Four Limiting Beliefs that Are Holding You Back from Launching and Scaling Your Business
Nervous about starting your own company?
There’s a whole lot of confusion on appropriate documentation and Quality Control, which is why it’s easy to feel defeated when you’re doing everything “right” and still worrying about the results.
Before I learned how to build templates that met audit standard, I tried every guide and article I could find.
Some people would say to go on Facebook groups and ask other people for advice while others felt like putting together documentation templates was easy and there was no need to stress.
Many people think that getting advice from social media is the best way to draft their clinical documentation templates because they feel they are not qualified to draft ones themselves.
Others maybe so intimidated by the process that they procrastinate, making it harder for them to get started at all.
I learned that if you know where to look, you can find everything you need to draft templates that will pass audits.
You absolutely should NOT avoid the process because you think you can't get it done!
The fear and anxiety related to catching every single thing and insurance may want can be overwhelming. This is compounded by the fact that different insurances have different requirements and these also vary by state. I lived through this fear and anxiety myself when I set out to help people start their ABA companies or assist with quality assurance in existing ABA companies.
No matter what I did, I still couldn’t shake the fear that I would miss something and my clients wouldn't pass an audit.
Once I finally started consulted with experts and had them review what I drafted I was finally able to come up with a checklist to ensure that I have everything necessary to avoid recoupment.
You can do it too!
Read on for some sneaky limiting beliefs that may be holding you back from drafting high quality clinical documentation, and how to turn them into your superpowers.
Limiting Belief #1: I have to figure this out on my own
If you've been burned in the past by people you thought you could trust, or overall are just used to being self-sufficient, reaching out for help can be a taxing experience.
Often times it is easier to ask a question in a Facebook group anonymously then contact someone who is considered an expert in the field.
Some of you may struggle with asking for help while others may struggle with a fear and anxiety of putting your trust in someone else.
How to turn it into your superpower
First, challenge your belief. After all, it’s just a belief and you have no proof that it’s reality (spoiler: it’s NOT!)
Ask yourself why you think you need to go it alone. Is it that you are embarrassed to admit you need support? Our finances an issue?
Once you have the answers, think about what it would be like to do the opposite. What would it be like to have help? Would it make the process easier for you? What it reduce your anxiety?
You don’t have to take action now. Just let it sit with you and try to broaden your perspective. Keep challenging yourself.
When you’re ready, try reaching out for help. Here are a few resources available:
- Check out our blog on the importance of Quality Assurance
- Check out the 3 Pie Squared Podcast
- Check out this post from Central reach
Limiting Belief #2 – I have to build my business first
“I’ll draft the clinical documentation once I have a caseload and staff ready to go.”
Sound familiar?
We all have a list of things we need to do, and in what order we want to do them.
But if you’ve been procrastinating on a specific task for weeks or months, it’s probably time to re-prioritize.
Do you really need to a fancy website or project management system before you tackle clinical documentation? Or is it that you're putting it off because the mere thought of it seems so daunting?
It’s common to put off things we feel we are not ready to do or that we think we are unable to do.
But you know what?
Having this solid base can help you achieve all those other bigger goals.
For example, if you want to build a caseload and hire staff wouldn't it be best to have your clinical documentation ready first?
Some insurance is request your templates even if they are for mock clients and staff prior to even granting a provider number. You won't be able to build your caseload if you're not credentialed with certain insurances.
How would you hire staff if you don't have clients to give them?
How will you train staff in your processes if you don't have templates for them to use?
How to turn it into your superpower
Act as if your clinical documentation is a road map for your staff. Include things that will help you provide a well-rounded training.
Think about a pending audit to obtain a provider number or a future audit after you started billing as an opportunity to receive feedback and improve your processes.
Picture it, you're onboarding your first therapist and you go over what their session notes should look like. You explain to them the areas that they need to fill out and the content you want included. This is the first step to ensure that you will pass an audit. Insurance companies want to see proof that you provided therapeutic services that are billable in nature.
What about assessment templates? Once you build these out you are able to conduct comprehensive evaluations for clients to best create their treatment plans. This is going to facilitate better client outcomes and help you train therapists on what to do in session with a client.
What if you submit your templates and the insurance company says you need to make edits?
