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Opening a practice or program

From Cima Consulting

Texas IOP and PHP opening checklist

All 118 steps to open a Texas SUD program, by phase, with who does each and the fees. Printable.

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From Cima Consulting

How much it costs to start an IOP

A line-by-line IOP and PHP startup budget with low, typical and high ranges, and the cash you need before insurance pays.

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From Cima Consulting

The IOP business plan lenders believe

A lender-ready outline to copy, with payer mix, census ramp, break-even, a 3-year projection and the numbers banks test.

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From Cima Consulting

IOP break-even calculator (free tool)

Enter your rates, payer mix, staff and rent to see the daily census you need and the cash to get there.

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From Cima Consulting

The practice readiness review (free tool)

Answer 18 questions: the package that fits, typical weeks to your first client, what's done, what's left and the risks.

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From Cima Consulting

How to start an intensive outpatient program

The universal path to opening an IOP in any state, with a realistic timeline, an example budget and the mistakes that sink new programs.

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From Cima Consulting

How to start a partial hospitalization program

How a PHP differs from an IOP, Medicare's limits for freestanding programs, and adding PHP to an IOP.

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From Cima Consulting

IOP vs. PHP vs. outpatient

ASAM levels, weekly hours, billing codes, staffing, and which level of care to open first.

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From Cima Consulting

How to start an IOP or PHP in Texas

The HHSC license, site, policies, staffing, credentialing, billing codes and accreditation, step by step.

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From Cima Consulting

How to start a private practice in Texas

Opening a solo therapy or prescriber practice in Texas, from the business to insurance panels.

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From Cima Consulting

How to open a sober living home in Texas

Opening a recovery residence: house rules, resident agreements, policies and certification.

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Insurance, VOBs and authorizations

From Quick VOB

The printable VOB form

A one-page verification of benefits form: the card, deductible and out-of-pocket, each level of care, the call and the auth.

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From Quick VOB

The VOB call script

What to say to the payer's rep, word for word, with questions for detox, residential, PHP, IOP and OP.

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From Quick VOB

How to read a 271 eligibility response

Service type codes for mental health and substance use, EB codes, and the deductible and out-of-pocket math.

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From Quick VOB

Deductible vs out-of-pocket maximum

How the two numbers work together, the 2026 and 2027 limits, and scripts for explaining costs to families.

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From Quick VOB

Out-of-network benefits for addiction treatment

OON deductibles, allowed amounts, balance billing, and what the No Surprises Act and Texas law cover.

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From Quick VOB

Insurance verification for detox and residential

Which benefit applies, precert and notice windows, ASAM levels, codes, and Medicare, Medicaid and TRICARE rules.

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From Quick VOB

The VOB checklist for treatment admissions

What to verify before an SUD or mental health admission, and what to ask the rep at each level of care.

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From Quick VOB

Prior authorization for behavioral health

When behavioral health care needs a prior authorization, and how to get it and keep it current.

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From Quick VOB

Behavioral health carve-outs

When the plan on the card isn't the company that manages the behavioral health benefit.

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From Quick VOB

VOB software vs. outsourcing

Verifying benefits in house with software, or paying a service to do it: the trade-offs.

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Compliance and surveys

From Cima Consulting

Intake packet checklist

Consent, privacy notice, Part 2 consent, rights, grievances, releases and orientation, and why each matters.

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From Cima Consulting

Staff credential file checklist

What every staff file holds, how it's verified and when it's re-checked.

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From Comply

Texas HHSC inspection checklist

What a state surveyor checks in a licensed Texas SUD program under 26 TAC 564, and the binder to have ready.

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From Comply

Environment of care rounds checklist

27 checks in five sections, the code behind each, and how findings become fixes the committee sees.

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From Comply

Hazard vulnerability analysis (HVA)

Rank the emergencies most likely to hit your program, with a free self-scoring worksheet and a worked example.

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From Comply

Emergency operations plan for behavioral health

The 12 sections of the plan, hazard quick guides, Texas disaster telehealth rules, exercises and the yearly sign-off.

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From Comply

Ligature risk assessment for outpatient programs

What the Joint Commission expects of IOP, PHP and outpatient settings, with a room-by-room checklist.

