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James & Lorinda Marland | Knowing When To Outsource In Private Practice | TPOT 130

The Practice of Therapy Podcast with Gordon Brewer

Release Date: 05/25/2020

Embracing Changes In Your Private Practice | TPOT 155 show art Embracing Changes In Your Private Practice | TPOT 155

The Practice of Therapy Podcast with Gordon Brewer

This episode is all about embracing the changes that 2020 has thrown at us. As we adjust to the new normal, it's time to think about what opportunities we can find. For instance, if you haven't already, maybe it's time to ditch your physical office and go full-time into telehealth. Also, it's time to start thinking about diversifying your income through or . Tune in as I speak about all sorts of ways you can embrace the curveball that is 2020.  Start With Your Why What are your priorities? Why do you want to be in practice? Why do you want to do the things that you do? This year we...

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Faith Dulin | Setting Boundaries And Working With Difficult Clients | TPOT 154 show art Faith Dulin | Setting Boundaries And Working With Difficult Clients | TPOT 154

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Faith Dulin and I talk about her experiences as a new therapist and working on boundaries with people. As therapists, we like to be accommodating. However, people-pleasing will take a toll over an extended period of time. One way that Faith works on her boundaries is by seeing her own therapist. Plus, we talk about working with clients who are challenging to engage with, and we give tips on building rapport with clients upfront. Meet Faith Dulin I moved to Charlotte from the West Coast 20+ years ago. I have a military background and worked uptown in corporate America before...

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Kathryn Esquer | Connecting With Other Therapists During The Pandemic | TPOT 153 show art Kathryn Esquer | Connecting With Other Therapists During The Pandemic | TPOT 153

The Practice of Therapy Podcast with Gordon Brewer

As a telehealth therapist, do you ever feel alone? My guest, Kathryn Esquer, knows exactly what this feels like. She misses the daily interactions with fellow mental health professionals. That’s why Kathryn created the , an organization for the next generation of therapists in private practice. Tune in as Kathryn speaks about how she created a community, politics in the therapy room, and the benefits of finding your network.  Meet Kathryn Esquer Kathryn Esquer is a Clinical Psychologist and MBA graduate. She currently works in her rural hometown in central Pennsylvania providing...

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How Great Clinicians Fail; Reverse Interview with Julie Herres | TPOT 152 show art How Great Clinicians Fail; Reverse Interview with Julie Herres | TPOT 152

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Julie Herres interviews Gordon about how great clinicians can fail. First, clinicians can fail when they don’t know their numbers. It’s critical to understand the profit and loss of your business. Another significant mistake clinicians make is not charging enough for their sessions. A therapist must understand how their money mindset is holding them back from making enough money to run a private practice. Plus, we talk about the importance of having six months of income saved for emergencies, how to avoid debt, and why you need to stop bootstrapping. Meet Julie Herres...

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Danielle Branche | Navigating Perfectionistic Beliefs in Private Practice | TPOT 151 show art Danielle Branche | Navigating Perfectionistic Beliefs in Private Practice | TPOT 151

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Danielle Branche joins the show. She talks about navigating perfectionistic beliefs when it came time to create her private practice. After loads of therapy, Danielle finally came to terms with the idea that a perfect private practice simply isn’t possible. Also, Danielle speaks about the transition from private practice to group practice. Plus, we talk about overcoming shame, the black lives matter movement, and the importance of boundaries. Meet Danielle Branche If you ask any therapist why they were drawn to this profession, most of them would answer with, "I wanted...

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Danielle Branche | Navigating Perfectionistic Beliefs in Private Practice | TPOT 151 show art Danielle Branche | Navigating Perfectionistic Beliefs in Private Practice | TPOT 151

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Danielle Branche joins the show. She talks about navigating perfectionistic beliefs when it came time to create her private practice. After loads of therapy, Danielle finally came to terms with the idea that a perfect private practice simply isn’t possible. Also, Danielle speaks about the transition from private practice to group practice. Plus, we talk about overcoming shame, the black lives matter movement, and the importance of boundaries. Meet Danielle Branche If you ask any therapist why they were drawn to this profession, most of them would answer with, "I wanted...

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Linda Sanderville | Liberating Your Identity In Private Practice | TPOT 150 show art Linda Sanderville | Liberating Your Identity In Private Practice | TPOT 150

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Linda Sanderville explains how she wants to shift generational poverty – it’s all about a money mindset shift. We talk about navigating our mindset blocks when it comes to having a thriving private practice. Also, Linda reveals what it takes to create a practice that fits your lifestyle, including why you should never feel guilty for raising your fees. Lastly, Linda speaks about how she found her liberated identity and gives her thoughts on the #BlackLivesMatter movement. Meet Linda Sanderville Ready to receive greater abundance in your private practice? Without guilt,...

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Elizabeth Broyhill Morris | Creating Hope And Resilience | TPOT 149 show art Elizabeth Broyhill Morris | Creating Hope And Resilience | TPOT 149

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Elizabeth Broyhill Morris, the Founder of Living Hope, joins the show. We talk about the difference between hope and expectation. When we expect something to happen, we are relying on external factors. When we hope, we understand that our life is in our own control. Then, Elizabeth reveals the eight practices you can utilize to sustain hope - Surrender, Stillness, Grief, Honesty, Curiosity, Forgiveness, Resilience, and Joy. Stay tuned as Elizabeth dives into how to put these actions into place to start your journey to joy. Meet Elizabeth Broyhill Morris Elizabeth Broyhill...