Then you make the edits. You don't need 100% to pass an insurance audit. If you are at about 80% compliance, typically they will provide you enough feedback and a window of time to make edits to grant you a provider number.
As long as you are not engaging in Billing fraud or writing notes that do not showcase therapeutic services you should not be too worried about recruitment.
Having lived through a few audits from major insurance companies, if they see any issues with documentation they provide feedback and expect you to make the updates.
The important thing to remember is that you need solid clinical documentation templates to set a standard for your staff. If they are not appropriately documenting their services this can become a recoupment issue.
Check out our Quality Assurance Services!
Limiting Belief #3: I won’t be able to do it
Ok, so you know the importance of having solid clinical documentation, but what about the nagging fear of doing this wrong and it all blowing up in your face?
You’re not alone. This is another belief that comes from a place of fear, and we all have it.
When you’re about to try something new, you picture all the things that can go wrong.
The problem with this belief is that it can prevent more empowering beliefs from forming if you’re not aware of them.
If fear keeps you from doing things, you may never know what you are truly capable of. You may miss out on amazing life experiences and great success as a result. Don't let fear control you.
We discussed the importance of passing audits and avoiding recoupment, but you may still be wondering how you do that. Am I capable of doing that? Will my anxiety let me sleep?
The fact that you are worried about doing well is a great indication that you will go to great lengths to meet all the requirements in clinical documentation.
How to turn it into your superpower
Think of all the clinical documentation you have done in your career. Picture all the good and not so good examples you have seen. I am sure you have enough information to have a general idea of what is necessary.
You can absolutely develop well-rounded templates for your company!
Remember that providers put out treatment manuals with all the information they require.
There are so many insurance specific requirements that it is best to use the most comprehensive requirements as your template.
Always over-deliver!
For example:
I diligently review the Optum Provider Manual, the Tricare Provider Manual and the Florida Medicaid provider manual since these provider have very specific requirements.
I listed everything that needed to be included in treatment plans, notes, etc. Then I got to work mapping out what would go into each template.
I created all my templates as well as my Client and Employee Handbooks with this information.
I thought I couldn’t do it but took the first little step and today everything has changed. I partnered with HR consultants to review my work and so far have a perfect record in passing audits with my clients.
We have successfully credentialed multiple companies with the strictest of insurances and they have passed audits with flying colors.
Once client asked us to review their existing templates and policies. We worked diligently to suggest edits and they scored a 96% on their audit!
Check out our Handbook Templates!
Limiting Belief #4: I don’t have time
If you believe you have too much work to do already, you’ll find ways to keep yourself occupied with those other activities rather than setting yourself up for success.
Saying you don’t have time is really saying I will not prioritize this at the moment.
The truth is, if you want to achieve something you have to set goals and do the work.
That being said, I am the first one to acknowledge that work-life balance is crucial to good mental health and well-being. We all have responsibilities!
Remember that this is a marathon, not a sprint. We have to be realistic with our expectations.
As we discussed previously, you do not need to do everything on your own. The key to a successful business is surrounding your self with competent and trustworthy people to whom you can delegate effectively.
How to turn it into a superpower
You don’t need huge blocks of time to map out your templates. You just have to do it with consistency.
Don’t be afraid to schedule uninterrupted time every week to start building everything out.
If you can carve out 30 minutes a day, you can start reviewing manuals and listing what you need to add to your clinical documentation.
Remember that I already did the work for you and have a good track record on passing audits.
Here’s how to get started:
- Block off time, this will allow you to focus and begin the process. Delegate the task or ask for help if necessary
- List all requirements you find. Be detailed! Note every assessment mentioned, each timeline presented, and all expectations the insurance provider mentions.
- Create your templates based on this information. Create specific sections and label them to ensure the document can be easily read. Remember that reviewers may skim the page so you should have all the content easily identifiable.
You’re making great progress!
It’s time to turn your limiting beliefs into empowering beliefs! If you find yourself procrastinating on getting started, think about what may be holding you back. Write down 10 limiting beliefs, and don’t be afraid to see them on paper.
We all have them, remember? It’s what you do with them that counts.
Will you push through and keep going? You bet you will!
I created all the templates you need to help you get started.
Remember, you can always reach me here. Let’s get you up and running with your own business!



