How to Get Started

1. Complete the Intake Form (required)
2. After review, you’ll receive next steps to schedule and submit your deposit
3. We meet virtually for a focused 90-minute consultation

Questions before submitting the intake? Email 716CEU@gmail.com.

Consultation Overview

This consultation is intended to provide clarity, alignment, and sequencing around launching or transitioning into private practice and/or telehealth in New York State. It focuses on informed decision-making and strategic planning rather than step-by-step implementation.

• Business-focused (not therapy, supervision, or legal/tax advice)
• NYS-specific guidance tailored to your license and goals
• Conducted virtually via video conference

What’s Included (Before)

Prior to our scheduled session, clients receive:

• A brief intake form to gather background information, goals, and areas of focus
• Review of licensure type (LMHC, LMSW, LCSW) and current practice status
• Clarification of consultation scope, structure, and pricing
• A clear outline of what will be covered during the consultation
• Confirmation of consultation length, virtual format, and extension options

This preparation helps our session stay focused, efficient, and tailored to your specific situation.

What We May Cover (During)

During the session, we may review key considerations related to:

• License-specific considerations and scope of practice alignment
• NYS compliance and private practice readiness
• Business and operational setup considerations
• Telehealth requirements and workflow planning
• Insurance participation strategy and high-level billing considerations
• Practice visibility and referral foundations
• EHR and documentation workflow considerations
• Prioritization of next steps based on your goals and timeline

The consultation supports clarity and sequencing rather than step-by-step execution.

What’s Included (After)

Following the consultation, clients receive:

• A customized post-consultation handout summarizing key discussion points
• A tailored next-steps checklist based on license type, goals, and timeline
• Clear prioritization of recommended actions to support implementation
• The option to schedule a brief follow-up call (if needed) to clarify questions after reviewing materials

All written materials are personalized and provided after the consultation.

Consultation Completion Benefit

As a professional courtesy for completing the consultation, you may choose one of the following CEU benefits toward future trainings:

• 50% off one CEU training, or
• 10% off all CEU trainings for 12 months

Discounts apply to CEU trainings only and may not be combined with other offers.