
What you'll get

LIVE MONTHLY GROUP MEETING WITH DR. DIAZ

DOWNLOAD AND EDIT DOCUMENTS

PRE-RECORDED VIDEO TRAININGS
About Group Meetings
Dr. Diaz understands firsthand the challenges and rapid changes facing the mental health field today. From the growing monopolization by big tech companies to increasing pushback from insurance providers, private practices are under more pressure than ever.
That’s why now is the time to come together through Group Practice.
Starting and scaling a Group Practice can feel intimidating - but when done right, it creates lasting financial security, a strong sense of community, and a supportive, fulfilling workplace for you and your team of therapists.

Watch a short video

monthly membership
Click here to subscribe to our monthly membership. Cancel anytime.
You’ll get
- Monthly Group Meetings with Dr. Diaz
- Pre-recorded video trainings “Getting Started: For the new group practice owner”
- Pre-recorded video trainings “Scaling Success: Advanced Strategies for Growing Your Mental Health Group Practice”
- Download and Edit Documents
Join now for only $99 per month
SubscribeUse our over 20 years of Business skill and knowledge to help your Group Practice run like clockwork
Access ready-to-use Documents

Spreadsheets
Use Dr. Diaz' customizable spreadsheets to track operations and practice finances

Documents
Access attorney approved documents from everything from client forms to employee forms and contracts

Handbooks
Download customizable Handbooks to use with your employees and contractors
What exactly is included?
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01Â
Staff Onboarding Documents
• Employee/contractor agreements
• W-9 or I-9 forms
• Confidentiality and HIPAA agreements
• Orientation checklist
• Policy & procedure manual -
02Â
Policy Documents
• Employee handbook
• Clinical documentation guidelines
• Cancellation/no-show policies
• Remote work or telehealth policies -
03Â
Clinical Documentation Templates
• Risk assessment forms (e.g., suicide or safety plans) -
04Â
Audit & Quality Assurance Tools
• Clinical chart audit checklist
• Documentation compliance checklist
• Supervision tracking logs

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05Â
Financial Tracking Spreadsheets
• Monthly income & expenses tracker
• Clinician productivity tracker
• Payer reimbursement rate comparison
• Budget & forecasting spreadsheet -
06Â
Performance Review & Supervision
• Clinician evaluation forms
• Supervision notes log
• Goal-setting worksheet -
07Â
Marketing & Outreach Tools
• Referral tracking spreadsheet
• Marketing ROI tracker
• Google Ads or SEO tracker
Starting or scaling a group practice is full of landmines. We help you avoid the most common (and costly) ones
Getting Started: For the new group practice owner

video training 1
Starting and managing a mental health group practice is a rewarding but complex journey. This comprehensive course is designed specifically for new group practice owners who are ready to turn their clinical vision into a thriving, sustainable business.
Whether you're transitioning from solo practice or launching your first venture, you'll gain the essential knowledge, tools, and confidence needed to build a successful group practice from the ground up.
What You’ll Learn
- Develop a clear vision and mission for their group practice.
- Understand legal, ethical, and regulatory requirements for group practice operations.
- Create a sustainable business model, including financial planning, insurance billing, and budgeting.
- Build and lead a strong clinical team, from hiring to creating a healthy organizational culture.
- Implement effective systems for marketing, client management, and growth.
- Navigate common challenges such as clinician retention, scaling services, and maintaining quality care.
Who Should Enroll?

