Insurance Exit Toolkit
$27.00
You know you want out.
The paperwork. The prior authorizations. The reimbursement rates that haven't kept up with inflation. The insurance company telling you how many sessions your client "needs."
You're done. But every time you think about actually leaving, you get stuck:
What do I say to my clients? How much notice do I give? What if everyone leaves? How do superbills even work?
You've Googled it. You've asked in Facebook groups. You've gotten 47 different opinions and none of them gave you a clear path forward.
This toolkit does.
What's Inside:
Section 1: Choose Your Exit Path Three options - full exit, partial exit, or gradual transition - with a decision framework to help you pick the right one for your situation.
Section 2: Pre-Exit Preparation Financial buffer calculator, contract review tracker, client sorting worksheet, and systems checklist. Everything you need to do BEFORE you give notice.
Section 3: The Notice Period Insurance termination letter template, email template, and a tracking system so nothing falls through the cracks.
Section 4: Client Communication Scripts Six word-for-word scripts for the hardest conversations - including what to say when clients ask "Can you make an exception?" or "I can't afford that."
Section 5: Superbill Setup Guide What to include, CPT codes, delivery options, and exactly what to tell clients about out-of-network reimbursement.
Section 6: First 90 Days Post-Insurance 30/60/90 day action plan, weekly tracking worksheet, and milestone checklist to keep you on track when the transition feels shaky.
Section 7: FAQ & Troubleshooting Answers to the 10 most common questions plus solutions for problems like "my caseload dropped and I'm panicking."
This is for you if:
You're currently on insurance panels and want out
You've been thinking about private pay but don't have a plan
You're worried about how to tell your clients
You want templates and scripts, not just theory
This is NOT for you if:
You're already fully private pay
You want someone to do it for you (that's what consultation is for)
You're not ready to take action
About the Author
D.J. Burr, LMHC, LPC is the founder of Private Pay Practitioners, a community of 15,000+ therapists building sustainable practices. He's the author of The Private Pay Practitioners Playbook and has helped hundreds of therapists make the transition from insurance to private pay.
Everything in this toolkit is tested, not theoretical.
One more thing:
Private pay isn't a dream. It's a decision.
This toolkit helps you execute that decision - one step at a time.
You know you want out.
The paperwork. The prior authorizations. The reimbursement rates that haven't kept up with inflation. The insurance company telling you how many sessions your client "needs."
You're done. But every time you think about actually leaving, you get stuck:
What do I say to my clients? How much notice do I give? What if everyone leaves? How do superbills even work?
You've Googled it. You've asked in Facebook groups. You've gotten 47 different opinions and none of them gave you a clear path forward.
This toolkit does.
What's Inside:
Section 1: Choose Your Exit Path Three options - full exit, partial exit, or gradual transition - with a decision framework to help you pick the right one for your situation.
Section 2: Pre-Exit Preparation Financial buffer calculator, contract review tracker, client sorting worksheet, and systems checklist. Everything you need to do BEFORE you give notice.
Section 3: The Notice Period Insurance termination letter template, email template, and a tracking system so nothing falls through the cracks.
Section 4: Client Communication Scripts Six word-for-word scripts for the hardest conversations - including what to say when clients ask "Can you make an exception?" or "I can't afford that."
Section 5: Superbill Setup Guide What to include, CPT codes, delivery options, and exactly what to tell clients about out-of-network reimbursement.
Section 6: First 90 Days Post-Insurance 30/60/90 day action plan, weekly tracking worksheet, and milestone checklist to keep you on track when the transition feels shaky.
Section 7: FAQ & Troubleshooting Answers to the 10 most common questions plus solutions for problems like "my caseload dropped and I'm panicking."
This is for you if:
You're currently on insurance panels and want out
You've been thinking about private pay but don't have a plan
You're worried about how to tell your clients
You want templates and scripts, not just theory
This is NOT for you if:
You're already fully private pay
You want someone to do it for you (that's what consultation is for)
You're not ready to take action
About the Author
D.J. Burr, LMHC, LPC is the founder of Private Pay Practitioners, a community of 15,000+ therapists building sustainable practices. He's the author of The Private Pay Practitioners Playbook and has helped hundreds of therapists make the transition from insurance to private pay.
Everything in this toolkit is tested, not theoretical.
One more thing:
Private pay isn't a dream. It's a decision.
This toolkit helps you execute that decision - one step at a time.
