WP 51 | How to Hire and Fill Client Caseloads - Live Consulting with Heidi Schnakenberg


In today's episode, we delve deep into one of the most pressing challenges faced by therapy practices: hiring and effectively integrating new therapists. As practices grow and evolve, ensuring a steady influx of skilled therapists becomes paramount. Yet, the journey from identifying potential hires to ensuring they have a full caseload is riddled with complexities. Join Whitney Owens as she offers invaluable insights and practical advice to Heidi Schnakenberg, navigating the intricate maze of hiring and filling caseloads. Whether you're a seasoned practice owner or just starting out, this episode promises to shed light on the intricacies of expanding your team and ensuring success for both your practice and your therapists.

The Challenges of Insurance in Practice:

Navigating the world of insurance can be daunting. From the tediousness of benefits checks to the demands of insurance companies, practitioners often find themselves grappling with late payments and sometimes even earning less than they deserve. However, platforms like Alma aim to simplify this process. With Alma, practitioners can get credentialed within 45 days, access enhanced reimbursement rates, and ensure timely payments. As Whitney highlights, "Once you've joined Alma's program, you can see clients in your state of licensure, regardless of where you're working from."

The Evolution of Hiring in Practice:

Hiring remains a pivotal topic within group practice ownership. Whitney shares her insights on the transition from solo to group practice ownership, emphasizing the need for clarity in defining the mission. Through live consulting with Heidi, a friend and fellow practitioner, the episode sheds light on the hiring process and the challenges of filling therapists' caseloads.

The Role of Faith in Hiring:

Faith-based practices bring a unique perspective to the hiring process. Whitney reflects on the scarcity of faith-based practice podcasts and underscores the importance of faith in shaping the mission of a practice. As she aptly puts it, "It's important when you're thinking about hiring to hire people that can cultivate the culture and mission that you're creating in your practice."

The hiring process is multifaceted, with considerations ranging from insurance intricacies to the role of faith in shaping a practice's mission. As practitioners navigate this journey, it's crucial to remain anchored in their mission and values, ensuring that every hire aligns with the envisioned culture and ethos of the practice.

The Hiring Challenge for Therapists

Hiring the right therapist is a challenge many group practice owners face. Heidi shares her experiences, saying, "I feel like when I have a person who has openings, then the referrals aren't coming." Whitney offers valuable advice, emphasizing the importance of feedback: "I love how you're following up with people and asking them why they didn't want to work at your practice."

Hiring Advice for Therapists

  • Feedback from Potential Hires: Whitney appreciates Heidi's approach of following up with potential hires to understand why they chose not to work at her practice. This feedback can be invaluable for making necessary changes. Whitney mentions, "I love how you're following up with people and asking them why they didn't want to work at your practice."

  • Benefits for Employees: Whitney acknowledges the importance of offering benefits to employees. While it might be challenging for Heidi's practice size to offer benefits now, it's something to consider for the future.

  • Increasing Current Therapist Hours: Whitney suggests considering asking current therapists, like Rebecca, to work more hours if they are willing and if there's a demand. This can be a temporary solution while looking for the right hires.

  • Client Acquisition through SEO: Whitney emphasizes the importance of Search Engine Optimization (SEO) for acquiring clients. She mentions that her practice gets over 50% of its referrals through Google. She advises Heidi to ensure she has a well-designed website and to focus on SEO as it's a long-term investment that keeps giving returns.

  • Google My Business and Reviews: Whitney stresses the importance of having a Google My Business account and accumulating reviews. She suggests Heidi to get reviews from family, friends, and colleagues (but not clients) to boost her practice's online reputation. Whitney says, "Google my business. Do you have that for your business? ... Get reviews. Heidi, it would be easy."

  • Insurance Panels: Whitney suggests considering adding another insurance panel that's well-known in Heidi's area to attract more clients. She mentions, "One thing you could consider, because you already have all the systems in, or the processes in place for taking insurance, is adding another panel that's well known in your area.

  • Community Engagement: Whitney emphasizes the importance of engaging with the community, such as offering training sessions, speaking at schools or churches, and cultivating relationships with local entities like school counselors.

  • Balancing Referrals and Hiring: Whitney acknowledges the challenge of balancing client referrals with hiring new therapists. She mentions the difficulty in predicting the number of clients a new hire might get and how this uncertainty can deter potential hires.

This episode provides a treasure trove of insights for therapists looking to navigate the challenges of insurance, client referrals, and hiring. As Heidi reflects on her journey, she says, "I did the whole SEO thing. So I'm hoping it just takes some time." Whether you're a solo practitioner or running a group practice, the wisdom shared by Whitney and Heidi is sure to resonate and inspire.

Show Sponsor

  • Alma - Your private practice support system

  • Mentaya - Use the code “Wise” for a free month. As a therapy client, we help you understand your out-of-network benefits and take care of superbills/insurance claims to get you on average, 70% of your money back on therapy.

Links and Resources

Podcast Production and Show Notes by Course Creation Studio





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WP 52: Creating a Strategic Marketing Plan for Your Faith-based Practice - Live consulting with Bryan Purcell

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Ep. 50 | Adding Additional Streams of Income - Live Consulting with Lindsey Pace