Price:
The requested fee for this course is $247.00 $120.00 (until December 31, 2026).  This course comes with all inline reading materials, resources, and handouts. Please see the Policies, Refunds, and Disclaimers for more information about CE's and student expectations - by taking this course, you are agreeing to be bound by the same.

Hours: 
A self-paced CE course - 7.5 contact hours.

Course Description

This course is designed for Mental Health and other healing professionals who are already licensed or are on the path towards licensing, and who have already experienced a clinical environment.  It is not necessary to have already been involved in insurance credentialing, nor do you need to have already been involved in billing insurance companies, but some knowledge of insurance terminology is important. Included in this course is a review of clinic set up pertinent to insurance billing, as well as an overview of insurance credentialing (also known as paneling). Requires a passing score on the final assessment: 80%.

Key concepts covered include:

Lesson 1: Why Take Insurance?
Lesson 2: Understanding the Insurance Language
Lesson 3: Becoming an Insurance Network Provider
Lesson 4: Speaking with the Insurance Company
Lesson 5: HIPAA and Other Legal Things
Lesson 6: Before You Start Therapy
Lesson 7: After You Have Started Therapy
Lesson 8: Conceptualization, Step by Step
Lesson 9: Billing for the Average Network Provider
Lesson 10: Submitting Claims and Getting Paid
Lesson 11: Secondary Insurance
Lesson 12: You Got Paid! What's an EOB?
Lesson 13: You Didn't Get Paid! Now What?
Lesson 14: Electronic Billing and Payments
Lesson 15: The Final Word

 

Skill Level: Beginner

BM303 – Business Management for Mental Health and Other Healing Professionals

Price: The requested fee for this course is $375.00 $175.00. This course comes with all inline reading materials, resources, and handouts. Please see the Policies, Refunds, and Disclaimers for more information about CE's and student expectations – by taking this course, you are agreeing to be bound by the same.

Hours: A self-paced CE course – approximately 11.5 contact hours (16 lessons plus a final applied project).

Course Description: This course is a bridge course for the brand-new clinician – the mental health or other healing professional fresh out of school, entering internship, or standing on the edge of early independent practice. It covers what it actually means to run a practice: entity setup and insurance, the business plan, marketing and professional relationships, financial planning, payment systems, crisis and contingency planning, termination, business ethics, licensing logistics, leadership, growth models, hiring recognition, succession planning, professional isolation and self-care, and technology and telehealth setup. It deliberately hands off insurance claims submission, credentialing, and appeals to BM-202, and it is built around applied exercises you can complete as you go – ending with a working business plan you can actually use.

Key concepts covered include:

  • Private practice reality / behind the scenes
  • Entity setup (sole proprietor, LLC, S-corp) and the insurance stack
  • Business planning and development
  • Financial planning for the self-employed
  • Getting paid: fees, sliding scales, no-show and cancellation policies
  • Marketing and professional relationships
  • Business ethics and risk response
  • Crisis management and contingency planning
  • Growth paths and practice models
  • Succession and exit planning
  • Technology and telehealth setup
Course Duration: 7.5
Skill Level: Beginner