A step-by-step workbook for mental health providers. Nine focused sections covering business formation, credentialing, compliance, HR, and technology.
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Built for psychiatrists (MD, DO), psychologists (PhD, PsyD), psych NPs (PMHNP-BC), and therapists (LCSW, LPC, LMHC, LMFT).
iTrust Insights is a clinician-led team helping mental health providers launch and grow their private practices without the guesswork: credentialing, systems, and the day-to-day operations no one teaches in clinical training.
We wrote this workbook for the clinician who's ready to build and wants to see the whole path first.
Unlike another PDF that sits in your downloads, this is twenty-three pages of decisions, checklists, and reflection prompts you can actually work through this week.
NPPES, CAQH, DEA, MATE Act, BAAs, and HIPAA, all in one place across federal and state requirements.
When to call the attorney, CPA, insurance broker, or HR advisor, and exactly what to ask.
Reflection prompts and priority slots that turn a wishlist into a thirty-day plan.
Everything from entity formation to your first hire, focused on the decisions that shape the rest without filler or fluff.
Feedback from clinicians who worked through the workbook and worked with our team.
The credentialing section alone saved me from calling ten different payers with the wrong information. I kept going back to it.
Written like you're actually talking to a colleague. So yes, I finished it in an afternoon and had a real plan.
I've read three of these guides. This is the first one that treated me like a clinician, not a marketing target.
The workbook works well on your own. If you want expert eyes on your specific situation, book a free call with one of our practice growth specialists. We will walk your first thirty days with you, tailored to where you actually are.
Book a call with a specialistTwenty-three pages across nine focused sections, delivered straight to your inbox.