Documentation for Your Private Practice
If you are looking for some extra guidance for your practice, these documents can help you get started or take your practice to the next level.
Solo Practice Paperwork Bundle
A comprehensive paperwork bundle for practitioners who are starting their own private practice.
Group Practice Paperwork Bundle
A comprehensive paperwork bundle for practitioners who have an established business and are preparing to expand.
Starting a Private Practice Checklist
A checklist with all of the steps to starting your own private practice along with software recommendations.
Clinician Performance Review
Template to rate clinicians on their responsibilities and performance. There is a section for clinicians to rate themselves as well as their supervisor.
Administrative Assistant Performance Review
Template to rate administrative assistant on their responsibilities.
Clinician Dashboard
This spreadsheet tracks the metrics in your practice to ensure clinicians are fulfilling expectations including: session numbers, documentation, and practice involvement.
Clinician Cost Spreadsheet
Spreadsheet with formulas that generate profit per clinician once expenses and income are entered.
Employee Manual Template
A comprehensive set of employee policies for your business. Easily customizable to your needs!