Package 2: Client Intake + Private Practice Admin Setup

Perfect for:

Therapists starting or restructuring a solo private practice who need both intake forms and the foundational documents for backend operations.

What’s Included:

Everything in the Basic Client Intake Package, Plus: 

• Private Practice Startup Checklist (licensing, insurance, systems)
• Practice Policies & Procedures (solo or small practice)
• Technology & Systems Planning Guide
• Clinical Documentation Policy
• Emergency Protocol Cheat Sheet
• Hiring Readiness Self-Assessment
• Credit card authorization form
• Clients rights and responsibilities
• Client welcome letter
• 30-minute private consultation to review systems, priorities, or custom needs