The Private Practice Starter 🏅

Grad school taught us to be therapists, not business owners. When you finally open your private practice, you’re building systems, figuring out all the behind-the-scenes stuff, wondering who to trust, and searching therapist Facebook groups for answers. This gives you practical systems for the paperwork, referrals, intake, community connections, and other things grad school forgot to mention.

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Let's be real 📢

Shonda Rhimes really made Private Practice look way easier than this. There’s no magical LA building, no hot-surfer receptionist, and apparently you’re supposed to learn how to be a business owner too.

Client Referral Form Template 🏥

Referrals are great until someone emails you, “I have a client who might be a good fit,” and gives you basically no information. This customizable form gives referral partners an easy way to send you the details you actually need before figuring out next steps.

Community Connection & Collaboration Template 👋🏼

Networking gets a lot easier when you have somewhere to send people after the conversation. Use this customizable form to learn what other professionals and businesses do, what referrals they’re looking for, and whether there might be ways to support each other.

New Client Interest Form Template 📌

Your first contact with a new client doesn’t need to be a 35-question intake form. This customizable form helps you gather the basic information you need to determine fit, plan a consultation, and figure out what happens next.

New Client Paperwork Bundle 📎

You need client paperwork, but you don't need to spend your entire weekend writing it from a blank Google Doc. This customizable bundle gives you a starting point for informed consent, practice policies, financial agreements, releases, safety planning, intake forms, and more.

Open House Event Pack 🥳

Hosting an open house sounds fun until you realize you need invitations, RSVPs, signs, follow-up, and about twelve other things. This customizable pack gives you a starting point so you can focus on actually connecting with people instead of designing everything from scratch.

Plug & Play EHR Client Reminders for SimplePractice ⏰

Your clients might sign your policies and procedures, but what happens when they cancel right before your session starts and then act surprised when you charge the no-show fee? These Plug & Play reminders have got your back! They consider boundaries, location, and real human tone.

Therapist Business Owner Cheatsheet 🧠

If the password, insurance rate, document link, or random piece of business information you need is currently hiding in six different places, this is for you. Keep the backend information for your therapy business together in one customizable Google Sheet so you can stop hunting for it.

The Private Practice Starter 🏅

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