Private Practice Tools & Apps

When I first started PorrazzaNutrition, I did a lot via paper (i.e. my accounting, charting, etc) and I soon realized just how many files I was accumulating. Over the past couple of years, I have implemented a few systems/applications in my practice and I have complied a list of just some of them for you today. There are tons of competing products/services on the market; however, these were ones I have used personally and were satisfied with. This is not a sponsored post and I do not work for any of the companies featured below.

Organization
–Trello– I have just started using this free app/site and it is awesome for individuals and teams! I love that you can create different boards (topics) and lists. I used for long-term lists and also for some of the committees I am on. I also use the boards as ideas for my blogs and then I list out talking points. It is great for me when I am not able to sit down and write on paper.
–Google Drive- If you have not used GD, start now! You get a ton of free storage! I store informational sheets, blank assessment forms, and documents that I use most often on-the-go. It is way better than storing a ton of stuff on my laptop and then only being able to access if I am on it. I use GD a lot for committees I am on. It is easier to share a folder with the minutes than emailing documents back and forth every month.
–Tools for Wisdom Planner– I am totally still a pen-and-paper planner person. I tried using an online calendar and hated it! I like crossing things out and being able to flip through the months with a paper planner. I am super picky about my planners and will spend hours trying to find a good one each year (haha). I currently use the Tools for Wisdom since I specifically wanted a planner with a month view plus the days in columns with an hour-by-hour format. The pages are thick enough that highlighters do not bleed through (I am a color coding queen). I might switch up again for next year since this does not include any 2018 months. I am totally open to suggestions here!

Accounting – Quickbooks
When I first began my practice, I didn’t have a ton of income/expenses so I just tracked using ledger sheets. After about 2 years, I started looking around and Quickbooks came up a lot. It is super simple to use and cheap (I pay $5.30/month). You can save different transactions for the future so they are automatically categorized as they come in. I use the app a lot on-the-go, especially since you can scan in receipts. I still use a separate accounting sheet to track unpaid classes or checks that have not been cashed yet. It definitely makes tax season a lot simpler since you can just import your information from Quickbooks without having to enter in everything manually.

Media
–Dropbox– I have the Dropbox app on my phone and computers and it makes it really easy to upload files or pictures. I take a ton of photos and it syncs automatically with my computer where I can then move them to an external hard-drive or save to my photos.
-Canva– Awesome for designing posts for social media, blogs, etc. So many free images/templates.
–Pixabay–  Royalty free pictures. I take a lot more of my own photos now; however, this was really helpful for me initially.
–Snapseed– Free app for editing photos. One of the best I have used so far.
–Tiny Scanner– Free app that functions as a portable scanner. Your scans can be saved as a PDF or an image. I have the free version and just delete the scans once they are uploaded to where they need to be. Really useful for scanning large documents especially if you are out or don’t have a scanner at home (mine is a bit temperamental).

Newsletters – MailChimp
I use MailChimp for my bi-monthly newsletters. I also embedded a sign-up form on my website (GoDaddy) that links to my account. I like being able to embed newsletters in emails and then track the statistics after each email blast. I use the free version for my practice and have not felt the need to upgrade further yet.

As I mentioned in the beginning of the post, this is not a complete list of every tool/app I use in practice; however, it does include my main ones. I will be posting another blog to include my counseling/billing resources too!

I am always open to suggestions for tools, so leave a comment and let me know what types of software or applications that you use that have made your business life that much more productive (or simpler).

Business Lessons Learned – Go With The Flow

Happy Memorial Day weekend! I thought about nixing this blog until next week; however, I was up early with my lovely feline friend (aka my cat) so I figured why not! If you have been reading my blogs lately, you will notice that this is the second blog in my “Monthly Recap” series. Back in April’s post, I set three goals for myself. I am super happy to say that I accomplished all three! These have been goals on my list for a while now; however, there is just something about having that accountability factor that pushes you to follow through. While it might seem weird to think I am being accountable to my viewers, it really helped me to focus towards having something positive to share for this post.

Lessons Learned
Be Accountable to Someone
I am always telling my clients to have someone to be accountable to (whether it is me or a spouse/friend). Again, in taking my own advice, I realized that having the accountability really helps to just give that extra push. I would challenge any business owner to identify their go-to person that they will check in with each month (or week). They can help you to review your goals, ideas, issues, etc.

