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?