How to be a therapist: a guide for thoughtful clinicians

September 10, 2023
How to be a therapist: a guide for thoughtful clinicians

Being a therapist, starting a private practice, can be daunting.

On this web site, I intend to assemble a “manual” to help you - to help you avoid some of the mistakes I, and others I know, have made; to help you identify the questions you need (or might wish) to ask as you go along; and, to help you make the best possible choices.

I’ve conceived of this as a manual, a sort of cookbook - I will try to gather here a combination of experiences, materials, resources, and the like - and I’ll try to strip away, to the greatest extent possible, anything that’s not necessary to you.

In the coming weeks and months (and who knows, years?), I expect I'll flesh this all out for you. For now, though, here's my notional table of contents. It's aspirational, and I expect it will change over time. But it gives you a sense of what I hope to cover here, of what I think you need to know to be a therapist. What follows on this page is the archival table of contents as it was on September 10, 2023. If you follow this link, you will find the real, live, changing, evolving table of contents.

Personal inventory

  • Your own treatment
  • Your interests and history and colleagues and friends
  • Your relationship to money

Transference and your practice

Your “brand”

Your name/practice name

  • Your web site/business cards/other promotional materials
  • The space in which you practice
  • Social media

Getting referrals

  • Making referrals
  • Networking
  • Marketing/advertising
  • Web site
  • Psychology Today
  • My Wellbeing / Zencare / ZocDoc / Alma / others
  • Free networks
  • Self-promotion
  • Handling referrals when they come

Establishing policies

  • Scheduling
  • Cancellation
  • Payment/delinquency/non-payment
  • Meeting in-person vs. meeting virtually

Communication with patients (e-mails, texts, phone calls, etc.)

Having first sessions

Establishing ongoing treatments

Setting fees

Billing/collections management

Collaborating with other mental health practitioners

HIPAA/other legal issues

Dealing with insurance companies

Bookkeeping/accounting/taxes

  • Corporate form
  • Banking
  • Record-keeping
  • Financial management
  • Taxes

Continuing education/analytic training

General comments on the culture of therapists