This checklist is meant to give you some guidance on things to consider when you’re starting up. My goal is to give you information that you can actually use to start your practice.

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I condensed all my knowledge and business owning experience into this E-Book, this is your A-Z comprehensive guideline to owning a successful practice & I’ve made it super affordable just for you!

$35

As a consultant, I help practice owners reach their fullest potential and make their practice profitable. Consulting sessions are 1:1 and 60 minutes long. We may discuss things such as creating a business plan, paneling with insurance, your business growth and many more!

$200

Workshops are designed for the clinician who is planning to start a practice within the next year or those who have started a practice and wish to expand. I will answer your questions and we will explore the essential components to starting and growing a business.

Location- TBD

Price- TBD

This form is intended to provide clients with important information regarding your professional services and business policies. This form is customizable to fit your practice needs, so you can start using it today!

$10

A HIPAA authorization form gives covered entities the permission to use clients’ protected health information for purposes other than treatment, payment, or health care operations. This form is customizable to fit your practice needs, so you can start using it today!

$5

This form authorizes you as the provider to bill the client for services including sessions, co-payments, co-insurance. This form is customizable to fit your practice needs, so you can start using it today!

$5

This policy language is also in the client contract, but I developed this stand-alone form to enforce a no show/late cancellation fee. Your time is valuable. This form is customizable to fit your practice needs, so you can start using it today!

$5

An Intake Checklist form is crucial to successfully scheduling an intake session. This simple but thorough checklist will gather all the information you need from the client in a timely yet efficient manner. This form is customizable to fit your practice needs, so you can start using it today!

$5

A thorough Call- Log should keep a record of referrals, basic client contact information, and insurance information. Having this call-log is useful at the end of the month to track your intake sessions and a tool to measure retention. This form is customizable to fit your practice needs, so you can start using it today!

$5

*Coming Soon

This form is basically a conversion rate metric that analyzes the call log information with the actual booked sessions you had, to give you your total percentage of booked sessions. This form is customizable to fit your practice needs, so you can start using it today! 

$5

Tracking your Retention is a tool used to measure your productivity. This can give you a clear view of whether your practice is profitable and growing. This form is customizable to fit your practice needs, so you can start using it today!

$5

This budget template includes a list of your variable monthly expenses, income records for everything you make each month, to ensure your business is profitable. This form is customizable to fit your practice needs, so you can start using it today!

$5

A paid invoice is a payment demand issued by the provider for the client. It details what services have been provided, and the total amount paid. This form is customizable to fit your practice needs, so you can start using it today!

$5

A treatment plan refers to a written document that outlines the proposed goals, plan, and interventions of therapy. Insurances may ask you what your treatment plan is with a client and this form can be used as a guide. This form is customizable to fit your practice needs, so you can start using it with your client today!

$5

This letter serves as a formal request for insurance to raise their service fee’s. If you are paneled with insurance, it’s important to request a fee increase each year, every increase adds up. This form is customizable to fit your practice needs, so you can start using it today!

$5

As you grow you will know when it is time to hire support staff. This would be someone who would answer the phone, process billing, etc.. This job description template form is customizable to fit your practice needs, so you can start using it today!

$5

Putting together an employee contract can feel intimidating, considering that by law several terms must be included, but don’t worry! I have created this Employee Contract Template for you and it is customizable to fit your practice needs!

$10

*Coming Soon

This form is a contract that prevents the employee from revealing confidential information about a business. I’ve created this customizable form to fit your practice needs, so you can start using it today!

$5

An Employee Evaluation form provides a tool for employees and supervisors to review the current job duties of a particular position, and highlights the strengths and weaknesses of the individual. This form is customizable to fit your practice needs, so you can start using it today!

$5

A performance improvement plan (PIP), is a tool to give an employee with performance deficiencies the opportunity to succeed. It may be used to address failures to meet specific job goals or to ameliorate behavior-related concerns. This form is customizable to fit your practice needs, so you can start using it today!

$5

An Exit Interview is useful to learn where the practice can improve, to make sure employees leave feeling good about their service and, in some cases, to encourage the employee to stay under new circumstances. This form is customizable to fit your practice needs, so you can start using it today!

$5

An Employee Termination Checklist creates an outline for employee exit processes within your business. The checklist contains information you need to give terminated employees, items you need to retrieve from exiting employees, exit interview information, and more. I’ve created this customizable form to fit your practice needs, so you can start using it today!

$5

Don’t worry about the paperwork, I’ve got you covered!  This is the complete bundle of attorney approved forms so you can launch your business and operate a successful practice. All of the forms are easy to update and fully customizable with your practice details.

$50

*Coming Soon