8 R-CERPS

Creating Your Policies and Procedures 

A Comprehensive Training and Resource for Lactation Consultants in Private Practice

Annie Frisbie, MA, IBCLC, PMH-C
Course description
Your policies and procedures either protect you or they don't exist. This course helps you build the ones that do.

Five hours of recorded lecture on clinical, financial, and legal policies for lactation private practice, plus a structured workbook that walks you through drafting your own manual. 
Meet the Instructor

Annie Frisbie, MA, IBCLC, PMH-C

Annie Frisbie MA, IBCLC has been a lactation consultant in private practice in New York City since 2011. She is also the creator of the Lactation Private Practice Essential Toolkit and the accompanying Lactation Private Practice Essential Course, and is the co-host of the Lactation Business Coaching Podcast. In 2018 Annie was honored with the US Lactation Consultant Association's President's Award, "awarding those that demonstrate extraordinary service to the association and profession." 
Annie has a BA from Franklin and Marshall College with a double major in American Studies & Theatre, Dance, and Film, and an MA in Cinema Studies from New York University. She lives in Queens, New York with her husband, their two children, and their two cats. 
Patrick Jones - Course author

What's included?

  • Video - 5hrs

  • 100 Page Companion Workbook

  • Private Podcast Feed

  • 8 contact hours

Attorney-Ready Output

Most courses teach you concepts. This one ends with a working draft of your own policies and procedures manual, formatted for your attorney's review.

Lifetime Course Access

You're busy. Complete the recorded lecture on your schedule, pause to work through the companion workbook when you have a block of time, and come back to specific modules whenever a policy question shows up in practice.

Learners say 

I have had a private practice for the past 8 years. It has been organic in growth, not structured and admittedly not very organized on my end. With the information and tools I will be able to structure my business to provide more sustainability, organization and more 'business' like." 

KatieAnn McKee, RN, IBCLC

Covering my bases! I wrote my policies and procedures and will be having them reviewed by an attorney. I set up my charting system, got my LLC filed, got my EIN and NPI and everything else I never even thought about needing.

Jessi Sletten, CLC

Structure of the modules, workbook and videos really helped me rethink my hodge podge of policies and procedures and get what is solid written down and organized . It also helped me rethink what I want my practice to look like going forward and write a to do list on the side to make those changes. 

Maire McLean IBCLC

Start learning now!

Abstract
Every IBCLC in private practice eventually faces the same realization: the policies that live in your head don't protect you, your clients, or your business. This course walks you through the full scope of policies and procedures work for a lactation private practice, from defining your business structure and setting your fees to handling records release, in-network billing, social media, and the ethics of AI tools. Each module addresses a specific area of practice with the legal, clinical, and ethical considerations that belong in a working policies and procedures manual.

What makes this course distinct is its dual structure. Five hours of recorded lecture cover the framework, the rationale, and the real-world stories that show what happens when policies are missing or unclear. The companion workbook then guides learners through drafting their own manual section by section, with attorney-reviewable language, decision prompts, and action items for every policy area covered. By the end of the course, learners will have completed a working draft of their own policies and procedures manual, ready for legal counsel review.

This course is for IBCLCs who are running or planning a private practice, whether solo or in a group. It is also useful for aspiring
IBCLCs preparing to launch, lactation educators teaching business content, and any practitioner who has been operating without a written policies and procedures document and knows it is time to address that gap.
Knowledge Gap
Clinical training for IBCLCs prepares us thoroughly for the work of supporting families with feeding, but it does not prepare us for the work of running a practice. The IBLCE Code of Professional Conduct establishes our ethical obligations, and privacy laws like HIPAA, GDPR, and PIPEDA establish our legal ones. But the day-to-day work of translating those obligations into actual policies, what to do when a client requests their chart, how to handle a late cancellation, when to refer rather than respond to a follow-up text, is rarely covered in any clinical curriculum.

This knowledge gap creates real risk. Without written policies and procedures, IBCLCs make decisions case by case, often under emotional pressure, with no documentation to support consistency or defend their choices later. The Office for Civil Rights has settled multiple right-of-access enforcement actions against small healthcare practices, and the IBLCE has its own disciplinary process for ethical violations. Policies and procedures are how we protect ourselves from inconsistent decisions, protect our clients from inconsistent care, and protect our practices from preventable legal exposure.

This course addresses that gap by treating policies and procedures as a clinical and business discipline rather than an administrative afterthought. Learners build the document while the course is in progress, using a structured workbook that walks them through every major policy area their practice needs.
Objectives

01

Define the difference between a policy and a procedure, and identify which areas of private practice require each.

02

Document the legal and structural foundation of a private practice, including business entity, NPI registration, and required professional team.

03

Identify the eight principles of the IBLCE Code of Professional Conduct and the obligations each principle establishes for IBCLCs in private practice.

04

Apply the IBLCE Code of Professional Conduct to specific practice scenarios involving non-discrimination, scope of practice, conflict of interest, and confidentiality.

05

Develop fee schedules, payment policies, and cancellation procedures that align with applicable insurance contracts and regulatory requirements.

06

Distinguish between insurance fraud and ethical billing practices, including balance billing, upcoding, and consistent fee application.

07

Identify the privacy law that governs your practice and apply its requirements to record retention, release, and security procedures.

08

Evaluate digital tools, including EHR platforms, communication channels, and AI documentation tools, against HIPAA or applicable privacy law standards.

09

Establish scheduling and follow-up policies that support both client self-efficacy and practitioner sustainability.

10

Develop social media and website policies that protect client privacy and limit professional liability.

11

Apply the legal distinction between employees and independent contractors when bringing administrative or clinical help into a practice.

12

Draft personal policies covering immunizations, continuing education, mandated reporting, gifts, and home visit etiquette.
IBLCE Content Outline
Section VII — Clinical Skills
8 R-CERPs
IBLCE Verification #C2026459

Course Lessons

Annie Frisbie IBCLC Inc has been accepted by the International Board of Lactation Consultant Examiners® (IBLCE®) as a Preferred Provider for the listed Continuing Education Recognition Points (CERPs) programme. Determination of CERPs eligibility or CERPs Provider status does not imply IBLCE’s endorsement or assessment of education quality. As a Preferred Provider, Annie Frisbie IBCLC Inc attests that it complies with the WHO Code and subsequent WHA resolutions.
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Annie Frisbie IBCLC, Inc actively supports the World Health Organization (WHO) International Code of Marketing of Breast-milk Substitutes and subsequent World Health Assembly (WHA) resolutions. Therefore, Annie Frisbie IBCLC, Inc is not a company, inclusive of manufacturers, distributors, or marketers, whose products fall within the scope of the World Health Organization (WHO) International Code of Marketing of Breast-milk Substitutes (1981) and subsequent World Health Assembly (WHA) resolutions (e.g., infant formula, bottles, and teats).

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