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Digital Seminar

Smart Business Strategies & Solutions for the Clinician: Improve Client Care, Increase Revenue, and Secure Your Financial Future


Speaker:
Howard Baumgarten, MA, LPC
Duration:
6 Hours 34 Minutes
Format:
Audio and Video
Copyright:
Sep 17, 2014
Product Code:
POS045525
Media Type:
Digital Seminar


Description

  • Learn the 5 keys to building and maintaining a financially successful practice, without compromising ethical integrity, and while improving your client care and clinical outcomes!
  • Identify strengths and weaknesses in your business
  • Build a comprehensive personalized business plan to implement in your daily professional practice TODAY!

In a managed behavioral health world, and with the challenges of successfully implementing major changes in America’s healthcare system, never before is it more important to learn how not only to survive, also to thrive in your behavioral healthcare practice. As a leader and expert in the business of private practice building and management,

Howard Baumgarten takes you through a series of education modules that merge best business practices with enhancing therapeutic technique and outcomes.

Through descriptive examples of prior experience helping groups and individuals succeed and the story of his own journey into and through his private practice, Howard shares his wisdom with warmth and humor about a topic that many clinicians often avoid.

Howard will describe numerous strategies, in a variety of areas including organization, marketing/networking, managed care, asset growth and protection, and more. You will learn the art of entrepreneurship in your clinical setting and will be able to go back to your office with an individualized business plan that meets your needs both clinically and business wise. The philosophy of practice management breeding excellent clinical outcomes will become internalized with practical tools, ethical and effective methods that make sense for today’s practitioner, and that will help you build a stronger, more successful future, professionally and personally.

Credit


* Credit Note - **

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing the on-line post-test (80% passing score) and completing the evaluation). 

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact cepesi@pesi.com or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.  

For Planning Committee disclosures, please statement above.  For speaker disclosures, please see the faculty biography.


Counselors - Counselors

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.


Counselors - California Counselors

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Counselors - Florida Counselors

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Counselors - Montana Counselors

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


Counselors - Nevada Counselors

PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours. Approved Provider # NVCEP2006.


Counselors - New York Counselors

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Counselors - Ohio Counselors

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Counselors - Pennsylvania Counselors

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Counselors - South Carolina Counselors

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Counselors - Texas Counselors

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Professional Counselors no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 Texas Administrative Code, Chapter 681, Subchapter J, Section 681.142 Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


Social Workers - Social Workers

This intermediate self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.


Social Workers - California Social Workers

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Social Workers - Colorado Social Workers

PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This self-study course has been approved for 6.3 continuing education hours. 

 

COLORADO PARTICIPANTS ONLY: If you did not answer YES to be reported to the Colorado Chapter of the NASW on the evaluation, please contact cepesi@pesi.com and provide the full title of the webcast, speaker name, date of live broadcast, your name and your license number in the email.


Social Workers - Florida Social Workers

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits. 


Social Workers - Illinois Social Workers

PESI, Inc. is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 6.0 contact hours.


Social Workers - Kansas Social Workers

PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This self-study course has been approved for 6.0 continuing education hours.


Social Workers - Minnesota Social Workers

PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study package has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.


Social Workers - Montana Social Workers

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


Social Workers - New York Social Workers

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 


Social Workers - Ohio Social Workers

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Social Workers - Pennsylvania Social Workers

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Psychologists - Canadian Psychologists

PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 6.0 self-study continuing education hours. Full credit statement at: www.pesi.com/cpa-statement


Psychologists - Florida Psychologists

PESI, Inc., is an approved provider with the Florida Board of Psychology.Provider Number #50-399.This product qualifies for 6.3 self-study continuing education credits.


Psychologists - Psychologists

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.


Psychologists - Illinois Psychologists

 

PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 268.000102. Full attendance at this self-study course qualifies for 6.0 contact hours.


Psychologists - Kentucky Psychologists

PESI, Inc. is approved by the Kentucky Board of Examiners of Psychology to offer continuing education for psychologists, approved provider #202312H. PESI maintains responsibility for this program and its content. This self-study activity will qualify for 6.25 contact hours.


Psychologists - Ohio Psychologists

PESI, Inc. is approved by the Ohio Psychological Association, Provider #263896894, to sponsor continuing education for psychologists. PESI, Inc. maintains responsibility for this program and its content. PESI is offering this self-study activity for 6.25 Standard hours of continuing education credit.


Marriage & Family Therapists - Marriage & Family Therapists

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save this course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements. 


Marriage & Family Therapists - California Marriage & Family Therapists

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Marriage & Family Therapists - Florida Marriage & Family Therapists

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Marriage & Family Therapists - Illinois Marriage & Family Therapists

PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Professional Regulation. Provider #:168-000156. Full attendance at this self-study activity qualifies for 6.0 credits.


