This comprehensive Ultimate Paperwork Packet for Therapists is designed to simplify the administrative side of your private practice. Packed with essential templates for business forms, clinical documentation, SOAP and DAP notes, supervision logs, maternity leave plans, and more, this packet gives you everything you need to manage your practice with confidence and ease.

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PRIVATE PRACTICE PRO TERMS AND CONDITIONS:
1. These Terms and Conditions are made and entered into by and between you (“You”
“Your”) and The Private Practice Pro (“TPPP”) with offices at 150 Sanderling Lane,
Santa Barbara, CA 93117. You expressly agree to comply with and be bound by the
following Terms and Conditions and any other policies, rules or guidelines that may be
established by TPPP, as well as all applicable laws and regulations.
2. The information and forms provided to you by TPPP in connection with your
purchase of the TPPP online course The Private Practice Roadmap, including any
content, data, text, designs, graphics, images, photographs, illustrations, logos, icons
and links (collectively, the “Materials”) are owned exclusively by TPPP, and are
intended to educate and inform You on how to start up Your own private practice.
Subject to Your compliance with these Terms and Conditions, You may use the
Materials solely for the purposes of starting Your own private practice provided that
You do not remove any copyright or other proprietary notices contained therein. Use of
the Materials for any purpose other than as expressly authorized in these Terms and
Conditions is a violation of TPPP’s copyrights and other proprietary rights, and is
strictly prohibited. You further acknowledge that You do not acquire any ownership
rights in TPPP by using the Materials. You shall not challenge, contest or otherwise
impair TPPP’s ownership of the Materials.
3. The Materials are designed to be used by You in connection with Your private
practice. All Materials provided hereunder are delivered to you with the understanding
that TPPP does not represent that these are the only Materials available to You or that
such Materials should be used exclusively by You in connection with the startup and
operation of Your private practice. While TPPP does represent that the Materials are in
legal compliance, such Materials are not meant to replace the advice of compliance
professionals, nor do they substitute Your obligations to comply with legal, clinical, and
ethical requirements.
4. Subject to Your compliance with these Terms and Conditions, TPPP grants you a
limited license to use the Materials solely for the purposes stated above. You agree
and acknowledge that You will not give, resell, publish, assign, transfer or otherwise
distribute the Materials to another person or entity. Furthermore, You may not post the
Materials on Your website, social media or anywhere the public can copy and paste
them for their own use. If You wish to make the Materials available to Your clients, You
agree to do so by providing a link to the Materials accessible only to Your clients.
Notwithstanding anything to the contrary herein, all rights not specifically granted in the
license set forth above shall be reserved and remain always with TPPP.
5. You hereby agree and acknowledge the following:
(i) You have read and understand the Materials provided to you by TPPO,
and you assume all responsibility for clinical treatment(s) and documentation
specifically related to Your patients and private practice.

(ii) It is solely Your responsibility to stay informed of any changes in
certification requirements, state, local, and federal laws governing Your specific
practice and profession, and/or other rules and regulations that may require updating,
from time to time, the Materials provided to You by TPPP. TPPP rightfully assumes
that all Materials will be used by You in connection with a lawful and compliant private
practice, and use of the Materials will in no way release You from legal, ethical or other
obligations associated with Your practice or profession.
(iii) Upon completion of the sale of the Materials between You and TPPP,
no return of the Materials will be accepted. All Materials will be delivered to You in
Microsoft Word digital format, and You are responsible for ensuring that your computer
can access the Materials in this format. TPPP is released of any responsibility,
financial or otherwise, for Your failure to have a compatible system that works with this
platform and inaccessibility to the Materials.
(iv) Your purchase indicates that You agree to abide by the disclaimer and
waiver of liability as outlined below.
6. THE MATERIALS OBTAINED FROM TPPP ARE PROVIDED “AS IS” AND “AS
AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR
IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE
LAW, TPPP DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, WITH
RESPECT TO THE MATERIALS, AND ANY OTHER PRODUCT OR SERVICE
OBTAINED THROUGH TPPP. YOU ASSUME ALL RESPONSIBILITY AND RISK FOR
YOUR USE OF THE MATERIALS AND YOUR RELIANCE THEREON. NO OPINION,
ADVICE OR STATEMENT OF TPPP, WHETHER MADE ON THE TPPP’S WEBSITE
OR OTHERWISE, SHALL CREATE ANY WARRANTY.
THE MATERIALS ARE PROVIDED WITH THE UNDERSTANDING THAT TPPP IS NOT
ENGAGED IN RENDERING LEGAL, MEDICAL, COUNSELING OR OTHER PROFESSIONAL
SERVICES OR ADVICE, EXCEPT ADVICE SPECIFICALLY RELATED TO THE STARTUP OF
YOUR BUSINESS. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN,
OBTAINED BY YOU FROM TPPP SHALL CREATE ANY WARRANTY NOT EXPRESSLY
STATED IN THESE TERMS AND CONDITIONS.
7. TO THE GREATEST EXTENT PERMITTED BY LAW, YOU EXPRESSLY ACKNOWLEDGE
AND AGREE THAT NEITHER TPPP NOR ANY OF ITS AFFILIATES, SHAREHOLDERS,
DIRECTORS, OFFICERS, EMPLOYEES, CONSULTANTS, AGENTS OR OTHER
REPRESENTATIVES, ARE OR WILL BE RESPONSIBLE OR LIABLE TO YOU OR TO ANY
THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL,
EXEMPLARY, PUNITIVE OR OTHER DAMAGES (INCLUDING, WITHOUT LIMITATION,
DAMAGES FOR LOSS OF BUSINESS OR LOST PROFITS), UNDER ANY CONTRACT,
NEGLIGENCE, STRICT LIABILITY, TORT OR OTHER THEORY ARISING OUT OF OR
RELATING IN ANY WAY TO THE MATERIALS, OR ANY OTHER PRODUCT OR SERVICE
PURCHASED THROUGH TPPP.

