The Private Practice Toolkit
This page is for mental health professionals only.
Clients do not need to purchase anything to receive services from
Compassion & Grace Counseling.
Resources for Therapists Building Sustainable Practices
From One Private Practice Owner to Another
I’m Jonette Peretik, LPC, NCC — a private practice owner who has navigated credentialing, billing platforms, group practices, and the early (and later) stages of practice-building.
This page is a curated collection of tools I personally use and recommend for therapists who want to simplify systems, earn more sustainably, and reduce burnout.
You never need to purchase anything to work with me as a client — these resources are optional tools for clinicians who want support beyond the therapy room.
How this page works
- These are tools I actively use or trust
- Some links are referral links (at no extra cost to you)
- You’re always welcome to ask me questions before signing up
- No pressure — just options
Resources
Practice Management Systems
Group Practice / Platform-Based Work
Practice Management Systems
SimplePractice
All-in-One Practice Management for Therapists
SimplePractice is the EHR I use to run Compassion & Grace Counseling.
It manages:
- Scheduling
- Secure client portal
- Documentation & treatment plans
- Telehealth
- Billing & superbills
- Paperwork automation
- Credit card processing
What I appreciate most:
- Clean, intuitive interface
- HIPAA-compliant systems built specifically for therapists
- Ability to scale as your practice grows
- Customizable documentation templates
- Reliable client communication tools
If you’re starting a private practice or upgrading from a more fragmented system, this is a strong foundation platform.
Insurance & Billing Support
Group Practice / Platform-Based Work
Practice Management Systems
Headway
Insurance Billing Made Manageable
Headway handles insurance credentialing and billing so you can focus on clinical work.
What I appreciate:
- They manage claims and payments
- You can still maintain private pay clients (insurance rates are set by contract)
- In my experience, rates are equal to — and sometimes slightly better than — what I could negotiate independently
- No subscription fees
- Headway does not recruit clients directly, but being credentialed with major insurance panels often increases accessibility and visibility.
Group Practice / Platform-Based Work
Group Practice / Platform-Based Work
Group Practice / Platform-Based Work
Rula
Structured Support for Insurance-Based Practice
Rula provides administrative and billing support for therapists who want a more guided, platform-based approach to insurance work.
May be helpful if:
- You want reduced administrative load
- You don't have a lot of time for marketing, yet
- You prefer built-in systems
- You’re newer to insurance panels
BILLING SUPPORT
Business & Financial Foundations
Group Practice / Platform-Based Work
Lisa Long, CPC, CPB
Independent Insurance Biller
As my insurance caseload grew, I quickly realized I needed experienced billing support.
Lisa Long is a solo biller with over 20 years of experience in medical billing. She is credentialed as both a Certified Professional Coder (CPC) and Certified Professional Biller (CPB) through AAPC.
What I value about working with her:
- Deep knowledge of insurance processes
- Responsive and detail-oriented
- Works seamlessly with SimplePractice
- Understands the realities of solo and small private practices
She has truly been a lifesaver for me as insurance billing has increased in my practice.
If you’re at the stage where billing volume is growing and you want expert oversight, having a skilled biller can make a significant difference.
Lisa is an independent biller and not an employee of Compassion & Grace Counseling.
Business & Financial Foundations
Business & Financial Foundations
Business & Financial Foundations
Heard
Bookkeeping & Tax Support for Therapists
Finances are one of the biggest stressors for private practice owners.
Heard specializes in:
- Bookkeeping
- Quarterly tax planning
- S-Corp support
- Therapist-specific financial guidance
Especially helpful in your first few years of private practice.
Education & CEUs
Business & Financial Foundations
Business & Financial Foundations
PESI
Continuing Education & Certifications
I use PESI for CEUs and specialty trainings.
Useful for:
- Trauma-informed care
- DBT training
- Specialized certifications
- Affordable CEU bundles
- And much more!
THERAPIST-CREATED RESOURCES
THERAPIST-CREATED RESOURCES
THERAPIST-CREATED RESOURCES
My Therapy Resources
I’ve also created practical therapy tools available through my Etsy shop, designed for clinicians who want structured, ready-to-use materials.
These include:
- Worksheets
- Templates
- Clinical tools
- Practice-building supports
Questions? Want my honest opinion?
Not Sure What Fits Your Practice?
If you’re navigating insurance, business structure, or growth decisions and want perspective from someone actively in it — I’m always open to connecting.
No pressure. Just conversation.
Some links on this page are referral links. I may receive a small incentive at no additional cost to you. Recommendations are based on my personal experience and professional judgment as a licensed clinician and private practice owner.
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