
Rob advocates firmly using two-factor authentication. So that means you’re not just entering a username and password, but you’re often entering a code that you either receive via text or through an authentication app. It’s an extra layer of security to be sure that if someone gets your username and password, they can’t impersonate you and get into this sensitive data.
Plus, who is your emergency response team? That’s the terminology Rob uses in his book. How is your emergency response team going to get that authentication data? The key is that you identify these workflows, how do you access the information, what information do you use, and how do you make sure that your emergency response team knows all of this? When Rob says an emergency response team, that could be a team of one, it could be a team of 10. It depends on your practice and what your needs are and so forth. So a solo practitioner may only have a team of one or two people to back them up.
Emergency Response Team
You want to identify your emergency response team, whether that’s an individual or a group of people, and you want to make sure you talk to them, and you set an agreement and give them everything they need to know. So, at a moment’s notice, they can jump in and take over. Many people do mutual agreements. They will be your backup, and you will be their backup. Get that established so that they know that they’re the backup; it should never be a surprise. Plus, they should know where to find the information if they need to jump in and take care of business.
Also, make sure they are a mental health professional. Some people want it to be their family members. Especially when you’re talking about a professional will, it may be fine and well, but it’s essential to consider having a knowledgeable mental health professional take care of business. They have the clinical knowledge; they have the experience of things like HIPAA and ethics that a family member is not likely to have. They’re going to step in and know what’s essential and how to take care of the records. That’s a crucial facet of deciding who’s going to be on your response team.
Another reason why it’s crucial to have a mental health clinician involved in this emergency response team because they may be providing some counseling as they help transition people to a new care provider. What does this emergency response team need to do? Apart from your day to day routine activities, how are they going to communicate this to clients? It’s essential to have already identified some clinicians that would be a good fit for the particular clients that you work with. Make sure those clinicians are aware that they are a part of your transition plan. Those clinicians need to know how to contact your clients, what to tell them, and the list of providers to make them aware of.
Being transparent… Some of the resources below use affiliate links which simply means we receive a commission if you purchase using the links, at no extra cost to you. Thanks for using the links!

Rob’s Resources
Creating Income From Products in Private Practice
Electronic Health Records in Private Practice
“Tame Your Practice”
Therapy Tech with Rob & Roy
Describe Cards
Other Resources
LastPass
Join the G-Suite for Therapists Users Group
Money Matters in Private Practice | The Course
G Suite for Therapists | The E-Course
Session Note Helper
Cool Resources
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Meet Gordon Brewer, MEd, LMFT
Gordon is the person behind The Practice of Therapy Podcast & Blog. He is also President and Founder of Kingsport Counseling Associates, PLLC. He is a therapist, consultant, business mentor, trainer, and writer. PLEASE Subscribe to The Practice of Therapy Podcast on iTunes, Stitcher and Google Play. Follow us on Twitter @therapistlearn and Pinterest “Like” us on Facebook