Flow With Your Business
Your business will change every year or month even. Now, while this might not be a huge change, always be open to assessing and adapting with the needs of your clients. I have been changing some of my services and offerings to suit my client needs better. I now have a monthly fee for a coaching option between appointments. I use to think I would always just do the counseling and classes; however, now I want to have more time to myself so I am working towards more products versus services. My point here is not to pigeon-hole yourself into one way of thinking about your business. Always be open to opportunity and change for that matter.

Act First
One of my biggest downfalls is over planning and not acting. It took me so long to get an outline written for my book because I was worried about how I would sell it. Why does selling it matter if I don’t even have a product to sell?? I can often waste hours researching and planning to start something and then not even starting it because I am so wrapped up in the preparation. While I think planning is a great step, don’t get hung-up on it for an extended time. Yes, do some short research and then ACT.

Key Defining Moment
Health Fair Competition
This month, I attended a health fair for one of the companies I work with for weight management classes and also provide on and off-site counseling for. This company has a few dietitians they work with since they have a huge incentive program around wellness. At this recent health fair, about 7 different dietitians were there promoting their business and counseling services. Being the 5th dietitian in the row of tables, I was wondering to myself what sets me apart from them? We all do counseling and accept insurance, so what makes me special? One little edge I have to some is that I offer in-home counseling services and still come on-site for the company. Although, this really got me thinking about my brand and how I want to promote myself.

After the health fair, I had one client tell me that they specifically chose me out of the other dietitians because they were impressed with my professionalism, table set-up, and business cards. Now, I am not one to ever put down another dietitian and I thought some of the other tables looked awesome, so I simply thanked him and moved on in conversation. I was one of the only tables without a food sample (since I had planned a game instead), so I originally thought no one would be interested in what I had. Although I did have quite a few sign-ups for counseling and my newsletter, I still didn’t think I would be standing out as much from the other tables.

For any health fair, I always bring my PorrazzaNutrition banner, handout holders, 1-2 handouts (tip sheets), info sheet about myself that I put in a plastic stand-up, 2-3 recipe cards, 1-3 coupons, newsletter sign-up + counseling interest list, business cards in my shopping cart holder, pens, and 1-2 visuals (I had an avocado this day + poster on salt). All in all I realized a few things, I always cater to different individuals with my variety of handouts/recipes, I have visuals to grab attention, I have an awesome business card holder that spurs conversation, I keep the table clean and tidy (especially since I didn’t have food to worry about), and I dress to impress. I set-up my table based on my experiences with previous health fairs and what looks visually appealing to me. I learned, in this moment, that comparing myself to others is so silly since we all target different clients and have our own ways of doing things. There may be many clients who preferred other tables based on their specific needs and what appealed to them. This situation was a huge moment for me because I made a commitment to always keep that professionalism and par level high, no matter where I am or who is watching, and to only compare myself to my past self.

Business Goal #1 – Revise and Upload 3 Meal Plans to my Website
I have been trying to brainstorm more products to add to my business and I realized that I have about 50 meal plans that I created for past clients. Why not update those to sell on my website?! So many clients ask me for meal plans and I usually don’t create them, but instead work with the client to brainstorm meal ideas. What I realized is what I want is not always what everyone else does, so why not just give them that? I will still have a personalized plan option and work with clients during their appointments; however, this can just be another passive income stream for me that still supports my clients’ (and potential clients’) current needs.

Business Goal #2 – Finish First Rough Draft of Book
This month, I worked on an outline for my book and I brainstormed chapter ideas. For next month, I want to put that all into a first draft. This book is the first to many ideas that I have, so I am excited to finally be in the writing process! I typically just write ideas down whenever they come and then dedicate a couple hours one-day per week (for now) to fleshing out those ideas and making them into chapters. I find for myself that I have a hard time writing at home and not getting distracted so I have been writing while between classes (since I take the train and am usually pretty early).

Business Goal #3 – Continue Building My Brand (Including Online Presence)
For this goal, I am going to continue with my blog, video, and social media schedules. I am also brainstorming what my “brand” will look like. I want to have everything integrated to match my passion and niche. I want to move away from 100% service and I feel that building more of an online presence is key to this.

What lessons have you learned this month? Did you have any defining moments or obstacles you overcame? Stay tuned for my upcoming blog’s on building YOUR brand!