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From Comply

Incident reporting timelines (Texas)

Every clock after an incident (HHSC, DFPS, OSHA, HIPAA, the Texas AG, the Joint Commission) in one table.

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From Cima Consulting

Running a telehealth private practice in Texas

Whose license applies, out-of-state clients and compacts, BAAs, consent, and POS 10 vs 02 with modifier 95.

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From Comply

The behavioral health compliance calendar

33 recurring weekly, monthly, quarterly and yearly tasks, mapped to the Joint Commission standards.

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From Comply

Joint Commission behavioral health checklist

What a Joint Commission survey of a behavioral health program looks at.

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From Comply

Fire drill requirements

How often treatment programs run fire drills, and what to record so the drill counts.

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From Comply

The chart audit checklist

How to review clinical records the way a surveyor or payer auditor reads them.

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From Comply

CARF survey prep

Getting a behavioral health program ready for its CARF survey.

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Credentialing and insurance contracts

From Cima Consulting

Credentialing documents checklist

Every document plans ask a clinician, practice or facility for, and the mismatches that stall a file.

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From Cima Consulting

Credentialing cost calculator (free tool)

Clinicians, plans, CAQH, Medicare and Texas Medicaid: the flat total, upkeep and a typical timeline.

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From Cima Consulting

How to get credentialed with insurance

NPI, CAQH, picking plans, applying, follow-up, contracts and effective dates, for Texas clinicians.

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From Cima Consulting

The CAQH ProView guide

Register, fill in each section, authorize your plans, attest every 120 days, and avoid the errors that stall applications.

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From Cima Consulting

NPI Type 1 vs Type 2

Which NPIs you need, when a solo needs an organization NPI, and the taxonomy codes for behavioral health.

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From Cima Consulting

How long credentialing takes

Honest timelines for commercial plans, Medicare and Texas Medicaid, what slows them, and what to do meanwhile.

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From Cima Consulting

Credentialing with Blue Cross and Blue Shield of Texas

The Provider Record ID, CAQH, facility checklists and recredentialing for Texas behavioral health providers and IOPs.

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From Cima Consulting

Credentialing with Aetna for behavioral health in Texas

Aetna's request form, the 45-day answer, CAQH, facility criteria and PHP precertification, step by step.

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From Cima Consulting

Credentialing with Cigna (Evernorth Behavioral Health)

Evernorth's 2026 application pause, CAQH, facility minimums for IOP and PHP, provisional credentialing and recredentialing.

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From Cima Consulting

Credentialing with UnitedHealthcare (Optum Behavioral Health)

Provider Express, the One Healthcare ID, CAQH, malpractice limits and the facility route for IOPs, step by step.

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From Cima Consulting

Credentialing with Superior HealthPlan

TMHP first, the network request, CAQH and the Texas CVO, the behavioral health facility application, expedited credentialing and PHP/IOP rules.

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From Cima Consulting

Credentialing with Wellpoint Texas (formerly Amerigroup)

The letter of interest, Availity for group additions, MultiPlan in rural Texas, the CVO and what programs should ask.

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From Cima Consulting

Texas Medicaid health plans by service area

Which STAR and CHIP plans serve your area, how to join each for behavioral health, facility applications and expedited credentialing.

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From Cima Consulting

Texas Medicaid for IOP and PHP programs

In-lieu-of services for adults, Texas Health Steps under 21, the CDTF rule, prior authorization and the HCPCS codes plans require.

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From Cima Consulting

LPC credentialing in Texas

Taxonomy, CAQH, Medicare since 2024, Texas Medicaid's Medicare-first rule and what LPC Associates can't do.

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From Cima Consulting

LCSW credentialing in Texas

Medicare clinical social worker enrollment, Texas Medicaid rates, claim modifiers and the LMSW limits.

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From Cima Consulting

LMFT credentialing in Texas

Medicare for MFTs, the Medicaid pediatric exemption and what to ask plans about family and couples codes.

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From Cima Consulting

Psychologist credentialing in Texas

Licensed psychologists, PLPs and LPAs: Medicare's rule, Medicaid supervision, delegation billing and PSYPACT.

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From Cima Consulting

LCDC credentialing in Texas

The three ways an LCDC gets paid by insurance, the questions to ask each plan, Medicare and Medicaid.

