Becca Ferguson--Authentic Coaching/Private Practice Templates Bundle! ✨

  • $47

Private Practice Templates Bundle! ✨

  • Bundle
  • 9 Products

A simple, practical set of templates to help you organize your private practice without the overwhelm. From intake paperwork to credentialing to hiring, these forms give you structure, clarity, and ready-to-use systems. Perfect for therapists who want clean workflows and less admin stress.

"Have fun storming the Castle!"

The Private Practice Edition 🏰

Except there's no Andre the Giant and there's Quicksand all over the place!

Starting a private practice is basically like being handed a giant box of unlabeled puzzle pieces and told, “Have fun!” without a picture to look at. And if you’re ADHD, autistic, overwhelmed, or just… alive… the admin side of running a practice can feel like a second full-time job.

This bundle is your shortcut.
Not the hustle-culture “do more faster” shortcut — the “you deserve systems that don’t drain your soul” shortcut.

These templates were built from years of trial-and-error, burned-out evenings, panic-texting colleagues, and realizing that practice ownership becomes so much easier when your foundation is actually organized.

You get clean, editable, ready-to-use forms that take the guesswork out of everything from intake paperwork to credentialing to hiring to referrals.


They’re structured, but not rigid.
They’re detailed, but not overwhelming.
They’re practical, but still human.

All the things you're getting!

Whether you’re brand new or rebuilding from the ground up, these templates help you stop reinventing every single system, so you can finally focus on being a therapist again! 🥳

This bundle includes:

✔️ New Client Paperwork
✔️ Therapist Business Owner Cheatsheet
✔️ Collaboration Template
✔️ Insurance Credentialing Templates
✔️ Bio Information Form
✔️ Client Referral Form
✔️ New Hire Questionnaire / Application
✔️ Therapist Departure Form
✔️ New Client Form Template

Perfect for:
✨ Therapists setting up (or cleaning up) their practice
✨ ADHD/ND therapists who need admin support without hiring someone yet
✨ Anyone drowning in forms and processes
✨ Clinicians who want a foundation that doesn’t collapse every time life gets chaotic

  • $7.99

Bio Information for Website and Social Media Form Template 📚

  • Course
  • 5 Lessons

Easily collect bio information for your website and social media with this customizable form. Perfect for new hires, profile updates, or anyone looking to streamline their online presence with professional, branded details.

  • $14.99

Client Referral Form Template 🔁

  • Course
  • 7 Lessons

Stop chasing referrals over email. This form gives you a clear, professional way to collect info from providers—without the chaos. Comes with Google Form, Doc, PDF, and Canva templates to keep everything branded and smooth.

  • $9.99

New Client Form Template 💖

  • Course
  • 7 Lessons

This customizable New Client Form will help you streamline your intake process. With space for all the essentials—contact info, insurance details, and client history—it's easy to personalize and use with any client.

  • $9.99

New Client Paperwork 📜

  • Course
  • 3 Lessons

A single, fully editable Google Doc containing every core onboarding document busy therapists need: informed consent for psychotherapy; practice policies (cancellations, boundaries, minors, etc.); financial agreement with customizable fees; credit-card authorization; and HIPAA & telehealth privacy notice. Use it to copy/paste into your EHR or download as PDF—just update with your practice info and you’re ready to go!

  • $14.99

New Hire Questionnaire (Application) Template 🧑‍💼

  • Course
  • 7 Lessons

Hiring? This therapist-focused application helps you gather info before the interview—scheduling, licensure, fit, and more. Friendly, human, and super easy to send. Includes Google Form, Doc, PDF, and Canva branding tools.

  • $14.99

New Therapist Documents (Insurance Credentialing) Template

  • Course
  • 4 Lessons

The New Therapist Documents Form is a straightforward tool to gather all the necessary documents and information for insurance credentialing. This form ensures a smooth and quick onboarding process for new therapists, making sure everything is in place for insurance claims and payments. Perfect for group practice owners!

  • $7.99

Private Practice Collaboration Template 🏢

  • Course
  • 4 Lessons

Streamline your partnerships and business collaborations with this easy-to-use form. Gather essential business details, social media handles, and collaboration preferences to build stronger, more connected community relationships. Perfect for group practice owners seeking to work with other professionals who share their passion for wellness and growth!

  • $14.99

Therapist Business Owner Cheatsheet 🏢

  • Course
  • 3 Lessons

This editable Google Sheet is built for mental health therapists who are ready to get their business backend organized. Track branding details, logins, insurance info, CPT codes, and client benefits—all in one spot. Bookmark it in your Chrome profile, share it with your admin, and finally stop digging through old emails to find what you need.

  • $9.99

Therapist Departure Form Template ✈️

  • Course
  • 7 Lessons

Saying goodbye doesn’t have to be chaotic. This form helps you gather everything you need when a therapist leaves your practice—forwarding info, referrals, records, and more. Includes a Google Doc, printable PDF, and a Canva logo template so you can keep it branded and smooth without chasing down loose ends.