Marriage & Family Therapists - Montana Marriage & Family Therapists

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


Marriage & Family Therapists - Nevada Marriage & Family Therapists

PESI, Inc. is an approved CEU provider with the State of Nevada Board of Examiners for Marriage and Family Therapists and Clinical Professional Counselors. This self-study activity qualifies for 6.25 contact hours. Approved Provider # NVCEP2006.


Marriage & Family Therapists - New York Marriage & Family Therapists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0024. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Marriage & Family Therapists - Ohio Marriage & Family Therapists

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Marriage & Family Therapists - Pennsylvania Marriage & Family Therapists

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Marriage & Family Therapists - South Carolina Marriage & Family Therapists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Marriage & Family Therapists - Texas Marriage & Family Therapists

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Marriage and Family Therapists no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 of the Texas Administrative Code, Chapter 801, Subchapter K, Section 801.264 Types of Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


Addiction Counselors - NAADAC

NAADAC

This self-study course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.0 CE in the Counseling Services skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming. Full attendance is required; no partial credit will be awarded for partial attendance.


California Alcoholism & Drug Abuse Counselors (CCAPP-EI)

PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: OS-03-036-1025. This activity meets the qualifications for 6.0 CEH's (continuing education hours).


California Alcoholism & Drug Abuse Counselors (CADTP)

PESI, Inc. is an approved provider by the CADTP, Provider #: 201. This Category H activity meets the qualifications for 6.0 CEU's (continuing education hours).


Connecticut Addiction Counselors

Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.


Nurses, Nurse Practitioners, and Clinical Nurse Specialists

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements.


California Nurses

PESI, Inc. is a provider approved by the California Board of  Registered Nursing, Provider #: 17118 for 6.0 self-study contact hours. 

** You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.


Florida Nurses

PESI, Inc. is an approved provider by the Florida Board of  Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.

CE Broker


Iowa Nurses

PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.3 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.


Arizona Occupational Therapists & Occupational Therapy Assistants

CE credit is available. This self-study course consists of 6.0​ continuing education clock hours for Arizona OTs and OTAs. The Arizona Board of Occupational Therapy Examiners (R4-43-203) confirms acceptance of continuing education programs relevant to occupational therapy that are approved by the American Occupational Therapy Association (AOTA).


Florida Occupational Therapists & Occupational Therapy Assistants

PESI, Inc. is an approved provider with the Florida Board of Occupational Therapy. Provider Number #50-399. This course qualifies for 6.0 self-study continuing education credits.

CE Broker


California Physical Therapists & Physical Therapist Assistants

PESI, Inc. is recognized by the Physical Therapy Board of California as an approval agency to approve providers. This self-study lecture qualifies for 6.25 continuing competency hours.


Texas Physical Therapists & Physical Therapist Assistants

This activity is provided by the Texas Board of Physical Therapy Examiners Accredited Provider #2106032TX and meets continuing competence requirements for physical therapist and physical therapist assistant licensure renewal in Texas. This activity will provide 6.25 CCUs. The assignment of Texas PT CCUs does not imply endorsement of specific course content, products, or clinical procedures by TPTA or TBPTE. Full attendance is required; no partial credits will be offered for partial attendance.


Physical Therapists & Physical Therapist Assistants

This self-study course consists of 6.25 clock hours of instruction that is applicable for physical therapists. CE requirements for physical therapists vary by state/jurisdiction. Please retain the certificate of completion that you receive and use as proof of completion when required.


Illinois Physical Therapists & Physical Therapist Assistants

PESI, Inc. is a Registered Physical Therapy Continuing Education Sponsor through the State of Illinois Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 216.000270. This self-study course qualifies for 6.0 CE credit hours.


New York Physical Therapists & Physical Therapist Assistants

PESI, Inc. is recognized by the New York State Education Department, State Board for Physical Therapy as an approved provider for physical therapy and physical therapy assistant continuing education. This self-study course qualifies for 7.6 contact hours.


North Carolina Physical Therapists & Physical Therapist Assistants

PESI, Inc. is an approved provider with the Illinois Division of Professional Regulation, Provider Number: 216.000270. This intermediate course is approved by the North Carolina Board of Physical Therapy Examiners by virtue of PESI Inc. approved provider status with the Illinois Division of Professional Regulation. This course qualifies for 6.0 continuing education hours.


