This comprehensive paperwork bundle is for practitioners who have an established business and are preparing to expand and hire administrative support and clinicians. Take the stress out of expansion while remaining organized, efficient, and compliant. It includes all of the necessary forms for hiring, documentation, and tracking.

* All of these forms are accessible to clients that purchase a consulting package with Julia so purchasing this packet are for those who would prefer to expand without the assistance of a consultant.

Disclaimer: All consent forms and contracts presented on this platform should be reviewed by an attorney prior to execution, as they are not a substitute for legal advice and may require adjustments based on your specific circumstances.

    What is included:
       Hiring/Onboarding -
               Offer Letter
               Employee Manual Template
               New Employee Checklist
               Intern Checklist
               Onboarding Checklist
               Clinician Cost Spreadsheet
               Business Associates Agreement
               Offboarding Checklist
      Documentation Templates -
               Intake Questionnaire
               Assessment
               Progress Note
               Safety Plan
               Transfer Summary
               Discharge Summary
               Group Progress Note
               Supervision Note 
      Consent Forms -
               Informed Consent for Psychotherapy
               Notice of Privacy Practices
               Cancellation Policy
               Telehealth Consent
      Reviews/Tracking -
                Administrative Assistant Performance Review
                Clinician Performance Review
                Dashboard Template