Private Practice Paperwork Course


What’s included in the Paperwork Packet?

The Private Practice Paperwork Packet Course comes with a training video to explain and review each of the template forms. The templates will download into Word format for easy editing to personalize for your Private Practice.

Buy now and save $99 by purchasing paperwork templates in this bundle!

The Packet includes:

Administrative Forms:
Insurance Verification
Privacy Policy
Service Agreement
Group Therapy Consent
HIPAA Compliant Release of Information
Outreach Letter
Referral Form

Clinical Forms:
Bio-Psycho-Social Assessment
Progress Notes
Treatment Plan
Discharge Form


Frequently Asked Questions:

1- Can I share this paperwork with others?
Short answer…

No. This paperwork is copyrighted. It is available for YOU to use with clients in your Private Practice. It is not available for resale, to share for free with others, or to upload to any social media group or any other platform.

Long answer…

There is an End User License Agreement (EULA) stated in the “terms and conditions” portion of purchasing this product. Purchasing and/or use of this product means that you agree to the terms of the EULA.

My products do not guarantee success of your Private Practice and please do not sell or share my product(s)…Thank You!

2- Are these forms sold separately?

Yes they are sold separately. You can purchase them on the products page.

3- Is this paperwork guaranteed?

This Course consists of basic templates rich in content. There is no guarantee that they will pass any governmental, oversight, or regulatory entities that may audit your records. Ensure that any paperwork you edit fits the current guidelines, rules, laws, and/or regulations of the State in which you practice, any governmental, oversight, and/or regulatory entities that govern your practice, and, lastly, any entity with whom you have a contractual agreement.

Differing state regulations are varied. An attorney in your practicing State can determine if your edited versions of these purchased templates abide by the business, healthcare, and/or other laws governing your state.

4- Can I get my money back?

There are no refunds for the Private Practice Paperwork Packet course.

5- What if I have a question?

The course will cover all of the info needed to utilize these forms for your Private Practice. Have a question? My email will be available to you at the end of the training session for up to 2 questions.

Have more questions? Additional support is available at a discount. Anyone who has purchased this course can buy an Individual Coaching Session at a DISCOUNT- 40% OFF!

6- Disclaimer

The documents provided in this course and in this packet of paperwork were developed as template guides to assist the development of your practice. These documents have not been reviewed or approved under any state or federal laws and/or regulations. As a business owner and/or a practitioner, you have an independent obligation to confirm your business’ and/or practice’s compliance with applicable state and federal rules, regulations, and laws. The forms and documents should not be relied upon exclusively and your compliance with state or federal laws, rules, and/or regulations is your obligation. Nothing provided in these documents and conversations should be construed as professional or legal advice.

Be aware that certain payors, including private insurance, CMS (Medicare and Medicaid), and others may have individualized mandates to perform care for members and patients. You will be required to review and understand those rules and regulations and incorporate them into your business and practice. These documents are not intended to comply with any such rules and/or regulations.