Base Package

Legal & Ethical

Private Practice Paperwork

Don't Let Paperwork Stress You Out... 
Save Time, Money & Avoid Legal Issues!

Therapists incur the most liability in their documentation. It’s essential to protect yourself with legal and ethical paperwork so you can continue doing the work you LOVE. 


Take it from us, we spent an entire decade perfecting our paperwork and then paid several attorneys to ensure it meets the highest standards.


Don't waste your precious time or money creating paperwork from scratch. You would be better off spending that money on marketing or a dream vacation!   


Whether you’re preparing to launch your private practice or currently established, but haven't had your paperwork reviewed by attorneys, we've got you covered!  The Base Package includes the essentials so you can start seeing clients today! 


Never want to worry about paperwork again?  Rest assured with our Peak Package  of 20+ customizable, attorney approved forms. Everything you need, all in one place!    


Only need a few forms? Select your favorites from our A La Carte Paperwork.

​​​​​​Attorney Approved Private Practice Paperwork Made Easy

The Base Package includes the essentials you need to start seeing clients today!  All forms are fully customizable with your practice details and delivered instantaneously via email in Word format making them easy to update. 

The Attorney Approved Private Practice Paperwork has been reviewed by 3 Family Law Attorneys and 1 Health Care Law Attorney ensuring it meets the highest legal and ethical standards. Purchase the Base Package, download the forms, customize them with your practice details, and start using them today! 


Base Package Includes:

  1. Assignments of Insurance Benefits

    • This Insurance Billing Authorization Form is essential for any therapist who accepts either in-network or out of network insurance from their clients for services rendered.

    • There are two Assignment of Insurance Benefit Documents (one for Florida specifically and one for Multi-State)

  2.  Biopsychosocial Intake and Client Information Forms (Child and Adult Forms)

    • The Biopsychosocial Intake Forms cover the necessary biological, psychological, and social assessment to be completed by clients or their parents/guardians before their first session.

    • It also collects the necessary client information and demographics for client records.

    • This includes two different thorough assessment forms, one for minors (child and adolescent) and the other for adults.

  3. Consent, Policies & Agreement for Insurance and Self-Pay Practices

    • Limits to Confidentiality – including areas regarding electronic communication, social media, dual relationships & public interactions, court orders, legally issued subpoenas, couples counseling and “no secrets policy”, and fee/credit card disputes.

    • Therapeutic Process – including risks & benefits, expectations, structure and length of therapy, cancellation policy, fee structure including trial and litigation, copies of medical records, phone and emergency policy.

    • Explanation of the Reasons for Not Accepting Insurance  – including risks, myths of confidentiality, and impacts of having a mental health disorder diagnosis.

    • Emergency Contact & Consent

    • Consent to Treat Minor and Adult Clients

  4. Discharge/Termination Summary

    • This document is to be completed by the therapist upon discharge or termination of therapy services. This summary reviews the necessary information regarding the context of treatment termination such as: dates, diagnoses, treatment participation, observations, risk factors, clinical recommendations, aftercare plan, support systems, etc…

  5. Documentation/Communication Form

    • This form provides a format for documenting any and all interactions with clients such as phone calls, scheduling changes, collaborations with other treatment providers (providing a release has been signed), and family/significant other communication (providing a release has been signed), etc.

  6. HIPAA 

    • This document contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA), that provides privacy protections and patient rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.

  7. Mental Status Exam and Diagnosis Form

    • Our mental status exam is the psychological equivalent of a physical exam that describes the mental state and behaviors of the client. It includes both objective observations of the therapist and subjective descriptions given by the client.

    • These forms also include an area for diagnosis and clinical summary/narrative.

  8. Process/Progress Note Template

    • This process/progress note template is formatted to document completed client session notes.

  9. Release of Information

    • As therapists, we must have a signed release of information authorization completed by each client before the therapist can communicate/collaborate with anyone outside of the therapy room.

    • This release of information provides options for either bilateral or unilateral authorization once signed by the client for any person or organization they identify.

  10. Treatment Plan

    • Our treatment plan includes assessment of the client’s strengths and resources; presenting problem narrative and supporting symptoms; primary and secondary diagnosis and ICD 9/10 codes; and up to 3 goals, objectives, interventions, and target dates.

  11. Welcome Letter

    • This template is one you can revise that welcomes clients to your practice and lets them know a little about what they can expect from you and your business. Once you add your information and add your logo, you’re good to go!

***As a reminder, our paperwork cannot be distributed or shared with anyone else. It’s for individual use only.***

PLUS We're Gifting You A BONUS:

Startup Nation's Rave Reviews

Laura Long, LMFT of Your Badass Therapy Practice

“The paperwork package is a MUST HAVE for anyone in private practice. I have the Peak Package and it’s AMAZING. I don’t ever have to worry about getting sued. I recommend it for all of my badass tribe members.”

Katie K. May of 

Become a Group Guru

The paperwork packet ROCKED MY WORLD by making life a little EASIER and STREAMLINING the process of ensuring it was all covered.  Thanks guys for the awesome work!

Heather Violante, Psy. D. of Serenity Lane Psychological Services 

This package provided me with CRUCIAL UPDATES and SAVED ME A TON OF MONEY, avoiding hiring my own attorney. They put in 150% to ensure the forms meet the ethical and legal requirements. The paperwork is organized, VALUABLE, informative, and comprehensive. 


Private Practice Startup

2419 East Commercial Blvd Suite 203

Fort Lauderdale, Fl 33308


Tel: 754-307-7528


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