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  • Preferred option
    25+ Forms are Just $347.00 (+FREE Get Organized Bundle)$347.00
  • Preferred option
    Two Pay Option (2 Payments of $174.00+FREE Get Organized Bundle)2x $174.00

Yes! Add the New Client Onboarding Kit for $37

Special One Time Offer - $47 (Normally $197)

ONE TIME OFFER: Get ready and organized for your first (or next!) client by using the following additional resources: New Client Phone Intake Process, New Client Onboarding Checklist and Welcome Email / First Appointment Reminder (Save Time and Get Organized!)

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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Includes $691 in Bonuses: 

1. Don't Miss Tax Deductions for Private Practitioners

2. The Private Practice Risk Minimizer

3. The Organized Private Practitioner To Do List

Total Value: $691.   Yours FREE with Purchase

The 30+ Lawyer Reviewed Clinic Forms Include:

Legal Protection Forms (The General Acknowledgement Form, Notice of Privacy Practices Form, Acknowledgement of Receiving the HIPAA Form, Acknowledgement and Assumption of Risk Form, Consent for Services Form)

Clinical Documentation Forms (Child Intake Form, Adult Intake Form, Session Progress Notes, Evaluation Report Template, Progress Summary Report Template)

Financial Protection & Payment Forms (Attendance Agreement / Cancellation Policy, Credit Card Authorization Form, Attendance and Record of Payment Form, Payment Policy & Fee Schedule, Superbill Template, Health Insurance Verification Form, CMS 1500 Form)

Client Communication Permission Forms (Communication Preference Form, Record of Client Contact Form, Consent for Observation Form)

Screening and Telepractice Permission Forms (The Screening Permission Forms, Telepractice Consent Form)

Other Provider Permission & Consent Forms (The Consent to Exchange, Obtain and Release Information Form, Fax Cover Sheet, The Physician Referral Form)

Marketing Permission Forms (The Client Testimonial Permission Form, Permission to Photograph /Video Record for Marketing Purposes)

Sample Hiring & Employment Contracts (Independent Contractor Agreement, Sample Employee Contract)

Sample School Contract 

Customizing Your Forms Tutorial

The Risk Minimizer

The Organized Private Practitioner To-Do Lists

Get Organized: Forms Bundle (O)$0

  • Total payment
  • 1xGet Organized: Forms Bundle (O)$0
    -+

All prices in USD

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FREQUENTLY ASKED QUESTIONS
  • Can I use these forms in Word, Pages, or Google Docs?
    Yes! These forms have been designed to be easy-to-use without the need for special software.

    A bonus video tutorial is included that will show you step-by-step how easy it is to customize these forms and truly make them your own.
  • Can I buy just one or two forms instead of the bundle?
    No -- but it’s worth noting that the cost of ALL of these forms is equal to the average hourly rate for a lawyer.

    (And you couldn’t even get one form completed in that hour. Trust me!)

    It might feel like you don’t need all of these forms now, but the peace of mind that comes with having them ready at a moment's notice is priceless.
  • Are these forms tax-deductible?
    Yes! Every resource and training that I sell is a tax-deductible business expense so save your receipts and invest in yourself with confidence!
  • If I join Start My Private Practice are these forms included?
    No, these forms are not included in Start My Private Practice (and I have no intentions of including them in the future).
  • Do you have a form covering Covid-19?
    Because every city and state has their own recommended guidelines for Covid-19 precautions, I do not have a specific Covid-19 form.

    Details of your state and local guidelines can be added to The Assumption of Risk form that is found in this bundle.