You can tell me what’s happening with a client after one session. But ask how much of your income comes from Headway, or how many days’ notice your Aetna contract requires, and most of us would be guessing.
That’s not a character flaw. Nobody taught us this part. We signed the contracts years ago, took the referrals, and got to work.
So when you start wondering about going off a panel or platform, the questions feel overwhelming:
Without answers, the decision gets made for you. You stay because it feels too risky to look, or you leave after a bad week and hope the math works out.
You can make decisions about your own practice confidently.
I give you a spreadsheet where you enter your monthly income by source and see it as a pie chart: maybe 50% Headway, 10% Cigna, 10% Aetna, 30% private pay. Then four questions to sort out what’s right for you now: why you’re thinking about leaving, how much income is at risk, what a realistic timeline looks like, and how much risk you can take.
Model what it would be like to leave one panel or platform, and set your private pay rate. You’re not committing to anything. Estimate who would stay and how often they’d come, then see the worst case, the best case, and the most likely scenario, and what each does to your monthly income. Then you have a template for modeling other changes too.
Use NotebookLM to find your notice period and obligations. Learn how going off a platform differs from going off an insurance panel directly, what to watch for, and how Medicare opt-out works. Then build an income plan, whether it’s one change by March or a plan for a slower change over the next few years.
90 minutes. The first hour is teaching, the last 30 minutes are live Q&A, so you get your specific situation answered.
Can’t make one live? Every session is recorded and yours through January 31, 2027.
Five years into my trauma therapy practice, I was taking insurance and seeing a lot of clients to make ends meet. Then, between experiencing health challenges and needing to devote time to caregiving for my elderly parents, I needed to work fewer hours. I had to look hard at my own numbers, and they didn’t work.
I’d spent 20+ years in corporate and small business management before becoming a therapist, so I knew how to read the numbers. Most trauma therapists were never given that chance.
This workshop is the structure I wish every colleague had: not a recommendation, a way to see your own business clearly.
You’re on one or more panels or platforms (Headway, Alma, and similar) and you’ve been wondering whether it’s time to make some changes. Maybe you know you want to go off one, or maybe you’re just curious.
You’ve already left your panels and you’re looking for help setting your private pay rate or filling your caseload.
Staying where you are can be exactly right. So can leaving. What costs you is deciding without the information: staying another two years because you couldn’t see the numbers, or leaving fast and finding out what your contract required after the fact.
Three live 90‑minute sessions, the recordings through January 31, 2027, and every tool we use.
No. I’ll give you the structure and the numbers. The decision is yours, and staying is as good an outcome as leaving when you’ve chosen it.
Yes, panels and platforms together. Session 3 covers how a platform exit differs from going off a panel directly.
Covered in Session 3, with a step-by-step opt-out handout.
No. You’ll learn to find and read the terms in your own contract. For anything unclear, call provider relations or ask an attorney.
Every session is recorded and yours through January 31, 2027. Email me your question before a session and I’ll answer it on the call so it’s on the recording.
No, there are no CE credits available for this workshop. If you’re looking for CE credits, the self-paced Foundations Digital Course offers 4.5 NBCC CE credits upon completion.
Get started today before this once in a lifetime opportunity expires.
