- Recorded Webinar
Private Practice Owner Masterclass: Legal, Ethical & Marketing Strategies to Launch & Grow a High-Impact Practice (RV)
Joyce Marter, LPC
- Recorded Webinar
Overview:
Building and sustaining a successful private practice requires more than clinical excellence. It also requires a clear understanding of the ethical, legal, and regulatory responsibilities that govern how mental health professionals establish, operate, and grow a practice. Whether you are considering private practice, maintaining a solo practice, or growing a group practice, integrating ethical and risk management principles into every business decision helps protect your clients, your license, and your long-term professional viability.
In this interactive six-hour webinar, psychotherapist, entrepreneur, and former group practice owner Joyce Marter, LCPC, CSP, shares practical strategies and lessons learned from nearly 30 years in the mental health field, including founding, growing, and ultimately selling a multi-state counseling practice with more than 100 clinicians.
Participants will explore the ethical and regulatory foundations of private practice, informed decision-making in fee-setting and insurance participation, ethical marketing and referral relationships, HIPAA and documentation standards, risk management in intake and billing, and the supervisory and legal responsibilities of moving from solo to group practice. The program will also address ethical considerations in hiring, supervision, and building a healthy workplace culture.
Throughout the program, participants will be encouraged to identify when specialized legal, accounting, insurance, technology, or other professional consultation is needed. Participants will leave with practical tools and an individualized action plan that integrates ethical, legal, and regulatory considerations into next steps for their practice.
Objectives:
Upon completion of this program, participants will be able to:
Identify ethical considerations (per APA, NASW, ACA, and NAADAC codes) involved in transitioning from employed clinician to private practice owner, including scope of practice, competence, and business-related dual relationships.
Describe the legal and regulatory requirements for establishing a mental health private practice, including business structure, HIPAA compliance, state licensure, and mandatory reporting obligations.
Apply ethical marketing and advertising standards consistent with professional codes of ethics when developing branding, website content, testimonials, and referral relationships.
Evaluate the ethical and clinical implications of fee-setting, sliding scales, insurance participation, and financial arrangements with clients.
Identify risk management practices for intake, informed consent, documentation, billing, and record retention that support ethical and legally defensible practice.
Differentiate the ethical, legal, and supervisory responsibilities of solo versus group practice ownership, including hiring, supervision, and vicarious liability.
Describe strategies for clinician self-care, boundary-setting, and burnout prevention as an ethical obligation to protect client welfare.
Develop an individualized action plan that integrates ethical, legal, and regulatory considerations into next steps for their practice.
Scope and Limitations Disclosure
This training is intended for licensed mental health professionals who are considering, establishing, or growing a private practice, whether solo or group. The content is educational in nature and does not constitute legal, financial, accounting, or clinical supervision advice, and it does not substitute for individualized consultation with a licensed attorney, accountant, or other qualified professional regarding a participant’s specific practice, business structure, or jurisdiction. All ethical, legal, and business guidance discussed should be applied within each participant’s scope of practice, licensure, and applicable state and federal regulations, including HIPAA, insurance, employment, and supervisory requirements, which vary by jurisdiction and practice setting and are subject to change. Participants are encouraged to seek specialized legal, accounting, insurance, or technology consultation as recommended throughout the training before implementing specific business decisions. Participants should practice in accordance with their profession’s ethical codes, including those of the APA, NASW, ACA, and NAADAC as applicable, and jurisdiction-specific standards of care, particularly with respect to mandatory reporting, dual relationships, and vicarious liability in supervisory roles.
Commercial Support Disclosure
Joyce Marter, LCPC, CSP, is a psychotherapist, entrepreneur, and the founder of Urban Balance, a counseling practice with over 175 therapists across six states, specializing in mindfulness, self-esteem, career, and the psychology of money. References to her professional experience founding, growing, and selling a multi-state counseling practice, as well as her forthcoming book, The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, may be included for educational purposes only. Participants are not required to purchase any materials, books, or services to complete this course. The presenter has no relevant financial relationships to disclose beyond standard speaking compensation.
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Joyce Marter
Joyce Marter is a licensed clinical professional counselor with over twenty years of experience in the field. She specializes in mindfulness, self-esteem, career, and the psychology of money. She is also the founder of Urban Balance, a counseling practice with over 175 therapists across six states. As a respected leader in her profession, Marter has served as the President of the Illinois Counseling Association and the Illinois Mental Health Counselors Association. She has also chaired the Midwest Region of the American Counseling Association. She is an adjunct faculty member at The Family Institute at Northwestern University. Marter is a sought-after speaker and corporate trainer and a member of the National Speakers Association. She frequently appears as a mental health expert in the media, with features in prominent outlets like The Wall Street Journal, CNN, and U.S. News & World Report. Her book, The Financial Mindset Fix: A Mental Fitness Program for an Abundant Life, is set to be published by Sounds True in July.
