Practice in a Box

Practice in a Box is a complete online course with invaluable resources to help you grow your private practice, and empower you to succeed! Included in this are the complete document resource, monthly live Q&A, video modules, and more (see below). Practice in a Box will give you everything you need to grow your practice, attract and retain private pay clients, and manage your practice easily!

Practice in a Box includes everything from the Private Practice Essentials Program and more!

I've created these modules and materials to help grow your practice.

What you will learn:

  • The #1 language mistake you need to stop making if you want to attract high-functioning clients.
  • What all ultra-successful Private Practice Owners do (and why strolling through an art museum will help grow your business).
  • A quick and easy productivity tip that works magic for my business.
  • The absolutely necessary skill that is NOT taught in Grad School... and how to get started, easily (Hint: it’s not marketing).
  • and more!

What you will learn:

  • How your furniture arrangement may be scaring your dream clients away… and how to fix it today.
  • The quick, cheap and easy purchases that give your office an air of comfort and professionalism (most of which can be found on Amazon, or at Target-- for cheap).
  • How to strategically position your diplomas and artwork (and what types of art to throw in the trash!)
  • Tips for looking like a Seasoned Professional on video calls (...and what I do before every video call)
  • and more!

What you will learn:

  • How to refine your booking process to near-perfection. This way, you can capture high-functioning clients who are frankly too busy to deal with a system that doesn’t make it easy for them.
  • How to put systems in place so you can focus on what you do best— working with clients (NOT billing and paperwork).
  • What I learned from being treated at an up-scale dermatologist...which now saves me and my clients from needless headaches (and frees up a bunch of time).
  • My high success-rate phone call strategy for booking high-functioning clients (because they have to be approached in a certain way).
  • and more!

What you will learn:

  • The customer service mentality-shift you have to undergo if you want to book and retain high-functioning clients (because they have different needs than your ordinary clients).
  • What you absolutely must incorporate into your system if you don’t want your high-functioning clients to eventually abandon you.
  • My personal strategy for dealing with late cancellations (that is reasonable and fair for both me and the client).
  • Relationship-nurturing tips that make your clients -- and referral sources -- want to keep working with you for the long-term.
  • and more!

What you will learn:

  • Lessons from dealing with upset clients and tricky situations, including:
  • Clients who were mistakenly double-booked (and understandably not happy about it).
  • Clients who had a hard time “opening-up” (but nonetheless wanted to be there).
  • An enraged client who, after refusing to pay a late fee, threatened to slander me on social media.
  • Clients who learned their financial contribution will be increased because their insurance wouldn't pay as much as we originally estimated.
  • and more stories and lessons learned on the job!

What you will learn:

  • Why conversing with your clients too much is harmful for you and your business (it might even make your patients leave you!).
  • A valuable lesson from my cleaning staffs (that surprisingly made me a better therapist).
  • Why you should travel at least once a year (and’s NOT to avoid burn-out).
  • The professions that are proven networking-goldmines. (If you want high quality referrals, look here!)
  • and more!

What you will learn:

  • How to recycle old content, so you multiply your net-gain from each post you write.
  • The #1 location to online to find and connect with high-functioning clients.
  • My recommended social media tools to help you expand your outreach as fast — and as easily — as possible.
  • My step-by-step process for connecting with the media (bonus: the pitch I used to book an appearance on my local fox news station).
  • and more!

What you will learn:

  • The best skills to work on, if you want to make more money with your practice.
  • The top consultants you should get in contact with if you want to grow your practice immediately.
  • Low-budget strategies for learning (if consultants are out-of-the-budget).
  • and more!

What you will learn:

  • 5 different types of groups and organizations that are teeming with good potential clients.
  • What you should do if you’re at a loss for how to productively interact with your network... also considered endearingly, "networking for shy people"
  • How to casually present yourself as competent and professional (without coming across as stuck-up)… so people are more likely to recommend your services.
  • Tips for people who don't like to small talk.
  • and more!

What you will learn:

  • Common clothing-mistakes that you should NOT make if you want to attract and retain high-functioning clients.
  • A step-by-step guide to adopt a professional style of dress… even if you are on a budget dollars and feel clueless.
  • How your speech patterns may be attracting (or repelling) the clients you want… and what to do about it.
  • The unexpected trick that I pull on my receptionists (and you should too!)
  • and more!
Accountability planner

Each of the modules comes equipped with a worksheet from the accountability planner to make sure you stay on target. Accountability is the key to any successful practice.

Online Community

Join us in the group forum where you can ask questions or share comments with fellow members. It’s a great place to ask any questions or start discussions about the material in the video course, or growing your practice in general. I'll be chiming in as well on started topics so post away!

Monthly Q&A

Regular monthly group Q&A sessions. During these live events we'll answer questions to help you overcome roadblocks you face with growing your practice. These Q&A events not only answer questions you have, but answer questions you didn't even know you had yet.