8. You agree to indemnify, defend and hold TPPP and its affiliates, shareholders, directors,
officers, employees, consultants, agents and other representatives, harmless from and against
any and all claims, damages, losses, costs (including reasonable attorneys’ fees) and other
expenses that arise directly or indirectly out of or from (a) Your breach of these Terms and
Conditions, and (b) Your activities in connection with the use of the Materials.
9. You and TPPP agree that the statutes and laws of the State of California, without regard to
the conflict of laws principles thereof, will apply to all matters relating to the use of the Materials.
I agree
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Paperwork Packet$289

  • Total payment
  • 1xPaperwork Packet$289
    -+

All prices in USD


  • What forms are included in this packet?
    Welcome Letter
    Practice Policies
    INFORMED CONSENT
    GUARDIAN CONSENT
    No Secrets Couples Policy
    Consent for Telehealth
    Release of Information (ROI)
    Email Confidentiality Form
    financial Responsibility Form
    Credit Card Authorization Form
    COLLECTION Letter
    SUPERBILL
    ESTIMATE OF BENEFITS
    Good Faith Estimate Evaluation
    Insurance Opt-IN FOrm
    HIPAA Business Agreement
    Email Confidentiality Form
    Referral Letter
    Good Faith Estimate TEMPLATE
    termination letter
    sliding scale agreement
    Private Practice Clinical Forms & Templates
    20 Examples of Risk Assessment Questions
    Intake Form - Adult
    Intake Form - COUPLES
    Intake Form - MINORS
    Substance Abuse Intake Form
    Mental Status Exam
    Letter of Progress
    Client Communication Tracking
    Animal Assisted Therapy Letter
    Termination Summary Form
    Treatment Form
    Suicide Risk Assessment Form
    Progress Notes Cheat sheet and Templates
    Prompts to Aid Progress Notes
    Progress Note Templates
    FREE BONUS:
    CLINICAL SUPERVISION FORMS AND LOGS
    (Non-State Specific)
    CLINICAL SUPERVISION SESSION FORM
    SUPERVISION HOURS LOG
    SUPERVISION AGREEMENT
    SUPERVISee experience log
    smart goals for supervision
    supervision check-in form
    supervisee session notes
    clinical supervision prep questions
    supervision CHECKLIST
    FREE BONUS:
    Maternity Leave Templates
    FREE BONUS:
    Marketing Templates
  • How is the paperwork delivered? Can I change or add things to the forms?
    Absolutely, the paperwork is instantaneously delivered to you in Google Doc format via email. You will also get a link to set up an account on The Private Practice Pro platform to create a login and have lifetime access to download your documents.

    These forms are designed to be modified according to your personal and professional needs and your state laws and regulations. You can customize it with your practice details, logo, information, practice specifications, etc. However, please comply with and modify your forms per your stage's legal, ethical, and clinical regulations. Some therapists choose to modify their social media, text, or office hours policies. It is crucial to develop practice policies that honor your boundaries and values.
    You may use these documents in your current electronic health record (EHR). If you need assistance loading these documents into your EHR, I recommend the virtual assistants at the passive practice hello@thepassivepractice.com
  • Is this paperwork packet different then whats offered on an EHR platform?
    No, if you are currently using a EHR templates and are happy with their contents you likely won't need our packet. Practice documentation should be standardized. Therefore if you have already received copies of these documents from somewhere else you might find these redundant.
  • What forms do I need for an initial session?
    At minimum, you’ll need all clients to complete the Privacy Policies; Informed Consent and Telehealth Consent forms; Policies and Agreements; Intake forms; and a Good Faith Estimate (this form is required for private pay clinicians and clients who chose not to use their insurance.
  • What is the “No Surprises Act” and what do I need to do about it?
    The “No Surprises Act” was implemented January 1, 2022. It impacts private pay clinicians OR clients who chose NOT to use their insurance for therapy services.
    Therapists now have to provide a Good Faith Estimate (GFE's, included in this packet) to the client prior to services commencing.
  • What if I work with children? Do you have a specific intake form for specific populations like that?
    Yes, and included in the packet are intake forms for Adults, Minors, and Parents of Minors.
  • What happens when specific documentation laws change?
    The Private Practice Pro team makes every effort to stay up to date on documentation laws. In the case of a documentation change, you will receive an email with information regarding that change. In addition, documentation changes are posted in our private Facebook group.
  • Have technical issues?
    Email the Private Practice Pro team using admin@theprivatepracticepro.com.

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