Private Practice Toolkit
Build the foundations for a successful private practice.
Created in partnership with
Three Main Components
What you'll learn
Presented by industry experts
Built in conjunction with industry experts, the Private Practice Toolkit showcases insights that can be taken into action.
You’ll set yourself up for success as you work your way through the toolkit content which is broken down into three in-depth components:
Business strategy fundamentals
- Your vision, purpose and values.
- Analyse your current situation by assessing risks and opportunities.
- Establish your services, team, branding and policies.
- Create your strategic plan, financial model and process for measuring productivity.
Business registration and set-up
- Business structure overview.
- Common registrations and funding schemes OT's work under.
- Setting up cloud based accounting.
- Clinical governance and safe client care.
Deep dives with industry experts
- Insurance fundamentals.
- Ethical marketing and Ahpra's guidelines.
- OT recruitment.
- Resilience and psychological safety at work.
- Defensible documentation and legal reports.
Download a brochure for more information about what you’ll learn and the industry experts you’ll learn from.
Meet the expert contributors
Input from experts and market leaders ensures the best information is available to private practitioners.
Strategic business planning, set-up and registration
Brent Szalay is the Managing Director at SEIVA. He is a business enthusiast, accounting expert and industry educator who understands that sound business decisions need more than just the numbers to stack up. He knows that positive change starts with a strategic plan. Establishing a clear vision and purpose. Devising clever tactics to accelerate action and core values to align culture.
Resilience and psychological safety at work
Toni Knight is a psychotherapist, author and presenter who is an evangelist for the wellbeing of professional caregivers - therapists, healers and caseworkers. Toni trained as a psychologist and has over 20 years of experience in supporting people to create and enjoy values-centred lives through individual counselling, burnout-prevention training and providing professional supervision.
Recruitment for OT's
Clare Jones & Danielle Weedon
Founders & Directors Clare Jones and Danielle Weedon studied Occupational Therapy and Physiotherapy at the University of Queensland and University of Melbourne respectively. Coming from healthcare backgrounds themselves, Clare and Danielle have extensive knowledge that spans across the Allied Health landscape. They know what it takes to run a business and have worked closely with private practice owners across Australia for over 20 years.
Stacey Tonkin's role is within the Aon Affinity business in Australia in the Health Sector which covers the needs of over 50,000 health professionals. Stacey’s experience in the insurance sector spans more than 30 years. Stacey has gained strong technical skills during her years in Insurance Broking with roles with a number of international brokers including managing various schemes and commercial portfolios.
Ethical marketing and AHPRA guidelines
Megan Walker, Director of Market Savvy, is a health and medical marketing professional with over 25 years’ experience promoting, teaching and coaching health professionals on how to reach more people and change more lives through ethical marketing and online courses.
Defensible documentation and legal reports
Maurice Blackburn Lawyers
Maurice Blackburn Lawyers is the preferred legal partner for Occupational Therapy Australia and specialise in compensation law, public liability, employment law, superannuation claims, wills and estates planning and insurance claims. Maurice Blackburn offers Occupational Therapy Australia members free telephone advice and a free first consultation.
Available now for both members and non-members, the Private Practice Toolkit is the perfect resource for private practitioners.
When you purchase the Private Practice toolkit, you’ll receive:
- Four months months access to expert content with access ending on 20 April 2024
- Access to 14 modules, including 14 videos and pre-recorded webinars along with interactive content and resources.
- An 84-page workbook to support business planning, resulting in a business action plan
- Downloadable checklists and templates
- Links to helpful resources and important documents.
As part of our 12 Days of Christmas celebration, we're taking 10% off the Private Practice Toolkit.
$745 $670 for members $1,065 $958 for non-members
Frequently Asked Questions
The Private Practice Toolkit covers a range of topics and in-depth information. You can find answers to common questions below.
How long can I access the Toolkit?
Once purchased, participants will have four months to access the Toolkit.
Please note that access to the toolkit will end on 20 April 2024.
How long will it take me to complete?
It is important to note that this is a toolkit rather than a learning program so there are no learning objectives attached. The toolkit is a self-directed resource that you can work through at your own pace, as you need it. Participants have four months to work through the content.
Please note that access to the toolkit will end on 20 April 2024.
What is included in the Toolkit?
The Toolkit covers a variety of content that has been separated out into three components. These include (1) Strategically plan your practice (2) Get your private practice business registered and set up (3) Dive further with industry experts. You will get access to all three components when you purchase the Toolkit.
Can I purchase parts of the Toolkit individually?
The Toolkit has been designed so that the three components complement each other therefore it can only be purchased as a full suite.
What is a Deep Dive?
The Deep Dive component of the Toolkit provides you with a series of shorter videos/content/downloadable materials so that you can ‘dive’ further into a specific topic. Deep dives are designed to be viewed individually and have been created in partnership with a range of industry subject matter experts.
I already own a private practice - will this Toolkit be suitable for me?
The Private Practice Toolkit has been created with emerging and existing private practice owners in mind. The Toolkit provides resources and tools that are applicable to people who are in the early phases of running a private practice business.
I am only just thinking about starting a private practice - will this Toolkit be suitable for me?
The Private Practice Toolkit has been created with emerging and existing private practice owners in mind. If you are an experienced occupational therapist who is thinking about starting a private practice business then this Toolkit is one resource that will support you to create the foundation for a successful private practice.
Do I need any fancy technology or software to access the Toolkit?
The Private Practice Toolkit is hosted on OTA’s learning management system. All you need to access it is a laptop or desktop computer (or a mobile device) and a good internet connection.
Will the Private Practice Toolkit count towards my Ahpra CPD?
Download a brochure
Complete your details to register your interest and receive a free Private Practise Toolkit brochure.