A video course on how to use social media to your private practice's advantage. The course covers the following topics:

Topic Time discussed:
Hashtag Usage 0:10:10
The Benefits of Social Media 0:17:45
Identifying Platforms 0:54:50
4 Types of Social Media Post 1:01:23
Blog Generation Ideas 1:03:07
Automating Your Social Media 1:06:30
Promoting Your Social Media Post – Defining Your Interest 1:08:55
How to Promote to The Media 1:13:30
How to ‘Court’ The Media 1:16:41
Ways to Expand Your Target Market and How to Expand Your Network by Expanding Your Identity 1:20:38
How to Take a Personal Photo and Engage Your Professional Audience 1:21:40
Blogging - Why & How 1:32:54
Writing a Blog 1:37:03
Using a Blog Service or Tool 1:51:23
Blogging – Best Practices 2:00:06
Blog Structure 2:01:26
Sample Content Calendar – to Get Your Juices Flowing 2:14:23
Brainstorming – Topics to Consider 2:15:00
Newsletters & Email – Who is Your Audience 2:33:42
How to Create Your Client Prototype 2:42:17
How to Promote Your Posts 2:51:45
Do’s & Don’ts of Social Media 2:57:40

Useful Documents & Templates for growing and managing your therapy practice easily which include:

  • New Therapy Client, Coaching Client & HIPAA Agreements
  • Credit Card Authorization
  • Insurance Reimbursement Agreement
  • Receptionist Policies & SOP’s
  • Reception Task List
  • Reception Email Templates (total of 71 templates!!!)
    1. Coaching Session Inquiry – Not in Licensed Area
    2. Client Inquiry – Refer Out
    3. Client Inquiry – Wants In-Network Referrals
    4. Coaching Fees
    5. Inquiring for Friend/Family Member
    6. New Client from PT, Difficulty with Out-Of-Network Rates
    7. New Inquiry, Insurance Known
    8. New Inquiry, Insurance Unknown
    9. Follow-up to Client who made a profile in Appointment Software but did not book an appointment
    10. Unresponsive – Follow-up for Insurance Info
    11. Can’t Afford
    12. Can’t Afford – with Referrals
    13. Unresponsive – Follow-up on Quote
    14. New Inquiry – Group Therapy, Insurance Unknown
    15. New Inquiry – Group Therapy, Insurance Known
    1. Insurance Coverage with Associate
    2. Insurance Coverage with Dr. Chloe
    3. Insurance Quote – Met All Deductible & Out-Of-Pocket Max
    4. No Out-Of-Network Benefits
    5. Quote for Services – No Insurance
    6. Unable to verify Coverage online
    7. Need photo of Insurance Card
    8. Insurance Coverage for Group
    9. Deductible Met but Not the Out-Of-Pocket
    10. Low Allowable with Associate
    11. Low Allowable with Dr. Chloe
    12. Special template for BCBS/Beacon Insurance Coverage
    13. Special template for GHI Insurance Coverage
    14. Special template for Optum/Beacon Insurance Coverage
    15. Special template for 1199: Initial vs Succeeding Sessions Coverage
    16. Special template for 1199 With Out-Of-Network Benefits, Unsure of Reimbursement
    1. 15-min Consult with Associate
    2. 15-min Consult with Dr. Chloe
    3. New Client Session with Associate
    4. New Client Session with Dr. Chloe
    5. Non Confirmation – Canceled Session/Consult
    6. Recommendation After 15-min Consult
    7. Thanking for Confirmation of 5pts & fees
    1. Charge Late Arrival
    2. Charged for Late Cancellations/No Shows
    3. Late Arrival Accommodated
    4. No Show – After Session
    5. No Show – During Session
    6. Offering a Phone Session for Late Clients
    7. Late Arrival – only seen for ____ minutes
    8. Waived Late Cancellations/No Shows
    9. Bump Up Waiver/Special Exception Waiver (Next waiver is within 30 days or less)
    10. Client Missed 15-min Consult
    11. Client No Show and wants to reschedule- Missing Credit Card Authorization
    1. Zoom Appointment
    2. Sending Documents and Forms to Clients
    3. Reminder for Forms
    4. Booking with a Guest Therapist
    5. Early “Drifters” Reach Out
    6. Case/Chart Closure email for Non-communicative Clients
    7. First time sending a Password Protected Document
    8. Excessive Cancellations for Standing Appointments
    9. Schedule Next Visit and Offer Standing
    10. Waitlist or Recent Cancellation Opening
    11. Standing Appointment Reservation
    12. Move Session by 5-min
    13. Clarification on Charges or Insurance Allowable
    14. Bi-Weekly Session
    15. Continuity of Care (Approval needed)
    16. Client Discontinuing, Offer a call
    17. Increase to Coinsurance
    18. Telemed Visit Denied
    1. Cancel Session due to Holiday
    2. Confirm Session for day before Holiday
    3. Confirming the Office is Open for Holiday
    4. Deductible Resetting for New Year
  • Employment Agreement
  • Therapist Engagement Tracker
  • Special Client-Associate Agreement
  • Carmichael Transition Assistance Program (CTAP) Materials
  • Employee Handbook
    • CTAP Application
    • CTAP Information Handout
  • Exiting Therapists Flowchart
  • Social Media Calendar
  • Blog Postings Maximizer

Exclusive access to other videos in Dr. Chloe's library!

Your Order:

Practice in a Box

One-Time Price - $599

If you are not satisfied with your purchase for any reason, email us at within 7 days of your purchase date. Please include the subject line - "refund request" and include the email address you used to make your purchase.

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