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Base Package


Base Package

$400.00 $299.00

  • If you’re a mental health professional preparing to launch your dream private practice you are most definitely in the right place!
  • If you’re already an established private practitioner we hope you’re not leaving yourself open to liability by using someone else’s hand me down paperwork (eeek!).
  • Maybe you created your own paperwork from scratch, but never had it reviewed by a health care law attorney.

Did you know that therapists incur the most liability in their documentation? It’s absolutely essential that you protect yourself and your practice so you can continue to do the work you LOVE by using paperwork that meets the legal and ethical standards of our profession.

Take it from us, we spent an entire decade (yep, 10 whole years) perfecting our private practice paperwork and then had it reviewed by 3 attorneys (two health care law attorneys and one family law attorney).

It’s extremely cumbersome to create paperwork from scratch and not to mention expensive to have it reviewed! Let us take that stress off your plate by saving you time and money. Sounds pretty sweet, right?!

If you’re a mental health professional located in Florida who is preparing to launch your private practice or currently established in private practice without attorney approved private practice paperwork, our Base Package is the perfect choice. This package includes the essentials for starting and running a private practice. If you’re looking for a more comprehensive package with ALL 20+ forms, check out our Peak Package. We also have A La Carte Forms, Business Paperwork, and Supervision Paperwork Packages.

Base Package Includes

  • Assignments of Insurance Benefits
    • ***Note this includes 2 Assignment of Insurance Benefit Documents (one for Florida specifically and one for Multi-State)***
    • Insurance billing authorization form is essential for any therapist who accepts  in-network insurance.
  • Biopsychosocial Intake and Client Information Forms (Child and Adult Forms)
    • Covers the necessary biological, psychological, and social assessment to be completed by clients or their parents/guardians before their first session.
    • Collects necessary client information and demographics for client records.
    • Includes two assessment forms, one for minors (child and adolescent) and the other for adults.
  • Consent, Policies & Agreement for Insurance and Self-Pay Practices
    • ***Note this package includes both Florida specific and Multi-State Consent, Policies & Agreement for both Insurance and Self-Pay Practices (4 total documents)***
    • Confidentiality Limitations – including areas regarding electronic communication, social media, dual relationships & public interactions, court orders, legally issued subpoenas, couples counseling and “no secrets policy”, and fee/credit card disputes.
    • Therapeutic Process – including risks & benefits, expectations, structure and length of therapy, cancellation policy, fee structure including trial and litigation, copies of medical records, phone and emergency policy.
    • Explanation of the Reasons for Not Accepting Insurance  – including risks, myths of confidentiality, and impacts of having a mental health disorder diagnosis.
    • Emergency Contact & Consent
    • Consent to treat minor clients
  • Documentation/Communication Form
    • A format for documenting all interactions with clients such as phone calls, scheduling changes, collaborations and other treatment providers and/or family/significant other communication (release required), etc.
  • HIPAA 
    • Contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA), provides privacy protections, patient rights with regard to the use and disclosure of your Protected Health Information (PHI).
  • Mental Status Exam and Diagnosis Form
    • Describes the mental state and behaviors of the client, includes objective therapist observations and subjective descriptions of the client.
    • Diagnosis and clinical summary/narrative.
  • Process/Progress Note Template
    • Document completed client session notes.
  • Release of Information
    • This release of information provides written authorization signed by the client for any person or organization they identify.
  • Treatment Plan
    • Assessment of the client’s strengths and resources; presenting problem narrative and supporting symptoms; diagnosis and CPT code; and up to 3 goals, objectives, interventions, and target dates.
  • Welcome Letter
    • Welcomes clients to your practice and lets them know a little about what they can expect. Once you add your information and add your logo, you’re good to go!


***As a reminder, our Attorney Approved Private Practice Paperwork: Base Package cannot be distributed or shared with any one else. It is for individual use only. Make sure to download all forms within 7 days of purchase.***


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