The Group Practice Owner Starter 💼

$49.00

You bring on one clinician and suddenly you’re part therapist, part business owner, part HR, part detective. This collection gives you practical starting points for hiring, onboarding, marketing, referrals, and departures so every change doesn’t require another weekend of building forms.

When therapists think about scaling financially, starting a Group Practice might seem like the natural step, but the extra responsibilities can leave even the smartest therapist running in circles. Not only are you managing clinicians, but you’re setting expectations, creating boundaries, handling transitions, and figuring out what actually belongs to you as the owner.

I created these systems during my time as a Group Practice owner whenever I encountered a problem. Each product has been tested and used in practice! Whether you want to start a practice with employees, contractors, or a collaborative, all of these resources are built to be interchangeable.

You bring on one clinician and suddenly you’re part therapist, part business owner, part HR, part detective. This collection gives you practical starting points for hiring, onboarding, marketing, referrals, and departures so every change doesn’t require another weekend of building forms.

When therapists think about scaling financially, starting a Group Practice might seem like the natural step, but the extra responsibilities can leave even the smartest therapist running in circles. Not only are you managing clinicians, but you’re setting expectations, creating boundaries, handling transitions, and figuring out what actually belongs to you as the owner.

I created these systems during my time as a Group Practice owner whenever I encountered a problem. Each product has been tested and used in practice! Whether you want to start a practice with employees, contractors, or a collaborative, all of these resources are built to be interchangeable.

📸 Clinician Bio, Website + Social Media Template
Collect professional details, personal-statement responses, specialties, photos, and information for future clinician spotlights. Includes a questionnaire in Google Doc and Google Form formats, a bio-request email, photography wording options, and Canva branding templates.

✏️ New Clinician Application & Screening Template
Gather information before an interview using a screening questionnaire, W-2 employee job-description framework, and 1099 contractor opportunity-description framework. Includes written and digital screening options and Canva branding templates.

🛫 Therapist Departure System
Organize departure paperwork, checklists, client notifications, release-of-information materials, and move-out details. Includes a digital departure form, Client Transition Spreadsheet, and Canva branding templates.

🚢 Therapist Onboarding Questionnaire
Four written questionnaires for W-2 or 1099 clinicians working with insurance or self-pay clients, plus an adaptable digital questionnaire. Collect relevant professional information, documents, credentialing details, and payment information.

🏥 Client Referral Form Template
Give referral sources a consistent place to send the information you need. Includes insurance and self-pay wording, solo and group-practice options, a Google Form, and Canva branding templates.

👋🏻 Community Connection & Collaboration Template
Learn about other professionals, organizations, and businesses in your community through a Google Form you can use to explore referrals and collaboration. Includes a Canva header template.

🥳 Open House Event Pack
Plan registrations and promotional materials using written and digital RSVPs, Canva event designs, bingo, giveaway materials, drawing tickets, and photo-booth props.

📌 New Client Interest Form Template
Collect basic information before moving someone into your intake process. Includes solo and group-practice wording, a digital form, and Canva branding templates.

Ready to get started?

The Group Practice Owner Starter 💼
$49.00

You bring on one clinician and suddenly you’re part therapist, part business owner, part HR, part detective. This collection gives you practical starting points for hiring, onboarding, marketing, referrals, and departures so every change doesn’t require another weekend of building forms.

When therapists think about scaling financially, starting a Group Practice might seem like the natural step, but the extra responsibilities can leave even the smartest therapist running in circles. Not only are you managing clinicians, but you’re setting expectations, creating boundaries, handling transitions, and figuring out what actually belongs to you as the owner.

I created these systems during my time as a Group Practice owner whenever I encountered a problem. Each product has been tested and used in practice! Whether you want to start a practice with employees, contractors, or a collaborative, all of these resources are built to be interchangeable.