Practice Financial Health

Raising Your Rates? Notify Clients with This Free Template

Thinking of raising your rates? This guide walks you through how to notify clients effectively with a free email template. Learn why adjusting rates can be a smart move for your practice, when to announce it, and best practices to ensure smooth communication. Make this transition easy, professional, and transparent to maintain strong client relationships.

The Top 18+ CPT Codes Used by Mental Health Professionals 

Easily reference the top 18 CPT codes used by mental health professionals, along with commonly used add-on codes for evaluation and management, and psychotherapy.

A Therapist’s Guide to Navigating the Summer Slump 

Whether you are new to private practice, or you’re a seasoned veteran – deciding how you’re going to take advantage of the summer slump can help set yourself up for success once business picks up again!

6 Tips for Filing Taxes as a Therapist

Tax season wouldn’t be complete without exasperation, confusion, and a light touch of panic, would it? Filing taxes as a private practice therapist means taking special care to ensure that you’re filling out the correct forms and claiming as many tax deductions for therapists as you can.

Year-End Book Keeping Checklist for Therapists

Streamline year-end bookkeeping with our checklist for therapists. Manage invoices, set goals, and reflect on achievements with Owl Practice’s easy-to-use tools.

How To Improve Billing Efficiency

Streamline billing in your mental health practice with automated invoicing, email integration, and variable fee options. Simplify invoicing and tax prep with an efficient, user-friendly system.

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How to Create an Operating Budget for Your Private Practice

Learn how to create an operating budget for your private practice, including tips on managing revenue, expenses, and cash flow.

Decoding Insurance: Paneling, Payors, Payment

Unravel the complexities of insurance paneling for therapists and learn how to navigate the world of payors and payments. 

What Would a More Efficient Practice Look Like?

Discover how to make your practice more efficient with tips on client scheduling, session flexibility, appointment reminders, and more. Learn how automation can save you time and boost productivity.

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