This course is a podcast episode:

You can listen to this course for free on most podcast players (Apple Podcasts, Stitcher, Google Podcasts, etc.). Once you have listened to the episode / course you can access the post-test and earn your certificate / ASHA CEUs using the links above.

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    Handout: Setting up a Private Practice Part 2: Documentation, Logistics, and Staffing

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Learning Outcomes and Course Description

There are so many things that go into setting up a private practice, we simply couldn’t squeeze them all into one episode!  After we recorded our first episode (“Setting up a Private Practice Part 1: Liability and financial considerations”) we got a lot of questions related to documentation and logistics that we hadn’t covered.  What pieces of information do you have to include in your clinical documentation? What things does insurance require in documentation? What about intake paperwork? HIPAA disclosures? And the more fun stuff - logos? Renting office space? Oof - it really is a lot to think about when you are just starting out!

Once the questions started coming in we realized we had left out so much. So, Part 2 was born.   We hope this information is helpful.  And, incase you hadn’t heard, we LOVE hearing from our listeners and we are passionate about private practice logistics.  If you are setting up a private practice and want more information after you’ve listened to our episodes, please contact us! We’d love to try and help.  You can email us anytime at

DISCLAIMER: As we stated in our first episode on private practice, we are not accountants or attorneys! The information contained in this episode is not at all intended to replace advice from licensed attorneys or accountants.  The information contained in this episode has been compiled over several years of personal experience owning / running a private practice.  We recommend contacting your local professionals for specific advice about your practice.

  1. Identify at least two required and recommended components of documentation in private practice
  2. Describe at least 2 logistical considerations and possible solutions
  3. Identify at least two considerations related to hiring employees and staffing

Course Presenters

SLP/BCBA; SLP Kate Grandbois (she/her) & Amy Wonkka (she/her

Kate and Amy are co-founders of SLP Nerdcast. Kate is a dually certified SLP / BCBA who works primarily as an "AAC Specialist." She owns a private practice with a focus on interdisciplinary collaboration, augmentative alternative communication intervention and assessment, and consultation. Amy is an SLP who also works as an "AAC Specialist" in a public school setting. Amy's primary interests are AAC, typical language development, motor speech, phonology, data collection, collaboration, coaching, and communication partner training and support.

Speaker Disclosures

Kate Grandbois financial disclosures: Kate is the owner / founder of Grandbois Therapy + Consulting, LLC and co-founder of SLP Nerdcast.  Kate Grandbois non-financial disclosures: Kate is a member of ASHA, SIG 12, and serves on the AAC Advisory Group for Massachusetts Advocates for Children. She is also a member of the Berkshire Association for Behavior Analysis and Therapy (BABAT), MassABA, the Association for Behavior Analysis International (ABAI) and the corresponding Speech Pathology and Applied Behavior Analysis SIG. 

Amy Wonkka financial disclosures: Kate is an employee of a public school system and co-founder of SLP Nerdcast.  Amy Wonkka non-financial disclosures: Amy is a member of ASHA, SIG 12, and serves on the AAC Advisory Group for Massachusetts Advocates for Children.

Time Ordered Agenda

10 minutes: Introduction, Disclaimers and Disclosures

20 minutes:  Descriptions of the required documentation in private practice

15 minutes:  Descriptions of logistical considerations in private practice

10 minutes:  Descriptions of considerations related to hiring / staffing in private practice

5 minutes: Summary and Closing

References and Resources

Nikjeh, D. A., & Carroll, L. M. (2010). Making the Move to Private Practice: Using Your Sense To Make Cents. Perspectives on Voice and Voice Disorders, 20(1), 22-37. doi:doi:10.1044/vvd20.1.22

Swigert, N. B. (2018). Documentation and Reimbursement for Speech-Language Pathologists: Principles and Practice. Thorofare, NJ: Slack Incorporated.

Read more about RAC here:

HIPAA requirements: related to employee vs contractors:


The contents of this episode are not meant to replace clinical advice.  SLP Nerdcast, its hosts and guests do not represent or endorse specific products or procedures mentioned during our episodes unless otherwise stated.  We are NOT PhDs, but we do research our material.  We do our best to provide a thorough review and fair representation of each topic that we tackle.  That being said, it is always likely that there is an article we’ve missed, or another perspective that isn’t shared.  If you have something to add to the conversation, please email us! We'd love to hear from you!