Protect Your Practice
with Legal & Ethical
Private Practice Paperwork
for Mental Health Professionals
​Save Time, Money, & Avoid Legal Issues
with Attorney Approved Private Practice Paperwork
Why is having Attorney Approved Paperwork important?
1. You're a therapist, your time is VALUABLE. Don't waste 40+ hours creating your own paperwork from scratch. Not to mention, researching all the laws, rules, and ethics is a SNOOZE FEST.
2. Attorneys are EXPENSIVE. We paid thousands of dollars in attorney fees so you don't have to. Wouldn't you rather invest that money to get more clients or take a dream vacation?
3. Avoid LEGAL RISK. Did you "DIY" your therapy paperwork? Therapists incur the most LIABILITY due to their documentation. You worked hard to get where you are, don't risk it!
We want to help therapists avoid legal issues by offering legal and ethical therapy forms that have been reviewed by attorneys. This allows them to continue making a difference without having to worry about their paperwork!
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Get all your therapy forms at one time so you never have to worry again. SAVE the most money by purchasing the Peak Package.
Just getting started? The Base Package will set you up with the paperwork essentials so you can start seeing clients today!
Only need a few forms, select your favorites from our A La Carte Paperwork.
Expanding your practice with independent contractors or a virtual assistant? You'll need Business Paperwork to protect yourself.
If you offer supervision, take advantage of our Supervision Paperwork.
​​​​​​Easy to Update, Customizable
Attorney Approved Private Practice Paperwork Options
All therapy forms have been reviewed by multiple attorneys. This means they meet the highest legal and ethical standards of our profession. These private practice forms are easy to update and customizable for your practice details. Take advantage of the options below and start using the therapy forms today!
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We recently upgraded our Peak and Base paperwork packages to make the customization process quick and simple with our Paperwork Document Generator. All you need to do is enter your specific practice details and it will pre-populate your information into all the documents at one time. This will save you a ton of time!
Never Worry About Paperwork Again!
Get 80+ pages of legal and ethical forms saving you the most money, giving you peace of mind, and setting you up for lasting success! Update all of your forms in less than 30 minutes with our new Paperwork Document Generator.
Just Starting in Private Practice?
Get 40+ pages of required legal and ethical forms so you can launch your business and start seeing clients today! Update all of your forms in less than 30 minutes with our new Paperwork Document Generator.
Only Need a Few Specific Forms?
Select your favorites from our 20+ attorney approved forms. Rest assured knowing you know have legal and ethical paperwork! All of the forms are easy to update and fully customizable with your practice details.
Save Time While Growing Your Practice!
Want to grow your practice, offer podcasts, hire independent contractors or a virtual assistant? Save time with pre-made business forms and protect yourself and your practice.
Adhere to Best Practices for Supervision!
Supervising Psychologists or Mental Health Professionals, but don't want to waste time and energy creating paperwork from scratch? We got you covered!
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.”
Mathew Jeanius, LMFT of Beach Stone Counseling
"It's amazing how much more PROFESSIONAL my business became as a result of having the right paperwork. I became more CONFIDENT in private practice. What I purchased was WORTH EVERY DOLLAR."
Kelli Malkasian, Psy. D. of Coral Reef Counseling
"The paperwork is EASY TO USE and very well written, SAVING ME A TON OF TIME and anxiety. These forms were reviewed by lawyers and are effective for gathering information to PROTECT myself."
Common Questions About Paperwork:
Q: What's the difference between the Peak Package and the Base Package of paperwork?
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A: The Peak Package of paperwork is our most comprehensive package of attorney approved paperwork (80+ total pages). These forms set you up for lasting clinical success. If you want to never worry about paperwork again, this is the package for you! You get the most savings with the Peak Package of paperwork and the most bonuses too. Scroll up on this page to review the details of what's included. Update all of your forms in less than 30 minutes with our new Paperwork Document Generator.
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The Base Package of paperwork (40+ pages) is comprised of the basic, essential forms you need to start seeing clients today. It comes with the Paperwork Document Generator and a FREE Course too.
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Q: How do I access my paperwork? What is all the hype with the NEW Paperwork Document Generator?
A: You get access to the platform that houses your paperwork + the Paperwork Document Generator.
The Paperwork Document Generator saves you a ton of time! By pre-filling the MOST common areas on the forms (i.e. name, credentials, practice name, address, etc...), the Paperwork Document Generator pre-populates your information into all forms. Then, once you’re finished, it emails you all of the documents in Word format so you can start using them right away.
Q: Can I use these documents with my EHR?
A: Many of the EHR’s allow for our paperwork to be uploaded to their platform (check with your specific EHR on how to do that). For example, TherapyNotes combined with pdfescape.com allows you to create PDF forms that are fillable so you can easily upload them into the platform.