Top 10 Tips for a Successful Dietetic Intern

I am going to switch gears for a bit from my usual Dietitian-related tips to a focus on dietetic internships. I have been a preceptor for the last 2.5 years and it has been awesome. I would highly suggest any professional to take on an intern at some point in their career. It is such an eye-opening experience when you are teaching and basically helping to mold someone into their profession.

Over the last month, I have had a lot of interns reach out to me to be their preceptor for 2017-2018 dietetic internships. Only a small handful I ended up meeting with and agreeing to become their preceptor. In the process, I had a few asking what the qualities are of a “good” intern. While I hate using the word “good,” I do like thinking in terms of success. The top 10 list I complied below is a blend of tips from my own experience as being a preceptor plus what I observed during my internship (way back when).

Tip #1 – Show up on Time
This is an absolute must. There is nothing more off-putting than a late intern. Get up earlier and never assume traffic will be great (especially if you have a long drive). My practice is super busy and I am usually on a time crunch, especially if running a class that day, so tardiness just won’t cut it for me. If you do happen to be running late for some reason, always contact your preceptor. Let them know why you are running behind and your estimated time of arrival.

Tip #2 – Always Dress to Impress
I am sure you have heard this one a lot, but take it seriously. I have had interns show up for meetings with me in jeans (and not nice looking ones)! It is way better to be overdressed for a meeting. For your actual rotations, always contact your preceptor and find out the dress code. For my practice, there are days where we need to get dressy for classes or seeing clients. Other days, I am just working out of my home so there is no sense in getting all dolled up to just sit around and work.

Tip #3 – Come Prepared 
One of my biggest pet peeves is when an intern shows up with absolutely no work to do, no outlines or class assignments printed (or available on their computer), or nothing to do for downtime. Whether you are heading in for an initial interview with a potential preceptor or your first day on-site be PREPARED! Have an idea of what your rotation entails. What assignments do you need to accomplish? What tasks need to be done? Don’t assume your preceptor will have that information. Set aside time to speak with them to review everything. Also, make sure you have something to do when there is downtime. This could be reading journals, working on assignments, or studying for your RD exam. Again, this is a good time to ask your preceptor what the expectation is. Do they want you to be working on something for them? Do they want you to work on assignments? Lastly, don’t sit on your phone while you wait. Honestly, that makes me think you don’t take nutrition or the rotation seriously enough.

Tip #4 – Engage and Ask Questions
I always have interns tell me they don’t want to bother me with questions. I love questions and to me, this means you are excited and passionate about nutrition. One thing about questions is to time them correctly. If your preceptor is in the middle of a call or email, that might not be the best time to ask a question. Again, find out what they prefer for this too. I had preceptors who would tell me to interrupt them with anything. I had others that told me if they are busy to let them be. Asking questions about something is not a sign of weakness at all, instead it shows me that you are willing to learn, grow, and challenge yourself. If anyone ever gives you heat for asking questions, apologize maybe for your timing, but never, ever, apologize for your curiosity and desire to learn.

Tip #5 – Be Organized
For anyone that knows me personally, they know I am highly organized. My expectation for organizational skills is probably much higher than most professionals; however, it is for good reasons. My practice involves just me. I do all the scheduling, client-seeing, billing, follow-ups, emails, etc. I need to be organized to make sure everything gets done in a timely (and good quality) manner. While I don’t expect my interns to be like me, having some sense of organization will really suit you well.

Tip #6 – Give Good Quality Work
If your preceptor gives you an assignment or task to work on, take it seriously and take your time to produce good quality work. Don’t just slap something together to get it done. Do the research, invest the time, and don’t be afraid to ask for help.

Tip #7 – Respond to Emails (Professionally)
As I mentioned earlier in the post, I have had a lot of interns reach out to me as a preceptor in the last month, yet I only interviewed a few for my practice. A lot of this was due to that first impression I received via email. Frantic and desperate emails were red flags for me. I questioned if they prepared at all for the internship (i.e. finding preceptors). Again, are you taking this seriously? This makes me think about lack of organizational skills. Also, if students reached out for a clinical rotation with me or with incorrect information about my practice, another red flag went up. Obviously, you did not do your research very thoroughly, so this makes me think that attentiveness to detail is not a strong suit. I have also had potential interns reach out to me, interview with me, not get matched and never let me know (though they said they would). While this doesn’t seem like a big deal, I spent the time setting up an interview with you, filling out paperwork and blocking your rotations in my calendar. At least have the decency to let me know if you will actually be coming. I had these same students reach back out again later when they did get an internship and needless to say, I was hesitant to work with them. While some of my perceptions could be totally off from the actual reality of the situation, that first impression is everything for me in choosing an intern that will work well in my practice. After all, this is my business and I rely on it for my income.

