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.