In this episode of OT Coaching Confidential, I’m joined by Marie, an experienced occupational therapist who has recently transitioned from hospital and community mental health into private practice.
With over 15 years of experience, Marie reflects on the shift from structured public health roles into the autonomy of private work. While the transition has brought flexibility and creative freedom, it has also introduced new challenges particularly around business systems, financial management, and the invisible load of admin.
Together, we explore what it really looks like to build a sustainable mental health OT practice while balancing clinical care, business responsibilities, and personal life.
We explore:
Transitioning from public mental health roles into private practiceThe emotional and cognitive load of managing admin, finances, and systems independentlyNavigating payment boundaries and discomfort around money conversationsStructuring caseloads across NDIS, Medicare, and private clientsLetting go of work streams that don’t align (e.g., functional capacity assessments)The tension between flexibility, family life, and financial sustainabilityUsing tools (like AI and practice software) to reduce admin burdenThe difference between “being the therapist” and “running the business”Key takeaways:
A smooth clinical transition doesn’t always mean a well-structured business foundationDiscomfort around money is common and requires clear, consistent systemsNot all work streams are worth keeping, alignment matters more than opportunityAdmin overwhelm is often a mix of clinical and business tasks, not just “extra work”External accountability (deadlines, supervision, structure) supports follow-throughAutonomy is powerful but requires intentional boundaries and decision-makingAI and digital tools can reduce cognitive load when used intentionallySustainable practice comes from aligning workload, income, and lifestyle prioritiesMentioned in this episode:
Halaxy practice management system (invoicing, Medicare, client management)ChatGPT and AI tools for documentation, planning, and communication“She’s on the Money” podcast (financial literacy and planning)The concept of separating you from the business when setting boundariesVirtual assistants vs. clinical admin realitiesFinancial planning, payroll setup, and income structuring for private practitionersBrought to you by Alyce Svensk at The OT Coach Australia
Supporting occupational therapists and allied health professionals to build confidence, clarity, and connection through mentoring, supervision, workshops, and The OT Coach Academy.
If this conversation resonated with you and you’d like support through supervision, business mentoring, or reflective practice, visit www.theotcoach.au to explore how The OT Coach Australia can support you.