Ensure your counseling practice's paperwork is as polished as your professional skills. Join me, Dr. Kate Walker, as we embark on a journey to refine your intake paperwork and consent forms with the precision and care akin to planning a personal milestone like my daughter's graduation. Discover the vital steps to keep your documentation up-to-date, the importance of annual reviews in light of frequent updates from the Behavioral Health Executive Council (BHEC), and how to navigate their website for rule changes. I’ll share the tips and tools you need, including free resources from Texas Counselors Creating Badass Businesses, and stress the importance of a final professional review.

Explore the intricacies of informed consent, client records, and setting firm professional boundaries. Allow me to shed light on the essential elements of a compliant client services agreement, from professional fees and meeting policies to confidentiality limits. We’ll even touch on the exciting potential of tools like ChatGPT to elevate your intake paperwork and note-taking. Whether you're operating solo or within an agency, understanding the nuances of maintaining accurate and compliant documentation is crucial. Engage with this conversation and leave with actionable insights to keep your practice running smoothly and within regulatory lines.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Ever wondered how to transform your financial chaos into order as a private practice counselor? Join me, Dr. Kate Walker, as I unravel the secrets to financial mastery, just in time for the year's end. From my own learning curves with the IRS to the surprising benefits of tax write-offs, discover how to correct financial missteps with grace and keep your business budget in check. Whether you're a newbie or a seasoned entrepreneur, I’ll shed light on maintaining a dedicated business account, leveraging business credit cards wisely, and the pivotal role of tax professionals in your journey. Plus, for those navigating the complexities of LLC filings, I’ll guide you through the essential BOIR report and FinCEN ID requirements.

As we gear up for the fourth quarter, this episode promises actionable insights tailored for small business owners. Learn efficient strategies for setting aside funds for taxes, and explore the nuances of different business structures such as S-corporations and nonprofits. I’ll also share why choosing the standard deduction might sometimes be the smartest move. Stay ahead with practical advice on organizing your IRS filings, and don’t miss out on valuable resources like past webinars from experts like Dr. Olivia Waddell. Tune in next week as we shift focus to organizing Continuing Education credits, ensuring you remain compliant and on top of your practice game.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Ever found yourself in the midst of a CE audit and felt a wave of panic? I sure did when my LMFT license was audited. This episode promises to ease your worries by sharing my personal journey through the audit process, along with practical tips that kept me organized and stress-free. Discover the distinction between renewal notices and audit notices, and learn why your documentation only needs to be perfect when you're picked for an audit. I’ll also guide you on managing dual licensing, like my LPC and LMFT credentials in Texas, with insights into the sequential renewal process that could save you from unnecessary headaches. Plus, Step it Up members, don’t miss out on group coaching sessions and resources like BHEC Lunch and Learn that’ll arm you with knowledge and updates for navigating your professional landscape.

Dive into the updated world of continuing education requirements for LMFTs and LPCs in Texas as we navigate the Texas Behavioral Health Executive Council's website. Together, we'll uncover the latest statutes and rules, including the carry-forward rule for excess hours and the specific requirements for supervisors and telehealth service providers. For those who’ve never faced a CEU audit, even after years of practice, this episode serves as a reminder of the importance of correctly submitting your documentation and understanding the self-query report requirement. Engage with us, share your experiences, and let’s tackle these professional challenges with the confidence that comes from being informed and prepared.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Unlock the path to becoming an LPC Associate in Texas with insights from Dr. Tara Fox, a distinguished assistant professor and program coordinator at Midwestern State University. This episode promises to equip you with essential strategies for transitioning smoothly from graduate studies to your professional journey in mental health. Discover the pivotal role supervisors play in your career development and how to effectively navigate the practicum and internship stages while gearing up for the National Counselor Examination (NCE).

Building a strong community and finding mentors are crucial first steps in your counseling career, and we explore how to cultivate these connections whether you're learning in-person, hybrid, or online. Learn the art of maintaining detailed time logs during your clinical semesters and get valuable exam preparation tips with resources like Mometrics. We offer practical advice on choosing the right LPC supervisor by leveraging directories, local counseling communities, and exploring telehealth options for remote supervision.

Securing quality LPC supervision and employment is a nuanced process, but we guide you through it with actionable insights on professional communication and understanding supervision dynamics. Discover the importance of mutual fit with your supervisor and the impact of strong connections on your professional growth. We also delve into the intricacies of employment classifications and the benefits of professional memberships. With a focus on studying, self-care, and ethics, this episode is packed with guidance to help you thrive as an LPC associate, especially for those navigating the unique challenges of rural practice.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

What if the key to starting 2025 successfully lies in early planning and preparation? Join me as we uncover essential strategies for financial planning and tax readiness, with critical deadlines such as December 31st for fiscal year-end and January 31st for 1099 submissions. For counselors, staying informed about frequent rule changes can be daunting, but fear not—our Step it Up members have access to exclusive resources to help navigate these updates. Plus, I’ll share insights from my audit experiences to help you effectively prepare for the upcoming continuing education credits shift on November 26th.

Supervisors and supervisees, maintaining compliance just got easier with our comprehensive checklist! Discover how a supervision planner can be your go-to tool for organizing supervisee details, from emergency contacts to practice site visits. We'll also discuss the importance of keeping personal information current on the BHEC website and ensuring malpractice insurance is up to date. As the holiday season approaches, learn how to manage tasks and stress using mindfulness techniques inspired by Jennifer Rosado’s polyvagal counseling presentation. And don't miss a preview of our upcoming discussions on harnessing AI for website copy and note writing—exciting opportunities for innovation and growth are on the horizon!

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

What if the key to becoming an exceptional clinical supervisor lies in understanding the foundational challenges faced by new supervisors? Join me, Dr. Kate Walker, as I unveil insights from Chapter 11 of my book, "The Clinical Supervision Survival Guide," designed to make your journey into supervision both impactful and rewarding. Discover strategies for selecting supervisees with mental health experience, using recordings for skill enhancement, and nurturing the gradual growth of Level One counselors. Our conversation promises to equip you with the tools to navigate the anxieties and dynamics of stepping into a supervisory role, setting the stage for successful therapeutic relationships.

In this enlightening episode, we traverse the multifaceted responsibilities of supervisors, highlighting the importance of fostering open communication and strong alliances with site supervisors. Learn the significance of early intervention in potential issues and how to manage supervisees' development effectively, from understanding level two behaviors to ensuring comprehensive evaluations. Whether you're guiding a novice counselor or an experienced professional transitioning roles, our strategies promise to support their journey toward developing a unique therapeutic style. Together, we aim to empower supervisors and their associates to continue delivering exceptional therapy and supervision, contributing to a broader mission of positive change.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Step into the world of clinical supervision with us as we promise to transform your approach with insights from the Clinical Supervision Survival Guide. Discover how to anticipate and tackle the obstacles of supervision much like preparing for a challenging hike, ensuring you're equipped with the essential tools and knowledge. We dive into the complexities of supervising across state lines, emphasizing the importance of staying informed in the ever-evolving landscape of counseling laws. Through the developmental model from the Kate Walker Training Online Course, we explore how to support supervisees' growth and embrace the diversity of their emerging counseling styles.

We'll unpack essential strategies, introducing the OER triad and the concept of a resource library to foster an enriching learning environment. As you tune in, prepare to note strategies that will make your supervisory role more rewarding and insightful. We'll give you a sneak peek into future discussions, including vital equipment, onboarding paperwork, and a handy checklist to streamline the process. Plus, get acquainted with a clinical supervision planner designed to complement your journey with the guidebook, setting the stage for effective supervision like never before.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.