Course Description

Dr. Katie Altneu DTCM FABORM

Hello there! I'm Katie. I’m an acupuncturist and herbalist with a practice I love in Denver, Colorado. I've gone through the journey of creating a busy practice. I've learned things the hard way, in the trenches. I've also taught the Business/Practice Management class at CSTCM for four years. My previous career was in economics and finance. I love merging these two worlds. I love our medicine and I'm dying to help other acupuncturists learn the business and marketing tools they need to fuel their practice success. I started creating these resources for acupuncturists online because I want to give you access to the information I wish I would have had from the beginning.As any silly, serious, strategic, personal or professional questions come up, please give me a shout. I’m always delighted to hear from you. Fire off any questions to me at [email protected]. If there is anything I can do to serve you, just ask.You deserve a business and a life you love. I can help.

Course curriculum

  • 1

    Your acupuncture practice

    • Your acupuncture practice
  • 2

    Your mindset, vision, and goals

    • Mindset

    • Your values, vision, and goals

    • Things to start thinking about now
  • 3

    Your foundations - name, brand, and legal stuff

    • Choosing your location + other options

    • Naming & branding your clinic

    • Logo Branding ideas + inspo

    • Branding Checklist

    • Legal and Tax requirements

    • Choosing the best malpractice Insurance

    • Malpractice Insurance Cheat Sheet

    • LLC, S-Corp, or Sole Proprietor - choose the best business model for you
  • 4

    Your finances, pricing, revenue and patient goals

    • Finances, costs, and revenue estimates

    • Example Start-up and Monthly Costs

    • How to set your prices

    • Price Worksheet
  • 5

    Designing and running your Clinic

    • Office Space - finding and designing your space + negotiating a lease

    • Tips for running a SAFE and successful clinic

    • Managing & communicating with patients for SUCCESS

    • Daily tasks checklist

    • Weekly + monthly + annual tasks checklist
  • 6

    Your paperwork - examples you can steal

    • Example Intake/Health History Form

    • Example HIPAA Form

    • Example Consent Form

    • Example Mandatory Disclosure Statement

    • Example Medical Record Release form

    • Example Confidentiality Agreement

    • Example Financial Policy Form

    • Another example of Financial Policy form
  • 7

    Your marketing - how to get patients

    • Intro to Marketing

    • Creating a website & Online Marketing

    • Getting your first 10 patients

    • 17 ideas for attracting more patients
  • 8

    Your Plan

    • You've come so far already! Here's how to move forward

    • Start up checklist

    • Timeline / to-do list to start your clinic
  • 9

    Bonus: Quickbooks simplified

    • I'll walk you through how I do it

    • How to enter credit card sales

    • How to enter insurance & check payments

    • How to enter expenses

    • How to reconcile

    • How to run reports
  • 10

    Bonus: Paying off your student loans

    • Figure our your best strategy

    • How to pay off your loans Info Sheet

    • Downloadable spreadsheet

    • How many patients you need to see a week to make it happen

    • A little pep talk in case you're feeling freaked out
  • 11

    Bonus: How Should I Say That?

    • The toolkit of scripts - ebook

    • How does acupuncture work - infographic
  • 12

    Bonus: How to Bill Insurance for Acupuncture

    • Intro for getting in network

    • How to get in network

    • Answering a few common questions about getting in network

    • Intro for how to bill

    • Billing basics - the fee schedule

    • Sample fee schedule

    • Step 1: Verification of benefits

    • Downloadable Insurance Verification Form

    • Step 2: How To Document Sufficiently & Select ICD-10 Codes

    • Commonly Used & Reimbursed ICD-10 Codes

    • Step 3: How to Understand & File Correct CPT Codes

    • Step 4: How to Interpret the EOB & Avoid Common Mistakes