No one enjoys discussing fees. Learn to communicate with confidence and transparency, understand how to provide superbills and discuss your "private pay" fee without cringing. 

Whether you work with adults or children (or both!), these 10-page Biopsychosocial History templates will provide everything you need to know about clients before they walk into your office for the first session, starting with a client-friendly symptom checklist to get the ball rolling. (Two separate templates for adults and children.) 

Learn when, why, and how to complete a Mental Status Exam. Not exactly sure what's different about "mood" and "affect" or what "though content" might indicate? I've got you covered with a thorough rundown of each section on the MSE and an easy-to-use template.

Use this multi-page risk assessment tool to help determine if your client has a history of risk or is currently in need of immediate crisis intervention. In addition to this tool, you'll also receive a list of other useful suicide risk assessment tools that you can download for free online!

Review a sample crisis plan and use this template to create crisis plans for your clients, including identifying what life looks like when they're feeling well, triggers and read flags, and even things that are often overlooked ... like who is caring for pets when a crisis situation arises. 

Okay, they're walking in the door! Now what?!? Build rapport quickly and keep that first session on track by using my word for word scripting to cover everything from a warm welcome to talking about a diagnosis with confidence.

Review TWO sample treatment plans (one child and one adult) and use this template to create client treatment plans that will stand up to an audit. BONUS: I've created a dozen measurable goals with objectives for common symptoms / diagnoses that you'll see in your practice!

For real. For really real. Write a session note in under two minutes with this checkbox style template that covers everything insurance companies want to see, while also tracking progress over time. Spend less time at the computer and more time walking your dog, reading mysteries, and eating cheese (or, you know, whatever you enjoy doing)!

Learn how to best communicate with primary care physicians, prescribers, adjunctive therapists, schools, and anyone else that your client is also working with!

Sometimes breaking up is hard to do. Learn how to talk about collaborative planning for termination and how to address unilateral termination when it's necessary. 

So was that session a 90791 or a 90837? What about a crisis session? I'll demystify the most commonly used CPT Codes in private practice with a rundown of when to use each, plus you'll receive a downloadable list to keep on hand for your own documentation needs!

This 4 page document is required for all healthcare providers, or anyone who handles PHI, to review with their clients or patients. 

If you would like to coordinate care with other providers, talk with a child's school, have an emergency contact on file, or request records from a former therapist, a Consent for Release of Information is required ahead of time. 

Add a layer of HIPAA security to your practice by tagging this email privacy notification onto all of your emails, after your signature, so that all recipients are clear on your privacy policy. 

There is SO MUCH to cover with clients! This 4 page document covers financial related issues, appointment and cancelation expectations, crisis support (or lack thereof), contact between sessions, social media engagement, professional boundaries, and termination. 

What happens when it snows? Or when local schools are out for the day unexpectedly? This policy will provide a clear framework to reduce "no shows" due to inclement weather.

If you are "in-network" with insurance companies, this document is a must have, allowing your to file claims on your clients' behalf and share information necessary for you to receive payment for services. 

Clients can have many reasons for declining to use their insurance benefits, even if you are an in-network provider, and this document provides them with the opportunity to "opt out" of using insurance benefits. 

You'll need a Superbill to provide to clients who have insurance that you are not in-network with. Just fill this out, send it to the client along with their invoice, and they can request reimbursement from their insurer!

The dreaded collections letter. Hopefully things won't reach this point, but in the event it's necessary you can send this letter via certified mail to ideally receive payments before having to turn things over to collections. The dreaded collections letter. Hopefully things won't reach this point, but in the event it's necessary you can send this letter via certified mail to ideally receive payments before having to turn things over to collections. 

There are extra protections with public schools (and some work places) for individuals to attend medically necessary appointments. Be prepared to send your clients out the door with the documentation they need for school or work. 

Document any contact you have outside of a session with clients, family members, other providers, etc.

You'll likely be asked to coordinate care with schools, primary care physicians, adjunctive therapists, or other providers and this form provides an easy cover letter to establish that initial connection. 

Use this template to provide a thorough overview of your clients' progress throughout the treatment process, including dates of services, diagnoses, engagement, and clinical observations and recommendation. 

Unfortunately, termination of services isn't always a shared decision between you and a client. In the event that you have to unilaterally decide to terminate a client from services, this letter provides a clear termination date as well as referral options and crisis support information.