National Approvals
eCare BHI, as the accredited and approved sponsor, maintains responsibility for all the programs and must abide by each board’s continuing education guidelines.
Professional Counselors — The National Board for Certified Counselors (NBCC)
E Care Behavioral Health Institute has been approved by NBCC as an approved Continuing Education Provider. ACEP No. 6703. Programs that do not qualify for NBCC are clearly identified. E care Behavioral Health Institute is solely responsible for all aspects of the programs.
Addiction Professionals — NAADAC, the Association for Addiction Professionals (NAADAC)
E Care Behavioral Health Institute is officially on file with NAADAC, the Association for Addiction Professionals (NAADAC) as an Approved Education Provider. They are formally known as NAADAC Provider #139138. Please note that E care Behavioral Health Institute is solely responsible for all aspects of the program.
Social Workers — Association of Social Work Boards (ASWB)
E Care Behavioral Health Institute, #1706, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 06-03-2026 – 06-03-2029
CE Broker
CE Broker is a continuing education tracking system in which licensees track their compliance and report their completed CE hours credit (CE Broker Tracking #50-33336, #50-29024). eCare BHI directly reports CE hours to CE Broker for the following licensees:
- Professional Counselors and Mental Health Counselors — Florida, Kansas, Mississippi, New Hampshire, Ohio, South Carolina, Tennessee, Texas, West Virginia
- Marriage and Family Therapists — Florida, Kansas, New Hampshire, Ohio, South Carolina, Tennessee
- Social Workers — Michigan, New Hampshire, Ohio, Texas, West Virginia
- Psychologists — Florida (Home Study Courses), Kansas, Michigan, New Hampshire, Wyoming
- Addiction Counselors — Kansas, New Hampshire, North Dakota, Ohio, South Carolina
- Other specialized licensees — Tennessee (Clinical Pastoral Therapist), South Carolina (Licensed Psycho-Educational Specialist), New Hampshire (Pastoral)
Licensees are encouraged to confirm reporting scope with their state board.
State Approvals
States that Accept ASWB-ACE Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut |
| Delaware | District Of Columbia | Florida | Georgia | Hawaii | Idaho | Illinois |
| Indiana | Iowa | Kansas | Kentucky | Louisiana | Maine | Maryland |
| Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Montana | Nebraska |
| Nevada | New Hampshire | New Jersey | New Mexico | North Carolina | North Dakota | Ohio |
| Oklahoma | Oregon | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee |
| Texas | Utah | Vermont | Virginia | Washington | West Virginia | Wisconsin |
| Wyoming | Â | Â | Â | Â | Â | Â |
States that Accepts NBCC Approved Courses:Â | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut |
| Delaware | District Of Columbia | Florida | Georgia | Hawaii | Idaho | Indiana |
| Iowa | Maine | Maryland | Massachusetts | Missouri | New Hampshire | New Jersey |
| New Mexico | Ohio | Oregon | Pennsylvania | Rhode Island | South Carolina | South Dakota |
| Tennessee | Texas | Vermont | Virginia | Washington | Wisconsin | Â |
Notes:
- Nevada CPC’s and MFT’s accept ASWB-approved training
- North Dakota Board Of Counselor Examiners LAPC and LAPCS accept ASWB approved training
- Rhode Island Board of Mental Health Counselors and Marriage & Family Therapists MHC’s accept ASWB approved training
- Texas Behavioral Health Executive Council LPC and LPCS accept ASWB approved training
- Utah Division of Professional Licensing – CMHC’s accept ASWB approved training
- Washington State Department of Mental Health MHC’s accept ASWB approved training
- Wisconsin Council on Mental Health LPCS accepts ASWB-approved training
States that Accept NAADAC Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | Delaware | Hawaii | Indiana |
| Kentucky | Maine | Massachusetts | Minnesota | Montana | Nevada | New Jersey |
| New Jersey | New Mexico | North Carolina | North Dakota | Oregon | Rhode Island | Tennessee |
| Vermont | Virginia | Washington | West Virginia | Wisconsin | Wisconsin | Wyoming |
States that Accept APA Approved Providers | ||||||
| Alabama | Alaska | Arizona | Arkansas | California | Delaware | District Of Columbia |
| Florida | Georgia | Idaho | Illinois | Indiana | Iowa | Kansas |
| Kentucky | Louisiana | Maryland | Massachusetts | Minnesota | Mississippi | Missouri |
| Montana | Nebraska | New Jersey | New Mexico | North Dakota | Ohio | Oklahoma |
| Pennsylvania | Rhode Island | South Carolina | Tennessee | Utah | Vermont | Virginia |
| Washington | West Virginia | Wisconsin | Wyoming | Â | Â | Â |
Note: Please note that Individual Board Rules are subject to potential changes. The approval and acceptance details we furnish are accurate to the best of our knowledge at the time of documentation.
