THE FORMS THERAPISTS NEED FOR A THRIVING PRIVATE PRACTICE
The Ultimate Paperwork Packet
for Mental Health Professionals
The Ultimate Paperwork Packet is your go-to solution for streamlining documentation in your mental health practice. Packed with professionally crafted, customizable forms, it takes the hassle out of creating, updating, and organizing paperwork, so you can focus on building a client-centered practice.
IMAGINE IF YOU COULD…
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Easily meet documentation needs with forms suited to therapy practices.
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Enhance professionalism with polished, comprehensive paperwork.
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Save time with ready-to-use templates that let you focus more on your clients.
Imagine transforming your practice with The Ultimate Paperwork Packet—no more endless hours spent creating, updating, and organizing forms. Instantly downloadable and fully customizable, these templates give you the freedom to focus on delivering exceptional care.
INTRODUCING
The Ultimate Paperwork Packet
Maintain professionalism with ready-to-use forms and boost efficiency with customizable templates for every aspect of your private practice. These templates will support your growth, save you time, and ensure smoother operations in your practice.
Featured In:
MEET YOUR COACH
I’m Kelley Stevens, LMFT. I know firsthand how essential clear, organized paperwork is to running a successful practice.
These templates were created to provide therapists with a streamlined, professional approach to documentation, giving you peace of mind that your practice is well-supported. I’m thrilled to share them with you!
What’s Inside The Ultimate Paperwork Packet?
CHAPTER 1
PRIVATE PRACTICE BUSINESS FORMS
CHAPTER 2
PRIVATE PRACTICE CLINICAL FORMS & TEMPLATES
CHAPTER 3
PROGRESS NOTES CHEATSHEET AND TEMPLATES
CHAPTER 4
SUPERVISION LOGS & WORKSHEETS
CHAPTER 5
STARTING A GROUP PRACTICE *FREE BONUS MODULE
CHAPTER 6
MATERNITY LEAVE
CHAPTER 7
FREE MARKETING TEMPLATES
WANT MORE?
BUNDLE AND SAVE
TPPP Ultimate Resource Vault
Get the most out of your private practice with the Ultimate Resource Vault.
This bundle includes everything from the Private Practice Roadmap to the Marketing for Therapists Course, Ultimate Paperwork Packet, and more. It’s like your practice’s one-stop shop for growth!
ANSWERS TO YOUR BURNING QUESTIONS
FAQs
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Yes! These templates are fully customizable, so you can adapt them to suit the specific needs and style of your practice.
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While our forms undergo review by an attorney, it’s important to note that 'lawyer reviewed' is often a marketing term used widely across private practice coaching platforms. Each therapist must carefully assess the suitability of these documents within the legal framework of their specific state and profession. When purchasing products from non-attorneys, ensuring compliance with your licensing board and state regulations is your responsibility. I hope this answers your question!
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These templates are comprehensive, but it’s essential to check your state’s regulations to ensure they meet your licensure requirements. You may need to make adjustments to stay compliant.
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If you’re already using an EHR platform and are happy with their templates, you may not need this packet. Practice documentation should be standardized, so if you’ve received similar documents from your EHR or another source, you might find these redundant.
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The “No Surprises Act,” implemented on January 1, 2022, impacts private pay clinicians and clients who choose not to use their insurance for therapy. It requires therapists to provide a Good Faith Estimate (GFE) to clients before services begin.
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Yes, the packet includes intake forms tailored for adults, minors, and parents of minors to meet the specific needs of different populations.
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Absolutely! These templates are designed to be versatile, whether you’re conducting sessions online or in person.
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Not necessarily—use only the templates that align with your practice needs. They’re designed to give you options and flexibility.
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Due to the digital nature of this product, all sales are final. If you have any questions before purchasing, feel free to reach out—I’m happy to help!
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These templates provide a ready-made foundation, so you won’t have to create essential forms from scratch. This allows you to focus more on client care and less on administrative work.