So You’re Starting a Private Practice? Here’s a Quick Checklist.
A simple, step-by-step guide to getting your therapy practice off the ground
When I first started thinking about private practice, I was very overwhelmed. Not by the idea of seeing clients, I was excited for that part. But all the stuff that came before it? The paperwork, the systems, the legal setup, the branding, the taxes? It felt like a completely different job.
I’ve made this quick checklist for anyone standing at the beginning, wondering where to start. You don’t have to do everything perfectly or in this exact order. But it’s a solid place to begin if you’re looking to build something that reflects your values and supports your long-term sustainability.
Disclaimer: I am a therapist in the state of Colorado. While most of this advice can apply to any state, make sure you double check your state’s requirements.
Private Practice Quick Checklist:
1. Decide on a name for your practice that reflects your style and values.
This is more important than it seems. The name sets the tone for your brand, your website, and how clients connect with your work. Don’t overthink it, but do give it some heart.
2. Register your name as an LLC.
You’ll want some legal protection and separation between you and your business. This step is pretty straightforward through your state’s website. *This should NOT be expensive. While prices vary state-to-state, double check what website you’re on if it seems pricey.*
3. Open a business checking account with your new LLC.
Keep business and personal finances separate from the start. You’ll thank yourself later—especially at tax time.
4. Create an National Provider Identification Number (NPI) Needed for identifying HIPAA providers in administrative and financial transactions, including submitting claims to insurance companies.
5. Congrats!! You’re a business owner!!!!
Seriously, pause here. Celebrate. This is a big deal.
6. Optional: Start getting credentialed with insurance companies early.
If you plan to take insurance, this can take a while. You can apply directly or use platforms like Headway or Alma to make the process easier.
7. Start a relationship with a CPA to stay on top of taxes year-round.
Find someone who works with therapists or small businesses. Not only is this helpful during tax season, but your CPA can answer any financial business questions you have year-round and provide guidance based on your unique business needs.
8. Branding (Logo, color scheme, styles, etc.)
This doesn’t have to be expensive or elaborate. The key is consistency. Pick fonts, colors, and visuals that feel like you.
9. Website (Should match your branding)
Your site should be simple, clear, and welcoming. It should communicate who you are, who you work with, and how to contact you.
10. Gather your paperwork.
Informed consent, intake forms, privacy policy, cancellation policy, etc. You can find templates online, or you can work with a lawyer to personalize them.
11. Set up an Electronic Health Records (EHR) System.
Platforms like SimplePractice, TherapyNotes, Sessions, TheraNest, or Jane can streamline everything from scheduling to note-taking and billing.
12. Find office space or set up your virtual office.
Whether it’s in-person, telehealth, or a hybrid, create a space that feels good to you and communicates safety to your clients.
13. Join online therapist directories (free or paid).
Options include Psychology Today, Therapy Den, Open Path, and more. These help you get seen by people already looking for support.
14. Buy or update your malpractice insurance.
This was the most expensive part of my whole process. Hint: you should be using CPH Insurance. This isn’t an ad or partnership, but you’re probably overpaying if you aren’t using them.
15. You’re all set to start seeing your own clients!
You did it! The systems are in place. You’re ready to do the work you’re meant to do!
If you’re just starting out and feeling overwhelmed, just know that’s okay and you have everything you need to be successful! No one gets it perfectly right the first time and the process is pretty forgiving. Take your time, ask for help when you need it, and build something that feels good to you. Not just good on paper, but in your body, your calendar, and your life.
I’m also working on building out more resources for starting your private practice on our website! You can check it out here.
Cheers!
– Alyssa