Should you have any inquiries or uncertainties not addressed by the provided information, it’s advisable to consult your State Regulatory Board. Ultimately, the decision of whether your license renewal credit hours are accepted or denied rests with you.
Georgia Addiction Counselor:Â E Care BHI is recognized by the Alcohol and Drug Abuse Certification Board of Georgia as an approved education provider for Addiction Counselors (ADACBGA) #19-12-17-1212.
Florida Addiction Counselor: E Care BHI is recognized by the Florida Certification Board as an approved education provider for Addiction Counselor (FCB) #5387-A.
Florida Board of Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling: The Florida Board of Clinical Social Work, Marriage & Family Therapy & Mental Health Counseling accepts courses from ASWB & NBCC approved providers. E Care Behavioral Health Institute is an ASWB and NBCC approved provider.
Oklahoma Addiction Counselor: E Care BHI is recognized by the Oklahoma State Board of Licensed Alcohol and Drug Counselors as an approved education provider for Addiction Counselors (OBLADC) #20220136.
Oklahoma Board of Behavioral Health Licensure: E Care BHI is an approved CE provider for LPC & LMFT
Ohio Addiction Counselor: E Care BHI is recognized by the Ohio Chemical Dependency Professionals Board as an approved education provider for Addiction Counselor (OCDP)#50-29024.
Note: eCare’s OCDP-approved courses are for renewal continuing education only and do not fulfill initial CDCA Preliminary or CDCA certification requirements.
The Ohio Counselor, Social Worker, and Marriage and Family Therapist Board accepts courses from ASWB & NBCC approved providers. E Care Behavioral Health Institute is an ASWB and NBCC approved provider.
VA Mental Health Employee: E Care BHI VA COMMERCIAL VENDOR # 81-3353387-01
California Consortium of Addiction Programs and Professionals (CCAPP): E Care BHI is recognized by the California Consortium of Addiction Programs and Professionals (CCAPP) Provider Number OS-22-344-0526
Connecticut Certification Board CCB Approved): E Care BHI is recognized & approved by the Connecticut Certification Board.
Texas Certification Board (TCB): E Care Behavioral Health Institute is recognized by the Texas Certification Board as an approved education provider. Number 2041-19
South Carolina E Care Behavioral Health Institute is recognized by the Professional Counselors, Marriage & Family Therapists, and Psycho-Educational Specialists licensing board as an approved education provider Provider #4628
New York (MHC) E Care Behavioral Health is recognized by the New York State Education Department’s State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors #MHC-0277
New York (SW) E Care Behavioral Health Institute is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0745 LA-ADRA –Â E Care Behavioral Health Institute is recognized by Louisiana The Addictive Disorder Regulatory Authority as an approved educational provider AEP #E122
Who This Training is For:
This program is intended for mental health professionals such as Social Workers, Mental Health Counselors, Addiction Counselors, & MFT’s. Psychologists are encouraged to verify if this specific course meets their board’s approval requirements.
CE Guarantee
If you no longer wish to take the course, we’re happy to offer a credit transfer to another course of equal CE value
Unlimited Access
Enjoy unlimited replays to the video lesson that you can always review later for your own resource
Anytime, Anywhere
Take this course at your own time & pace on any device. Whether you're at the office or from the comfort of home!
If you're from Florida, Ohio, or South Carolina, we'll report your CEs to the CE broker
How It Works
Sign Up & Watch The Training
Pass Quiz & Complete Evaluation
Receive Certificate Immediately
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Frequently Asked Questions
Yes, we are approved Continuing Education providers by ASWB, NBCC, NAADAC, APA & many other state boards.
Programs that do not qualify for ASWB, NBCC, NAADAC, & APA are clearly identified. eCare Behavioral Health Institute is solely responsible for all aspects of the programs.
To view all of our board approvals, click here
1) After watching the video lesson, you’ll be prompted to complete a short course evaluation
2) Pass the quiz
3) Receive your certificate immediately
80% or above with 3 attempts.
No. Our courses are not “book to buy” and do not require any other materials in advance.
Yes. (If you’re from Florida, Ohio, & South Carolina). We report CEs to the CE broker daily for courses completed the day before. For both live and recorded webinars.
Recorded Webinar CE Courses:
- Refunds are only eligible if the course was purchased within 30 days or less.
- If the customer doesn’t want the course anymore, or was unsatisfied from it – We can transfer credits to another course of their choice (with same CE credit amount).
Unlimited CEs for $297/year
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