1. Email Address
2. Would you like to join our mailing list to receive updates on more exciting information?
3. How many employees do you have?
4. Are you using a HIPAA-compliant email system?
5. Have you completed a HIPAA risk assessment in the last 12 months?
6. Do you store client records securely in a HIPAA-compliant cloud system?
7. Do you have a written plan for handling HIPAA breaches?
8. Do you have a structured client onboarding process?
9. Do you have a structured staff onboarding process?
10. Do you have an employee handbook?
11. Do you have a structured payroll system (e.g., Gusto, ADP, QuickBooks)?
12. Do you have a system for accepting credit/debit card payments (e.g., Stripe, Square, PayPal)?
13. Do you have a billing system in place (either in-house or outsourced)?
14. Do you have a structured session note auditing system?
15. Can you pass an Optum in-network audit today (i.e., do you have all required policies and procedures in place)?
16. Do you track staff compliance, training, and performance systematically?
17. Do you have a crisis intervention plan for staff and clients?
18. Do you have a system for tracking supervision hours and quality assurance?
19. Do you have a structured intake and onboarding process for new clients?
20. Do you have a written onboarding and training process for new staff?
21. Do you provide ongoing staff training and supervision with documentation?
22. Do you have a structured system for tracking clinical quality and treatment fidelity?
23. Do you have a system to refer cases outside of your practice’s scope?
24. Do you have a whistleblower, abuse, and fraud policy/system in place?
25. Do you have company values, and are they embedded in the day-to-day practices of your company?
26. Do you have a marketing system for client acquisition?
27. Do you have a structured hiring and staff retention plan?
28. Do you have a social media presence, and is it compliant with BACB ethics guidelines?
29. Do you have a website in place for your business?
30. Do you have a clear financial model for growth (revenues, expenses, and profit tracking)?
31. Do you have a payroll system in place to handle a growing team?
32. Do you know your current profit margins and have financial targets for growth?
33. Are you currently in-network with at least one major insurance payer?
34. Do you have a structured rate negotiation process in place with insurance payers?