Private practice therapists juggle multiple roles – clinician, business owner, and administrator. But just like progress notes and treatment plans, running a private practice wasn’t taught in grad school. From clinical to legal and ethical issues to marketing and billing, the workload can be overwhelming. For example, before starting therapy, clients must sign at least eight required forms, while therapists may need up to 15 additional forms to keep their practice compliant. All of them must meet strict legal and ethical requirements that support clinical work.
Don’t Inherit a Legacy Burden
Many therapists inherit paperwork from colleagues, assuming it’s up to date and meets all requirements. But when one well-meaning and generous but potentially uninformed therapist passes paperwork down to a less experienced therapist, the result can be like inheriting a legacy burden. Laws and regulations are constantly changing. Your practice policies may change too. Having admin paperwork that complies with federal regulations and clearly spells out the terms of treatment is essential because it protects your clients and your practice.
You’re a Therapist, Not a Lawyer
The law and psychotherapy may use the same words, but their meanings may be entirely different. Misunderstanding these nuances can have serious consequences. Not only do laws change, language can be misinterpreted and using outdated forms can put your practice at risk.
The good news? You don’t have to figure it all out alone.
Documentation Wizard simplifies the process with forms that meet all federal guidelines and can be customized to meet your state standards and practice needs. We’ve invested extensive time and resources to ensure not just clinical forms but also admin forms meet regulatory standards. These forms remove the guesswork from administrative paperwork, guiding you through the process of running your private practice so you can focus on clients instead of paperwork.
Attorney and Bioethicist Approved
Documentation Wizard’s administrative forms aren’t a patchwork of outdated templates. They’ve been reviewed by two attorneys who specialize in mental health law, a bioethicist who is also a psychotherapist, a billing expert, and a medical editor. With these rigorously vetted forms, you can experience the relief of knowing your paperwork is sound.
Three Administrative Forms Packages
To protect your practice, Documentation Wizard offers 3 administrative packages so you can be sure you and your clients are protected:
- Essential Informed Consents, Disclosures, and Policies
- Practice Management Forms
- Financial Management Forms
Rigorous Legal and Ethical Guidelines
All 24 of the Documentation Wizard administrative forms meet the latest federal, ethical, and clinical standards, so you can trust your practice is built on a solid foundation. These forms:
- Include detailed informed consents, disclosures, and practice policies
- Use precise legal language or “terms of art” to reduce liability
- Have a clean and consistent format that inspires trust
- Can be customized to fit your practice needs and state laws
- Provide clients with the information they need to make informed decisions
- Safeguard your practice
These forms do not replace legal advice. They provide a solid foundation for customizing them to your state requirements and practice needs.
Personalized and Pre-filled
The icing on the cake… The Documentation Wizard admin forms come pre-filled with your name, license number, and contact information saving you precious time and the annoyance of a tedious task. Just enter your details at checkout, and your customized forms will be emailed to you and stored in your account for easy access.
Get the administrative forms you need to run a compliant, efficient private practice—without the headache.
Save 15% on EXPANDED and IMPROVED
Administrative Forms
Only Through February 7
Beth Rontal, LICSW, a private practice therapist and the Documentation Wizard® is a nationally recognized consultant on mental health documentation. Her Misery and Mastery® trainings and accompanying forms are developed to meet strict Medicare requirements. Beth’s Documentation Wizard training program helps clinicians turn their clinical skill and intuition into a systematic review of treatment that helps to pass audits, protect income, maintain professional standards of care, reduce documentation anxiety and increase self-confidence. Beth’s forms have been approved by 2 attorneys, a bioethicist, and a billing expert and have been used all over the world. She mastered her teaching skills with thousands of hours supervising and training both seasoned professionals and interns when supervising at an agency for 11 years. Her newest initiative, Membership Circle, is designed to empower psychotherapists to master documentation with expert guidance, efficient strategies, and a supportive community.
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