Tip #8 – Be Aware of Preceptor’s Time (Assignments)
Your preceptors are taking the time to work with you during your internship, so as much as you can make that process easier for them, the better. This means being on-top of your assignments and tasks, which goes along with being organized. Plan out when you will do your assignments and don’t wait until the last minute and then expect your preceptor to work it all out for you.

Tip #9 – Be Open to Learning
You might not love every rotation and you might already have an idea of which area of dietetics you want to go into. This doesn’t mean you should just do the bare minimum for your other rotations. Even if you know clinical is not for you, engage and ask questions. You never know when you might find a new passion or learning something exciting.

Tip #10 – Be Open to Feedback 
One of the most important pieces of any profession is getting and giving feedback. Feedback is crucial since it can help to shape you into a better professional. Always be open to getting feedback from your preceptor, even if it is negative. After such, do something about it! If your organization is slacking, how can you improve? Get used to giving feedback as well. Don’t just say everything is great when it isn’t. You can always attempt to improve a situation (or work environment) by giving constructive feedback. Are you frustrated with the lack of time your preceptor is giving you for questions? Are you not learning enough from them? See if you can compromise or come up with a solution that will work for the both of you. I always say that the worst that can happen is someone says, “no” but at least you know that you tried.

I hope this list helps any current or potential interns out there to enhance their experience in the dietetic internship. Good luck to everyone beginning their internships and leave a comment to let me know how yours is going!

For more tips on Preparing for Your Internship, check out the BLOG 

For more information on joining the AND Preceptor Database, click the LINK.

5 Tips for Speaking at Conferences

Welcome back to “My RD Journey!” If you read my last blog post, you will already know that this post is all about my first time speaking at a large conference (The Inaugural Women in Business Conference hosted by the Greater Northeast Philadelphia Chamber of Commerce). I was able to lead an individual breakout session and also serve as a panelist for a discussion on balance. In the past, I have lead seminars, given talks to students, conducted cooking classes and more; however, this was the first conference I was apart of. Today’s post, I will recap for you my (awesome) experience, plus give you tips that I learned along the way.

Tip #1 – Keep it Simple & Organized
I decided that for my individual session, I would touch on general nutrition (building a healthy plate) needs and motivation. I find with my clients that a lot know what to do; however, putting it into action is the hardest part. I wasn’t totally sure of my audience beforehand, so I tried to keep it basic and relate-able. I, for one, hate dry presentations, so I mixed up some of the general education with a few myth-busters throughout. I did use a PowerPoint; however, I didn’t put a ton of words on the slides because I didn’t want the audience to just be reading versus listening. I am definitely one that will completely stray from my outline, which isn’t a bad thing, so I didn’t want the audience trying to find where I was on the slides. One key thing here is that while having a lot of information is great, remember to keep it organized. Don’t jump around too much since you might lose the interest of your group.

Tip #2 – Allow Time for Questions
You can decide whether or not to have participants ask questions throughout your presentation or just at the end. I usually say that they can ask questions throughout if they need clarification; however, I do ask them to otherwise wait until the end. I do this mainly because I had a few instances where people just constantly asked questions and I couldn’t get through all the material. Sometimes the questions were relevant to the topic and other times they were too specific for others in the class to benefit from them. I let the participants know I allotted time for questions at the end and I stuck to my timeline to keep to that.

Tip #3 – Have Evaluations
Getting feedback on your presentation is key! Sometimes, participants in my seminars don’t ask any questions and their facial expressions lead me to think they are bored out of their minds. After doing a lot of different presentations over the years, I found that a lot of people don’t want to ask questions for a few reasons. Some think their questions are “stupid” – I have never had a “stupid” serious question. Some would rather ask questions individually after the session. Some are just taking in all the information and don’t have questions just yet. There are so many reasons for lack of questions. With all that being said, the evaluations are a great way for you to get feedback (positive or negative) and work out the kinks for next time.

