Credentialing 101 Live Workshop

Join us for a live workshop on Saturday, May 9th

from 9 am-12:00 pm EST

**CEUs available. This workshop is approved for CEUs through the National Board of Certified Counselors

Join me for a LIVE Credentialing 101 Course with CEUs (paid separately at course completion).

The LIVE training will contain the same topics as the online course BUT you will leave the workshop with 1-3 panels SUBMITTED!

Join our private community of clinicians who are ready to get paneled with insurance to GROW their mental health practices!

 Are you a mental health professional who wants to take insurance but you aren't sure where to start? Do you get overwhelmed thinking about the process?

This is a 3-hour workshop that is designed to walk you through the entire credentialing process.

It includes a small amount of Pre-work  to make sure you are ready to come onsite and leave with submitted applications.

You will be trained on the step-by-step process to getting paneled. You will be able to duplicate this process over and over again as your business grows.

This course will go over several topics needed to get your private practice paneled with insurance.

Topics include: 
An overview of insurance terminology

CAQH profile setup

 Set up NPI 1 &2*

Completing the W-9

Data-driven path to choosing panels


BONUSES: You still get access to our private Facebook community for this DIY Credential course for ongoing support AND you receive the special rate on our Templates packet that is only available to course Alumni.

Sample appeal letter

Sample rate increase letter

Credentialing tracking sheet

 Intro. to Telemental Health and insurance with telehealth guru Michael Jones

 Understanding your contract and single case agreements

Applying and Billing EAPs

Using the intake process to FILL your practice

**Interviews from 6 & 7 figure insurance based practice owners and more...

Here are the details you're probably most interested in:

When: Saturday, May 9th from 9 am-12:00 pm EST

Where: Live stream (via Zoom)

Cost: $249; don't worry there's a payment plan if you enroll before space runs out. We are only offering 10 spots.

Ready? Sign up Below

Can't wait to "meet" you all and Master the Credentialing process with you!

-Ajita & The Mastering Insurance Team


Multi-passionate entrepreneur. I have successfully built a 7-figure private practice, a 6-figure consulting firm, an Insurance billing and Credentialing agency, profitable speaking and training platform AND multiple passive income streams. I leverage my background in business, research and as a clinician to support other mental health professionals launch and scale sustainable businesses. 

I teach clinicians to build businesses that support your life. I emphasize the importance of overseeing systems and not people… the key to building a sustainable, thriving, purposeful practice.


What are the dates of the course? When will it be offered again?
The live course is offered on Saturday, May 9th at 9:00 am EST. The course is offered quarterly but future dates are TBD. Make sure you're in the Mastering Insurance Facebook group and on our mailing list so that you receive updates. 

How long do I have access to the course materials?

You will receive access to the self-paced course materials on the day of the live workshop. You will have lifetime access to the materials by logging in to the course portal.

How do I receive CEUs for the course?

Upon completing the course materials you will take a brief survey and quiz. Once these are complete the option to purchase CEUs will be available. The quiz and survey are in the portal waiting for you. Our courses have been approved by the National Board of Certified Counselors. Please check with your state licensing board to confirm if they will accept the CEU. We have had social workers, psychologists and marriage and family therapists receive credit in the past.

What if I secure my spot and cannot make it?

You will still receive access to the self-paced course. You can also ask to participate in another live workshop if space is available. No refunds are allowed.

Is there a payment plan?

Yup! Choose the "payment plan" option above. 


Need help building your private practice? Check out the Private Practice Academy.