Private Practice Paperwork That Gives Your Business An Ethical and Legal Foundation
Chances are you’re here because you tried to write your private practice paperwork from scratch or tried pulling forms from different sources. You quickly realized staring at a blank page was causing some anxiety. Then trying to piecemeal forms together and edit them to fit your business started to overwhelm you.
You may have considered hiring an attorney to review your mismatched forms or have them create the forms entirely. But you don’t have an attorney. You ask around but a quick search revealed that an attorney will charge a steep fee whether they’re creating the forms or just reviewing them. And now you’re back at square one.
Comprehensive private practice forms created by an attorney and a therapist — so you get the best of both worlds.
If there is one thing you want to invest in for your private practice, it’s going to be having solid paperwork forms. Gathering proper documentation is often among the first steps in getting your private practice started. Completing those same paperwork forms will be among your client’s first steps in becoming a part of your practice. In short, your paperwork forms set the tone for your private practice.
But what happens though if you don’t have the time, energy, or money to invest in paperwork forms that are designed to protect you and your clients? The answer is simple! You invest in ready-made private practice paperwork forms that are customizable to your private practice — saving you time and thousands of dollars in attorney fees.
Securing clear and comprehensive private practice paperwork can help you…
You’re a business owner now, That means having the proper paperwork forms to run your business. Building your private practice with legal and ethical paperwork forms shifts you into an entrepreneurial mindset.
Your private practice paperwork forms set the tone for your business. You want your policies and procedures to be properly documented in order to be maintained and reveal where improvements can be made.
Your clients are coming to you for help and would appreciate a smooth transition into your private practice. You want to lay out everything for your client. Clear and comprehensive paperwork forms protect you and the client.
Your time is money in private practice. Save both by having explicit policies and procedures for your private practice that can be referenced when issues arise to increase client retention.
Essential Private Practice Paperwork To Jumpstart Your Business!
Plug-in your customized information in the highlighted areas, and you’re done. It’s that simple!
Already have some of your private practice paperwork forms, but looking for a specific form?
Need additional support in using the private practice paperwork to improve your policies and procedures?
Frequently Asked Questions
How long will it take me to customize the paperwork forms?
Depending on the document, it should take you 5 to 15 minutes per document to edit the highlighted areas. Highlighted areas are where you input information specific to your practice. However, it is recommended that you read over the forms and edit any additional areas that are needed. For example, if you do not work with couples and families, you can edit that part out of the Statement of Informed Consent.
Who can use the paperwork forms?
Mental health therapists in different disciplines may use these forms as they are not specific to one discipline. Many clinical ethics and legal guidelines for therapy tend to be similar across disciplines. You may use the paperwork forms if you are a clinical social worker, mental health counselor, marriage and family therapist, or psychologist. The terms “clinician” and “client” are used in the documentation forms to be inclusive. However, check your state licensing board for any discipline-specific provisions that should be added.
Do the paperwork forms work for all states?
The paperwork forms are created to cover the most important provisions to adhere to clinical ethics and legal standards on the federal level and across different states. While a therapist in any state may use the forms because ethical and legal guidelines for therapy tend to be similar, you will need to check with your state licensing board for any state-specific provisions that should be added or consult an attorney for your state.
How do I receive the paperwork forms after purchase? What format are the forms in?
You will receive an email with a link to your forms after purchase instantly! Your forms will be in Microsoft Word format. If you do not have Microsoft Word, you can upload the form to Google Docs to open and edit.
Do you help with questions I may have about the forms after I purchase them?
Yes! When you purchase the private practice starter kit, practice policy bundle, website protection bundle, or any a-la-carte form, you have access to paperwork support via email should you run into any snags.
Do you have paperwork forms in any other language?
Yes! You can purchase bundled forms in Spanish and English here.
I can’t find certain paperwork forms. Are you going to add more?
You may be looking for forms like a superbill template or a biopsychosocial assessment that is not included as a paperwork product. Forms that you wouldn’t need to pay for because they’re easily accessible in your EHR system are not included for purchase. You can contact me for help with finding forms that are not listed for purchase. However, additional forms and templates will continue to be added. If you have a form you would like to be added, I welcome your feedback!
Don’t some paperwork forms come with EHR systems?
Yes, some paperwork forms come with EHR systems and can be readily used if they’re for templates like superbills or assessments. However, documentation forms that include important ethical and legal provisions need to be more comprehensive. For example, you may find that a statement of informed consent can be found in your EHR system but does not include specifics to telehealth, minors, couples, and families, international clients, etc., and unfortunately, some EHR systems may not come with documentation forms for therapists at all.
What forms do I need to send to clients before their first session?
As a mental health therapist, you are required to present clients with a statement of informed consent or counseling agreement and HIPAA privacy policies at the minimum.
Can the forms be used for a group practice?
Yes! The paperwork forms are written in the second person (e.g. “your clinician”) and can be used for both solo and group private practices. Please contact me for group licensing pricing.
Can I buy the paperwork forms and share them?
No. Your purchase of any paperwork bundle or a-la-carte form comes with a single-user license only. You may direct colleagues to purchase their own forms directly. If you would like to use any of the paperwork forms in a group practice, please contact me for group licensing pricing.
Do you have a question that was not touched on here? I am happy to answer any questions you have!
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