Tip #4 – Come Prepared
Being prepared is a huge part of your presentation success. Know what your talking about so you are not just reading from your notes. Have your business cards available so the participants can follow-up with you later (possibly become clients of yours). Make a simple handout and pass it out at the end so you don’t end up with distracted participants. Know what setting is available for your presentation too. Do you have the ability to run a PowerPoint and if so, do you bring the hook-ups and laptop? Will there be tables for the audience or just chairs (important if doing writing activities)? Get as much information as you can beforehand so you are ready to go the day of. Being prepared will help you to eliminate unnecessary stress and be able to deliver an effective presentation that will engage your audience.

Tip #5 – Have Fun & Just Be You
This conference was such an awesome experience for me. I am so passionate about what I do and teach that after a presentation, I usually feel energized and invigorated. With practicing a lot over the years in different settings, I am now really comfortable public speaking and answering on-the-spot questions. I typically get at least a few attendees come up to me after with positive comments; however, I was totally blown away by the positive response at this conference. I had so many women come up to me throughout the rest of the day to introduce me to their friends, comment on the information, and speak to my enthusiasm and positive energy for the topic. It really is a crazy feeling to have people tell you that you are an inspiration to them. As a dietitian, I try to help others find a passion for nutrition and healthy eating; however, some days are just really difficult inspiring change. To know that I inspired a group of women in just 45-minutes was just so awesome (for lack of a better word).

So, if you are presenting in any type of setting, just remember that your enthusiasm and your passion can inspire others to make a change. Put your own spin on things and just relate to your crowd in any way that you can. The more you can connect the better the experience is for everyone.

April Recap – Lessons Learned

April has probably been my busiest month so far in full-time private practice. I had two conferences, both of which I was apart of the planning process, 3 speaking engagements, plus my normal business load (clients and classes). I definitely thought a lot about balance and what that means for myself and my future practice. As I mentioned in my previous blog post, I have been trying to change how I do business to allow for more free time.

So, this month (and those in the future), I want to share with you my “Lessons Learned,” “Key Defining Moments,” and “Business Goals.” I decided on these topics for a few reasons; one of which is that other RDs always ask me what I would have done differently (hence lessons learned) when starting my practice. I also always get asked how I keep myself motivated, which involves pivotal moments and setting goals for myself. My hope is that my monthly recap can help someone else in their practice or career in general.

Lessons Learned 
“Always assume there is something to learn.” “Don’t just show-up, but engage.” 
Sometimes when I think about going somewhere I question whether I will get anything out of it. I mean, after all, my time is critical for me to keep a hold on. I realized that you get what you put into ANY situation. If you want to learn, ask questions and be involved. Engage in conversations and do more than just show-up. If you approach situations with a mindset of knowing you will learn, you will.

“Take advice from the experts.” 
What is funny about this lesson is that I always tell people to see a Dietitian for nutrition help because they are the experts. Somewhere along the way I stopped applying this to my personal/business life. Instead of hiring an accountant for tax season, I figured I would do it myself. About 6 hours later, I filed my federal and state taxes, plus learned how to pay quarterly ones. I then realized I had two city taxes to file only days before the deadline. I tried doing the forms myself online and could not get the numbers to populate correctly. It basically kept saying I owed $0, which I knew was incorrect. After a brief panic attack, I realized that I had the business card of an accountant I knew from school AND I had just reconnected with him while on the train. Despite it being late notice, he helped me to figure out what I was doing wrong fairly quickly and all was well. What I learned from this was breaking down wasn’t going to solve a thing; taking action and figuring out a plan would. I also realized it would have been so much easier (and tax deductible) to have worked with him from the beginning instead of wasting all that time stressing and struggling through it on my own. While I am a huge proponent of learning for yourself, it is really important to know what your limits are.

Key Defining Moments 
PAND AME 
This year I was apart of the planning process for the Pennsylvania Academy of Nutrition & Dietetics’ Annual Meeting and Exhibition. To be honest, I had not gone in the past since I thought I wouldn’t get much out of it. It was such an awesome experience for me. Not only did I get to know some other great Dietitians, but I learned a ton! The best thing about it was that a few RDs came up to me saying they had read my RD Journey blog and had followed me to learn more about private practice. These were people I either never met before or those I knew from years ago but didn’t keep in touch. I also saw a few of my previous preceptors and one had said she still used materials I created for her programming. I was super proud of myself but also realized that I needed to continue on the path I was on to build my brand and products even further.