Utah Physical Therapists And Physical Therapist Assistants

This course is designed to meet the Utah DOPL Rule R156-24b-303b.2.c.iv - A commercial continuing education provider providing a course related to the practice of physical therapy. Please retain a copy of the advertising brochure and your certificate of completion to provide to your board should this be requested of you. This self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Psycho-Educational Specialists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Speech-Language Pathologists & Audiologists

This course contains 6.0 hours of self-study continuing education. It was not offered for ASHA CEUs. Please retain your certificate of completion. If audited for ASHA Certification Maintenance, you can submit this certificate of completion at that time. For state licensure, teacher certification renewal, or other credential renewal, contact those agencies for information about your reporting responsibilities and requirements.


California Speech-Language Pathologists & Audiologists

PESI, Inc. is an approved provider with the California Speech-Language Pathology and Audiology Board, #PDP 319. This course meets the qualifications for 6.0 hours of self-study continuing professional development credit for Speech-Language Pathologists or Audiologists, as required by the California Speech-Language Pathology and Audiology Board.


Florida Board of Speech-Language Pathology and Audiology

PESI, Inc. is an approved provider with the Florida Board of Speech-Language Pathology and Audiology. Provider Number: 50-399. This self-study course qualifies for 6.0 continuing education credits. 


Kansas Speech-Language Pathologists

Approved for 7.5 self-study continuing education clock hours for Kansas licensed Speech-Language Pathologists by the Kansas Department for Aging and Disability Services.


Other Professions

This self-study activity qualifies for 6.25 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.



Handouts/Brochure

Speaker

Howard Baumgarten, MA, LPC's Profile

Howard Baumgarten, MA, LPC Related seminars and products

Smart Practice Central


Howard Baumgarten, MA, LPC, has nearly 25 years of clinical experience and is an expert on how to successfully merge high standards in mental health care with solid business principles. He has served the Denver area with a successful private practice for 15 years, learning first hand many of the “secrets” to a successful business. While maintaining his full-time clinical practice, Howard consults with new business owners in the field of mental health practice, provides training programs across the country and is the author of Private Practice Essentials: Business Tools for Mental Health Professionals (PESI, 2017).

As the former director for Westside Behavioral Care, Inc., he helped recruit, manage and build one of Colorado’s largest private group mental health practices. Since 2005, he has lectured at the University of Colorado’s Graduate Counseling Program, teaching a course on the establishment, development, and maintenance of clinical practice.

Howard warms his audiences with creative solutions and practical advice, sharing his experiences, with energy and humor!

 

Speaker Disclosures:

Financial: Howard Baumgarten maintains a private practice.  He is employed by the University of Colorado.  He sells websites and services for TherapySites, LLC and receives compensation.  He is a speaker, who receives an honorarium, for Cigna Behavioral Health.  He receives a speaking honorarium from PESI, Inc.  He has no relevant financial relationships with ineligible organizations.
Non-financial:   Howard Baumgarten has no relevant non-financial relationship to disclose.

 


Additional Info

Access for Self-Study (Non-Interactive)

Access never expires for this product.


Target Audience

Counselors, Social Workers, Psychologists, Marriage & Family Therapists, Nurses, Case Managers, Addiction Counselors, Occupational Therapists, Speech and Language Psychologists, Physical Therapists, and other Behavioral Health Professionals

Objectives

  • Discover how to create or re-create a business specific to your needs and interests as a clinician.
  • Explain effective organization and management strategies that are thorough, efficient, and improve clinical quality.
  • Identify networking, marketing tools and pathways designed for creating and maintaining client referrals.
  • Discuss the role of managed care in private practice and how to best work with 3rd party payers.
  • Describe and identify programs and services outside traditional therapy and discuss implementation into your clinical setting.
  • Explain methods for managing practice finances and growing wealth.
  • Create an individualized plan for ongoing practice growth and development.

Outline

Practice Evaluation & Preparation

  • The Business Plan
    • Elements of a plan
    • Preparing your individualized plan
  • Organizing and managing the practice
    • Effective in organization and management is positive for good financial and clinical outcomes.
    • 5 Keys to efficiency
  • Networking/Marketing
    • Distinguished networks and smart marketing
    • How and where to get clients
    • Client retention strategies

Program Development & Diversification

  • Working with Managed Care
    • Brief history
    • Getting on panels
    • Verifying benefits/authorizations/claims & billing
    • Re-credential
    • Rate negotiation
    • The value of working with managed care
  • Diversification through creative programming
    • Explore diversification models
    • Diversification in individual business plans

Securing your future!

  • Financial growth and management
    • Professional experts
    • Strategies for managing finances
    • Insurance
    • Protection of assets
  • Ongoing Growth and Practice Development
    • The business plan reviewed
    • Diversification
    • Learning through success & failure
    • Mentorship
    • Avoiding burn out
    • Ultimate entrepreneur!
  • Comments, Questions, Feedback/Evaluation

Reviews

Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.

ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.

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