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Veronica Cisneros | Unapologetic Self-Care In Private Practice | TPOT 148 show art Veronica Cisneros | Unapologetic Self-Care In Private Practice | TPOT 148

The Practice of Therapy Podcast with Gordon Brewer

Veronica Cisneros joins the show to talk about how therapists can start empowering their personal and professional lives. Most likely, you lack vulnerability. Veronica says it’s time you started taking care of yourself and engage in the hobbies that spark your joy and fire your passions. Think about the life that you want to live in. How are you currently pursuing it? Well, it’s time to start permitting yourself to do the things that you want to do. Plus, don’t be afraid to ask for help when you need

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Alison Pidgeon | Being A Group Practice Boss | TPOT 147 show art Alison Pidgeon | Being A Group Practice Boss | TPOT 147

The Practice of Therapy Podcast with Gordon Brewer

In this episode, Alison explains what it is like to run a group practice, like a boss! Alison is into tracking data; she likes to make her decisions based on numbers. You’ll hear loads of tips about having a group practice. For instance, don’t wait to delegate for when you’re stressed out and on the verge of burn out – it’s probably time to delegate today! Stay tuned as Alison explains how she finds the best clinicians for her practice and the ways that she compensates her staff.

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More Episodes

In this episode, James and Lorinda Marland join in speaking about outsourcing work in private practice. A virtual assistant can be used to do loads of things in your private practice. For one, a VA will help you stay connected with clients. When a potential client speaks to someone on the phone the first time they call – that’s going to be a massive win for your practice. James and Lorinda talk about other things a VA can do for your practice, such as marketing, social media, and perfecting your website. Plus, they explain how a VA can help you build relationships and sell more content.

Meet James & Lorinda Marland

James Marland is Chief Operations Officer at Move Forward Virtual Assistants with over 18 years of experience in social service and non-profit organizations. James loves the power of learning and holds a Master’s degree in Ministry and Business Administration.

Lorinda has been doing secretarial and scheduling work for over 15 years. Her experience ranges from working in small businesses to large scheduling offices. Some of those years were spent working in the medical field with Philhaven, now Philhaven Wellspan. Lorinda enjoys working with the public and using her administrative gifts to help the business grow and thrive. She brings a unique perspective to the table having not only worked doing scheduling but also managing an office. Listen to her interview on what makes it easy to onboard with a new virtual assistant and what might make it hard to start with a new practice.

Using a Virtual Assistant to Stay Connected with Clients

A virtual assistant will connect with the clients by passing along messages or just getting them in contact one-on-one with their therapist. A virtual assistant can generally do that a little quicker or maybe much quicker than the therapist. Many new clients like to get a live person on the phone – they appreciate that fact. When Lorinda first started taking calls for a therapist, she got like sixteen calls. Out of the sixteen, there were probably about four or five that she scheduled as new clients to her practice. Whereas if Lorinda hadn’t been there, the therapist wouldn’t have gotten all of those calls.

How to Utilize a Virtual Assistant

Despite COVID-19, we still have clients to see. We still have phone calls to make. We still have insurance issues to figure out. We still need marketing, podcasts, social media, webpages. It’s good to remember that even though a lot has changed, a lot hasn’t changed. You’re still a therapist, you’re running a business. How you do it now that the world has changed? We need to figure out that puzzle.

One thing a virtual assistant can do is connect with current clients.  A lot of work needs to be done to ensure that the existing clients keep coming to their sessions. The VA can spend a lot of time connecting with current clients, sending letters, checking emails, calling them, making sure they know about virtual therapy. A VA can even call the client and let them know about the missed session. Lorinda has been sending out emails, making phone calls to different referral places, and reminding clients of their appointments. She has also calls to reschedule with clients and touch base with them. Some of the clients aren’t as technology savvy. Lorinda has had clients call before their session, trying to figure out how to get into the link. Lorinda will send a message to the therapist and let the client know they are trying to enter the session while coaching the client on how to use the technology.

Building Relationships Using a Virtual Assistant

We still need to continue to build relationships with referral sources. A VA can let referrals know that you are doing teletherapy. Plus, they can find new referrals by contacting hospitals, schools, churches, and colleges. Now with everything kind of shut down, a VA can develop relationships with these referral sources because it does take time. Virtual assistants always pay off for people. The sooner you can get back with somebody, the more likely that person will go with you.

Selling Your Content with a VA

Many people have been trying to repackage their workshops, classes, paperwork packets, or some sort of online course or tool. Typically, that’s a lot of investment of time to get that going, but once it’s out there, you have it forever for marketing. So a virtual assistant can assist with social media and helping create teachable courses. They can also create blog posts for your website.

You might have an HR policy that’s out of date, or you have to review your paperwork, and it’s not really clear. A VA can help you do those types of things. It’s essential to have systems and processes in place to where things are more automated. A virtual assistant can help you bridge that gap. When we’re starting out in private practice, we’ve got a lot of time on our hands. Once you get busy and your practice starts getting full, that’s really the time to begin outsourcing and getting those things off your plate.

Keep Your Practice Running

You do have to cut hours, don’t stop because you don’t want to stop completely. Maybe you can cut back a little bit, but keep doing your process, keep the routine, try to keep your current clients. Keep running those insurance reports and verifying benefits. Keep doing those things that have kept your business successful. Because if you have to start over again, there will be a month’s worth of work piled up. It will take hours to dig out from starting over again. It’s much harder to restart. So keep some of the momentum going.

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!

James & Lorinda’s Resources

Move Forward Virtual Assistants

Schedule with James

Time Saved by Outsourcing

Interview Questions

Progressive Delegation Board

Other Resources

TherapyNotes.com

The Session Note Helper System

If you want to be kept in the loop about things as they develop, >>click here<< and I’ll add you to list.  

Free Google G-Suite Hacks Sheet you can get here.

Join the G-Suite for Therapists Users Group

Money Matters in Private Practice | The Course

G Suite for Therapists | The E-Course