Running for the Train
Since I really hate driving downtown for my cooking classes, I have been taking the train instead. This means I walk about 1.2 miles to the train station lugging all of my stuff for class. I had a lot of materials for my class last week, so I had a backpack full of stuff plus a rolling suitcase. I had a difficult class attendee who was arguing with me about olive oil being bad for you since it is controlled by the MAFIA, yes the MAFIA. This attendee also said doctors have nutrition certs and you should trust them for diet advice. Needless to say, I was a bit flustered, which then led to me being a careless and cutting my thumb with a knife. Not sure anyone noticed; however, fast forward to me rushing to clean-up to catch the train on time. I ran 3 blocks with a huge backpack and a rolling suitcase all while holding a paper towel on my bleeding thumb since I couldn’t find band-aids. Two ladies also yelled to me, “Run! You will make it. We believe in you,” which just added to the level of crazy. I made it with 3 minutes to spare (only because the train schedule changed and I didn’t realize). So, I am standing there sweating with a bleeding thumb and said to myself, “Never again.” This day was a huge defining moment for me because not only was the afternoon stressful, but I was doing all of it to not even represent my own brand. I definitely had a lot to think about while walking the 1.2 miles home.

Business Goal #1 – Do more as PorrazzaNutrition and less as a contract worker to build someone else’s company.
I made the decision this month, to cut back on the number of cooking classes I do for contract work (see train story above). Not only was the pay not adding up in terms of the time spent, but I also realized these classes are just providing income in the short-term and not allowing me to grow as PorrazzaNutrition. I made a commitment to myself to really focus on doing things that will build my brand and provide income, even if it is in the long-term. This is a huge mental shift for me since I am walking away from quick income; however, long-term, I know this is the best route.

Business Goal #2 – Create and upload at least 3 YouTube videos in May. 
As some of you may know, my drive for video creation was halted when I was in a car accident about a year and a half ago. This is another piece of my business that will not only expand the individuals that I reach, but also, create passive income in the future.

Business Goal #3 – Create a solid outline for my first e-book.
I keep saying that I want to write an e-book and telling people my plan; however, all I have done is write down topics. So, my goal for this month is to actually get more of an outline together and brainstorm chapter specifics. I got so caught up in formatting and how to write the book that I lost sight of the fact that the content is the most important thing. Who cares about formatting and selling when you don’t have a product yet? Priorities!

What lessons have you learned this month? Did you have any defining moments or obstacles you overcame this month?

Stay tuned for next week’s post for my thoughts on my first conference speaking engagement!

4-Month Practice Recap – Self-Employed Vs. Employee

This blog post was originally going to be all about setting income goals and figuring out billable hours; however, as I approach my 4-month self-employed, private practice milestone, I had something different I wanted to share first. This revolves around mainly how I left a “9-5” employee job for a 9-7 if not 8-7 self-employed private practice. Was it worth it? Of course and I would do it again; however, I did come to realize a few things this past month that are going to redefine how I do business in the future.

When I first thought about private practice, I didn’t think it would end up being something full-time. Sure, I would have absolutely loved to just be doing my practice; however, I just didn’t see that as being realistic. I was certain I needed the traditional path of jobs to be successful. After a few years, I began to see that full-time private practice was definitely realistic and coming faster than I had imagined. Now, let’s flash-forward to when I was deciding to leave my full-time employee job. I debated with myself A LOT in the months leading up to my quitting. Would I make enough money? Would I actually like what I was doing? Would I get overwhelmed? I was someone who was ingrained with the idea of making money and saving for a future. Not that this was at all a bad thing, but I was fearful that I wouldn’t be saving and would instead drain the savings I had been building for years.

With those thoughts in the back of my mind, I still quit my job and was quite successful being a private practice business owner. My income surpassed what I was making being an employee, I was flexible enough to be able to spend time with my family whenever needed, and I loved being able to choose what I was doing. So, this doesn’t seem so bad at all, right? To be honest, my success was largely due to stretching myself beyond capacity, taking paying gigs whenever possible (even if they were at lower rates than I wanted) and seeing clients even on the days when I wanted to just focus on office work. I wasn’t spending time on creating products for my lesson plan store. I wasn’t spending time on making YouTube videos. I wasn’t spending time on writing a book. I was just working to make money (and of course because I truly like what I do). It was at this point that I realized that I couldn’t add more to my schedule because the time just simply wasn’t there. I also wasn’t adding in the pieces of my business that would be a source of passive income, thus lightening up my day-to-day workload. I was still bound to certain time constraints for classes or counseling for income and low and behold, that cut my flexibility in half.