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From Cima Consulting

Psychiatric NP credentialing in Texas

The prescriber packet, Medicare at 85%, Texas Medicaid at 92%, and medical vs behavioral networks.

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From Cima Consulting

How to get insurance contracts for an IOP or PHP

When a program can apply, which plans want accreditation, the facility packet, site visits and what to check in the contract.

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From Cima Consulting

When the insurance network is closed

The network need letter, Texas network adequacy rules, TDI complaints, reapplying and the alternatives.

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From Cima Consulting

Single case agreements for programs

How to win an SCA for an out-of-network client, what to negotiate, and how to bill it.

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From Cima Consulting

Negotiating insurance rates

The data to bring, public Medicare and Medicaid benchmarks, what's negotiable, and renegotiating.

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From Cima Consulting

Medicare enrollment for LPCs and LMFTs

Who qualifies since 2024, PECOS and the CMS-855I step by step, reassignment to a group, and what Medicare pays.

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From Cima Consulting

Texas Medicaid credentialing: TMHP and the MCOs

Enroll in PEMS, then each STAR, STAR+PLUS, STAR Kids and CHIP plan in your area; the single CVO and revalidation.

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From Cima Consulting

TRICARE credentialing in Texas

Texas is in the West region with TriWest since 2025: what clinicians need, and the IOP/PHP accreditation rule.

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Running and changing a program

From Cima Consulting

IOP and PHP schedule templates

Day, evening and adolescent weeks that meet payer hours, with the minute math and the Texas rules.

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From Cima Consulting

The IOP group curriculum

20 evidence-based topics on a 4-week rotation, a facilitator guide, and the topics Texas requires.

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From Cima Consulting

Utilization review for IOP and PHP

Roles, the authorization log, concurrent review timing, peer-to-peers, appeals and UR metrics.

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From Cima Consulting

The IOP admissions process

From first call to first group: pre-screen, VOB, placement, day-one consents and Texas deadlines.

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From Cima Consulting

Discharge planning for IOP and PHP

Step-downs, the aftercare plan, a discharge summary template, follow-up calls and outcomes.

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From Cima Consulting

Building an IOP family program

Family sessions and education, Part 2 consent and a phone script, Texas rules, 90846/90847 billing.

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From Cima Consulting

Moving a licensed treatment program

What HHSC needs for a new site, zoning and fire, every payer and NPPES update, and a dated move checklist.

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From Cima Consulting

Adding PHP or IOP to your program

The Texas license step, hours and staffing, payer amendments and rates, authorizations and EHR set-up.

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From Cima Consulting

Buying or selling a treatment center

Why the license doesn't transfer, what happens to payer contracts, and the due-diligence checklist.

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From Cima Consulting

Closing or pausing a treatment program

HHSC's closure form and 60-day rule, client transfers, record retention and the last claims.

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From Cima Consulting

IOP staffing requirements in Texas

Who a licensed Texas SUD program needs, the QCC rules, HHSC hiring and training rules, and an example staffing plan by census.

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From Cima Consulting

Supervising associates and interns in Texas

Supervision hours, supervisor rules and paperwork for LPC-As, LMFT-As, LMSWs and LCDC interns, and what each plan will pay for.

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From Cima Consulting

The medical director for an IOP or PHP

The role, how to size the hours, the fair-market-value agreement, and the kickback, Stark and EKRA cautions.

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Billing and claims

From Cima EHR

Behavioral health claim denials

Rejected vs denied, how to read CARC and RARC codes, the denials programs see most with the fix for each, and a prevention checklist.

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From Cima EHR

How to appeal an insurance denial

Corrected claim or appeal, each level and deadline, Texas UR appeals and IRO review, Medicare, and four letters to adapt.

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From Cima EHR

Timely filing limits by payer

Verified deadlines for Texas plans, Texas Medicaid, Medicare, TRICARE and VA, proof of timely filing, and a payer table to fill in.

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From Cima EHR

The Texas prompt pay law

The 95-day filing rule, 30- and 45-day payment deadlines, clean claims, late-pay penalties, recoupment limits and TDI complaints.

