Ask Joe: How to transition to fewer sessions and how to terminate? | PoP 646

Image of Joe Sanok is captured. On this therapist podcast, podcaster, consultant and author, talks about how to transition to fewer sessions and how to terminate?

Are you thinking about leveling up and taking on an admin position? How do you begin to transition out of seeing lots of clients? What can you say to the small handful of clients that still want to work with you?

In this podcast episode, Joe Sanok speaks about how to transition to fewer sessions and how to step into a management position.

Podcast Sponsor: Therapy Notes

An image of Therapy Notes is captured as the sponsor on the Practice of the Practice Podcast, a therapist podcast. Therapy Notes is the most trusted EHR for Behavioral Health.Try out TherapyNotes! It makes notes, billing, scheduling, and telehealth a whole lot easier. Check it out and you will quickly see why it’s the highest-rated EHR on TrustPilot with over 1000 verified customer reviews and an average customer rating of 4.9/5 stars.

You’ll notice the difference from the first day you sign up for a trial. They offer live phone support 7 days a week.

So when you have questions, you can quickly reach someone who can help, you are never wasting your time looking for answers.
If you are coming from another EHR, they make the transition really easy. TherapyNotes will import your clients’ demographic data free of charge during your trial so you can get going right away.

To get 3 free months of TherapyNotes, no strings attached including their very reliable telehealth platform click here.

In This Podcast

  • Transition can be difficult
  • Potential clients
  • Termination

Transition can be difficult

Once you have decided to take on fewer clients and transition into running the practice from a CEO standpoint, it is a difficult change, so be patient with yourself.

All those things were very difficult transitions, and it disappointed a lot of people, and if I hadn’t done it, it would not have freed up time and space on my plate to do the bigger things. So, if you are moving towards that transition, don’t delay. (Joe Sanok)

If you desire to make a shift, then it is time, because your passions are shifting. Be in the part of your business that you enjoy the most, instead of feeling stuck in your own company.

You are the boss of the business and the boss of yourself, so you can make the shift, even if it feels scary.

Potential clients

Because of your clinical experience, if you are still in the business, there will be a handful of clients that still want to see you and are willing to pay an increased hourly fee to see you.

Recognize that you either need to completely retire, or you need to set your boundaries and say when you are available, what your rates are, or how many people you are willing to see.

[You need to] figure out how you are going to reduce [client] access to you because it is very important to leveling up. (Joe Sanok)

Termination

Coming up to your transition out of seeing clients, talk to them and let them know that in three to six months you will be taking on an admin role at the practice, and will therefore be moving your caseload.

Some clients may:

  • Decide to conclude their therapy with you and your practice
  • Want to work with another clinician in your practice
  • Spend time with you until you are no longer counseling

It is better to have an in-person conversation with your clients than to send out an email about this change as therapy is relationship-based, and your clients will appreciate it more.

Books mentioned in this episode:

Image of the book Thursday Is The New Friday written by Joe Sanok. Author Joe Sanok offers the exercises, tools, and training that have helped thousands of professionals create the schedule they want, resulting in less work, greater income, and more time for what they most desire.

Useful Links mentioned in this episode:

Check out these additional resources:

Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

Thanks For Listening!

Feel free to leave a comment below or share this podcast on social media by clicking on one of the social media links below! Alternatively, leave a review on iTunes and subscribe!

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.