Make onboarding a breeze. This checklist takes the guesswork out of what paperwork you need to start client relationships on the right foot. Designed specifically for mental health private practices, this downloadable guide walks you through all the essential forms, disclosures, and policies to have in place—whether you’re just getting started or tightening up your current systems.
Use it to ensure compliance, streamline admin work, and create a smooth, professional experience for every new client.
Perfect for:
✔️ Solo and group practice owners
✔️ Therapists setting up systems
✔️ Admins managing client intake
What’s inside:
A comprehensive list of must-have client paperwork including:
Demographics and Consent
Financials
Clinical
Psychological Testing/Evaluation
…and more!
Professionalism starts with preparation. Make sure your practice is set up for success from day one.
Make onboarding a breeze. This checklist takes the guesswork out of what paperwork you need to start client relationships on the right foot. Designed specifically for mental health private practices, this downloadable guide walks you through all the essential forms, disclosures, and policies to have in place—whether you’re just getting started or tightening up your current systems.
Use it to ensure compliance, streamline admin work, and create a smooth, professional experience for every new client.
Perfect for:
✔️ Solo and group practice owners
✔️ Therapists setting up systems
✔️ Admins managing client intake
What’s inside:
A comprehensive list of must-have client paperwork including:
Demographics and Consent
Financials
Clinical
Psychological Testing/Evaluation
…and more!
Professionalism starts with preparation. Make sure your practice is set up for success from day one.