Kelly AlhooiePelviBiz, Pelvibiz · Healthcare Business Strategy Assistant

Before You Coach Out of State Watch This #healthcare #compliance

11 Jun 2026 · 1 min

Watch on YouTube

1:20

In this brief YouTube segment, Kelly Alhooie and a participant discuss the legal and compliance nuances of providing online coaching services to clients in other states. The conversation contrasts coaching with therapy, highlighting that therapy requires a formal diagnosis, CPT billing codes, superbills, and adherence to HIPAA, including SOAP note documentation. In contrast, coaching does not require a diagnosis, CPT codes, or HIPAA compliance, and note‑taking is optional. The speaker argues that holding a doctorate can unnecessarily restrict practitioners, suggesting that operating purely as a coach offers greater flexibility and fewer regulatory burdens when serving out‑of‑state clients.

Um, for online coaching. Yep. If people out of state, I feel like this seems like another gray area. Um, at Bloom, I would see people virtually, and then as I'm doing this, I'm like, was I even allowed to be doing that? Um, because it was just kind of treated as like any other visit. On my end.
So for out-of-state?
Yeah.
Yeah. So technically, well, for coaching— okay, so there's two different things here. Yeah, both of them. So, and it just depends on how you want to look at it. So here's the difference. Therapy is where you have a diagnosis, you have an actual CPT codes, and you can provide a super bill. And you have to do notes, like, you know, SOAP. Coaching is whatever. You do not provide them, you do not give them a diagnosis, you don't have to do notes, and you don't have to follow HIPAA guidelines. This is why I'm a big component of saying screw our doctorate degrees because it actually limits us in so many realms and makes us do all this BS work. And we should just be coaches because we can do anything then.
Right.
Yeah.
Okay.