The Private Practice Starter 🏅

$43.00

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.

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. The Private Practice Starter gives you practical systems for the paperwork, referrals, intake, community connections, and other things grad school “forgot” to mention.

If you’re looking for somewhere to start with the administrative pieces that keep a practice running, these tools are things that I created when I started my practice and tested over time. Use them to build what you need or update a process you already have. You don’t have to throw out everything that’s working to make one part easier.

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.

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. The Private Practice Starter gives you practical systems for the paperwork, referrals, intake, community connections, and other things grad school “forgot” to mention.

If you’re looking for somewhere to start with the administrative pieces that keep a practice running, these tools are things that I created when I started my practice and tested over time. Use them to build what you need or update a process you already have. You don’t have to throw out everything that’s working to make one part easier.

🏥 Client Referral Form Template
Collect professional referrals using written and digital forms with insurance and self-pay wording. Adapt the questions, services, and follow-up language to your practice.

👋🏻 Community Connection & Collaboration Template
Learn about local professionals and businesses, the services they offer, and possible ways to support each other. Includes a Google Form and Canva header template.

🥳 Open House Event Pack
Bring together written and digital RSVPs, Canva promotional designs, event activities, giveaway materials, drawing tickets, and photo-booth props for introducing your practice to the community.

📌 New Client Interest Form Template
Give prospective clients one place to share contact information, scheduling preferences, requested services, presenting concerns, and payment information before your full intake process.

📎 New Client Paperwork
An organized Google Doc containing consent forms, practice policies, financial information, telehealth paperwork, releases, Good Faith Estimate language, crisis planning, and short and long intake options. Includes a Canva logo template.

🧠 Therapist Business Owner Cheatsheet
Keep business information, credentialing details, insurance rates, billing-code references, branding information, document links, directory listings, and other frequently needed details together in a Google Sheet.

⏰ Plug & Play Client Reminders for SimplePractice
Email and text templates for welcome messages, appointments, telehealth, paperwork, billing, cancellations, and portal communication. Written around SimplePractice’s reminder system and macros.

Ready to get started?

The Private Practice Starter 🏅
$43.00

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.

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. The Private Practice Starter gives you practical systems for the paperwork, referrals, intake, community connections, and other things grad school “forgot” to mention.

If you’re looking for somewhere to start with the administrative pieces that keep a practice running, these tools are things that I created when I started my practice and tested over time. Use them to build what you need or update a process you already have. You don’t have to throw out everything that’s working to make one part easier.