Business Consulting • Virtual • One-on-One
You Know How To Do Therapy. Let's Make Sure You Know How To Run The Business.
One-on-one virtual consulting for licensed clinicians in North Carolina ready to build a private practice, from board approval through your first insurance credential.
Nobody Trains You To Run A Business. They Train You To Do Therapy.
Graduate programs teach clinical skill. They do not teach you how to register a PLLC, apply for an EIN, build a CAQH profile, or get credentialed with an insurance panel that can take months to respond. Most clinicians learn this by trial and error, usually while also trying to see clients and pay their own bills.
I built my own practice from the ground up, using a background in accounting and business before I ever became a therapist. I know both sides of this process, the clinical license and the business license, because I have held both.
Nine Steps From Idea To Open For Business
Every private practice in North Carolina moves through the same sequence of approvals, applications, and paperwork. Here is exactly what that sequence looks like, and where clinicians most often get stuck.
Permission From Your Board
Confirm your licensing board allows you to open and own a practice at your current level, before you spend a dollar on anything else.
Confirm Your PLLC Name Is Available
Search North Carolina's business registry and apply for name registration before you build a website or order a single business card.
Apply For Your EIN
Your federal tax ID, the number that makes your practice a real business in the eyes of the IRS.
Apply For Your PLLC
Officially form your Professional Limited Liability Company with the North Carolina Secretary of State.
Build Your CAQH Profile
The credentialing database every major insurance panel pulls from. Built wrong, it can delay every panel application behind it.
Apply For Your NPI Numbers
Your individual and organizational National Provider Identifiers, required before any claim can ever be billed.
Get Credentialed With BCBS & Aetna
Navigate two of the most commonly requested panels, and understand what makes an application sit versus move.
Open Your Business Bank Account
Separate your business and personal finances correctly, starting with the very first deposit.
Set Up Your NC Tracks Account
North Carolina's Medicaid enrollment system, required if you plan to accept NC Medicaid plans.
One-on-One. Virtual. At Your Pace.
This is not a course you complete alone. It is direct, one-on-one virtual consulting, built around exactly where you are in the process right now. Some clinicians come to me before they have told their board anything. Others already have a PLLC and are stuck somewhere in credentialing. We start wherever you are and move through the roadmap together, step by step, until your practice is open and able to bill.
Who This Consulting Is For
You Are Ready If
- You are a licensed clinician in North Carolina (LCMHC, LCSW, LMFT, psychologist, or an associate working toward independent practice)
- You are ready to leave group practice or agency work and build something of your own
- You are willing to do the paperwork yourself, with an experienced guide making sure nothing gets missed or done out of order
- You want a clear sequence instead of piecing information together from a dozen different sources
Not Sure Where You Are?
That is completely normal, and exactly what the first consultation is for. We will map out exactly which of the nine steps you have already completed, which ones are next, and what a realistic timeline looks like from here.
A Note From Brooke
Before I was a therapist, I was an accountant. I built Caine Therapy & Consulting myself, every registration, every credentialing application, every part of it, using a business background most clinicians never get.
I know exactly which steps are simple and which ones will eat your whole month if nobody warns you first. I built this consulting offering so the next clinician does not have to learn all of it by trial and error, the way I did.
Ready To Build Something Of Your Own?
Book a consultation and let's find out exactly where you are in the process, and what the next right step looks like.
Book a Consultation