New or aspiring mental health group practice owners

Clinicians transitioning from solo to group practice

Therapists interested in expanding their leadership and business knowledge

Group Practice Owners who started out on the wrong foot

Advantages of the course
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01Â
Tailored for New Practice Owners
The course is specifically designed for those at the beginning of their group practice journey. It breaks complex concepts into manageable, easy-to-understand steps with no prior business experience required. -
02Â
Holistic Approach to Practice Building
It covers all foundational areas - legal compliance, finances, hiring, leadership, marketing, and systems - so owners don’t have to piece together information from multiple sources. -
03Â
Actionable Resources & Tools
Participants gain access to practical tools such as:
• Business plan templates
• Financial projection spreadsheets
• Sample contracts and policy manuals
• Hiring guides and onboarding checklists
• These save time and reduce guesswork. -
04Â
Guidance from Industry Experts
The course includes insights and lessons from experienced group practice owners, legal consultants, and practice management professionals who understand the nuances of mental health care.
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05Â
Emphasis on Ethical, Client-Centered Growth
It helps owners scale their business without compromising the quality of care, ethical standards - something especially important in mental health. -
06Â
Community and Support
If cohort-based, participants gain access to a network of peers who are on the same journey - offering connection, support, and collaboration opportunities. -
07Â
Confidence to Lead
Beyond business logistics, the course strengthens the mindset and leadership skills needed to manage a team, create a healthy culture, and make confident decisions as a business owner.

We help mental health group practice owners build sustainable, client-centered businesses. Our team provides expert guidance in operations, leadership, staffing, and strategy
Scaling Success: Advanced Strategies for Growing Your Mental Health Group Practice
video training 2
You’ve built a solid foundation - now it’s time to grow with intention. This advanced course is designed for established mental health group practice owners who are ready to take their business to the next level. Whether you're looking to expand locations, grow your team, increase profitability, or streamline systems, this course provides the tools, strategies, and mindset shifts required for sustainable and scalable growth.

What You’ll Learn
- Evaluate and refine your business model for scalability and efficiency
- Develop advanced leadership skills to support a growing team and organizational culture
- Implement systems for hiring, training, and retaining high-performing clinicians
- Expand revenue streams through strategic service offerings, insurance panel optimization, or private pay models
- Learn data-driven decision-making to improve operations, profitability, and client outcomes
- Build a long-term growth plan aligned with your mission and values
Who Should Enroll?

Group practice owners with an established team and client base

Business-minded clinicians seeking to expand beyond survival mode

Practice owners ready to shift from working in the business to working on the business
Advantages of the course
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01Â
Growth With Purpose
This course helps you grow strategically, not just quickly - ensuring your expansion aligns with your values, mission, and long-term vision. -
02Â
CEO-Level Strategy for Clinician-Led Businesses
You’ll shift from day-to-day survival mode to a true leadership mindset, with strategies for becoming the CEO your practice needs to scale. -
03Â
Proven, Scalable Systems
Gain access to systems that support sustainable growth, including:
• Leadership development frameworks
• Hiring and onboarding workflows
• Profitability and KPI tracking tools
• Scalable service delivery models
These tools reduce burnout and increase efficiency. -
04Â
Advanced Financial & Operational Planning
Learn how to forecast revenue, manage expenses, optimize clinician productivity, and use data to make high-level business decisions confidently.


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05Â
Talent Development & Team Retention
Discover best practices in building a strong culture, leading high-performing teams, and retaining top clinicians - one of the biggest challenges at scale. -
06Â
Real-World Insights From Experts
Learn directly from successful practice owners, consultants, and industry specialists who’ve scaled group practices profitably and ethically. -
07Â
Actionable Resources & Tools
If taken as a live or cohort experience, the course offers built-in accountability, mastermind support, and peer collaboration - so you’re never scaling alone. -
08Â
Immediate ROI
Owners often walk away with:
• Clarity on bottlenecks
• A step-by-step action plan
• Time-saving automations
• Improved profit margins within months of implementation
The environment for mental health group practices is changing. To thrive, owners must embrace innovation, efficiency, and forward-thinking leadership
monthly membership
Click here to subscribe to our monthly membership. Cancel anytime.
You’ll get
- Monthly Group Meetings with Dr. Diaz
- Pre-recorded video trainings “Getting Started: For the new group practice owner”
- Pre-recorded video trainings “Scaling Success: Advanced Strategies for Growing Your Mental Health Group Practice”
- Download and Edit Documents
Join now for only $99 per month
Subscribe
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