After a long chat with my beyond supportive boyfriend, I set goals for myself to cut the fat out of my business. My time was more valuable than what I was being paid for some classes and that needed to change. I also needed to actually set and stick to a schedule where I would only see clients and have classes on certain days. I stopped trying to join various committees and groups to network or invest my time in (for free). I stuck with the organizations I was already in and set boundaries for myself as to how involved I would be. I needed to block off time for content/product/program creation. I refused to be a slave to my own business anymore.

So, why I am I sharing all this with you? Well, for me, the easier route in private practice was to just go out and make that quick money. It was the instant gratification and certainly short-term. What was harder was investing (or starting to invest) my time into what would turn into a long-term income source. This long-term income source would free up more of my time so I could actually enjoy being self-employed. I could get back to more of my hobbies without feeling guilty that I wasn’t working on the business. I could spend more time with my family without bringing work along. I could invest more time in personal development and enhancing my skills as a Dietitian. The positive side of this was simply endless.

If you ever get to this point in your practice, think to yourself what you truly want in being self-employed. Do you want to work like crazy for the goal of not having a boss or company telling you what to do or do you want to have more flexibility in what you do on the day-to-day, while still making money through passive income sources? Once you think about what your long-term goal is, break it down to determine short-term goals and plan your schedule around that. It is so easy to get sucked into the work and make money thought process; however, this process can be simplified, streamlined, and more so minimized to create more time for yourself. In the end, isn’t that what we all want…more time?

To sum up this lengthy blog post, I want to say that when I think about my future, I want that future to include more time for myself, my family, and eventually my kids (I don’t have any now). I don’t want to be forced into 8 or 10 hour workdays to make enough money, even if it is on my own terms. This post is by no means me saying that if you want the traditional private practice that it is in some way less ideal or wrong for you. The beautiful thing about private practice is that YOU can create the type of business structure that will suite YOUR needs above anybody else.

So, leave me a comment and let me know your thoughts on this topic. What does your ideal private practice look like? What does your ideal workweek entail?

Stay tuned next week where I will be sharing my thoughts on how to set income goals and defining billable hours!

First 10 Steps to Starting Your Private Practice

A few weeks ago, I wrote a blog post about preparing yourself for full-time private practice. I realized afterwards that I hadn’t included a post about getting started with your private practice! So, while this is just slightly out of order, I have included a lot of links and resources for getting yourself set-up for private practice. Some of these resources I used when I was first starting out and others I found out about afterwards. I actually ended up doing some of the steps out of the order mentioned below; however, this is what seems to make the most sense for me now.

1. Get an NPI –> LINK
Even if you decide not to accept insurance, it is still something you want to get. It doesn’t even take long to register for one. Excerpt from the website: “The Administrative Simplification provisions of HIPAA of 1996 mandated the adoption of standard unique identifiers for health care providers and health plans. The purpose of these provisions is to improve the efficiency and effectiveness of the electronic transmission of health information.”

2. Get a Tax ID Number or EIN –> LINK
Your EIN is your federal tax ID number that is used to ID your business entity; generally businesses need this. This was a pretty simple process as well. You will need to choose a business name. Here is a LINK for information on registering your fictitious name. For my business I am Felicia Porrazza doing business as PorrazzaNutrition. If you are doing business under your full and proper name, you are not required to register your personal name as a fictitious name. I think I spent maybe 2 hours initially trying to figure out if I needed to further register my name in PA. This may vary state-to-state so be sure to check your individual Department of the State website to see what regulations are in place. You will also need to choose your business entity or business structure in this form. Here is a great LINK explaining the types of business structures by the US Small Business Administration, a great resource!

3. Get Professional Liability Insurance –> LINK
I am a member of the Academy of Nutrition & Dietetics and the one they recommended is Proliability by Mercer. I am pretty sure they still offer a discount for AND members. It is reasonably priced and covered the basics for what I needed as a Dietitian.