Q: What forms do I need for an initial session?
A: At minimum, you’ll need all clients to complete the HIPAA form; Therapy Consent, Policies and Agreements; Biopsychosocial Intake forms; and a Good Faith Estimate (this form is required for private pay clinicians and clients who chose not to use their insurance.
If you take insurance, clients also need to complete the Assignment of Insurance Benefits; Mental Status Exam and Diagnosis form; and the Treatment Plan (although doing a Treatment Plan is recommended for best practice). Don’t forget to write your Progress Note after the session.
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Q: What is the “No Surprises Act” and what do I need to do about it?
A: 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) to the client prior to services commencing. Don’t worry we’ve got you covered not only with attorney approved paperwork but a podcast and video tutorial explaining how to implement and streamline your GFE process.
Q: Is the paperwork approved for my specific state?
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A: Great question! We spent 100+ hours of research and writing of laws, rules, and ethics and then worked with 4 different attorneys to ensure our paperwork is up to par.
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Ethics and HIPAA are national standards. We have taken the highest ethics of all counseling designations. We believe in going with the highest standards that way you can't go wrong.
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Many laws and ethics overlap, such as confidentiality. The forms are designed to comply with as many states as possible, but you may wish to check with your specific state board or local associations to see if there are any laws known to be "peculiar" to your state.
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For example, a "minor" in a few states, when it comes to therapy, is considered under 16. In our Consent, Policies, and Agreements form, we have this area highlighted for you to know the law in your specific state so you can customize it.
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Our forms are extremely comprehensive. Our Consent, Policies, and Agreements form is 9 pages long and we have never had any complaints regarding everything that is covered in the forms.
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Q: What happens with the paperwork when there are updates to the laws and ethics?
A: When there are changes to the laws and ethics, we send out updated forms via email for all those who have purchased, letting them know about the updates and what has changed.
For example when the “No Surprises Act” was implemented, we did all of the hard work for you to bring you the newest required paperwork FOR FREE! Of course, we all need to assure we are doing our own due diligence when it comes to updates in the field, but we love helping you along.
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Q: What if I work with couples or children? Do you have a specific intake form for specific populations like that?
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A: Yes, we offer a specific Biopsychosocial Intake and Client Information for Couples so that clinicians can have each partner complete their forms safely and separately.
We also offer a specific Biopsychosocial Intake and Client Information Form for children so that both the child and parent's perspectives can be completed prior to the initial counseling session.
Q: Do you offer assistance if we need help with the paperwork? Do you charge for that?
A: This is a great question... "Yes," of course we are here to answer any questions you have about the paperwork for FREE!
Q: Does the Therapy Consent, Policies, and Agreements cover policies on social media, collections, cancellations, secret-keeping for couples, what to do in case of emergencies, and more?
A: Yes, it covers all those topics and more! The consent is 8 pages long. Don’t forget, since each therapist’s practice is different, you can customize it to your practice specifications.
Q: Are these forms good for someone who wants to start a private practice, but isn’t quite there yet?
A: Yes, yes, and yes - 110%. If you're IN private practice or PREPARING to be in private practice, you need paperwork that meets the legal and ethical standards for our profession.
Want to know something cool? We often hear that shortly after people purchase the paperwork, they get a new client. It's like saying, "I am ready!"
Q: Does the paperwork cover all designations like psychologists, marriage and family therapists, mental health counselors, etc?
A: Yes, we cross-referenced the paperwork across all the designations to ensure it meets the highest standards of the profession.
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Q: I only need a few forms, do you sell them individually?
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A: Yes, visit our A La Carte Paperwork page for all of the attorney approved private practice paperwork forms. Pick the specific forms you need and update them with your practice specifications so you can start using them today!
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Q: Do your forms come translated into different languages?
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A: No, at this time our forms are not translated into any different languages. However, you could purchase them and have them translated into whatever language you need! We've done the hard part with creating them and having them reviewed by attorneys.
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Q: I am in need of business paperwork too. Is that something that you offer?
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A: Yes, you're in luck! We have Business Paperwork too. Want to grow your practice, offer podcasts, hire independent contractors, or a virtual assistant? Save time with pre-made business forms and protect yourself and your practice.
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Q: I am a supervisor. Do you offer supervision paperwork that I can use for my supervisees?
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A: Yes, we do! If you're supervising Psychologists or Mental Health Professionals, but don't want to waste time and energy creating paperwork from scratch, we've got you covered with our Supervision Paperwork!
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Q: I have another question that's not listed above, how can I ask it?
A: If you have a specific question that isn't answered above, email us at Kate@ThePrivatePracticeStartup.com and we're happy to answer it!