This bundle offers every document you need to take on your first client. It’s been reviewed by an attorney but be sure to have your own legal counsel review as well.

So, grab the bundle, make it your own and send it off to clients for signature!

What’s Included:

• Communication Policy Template: This template outlines the ways in which clients can confidentially communicate with you as needed. It's important to set boundaries with clients on how they can reach you outside of session.

• Designated Compliance Officer + Privacy Officer Template: Every practice has someone that is responsible for complaints and general business compliance needs. When you're in private practice, that person is usually you. This template ensures your clients know who to go to should there be concerns with your business operation.

• Financial Policy and Fee Agreement Template: This template offers clear guidance on how sessions are paid for (insurance and self pay), charging for late cancels and no shows, how payment is collected should you be subpoenaed and costs related to services provided outside individual therapy sessions and so much more!

• HIPAA NOPP + HIPAA NOPP Form Template: This template informs clients on how medical information about them may be used and disclosed as well as how they can get access to their medical information.

• Informed Consent & General Information Template: This template is the meat of your consent paperwork. It outlines the nature of the working relationship and what clients can expect regarding treatment and services.

The contents included in this paperwork bundle is the intellectual property of Brave & Well. Please do not re-distribute or share with anyone else.