Shop.
This downloadable bundle provides a complete set of foundational documents to support ethical, transparent, and legally-informed clinical practice. Designed for mental-health providers, these forms help streamline the intake process while clearly communicating client rights, responsibilities, and expectations of care.
Included in this bundle:
• Privacy Practices (HIPAA Notice of Privacy Practices) – Outlines how client health information may be used and protected in accordance with federal law.
• Release of Information (ROI) – Allows clients to authorize communication with third parties such as medical providers, schools, attorneys, or family members.
• Informed Consent for Psychotherapy – Clearly explains the nature of services, limits of confidentiality, risks and benefits of treatment, telehealth considerations (if applicable), and client/provider responsibilities.
• Provider Addendum – Additional policy statements for clinical staff or multi-provider practices to ensure consistency across services.
• Good Faith Estimate (No Surprises Act Compliance) – Provides clients with an estimate of fees related to services in alignment with federal billing transparency requirements.
This bundle is ideal for private-practice clinicians, group practices, and supervisors seeking standardized, professional documentation that supports ethical care and compliance.
Format: Digital download (editable template)
Intended Use: For professional practice administration and documentation
Note: This resource is provided for educational and administrative support purposes only and does not constitute legal advice. Please review with your legal or compliance advisor to ensure alignment with your state and professional regulations. These are made for Washington State, but can be tailored to any State.
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.
This comprehensive onboarding checklist is designed to support behavioral-health and allied-health practices in creating a consistent, organized, and compliant onboarding process for new staff. The template provides a clear, step-by-step workflow that helps practice owners, supervisors, and administrators ensure that nothing falls through the cracks during hiring and orientation.
Built in Excel for easy editing and reuse, this checklist can be customized to align with your clinic’s policies, systems, and roles.
This template includes space to track:
• Required HR documentation
• Licensure & credentialing steps
• HIPAA, privacy, & compliance training
• Technology and EHR setup
• Practice-specific training requirements
• Orientation milestones & supervision setup
• Completion status and due dates
Whether you are onboarding therapists, interns, administrative staff, or clinical supervisors, this tool helps streamline communication, improve organization, and support a professional onboarding experience.
Ideal for:
• Private-practice owners
• Group practices
• Supervisors & clinical directors
• Administrative managers
Format: Microsoft Excel (.xlsx) — fully editable
Delivery: Instant digital download
License: Single-practice use
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.
A ready-to-use system for protecting your time, scope, and clinical boundaries—before intake begins.
Starting a private practice means navigating inquiries, fit questions, and availability long before a client ever enters your office. This Prospective Client Screening Form is a plug-and-play system designed to help clinicians gather essential information, assess clinical fit, and set clear expectations before scheduling an intake.
This is not a diagnostic assessment or intake paperwork. It is an ethical, pre-intake tool that supports informed decision-making for both the clinician and the prospective client.
This system helps you:
Screen for scope, fit, and availability prior to scheduling
Reduce back-and-forth emails and phone calls
Set professional boundaries early in the process
Support ethical referral decisions
Create a more organized and confident start to your practice
Designed for clinicians who want:
Clear, structured systems without starting from scratch
A client-friendly process that still protects clinical capacity
Tools built for real-world private practice—not corporate clinics
This form is ready to use, customizable for your practice, and integrates seamlessly with your broader intake and onboarding systems.
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.