Useful Documents & Templates
for growing and managing your therapy practice easily
.png?width=250&height=250&name=doc(1).png "Document Collection")
Document Collection
Get ALL the documents below and save with the document collection
BUY DOCUMENTS INDIVIDUALLY
New Therapy Client, Coaching Client & HIPAA AgreementsCopies of my client agreements and HIPAA agreement that new clients sign at the start of practice. $35Credit Card AuthorizationA 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. $35Insurance Reimbursement AgreementClients 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. $35 |
Receptionist Policies & SOP’sA manual that contains my office policies for receptionists to handle everything from initial client inquiries to client emergencies (it’s about 50 pages long; we have a very intricate system). $85Reception Task ListA task list that reception completes every day to ensure nothing is overlooked. $35Reception Email TemplatesA packet of all the email templates my reception team uses for common client correspondences. $85 |
EMPLOYMENT AGREEMENTMy Employment Agreement for hiring therapists and postdoctoral fellows. $35THERAPIST ENGAGEMENT TRACKERThe engagement rate spreadsheet with autoformulas to easily track therapists’ likelihood of getting return visits from clients. $35SPECIAL CLIENT-ASSOCIATE AGREEMENTSpecial 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. $35 |
CARMICHAEL TRANSITION ASSISTANCE PROGRAM (CTAP) MATERIALSThis ingenious program was created after many frustrating incidents of exiting therapists trying to violate their non-compete by suggesting that clients “needed” to see them at their new private practice. $85EXITING THERAPISTS FLOWCHARTA copy of flowchart helping exiting therapists to navigate exit conversations with clients when a therapist is leaving the practice. We want the therapists’ exit to be smooth, and some therapists get “confused” when the client expresses an interest in that therapist’s private practice if the therapist has a private practice and *isn’t* planning to do CTAP. $35EMPLOYEE HANDBOOKThis 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. $60 |
