The The Group Practice Ops Toolkit — Run your therapy practice like it runs itself is the operational backbone of a real, working group practice — intake, onboarding, policies, hiring, and a private dashboard app — ready to install in yours. Not a course. Nothing to watch. You install it.
Built by an operator who runs a group practice. Not a marketer selling courses.
That's not a people problem. It's an operations problem — and this is the fix.
The exact install order — three weeks, a few hours at a time. Never wonder what to do first.
First inquiry to first session with nothing falling through — including the insurance-verification pipeline and the response-time standards that win clients.
Copy-paste emails for every scenario — first response, follow-ups, benefits in plain English, warm referrals — in English and Spanish.
Signed offer to full caseload in 90 days, the same way every time. Credentialing checklist included.
Client-facing policy language plus the scripts for enforcing it kindly.
Fee schedule template, sliding-scale structure, superbill language, and the rate-raise letter nobody likes writing.
Job posting, screening call, interview guide with scorecard, reference checks, offer.
Document any process in 15 minutes, and a ready-built spreadsheet that shows you where revenue leaks.
A private app that runs entirely on your own computer. No account, no subscription, no server. Your client information never leaves your device — which is exactly how it should be.
It drafts your replies into Gmail with one click, tracks insurance verification, hands details to your EHR, and reads your numbers back in plain language: "8 people reached out, 5 found their way to your couch."
This is the operational infrastructure therapists were never taught. You don't watch modules. You install systems.
Therapy, counseling, and wellness practices of 1–50 clinicians. Insurance-based or private pay — the workflow adapts to both. If you're solo and planning your first hire, this is the cheapest moment to install systems: before the chaos, not after.
No. There's nothing to watch and no modules to fall behind on. You get 9 working documents and a dashboard app. Open them, customize the [brackets], use them.
Yes — the system is EHR-agnostic. The workflows and scripts run alongside any EHR, and the Dashboard includes one-click hand-off of client details into your EHR's new-client screen.
It runs entirely on your own computer — no server, no account, nothing transmitted to us, so no third party ever touches client information. It also coaches your team toward good privacy habits: initials only, card photos deleted after EHR entry, backups to your practice's secure drive.
Yes. Tell the Dashboard you're private pay and it skips the insurance steps; the documents cover both models.
7-day refund, no questions asked. If it's not right for your practice, reply to your receipt email within 7 days for a full refund. The Toolkit is licensed for one practice, so a refund means you've stopped using the materials.
No — these are operational templates. Licensing boards, payer contracts, and employment law vary by state, so have your attorney review anything client-facing before you rely on it.
7-day no-questions refund · licensed for one practice