Module 1: HIPAA Compliance

Learn how to protect your practice and your clients' sensitive information.

A HIPAA Compliance Expert will guide you through everything you need to know to stay compliant with HIPAA regulations, including the Privacy Rule, Security Rule, and Breach Notification Rule. You'll learn about the necessary safeguards to protect patient information, such as encryption, secure access controls, and regular security audits. Plus, how to handle potential breaches and the best practices for ensuring the confidentiality and security of patient data.

Module 2: Lead Tracking

Without a steady stream of clients, you don’t have a business.

We'll define what a lead is, discuss the benefits of tracking leads, and introduce key metrics to monitor so you can grow your practice.

You'll also see a detailed walkthrough of the LEP Practice Essentials Lead Tracker, designed to help you capture and manage client information while ensuring HIPAA compliance. This spreadsheet automatically calculates your total leads and clients, your lead closing percentage, and potential revenue.

Free resource:

• The LEP Practice Essential Lead Tracker

Module 3: Collecting Payments

We'll demystify the process of getting paid for your services as a Licensed Educational Psychologist (LEP).

We'll define what a lead is, discuss the benefits of tracking leads, and introduce key metrics to monitor so you can grow your practice.

We’ll cover essential topics such as choosing the right Electronic Health Record (EHR) system, utilizing CareCredit for flexible payment options, and best practices for charging and collecting payments upfront. Additionally, you'll learn professional invoicing techniques and how to create a Superbill for insurance reimbursements.

Bonus resources:

• Taking Private Payments Workbook: Instructions for CareCredit, invoicing, and creating superbills for insurance
• Superbill and Invoice Templates

Module 4: SOPs (Standard Operating Procedures)

Creating Standard Operating Procedures (SOPs) for your private practice is vital to ensuring consistency, efficiency, and professionalism.

From client intake to billing, we'll guide you through using the Empower LEP SOP Starter Kit to create tailored SOPs for your practice, ensuring they remain current and effective.

Bonus resources:

• Introduction to SOPs for LEPs Workbook
• SOP Creation Worksheet
• SOP Example Worksheet

Module 5: Setting Up Domain & Email

A professional online presence and email address builds trust and credibility with your clients.

You'll receive guidance on choosing a domain for your practice, email configuration, and HIPAA-compliant communication. If you’re not tech-savvy, we’ll share where to get help setting everything up.

Free resource:

• Small Business Resources List

Module 6: Setting Up Business Phone Lines

Using a separate business line enhances your professionalism and ensures compliance with essential regulations, such as HIPAA.

We’ll cover the benefits of HIPAA-compliant business lines and recommend two robust options designed for healthcare professionals, ensuring secure, efficient, and compliant communications.

Bonus resource:

• Business Phone Lines Checklist

Module 7: Choosing An EHR

We'll guide you through the process of selecting an Electronic Health Record (EHR) system for your practice.

We'll cover essential considerations such as identifying your specific needs, evaluating functionality, ensuring HIPAA compliance, and understanding the costs involved. You'll learn about the importance of system integration, data migration, and robust customer support. Additionally, we’ll recommend top EHR systems for LEPs.