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Private Practice Ready

The document outlines essential policies and documents needed to establish a successful and legally compliant therapy practice. Key components include attendance and cancellation policies, financial agreements, HIPAA compliance, consent forms, and liability protections. It emphasizes the importance of organized documentation for client intake, therapy consent, and insurance processing.

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Narendhar Venkatesan
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142 views1 page

Private Practice Ready

The document outlines essential policies and documents needed to establish a successful and legally compliant therapy practice. Key components include attendance and cancellation policies, financial agreements, HIPAA compliance, consent forms, and liability protections. It emphasizes the importance of organized documentation for client intake, therapy consent, and insurance processing.

Uploaded by

Narendhar Venkatesan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Private Practice Ready

Your Must-Have Documents & Policies to Set Up a Successful,


Organized, and Legally Sound Therapy Practice

Attendance Policy
Clearly outlines expectations around session attendance, lateness, and no-shows to support consistency and planning.

Cancellation Policy
Sets boundaries for notice periods and fees, helping to protect your time and income.

Financial Policies and Good Faith Estimates


Informs clients about rates, payment methods, due dates, and any late fees to avoid confusion or missed payments.
Good Faith Estimate - this document gives self-pay clients an upfront estimate of service costs.

Insurance and Super Bill Info


Educate clients on whether you’re private pay only or which insurances you are in-network with. Help them understand how to submit for
insurance reimbursement via super bill if that is an option you give.

HIPPA and Confidentiality Agreements


Explains how client information is collected, stored, and protected in compliance with federal privacy regulations.
Gives permission to talk with other team members and care providers that are specifically listed.

Media Release Form


Obtains permission to use client images, videos, or testimonials for marketing, education, or social media.

Consent for Therapy


A foundational form that confirms the client (or guardian) understands the nature, scope, and purpose of therapy and agrees to treatment.

Teletherapy Release Form if needed

Required for virtual sessions—covers risks, benefits, and client rights when receiving therapy via video.

Liability Insurance
Professional - Provides protection in the event of malpractice claims or professional errors.
General - Essential if you lease or own office space—covers things like client falls or property damage on-site.

Liability Waiver
Protects you in rented/shared spaces by acknowledging risks and limiting your legal responsibility for accidents or injuries.

Client Intake and Registration Forms


Collect vital background details like developmental history, health information, and emergency contacts before starting therapy.

EMR or Paper Documentation System


Use a secure and organized system (digital or paper) for progress notes, evaluations, goals, and session records.

@thespeechsource www.thespeechsource.com

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