Launch Your Therapy
Practice With Confidence
From licensure and NPI registration to CAQH setup, EHR selection, and billing configuration — everything you need to start seeing patients and getting paid, in one place.
What We Cover
We guide you through every foundational step of launching a mental health practice — from licensure and legal formation to getting your first claim paid.
Licensure & Credentials
Guidance on obtaining and verifying your clinical license (LCSW, LPC, LMFT, LMHC, PsyD), understanding supervised hours requirements, compact licensure, and multi-state practice considerations.
Learn More →NPI Registration
We help you apply for your National Provider Identifier through NPPES — both Type 1 (individual) and Type 2 (organizational) — and ensure your taxonomy codes match your specialty.
Learn More →CAQH ProView Setup
We create, populate, and attest your CAQH ProView profile with accurate provider data, education history, malpractice info, and practice details — audit-ready from day one.
Learn More →Business Entity Formation
Guidance on choosing the right legal structure (sole proprietorship, LLC, PLLC, or S-Corp), obtaining your EIN from the IRS, and setting up your business bank account.
Malpractice Insurance
We advise on selecting professional liability coverage that meets payer requirements — including occurrence vs. claims-made policies, coverage limits, and tail coverage considerations.
EHR & Practice Management
We help you compare and select the right EHR platform (SimplePractice, TherapyNotes, Jane App) based on your workflow, telehealth needs, and billing integration requirements.
Phone & Fax Setup
Setting up a HIPAA-compliant business phone line and e-fax service for payer communications, referral coordination, and maintaining professional boundaries with clients.
How We Get You Started
Our structured onboarding process takes you from zero to billing-ready — systematically and without guesswork.
Discovery Call
We learn about your practice model, specialty, target payers, and timeline to create a customized setup roadmap.
Foundation Setup
We handle NPI registration, CAQH profile creation, and verify your licensure, business entity, EIN, and malpractice insurance.
Tech & Tools
We guide your EHR setup, HIPAA-compliant phone/fax, telehealth configuration, and practice management integrations.
Credentialing Launch
With your foundation in place, we initiate insurance credentialing so you can start accepting insured clients.
Practice Setup Checklist
Your complete roadmap — click items to track your progress. Each phase builds on the previous one.
Phase 1 Legal & Administrative
- Choose business structure (LLC, PLLC, S-Corp)
- Register business with state
- Obtain EIN from the IRS
- Open a business bank account
- Obtain a business mailing address
Phase 2 Licensure & Compliance
- Verify active state license(s)
- Obtain malpractice insurance
- Set up HIPAA compliance policies
- Create Notice of Privacy Practices
- Prepare informed consent documents
Phase 3 Provider Identifiers
- Apply for Type 1 NPI (Individual)
- Apply for Type 2 NPI (if applicable)
- Select correct taxonomy codes
- Create CAQH ProView profile
- Complete initial CAQH attestation
Phase 4 Technology & Operations
- Select and set up EHR / PM system
- Configure telehealth platform
- Set up HIPAA-compliant phone & fax
- Create practice website
- Set up Google Business Profile
Phase 5 Insurance & Billing
- Begin insurance credentialing applications
- Enroll in Medicare / Medicaid (if needed)
- Set up clearinghouse for claims
- Configure EFT & ERA with payers
- Establish fee schedule & superbill
Phase 6 Marketing & Growth
- List on Psychology Today & directories
- Set up referral network
- Create client intake workflows
- Develop cancellation & no-show policies
- Plan for recredentialing reminders
Start a Practice in Your State
State-specific guides covering licensing boards, entity formation requirements, telehealth regulations, and payer landscapes.
Setup Guides & Resources
Deep-dive guides organized by category to help you navigate every aspect of launching your practice.
NPI Number Registration Guide
Type 1 vs. Type 2 NPI — when and how to apply.
CAQH ProView Setup Guide
Creating an audit-proof CAQH profile step by step.
LCSW Credentials & Qualifications
Licensure requirements, supervised hours, and exam prep.
Taxonomy Codes for Therapists
Choosing the right taxonomy for your NPI and CAQH.
Continue Your Journey
Once your practice is set up, explore our other resource hubs to master credentialing, documentation, coding, and billing.
Credentialing Services
Get paneled with major insurance payers starting at $140 per application.
Clinical Documentation
SOAP notes, DAP notes, progress notes, treatment plans, and templates.
ICD-10 & CPT Coding
Diagnosis codes, procedure codes, and billing guides for mental health.
RCM & Billing Services
End-to-end revenue cycle management so you get paid faster.
Common Questions
The first step is obtaining your NPI number. You need a Type 1 NPI as an individual provider, and a Type 2 NPI if you are forming a group practice or business entity.
Yes. Most commercial insurance payers require an active, fully attested CAQH ProView profile before they will process your credentialing application.
You need an active state license in the state where you will practice. Common license types include LCSW (Licensed Clinical Social Worker), LPC (Licensed Professional Counselor), LMFT (Licensed Marriage and Family Therapist), LMHC (Licensed Mental Health Counselor), and PsyD (Doctor of Psychology). Requirements vary by state including supervised clinical hours, exams, and continuing education.
Choose an EHR that supports mental health-specific documentation (progress notes, treatment plans), integrated billing, telehealth, and is HIPAA-compliant. Popular options include SimplePractice, TherapyNotes, and Jane App.
Yes. Professional liability (malpractice) insurance is required by most states and all insurance panels before you can see patients. It protects you from claims of negligence or malpractice.
Absolutely. We offer end-to-end practice setup services including licensure guidance, NPI registration, CAQH creation, credentialing, EHR selection, and billing setup — so you can focus on clinical work.
Need Help
Setting Up?
Whether you’re a newly licensed therapist or transitioning to private practice, our team will walk you through every step — from licensure and NPI to your first insurance claim.