4. Insurance Vs. Self Pay Acceptance 
I am not going to go into too much detail here because this will be featured in another post; however, one thing to think about is if you will be accepting insurance or only self-paying clients (or both). If you will only accept self-paying clients, you can move to step 5. If you will accept insurance, I would highly suggest getting yourself set-up with CAQH ProView. This is a free resource that allows you to decrease paperwork for becoming a provider with insurance companies. It will ask for your professional and practice information, credentialing info, directory services, etc. When you go to apply to become a provider for a particular insurance company, they will ask for your CAQH number. It has really helped me to streamline the process and avoid entering the same information 10 times. The application takes a bit of time; however, it was very much worth it! I started working on this step while I was still working a full-time job since it took a few months to get credentialed anyways.

5. Deciding Pricing 
This is again going to be another blog post; however, setting your fees is often the hardest step. I find it difficult to put a number on the valuable service I provide. Needless to say, it has to be done. One way to get started on this is by checking out what other Dietitians or health professionals are charging in your area. Factor in your expertise, years of being a dietitian, etc. If you choose to accept insurance, they will have a contracted amount that you will be paid per unit (15-minutes per one unit and you can have multiple units per appointment). You could also use this as a guideline for how you charge self-paying individuals. I found it to be helpful to include counseling packages for savings with self-paying clients.

6. Payment Acceptance
Along with deciding your pricing, you will need to figure out how you will accept payment. Will you set-up an account with PayPal? Get a merchant account through your local bank? There are a lot of different options out there. You can choose to do only checks or cash; however, I would suggest getting a separate business banking account regardless of the route you choose.

7. Decide Your Online Presence
When developing your online presence, you can choose from a number of sites and hosting services. For your website, you can choose to go with companies like Wix, Squarespace, GoDaddy, etc. You could also use WordPress and update your account to have a .com address. I am not going to get too far into website design and such; however, I am going to just touch on what you may want to include on your site –> information page about yourself and your business, location, services offered (you may or may not include pricing too), contact information, pictures, blogs (or link to blog), testimonials (may come later), newsletter opt-in, etc. I created my website about a year before registering my business and accepting insurance. I didn’t have much on the site and I basically just linked it to my blogs where I was much more active. This is a step you can do at basically do at any time in creating your practice.

8. Decide on Office Space/Set-up
This is definitely a step that you can do earlier in the ballgame. There are a few options for how you choose to see clients. You can do in-home counseling appointments, where you basically go to the client’s home. You will need to make sure insurance will cover this if you are a provider. You can rent office space for yourself or sublet from another provider (doctor, chiropractor, etc), which is usually cheaper. Other options for renting office space can include using a shared office where you schedule times to come in and pay either monthly or on a single-use basis. You can see clients in your own home; however, you will need to need to check to see if there are stipulations or zoning laws. Here is a LINK for some more information on that. You can also provide virtual counseling services, which again have stipulations especially in the insurance provider realm. Here is a great article from Today’s Dietitian on the TOPIC. If you are a member with the AND, you can also check out this LINK. 

9. Create Office Forms
One of the last things you will need to do before seeing clients is to get your office paperwork in order. You will need an initial client form, privacy notices, privacy consents, HIPAA forms, release of information form (for you to speak to family members or doctors), and a policy form relating to your business (for information on cancellation fees, rescheduling, non-payment, etc). I would also suggest thinking about how you will log business income and expenses too. EatRightPro has a great section on HIPAA with education and forms –> LINK.

10. Additional Tips 
There are a lot of free resources out there for starting your business. Some may not be related to the Dietitian realm; however, they can still prove to be quite useful. Check out your local Small Business Administration for tips on building your business. Network with other Dietitians or health professionals in your area to see how you can help one another. I purchased this AND book and found it to be really helpful when I first started out. The AND published another book on credentialing and billing that is free for members; however, I didn’t find it useful at my stage of practice (it may be for those just starting though). I also discovered that the Free Library of Philadelphia had a lot of free online and in-person resources for business owners, so I suggest checking out your local library too.

This is by no means intended to be an all encompassing list. I am sure there are additional steps that you may have heard of or wish to include in starting your own private practice. This was simply from my point-of-view and how I thought might be helpful for others. You can jump around with the steps I have included and even eliminate those that may not apply to your business. Regardless of how the information today was presented, I hope that this helped you in some aspect of starting your business!

Leave me a comment to let me know what I missed, what you found helpful, or where you are in your private practice 🙂