Put how your practice runs in writing, so your team isn't guessing and you aren't answering the same questions every week. Updated for 2026 with editable Word files.
Employee Handbook: mission and values, employment basics, classifications, EEO and anti-harassment, conduct, communication, HIPAA and confidentiality, technology, social media, pay practices, benefits, time off, leave, performance, corrective action, separation, and an acknowledgment page
Operations Manual: the day-to-day playbook: client path from first call to first session, scheduling and caseloads, documentation standards, cancellations, telehealth, billing and insurance overview, records requests, crisis and mandated reporting protocols, discharge, team communication, meetings, and a compliance calendar
Client Journey Workflow: every step from first inquiry to established client: who owns each step, the handoffs between front office, billing, and clinicians, the first-session fit decision, session 1 and session 3 follow-up, and service standards that keep intake within 24–48 business hours
Clinician Billing Responsibilities Guide: the step-by-step billing guide your Operations Manual points to, so therapists know their part in getting claims paid
How to Use This Kit guide with an annual review and acknowledgment process
Instant digital download (.zip) of editable files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or financial advice; have your attorney review for your state. For use in your own practice only.
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