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From Cima EHR

ERA and EFT enrollment

Enroll for 835 remittances and direct deposit with each payer and Medicare, match deposits to ERAs, and refuse virtual cards.

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From Cima EHR

Working your AR aging report

Price AR at expected payment, what to do in each bucket, a payer call script, the five numbers to track and client balances.

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From Cima EHR

IOP and PHP billing codes

H0015, S9480, S0201, H0035 and H2036, revenue codes 0905–0913, CPT inside programs, modifiers and units.

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From Cima EHR

UB-04 vs CMS-1500 for behavioral health

When a program bills an 837I or an 837P: type of bill, revenue codes, attending provider, condition codes.

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From Cima EHR

Per diem billing for IOP and PHP

What makes a program day billable, the notes that support it, and why per diem claims get denied or taken back.

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From Cima EHR

The IOP and PHP billing checklist

From contract to cash: set-up, a payer code map, daily attendance, weekly claims, denials and monthly reconciliation.

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From Cima Consulting

How to run a cash-pay therapy practice

Set a fee, give good faith estimates on time, write superbills clients can claim, and keep the money clean.

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Choosing and paying for an EHR

From Cima EHR

How to choose an EHR for an IOP or PHP

Group notes, per diem billing, UB-04, UR, Part 2 and contracts: the checklist, vendor questions and a scoring sheet.

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From Cima EHR

SimplePractice alternative: an honest comparison

Plan prices, the October 2026 claim fees, add-ons, data export and who each fits better, from SimplePractice's own pages.

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From Cima EHR

TherapyNotes alternative: the December 2026 price change

What $89 plus $60 per clinician costs your group, claims and add-ons, and who each EHR fits better.

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From Cima EHR

Kipu alternative for outpatient programs

What Kipu covers, the contract terms to read, a decision guide by program type, and what Cima doesn't do.

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From Cima EHR

Headway and Alma alternatives

Free networks, membership networks, your own contracts or a hybrid: costs, pay and trade-offs from their own pages.

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From Cima EHR

IOP EHR comparison

Kipu, SimplePractice, TherapyNotes and Cima on 12 IOP and PHP criteria, public information only, dated.

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From Cima EHR

Free EHR for therapists

Free plans, network EHRs and open source: caps, storage, the BAA and fees, and when paying makes sense.

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From Cima EHR

How much does a behavioral health EHR cost?

Per clinician, per client, per claim and add-ons: published prices compared and a total-cost worksheet.

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From Cima EHR

The therapy practice EHR checklist

60 checks for scheduling, reminders, notes, superbills, claims, paperwork, data export and the BAA.

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Growing a practice or program

From Cima Consulting

How to start an LPC private practice in Texas

Associate rules, Medicare and Medicaid for LPCs, the Counseling Compact question and the opening steps.

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From Cima Consulting

How to start an LCSW private practice in Texas

What an LCSW can do that an LMSW can't, the path to the LCSW, payers and the compact status.

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From Cima Consulting

How to start an LMFT private practice in Texas

LMFT Associate rules, billing couples and family therapy, Medicare since 2024 and telehealth with two clients.

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From Cima Consulting

Starting a psychology private practice in Texas

Which licenses can practice alone, testing codes 96130–96139 worked through, PSYPACT and payers.

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From Cima Consulting

Patient brokering laws, explained

What EKRA, the Anti-Kickback Statute and the Texas Patient Solicitation Act ban, the common traps, and how to build referrals legally.

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From Cima Consulting

LegitScript certification for addiction treatment

Why Google and Meta require it for addiction ads, who qualifies, the application, published fees and why applications stall.

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From Cima Consulting

How to market a treatment center legally

Referral partners done right, Google Business Profile, FindTreatment.gov, a website that works, reviews and admissions by source.

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From Cima Consulting

How to start a group practice in Texas

From solo to group: ownership, the group NPI and contracts, W-2 or 1099, associates, supervision and pay models.

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From Cima Consulting

Can an LCDC open a private practice in Texas?

What an LCDC can offer on their own, which payers credential LCDCs, and when you need a facility license.

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From Cima Consulting

How to open a psychiatric NP practice in Texas

The prescriptive authority agreement, DEA, the Texas PMP, controlled substances, credentialing and e-prescribing.

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Get early access to Cima

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