Useful Documents & Templates
for growing and managing your therapy practice easily
Get all the documents below and save with the document collection.
Clients & Reception
New Therapy Client, Coaching Client & HIPAA Agreements
Copies of my client agreements and HIPAA agreement that new clients sign at the start of practice.
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.
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.
Receptionist Policies & SOP’s
A 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)
Reception Task List
A task list that reception completes every day to ensure nothing is overlooked
Reception Email Templates
A packet of all the email templates my reception team uses for common client correspondences.
My Employment Agreement for hiring therapists and postdoctoral fellows
Therapist Engagement Tracker
The engagement rate spreadsheet with autoformulas to easily track therapists’ likelihood of getting return visits from clients.
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.
Carmichael Transition Assistance Program (CTAP) Materials
This 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.
Exiting Therapists Flowchart
A 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
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.