The Private Practice Roadmap

This bundle includes the essential tools, templates, and step-by-step guidance you need to confidently build your private practice from the ground up. Instead of spending hours searching for answers or piecing information together from multiple sources, you'll have a structured roadmap designed specifically for therapists.

Inside the bundle, you'll find video tutorials, checklists, customizable documents, and practical tools that walk you through the process of launching and organizing your practice. Each resource is designed to save you time, reduce confusion, and help you feel more confident as you move forward.

Videos Included:

• Naming and Registering Your Business

• Taxonomy Codes and NPI

• Deciding on Pay

• Documentation Guidelines

• Book Keeping

• 3rd Party Payers

• Chart Audits

Documents Included:

1. The Ultimate Private Practice Startup Checklist

2. Business Plan and Goal Tracking Workbooks with Goal Tracking Excel Sheet

3. Expense Prediction and Tracking Excel Sheet

4. Comprehensive HIPAA Compliance Checklist

5. Clinical Documentation Guidelines and Chart Audit Excel Tracker

6. Licensing and CEU Tracking Excel Sheet

7. Insurance Rate and Rate Increase Tracking Excel Sheet

8. Intake Call Template

9. Consent Form Templates

   • Practice Policies Template

   • Notice of Privacy Policy

   • Informed Consent

   • Parental Consent of a Minor

   • Release of Information

   • Good Faith Estimate

   • Credit Card Authorization

   • Telehealth Consent Form

10. Clinical Documentation Templates

    • BioPsychosocial Assessment

    • Treatment Plan

    • Treatment Plan Review

    • Progress Note

    • Safety Plan

    • Group Therapy Note

    • Incident Report

11. Website and Branding Support

    • Guide to Choosing the Right Logo

    • AI Prompts for Website Copy

    • Therapist Bio Checklist

    • SEO 101 for Therapists

    • Essential Checklist for Therapist Website

    • 3 Required Website Disclaimers for Therapists

      • No Surprise Act Disclaimer

      • Website Privacy Policy

      • Terms and Conditions