Useful Documents & Templates

for growing and managing your therapy practice easily

Document Collection

Get all the documents below and save with the document collection.

$300 $225

Clients & Reception

therapy-documents

New Therapy Client, Coaching Client& HIPAA Agreements

Copies of my client agreements and HIPAA agreement that new clients sign at the start of treatment.

$25

therapy-documents

Credit Card
Authorization

A copy of my open-authorization to keep a credit card on file and charge it after every session! Includes ESSENTIAL language on late cancellations, late arrivals, and the role of insurance for missed sessions.

$25

therapy-documents

Insurance Reimbursement
Agreement

Clients agree to sign over checks from insurance to my practice and authorize me to charge their credit card on file if for any reason the checks don't materialize.

$25

therapy-documents

Receptionist
Manual

A manual containing office policies for receptionists.  Everything from initial client inquiries to client emergencies. (50 pages)

$75

therapy-documents

Receptionist
Task List

A daily task list that the receptionist completes every day to ensure all tasks are completed and nothing is overlooked.

$25

therapy-documents

Reception Email Templates

A packet of all the email templates my reception team uses for common client correspondences

$75

Back Office

therapy-documents

Employment
Agreement

My attorney reviewed Employment Agreement document for hiring new therapists and postdoctoral fellows.

$25

therapy-documents

Therapist Engagement
Tracker

The engagement rate spreadsheet with auto formulas easily tracks therapists' likelihood of getting return visits from clients.

$25

therapy-documents

Special Client-Associate
Agreement

Special Client-Associate Agreement: Ensures that your associate therapists are explaining important things from the start of treatment... including that if the therapist leaves the practice, the client will stay at YOUR practice except for special circumstances

$25

therapy-documents

CTAP
Materials

Carmichael Transition Assistance Program application and limited employment agreement for therapists leaving the practice.

$75

therapy-documents

Exiting Therapists
Flowchart

A flowchart helping exiting therapists navigate exit conversations with clients when they are leaving the practice.

$25

therapy-documents

Employee
Handbook

This 56-page handbook contains information about my practice’s employee policies and procedures. My practice complies with all applicable federal, state, and local laws. This handbook generally reflects those laws, but may not include express written policies of all applicable laws.

$50

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