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Peak Package


Peak Package

$730.00 $511.00

Private Practice Paperwork Made Easy

Starting and growing a private practice is tough. Paperwork is one more thing to check off the long list of “to dos”. Getting into private practice should be easy.

Knowing you need legal, ethical and competent paperwork is overwhelming, time consuming and expensive!  We’re clinicians, not lawyers.

You don’t want to put your dream practice on hold by wasting time, energy and money creating your paperwork from scratch and having attorneys review it.

We’ve been there, we get it, and… We did all the grunt work for you.  We combed through the laws and ethics, put in the 100+ hours of work and paid thousands of dollars in attorney fees so you don’t have to!

Our customizable Attorney Approved Private Practice Paperwork has been reviewed by 2 Health Care Law Attorneys and 1 Family Law Attorney brining up to the highest legal and ethical standards. The Peak Package includes ALL of our forms setting you up for lasting private practice success.

Peak Package Includes

  • Assignments of Insurance Benefits
    • This attorney approved insurance billing authorization form is essential for any therapist who accepts either in-network or out of network insurance from their clients for services rendered.
    • ***Note this includes 2 Assignment of Insurance Benefit Documents (one for Florida specifically and one for Multi-State)***
  • Biopsychosocial Intake and Client Information Forms (Child and Adult Forms)
    • Our Biopsychosocial Intake form covers many necessary biological, psychological, and social assessment to be completed by clients or their parents/guardians before their first session.
    • The form also collects the necessary client information and demographics for client records.
    • This includes two different thorough assessment forms, one for minors (child and adolescent) and the other for adults.
  • Collection Letter
    • This financial collection letter is perfect for therapists who accept insurance or cash payments for services rendered.
  • Consent, Policies & Agreement for Insurance and Self-Pay Practices
    • 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 and Adult Clients
    • ***Note this package includes both Florida specific and Multi-State Consent, Policies & Agreement for both Insurance and Self-Pay Practices (4 total documents)***
  • Discharge/Termination Summary
    • This document is to be completed by the therapist upon discharge or termination of therapy services. This summary reviews the necessary information regarding the context of treatment termination such as: dates, diagnoses, treatment participation, observations, risk factors, clinical recommendations, aftercare plan, support systems, etc…
  • Documentation/Communication Form
    • This form provides a format for documenting any and all interactions with clients such as phone calls, scheduling changes, collaborations with other treatment providers (providing a release has been signed), and family/significant other communication (providing a release has been signed), etc.
  • Email Confidentiality Form Template
    • This email confidentiality template is attorney approved and ready for use in your email signature ensuring recipients know your privacy/confidentiality policies for electronic communications.
  • Group Counseling Consent
    • Do you practice group counseling or want to start?  This Attorney Approved Group Counseling Consent is perfect for your needs. It addresses group confidentiality, limits of confidentiality, benefits of counseling, as well as a place where you can put in all the information about your specific group structure ie: length, frequency, costs, attendance requirements, dates, expectations, etc.  This form is to be used in conjunction with HIPAA.  If you are seeing clients 1:1 you also need to have them complete the Therapy Consent Policies and Agreements.
  • HIPAA 
    • This document contains important information about federal law, the Health Insurance Portability and Accountability Act (HIPAA), that provides privacy protections and patient rights with regard to the use and disclosure of your Protected Health Information (PHI) used for the purpose of treatment, payment, and health care operations.
  • Letter of Progress
    • This document is a template for writing a progress letters for the client, their support system, other treatment providers, and/or organizations mandating treatment.
  • Media Consent Form
    • If you plan to photograph, videotape, audiotape, or share client identifying information in any publications, research, trainings, etc. this form is vital! Our Media Consent Form documents the permission and authorization from clients for their information to be used.
  • Mental Status Exam and Diagnosis Form
    • Our mental status exam is the psychological equivalent of a physical exam that describes the mental state and behaviors of the client. It includes both objective observations of the therapist and subjective descriptions given by the client.
    • These forms also includes an area for diagnosis and clinical summary/narrative.
  • Process/Progress Note Template
    • This process/progress note template is formatted to document completed client session notes.
  • Psychological Evaluation & Testing Consent
    • Are you a psychologist who performs testing or letters to court or 3rd parties on behalf of your clients?  This consent allows you to list all of the services you provide, addresses confidentiality, testing purpose, bases of testing, request for accommodations, payment structure, and release of records.  This follows the APA code of ethics re: psychological testing.
  • Release of Information
    • As therapists, we must have a signed release of information authorization completed by each client before the therapist can communicate/collaborate with anyone outside of the therapy room.
    • This release of information provides either bilateral or unilateral authorization once signed by the client for any person or organization they identify.
  • Sliding Scale Agreement 
    • This agreement specifies the detailed arrangement regarding reduction in rate for services rendered in order to meet the needs of clients who aren’t able to pay the full rate for services.
  • Substance Abuse Intake Assessment
    • This assessment provides a template for clinicians to easily utilize when exploring substance use history, the role of substance abuse in one’s life, and past solutions for managing the substance use.
  • Suicide Risk Assessment & Client Treatment Compliance Agreement 
    • This assessment and compliance agreement is a useful way to ensure you are assessing and documenting safety and treatment compliant issues. This form addresses areas such as: safety or treatment concerns, triggers, medical/mental health issues risk factors, protective factors and resources, support systems, intervention plan, etc. This agreement is intended to be collaboratively completed and signed by both clinician, support people/parent, and client.
  • Superbill Template
    • For therapists who accept out-of-network insurance in their practice, this superbill template is a vital resource.
    • It includes all of the necessary documentation for therapists to complete in order for insurance companies to provide reimbursement for services rendered according to the specific benefits for each specific insurance plan.
    • It also includes a handy CPT Code for common services provided in therapy practices.
  • Technology Assisted Counseling Consent
    • Do you provide or want to provide phone therapy or video conference therapy? If so, this form is a must! This Technology Assisted Counseling consent form outlines the logistics by discussing: limitations, logistics, technological challenges, confidentiality/privacy, payment, emergencies, cancellation policy and consent for tele-health counseling.
  • Treatment Plan
    • Our treatment plan includes 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
    • This template is one you can revise that welcomes clients to your practice and lets them know a little about what they can expect from you and your business. Once you add your information and add your logo, you’re good to go!


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


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