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Filtered field notes — practice management.

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All practice management posts.

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A Therapy Waitlist Needs a Next Step

A waitlist should tell people what happens next. A practical framework for behavioral health teams to make the path from inquiry to care visible.

Sep 19, 2026 Matthew Sexton, LCSW

EHR Downtime Plan for a Small Therapy Practice

An EHR downtime plan gives a small therapy practice a one-page routine for the first hour, temporary notes, client contact, recovery, and testing.

Sep 01, 2026 Matthew Sexton, LCSW

Close the Month With a Practice Decision Log

A therapy practice monthly review works best when it ends in writing, not conversation. Set aside about an hour, look at four operating areas, and turn what…

Aug 30, 2026 Matthew Sexton, LCSW

Build a Coverage Plan Before You Need Time Off

A therapy practice coverage plan is a short written document that says who handles your clients, your messages, and any urgent situations when you're…

Aug 29, 2026 Matthew Sexton, LCSW

Know the Cost of a New Service Before You Announce It

Before you post about a new group, workshop, or specialty service, work out the full therapy practice new service cost: one-time setup, recurring monthly…

Aug 28, 2026 Matthew Sexton, LCSW

Turn Repeated Admin Questions Into a Practice Playbook

For one week, write down every administrative question that comes up more than once, in the words people actually use. Sort them into a handful of buckets,…

Aug 27, 2026 Matthew Sexton, LCSW

Run the Practice in One Weekly Owner Hour

Block one uninterrupted hour every week for therapy practice weekly operations, and use it for nothing else. Spend the first 10 minutes scanning what…

Aug 26, 2026 Matthew Sexton, LCSW

Your Practice Needs a Stop-Doing List Before It Needs Another App

Find duplicate work, unclear approvals, and unused reports before buying another app for a therapy-practice workflow that needs simplification.

Aug 25, 2026 Matthew Sexton, LCSW

Build the Referral Handoff Before You Add Another Referral Source

Map a reliable therapy-practice referral handoff before adding another directory, ad, or referral partner to an unclear intake process.

Aug 24, 2026 Matthew Sexton, LCSW

Check Capacity Before You Create More Demand

A practical capacity check for therapy-practice owners who want marketing to match their real openings, administrative time, and response path.

Aug 23, 2026 Matthew Sexton, LCSW

The Friday Landing Note for a Small Therapy Practice

A five-field Friday planning routine for therapists who want to leave Monday a clear administrative starting point without rebuilding the week.

Aug 21, 2026 Matthew Sexton, LCSW

A 10-Minute Private Practice Weekly Review

In 10 minutes, review sessions, money, deadlines, and capacity, then repair one administrative leak with an owner, date, next action, and stop rule each week.

Aug 17, 2026 Matthew Sexton, LCSW

Build Your Therapy Practice SOPs With AI—Then Put a Human in Charge

A practical system for drafting and maintaining intake, cancellation, billing, referral, records, and incident-response SOPs without putting PHI into unapproved AI tools.

Aug 08, 2026 Matthew Sexton, LCSW

How to Build a Therapy Website With AI (2026 Compliance Guide)

AI builders put a professional therapy website within an afternoon's reach. The honest, tool-by-tool how-to, plus the HIPAA, Good Faith Estimate, and ADA layer affiliate listicles skip.

Jul 22, 2026 Matthew Sexton, LCSW

AI vs. the Vendor Tax on a Solo Therapy Practice

By my math a solo practice pays $8,000 to $32,000 in year one for a website, marketing, and admin. AI collapses most of that into a few subscriptions, itemized here.

Jul 18, 2026 Matthew Sexton, LCSW

How I Use AI to Run My Therapy Practice's Back Office

58% of small businesses used generative AI in 2025, up from 40% a year earlier. Here is how a solo therapist runs the whole business side, website to video, with AI.

Jul 18, 2026 Matthew Sexton, LCSW

Private Practice AI Stack for Therapists in 2026

AI monthly use among therapists nearly tripled to 29% in one year (APA, 2025). What the 29% use, what it costs, the compliance gaps, and what the 71% wait for.

Jul 09, 2026 Matthew Sexton, LCSW

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