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Got paperwork questions??

We've got answers!!

Q: How many holiday sweets are too many?

A: That's a GREAT question! Oh, I can’t answer that one. I would probably fail you, lol.

Q: When can I start playing holiday music?

A: Well, that’s up to you and whoever you live with. My sentiments, do what makes you happy!

Q: Can I use these documents with my EHR?

A: Many of the EHR’s allow for our paperwork to be uploaded to their platform (check with your specific EHR on how to do that). For example, TherapyNotes combined with pdfescape.com allows you to create PDF forms that are fillable so you can easily upload them into the platform.

Q: Is the paperwork approved for my specific state?

A: Great question! We spent 100+ hours of research and writing of laws, rules, and ethics and then worked with 4 different attorneys to ensure our paperwork is up to par.

Ethics and HIPAA are national standards.

We have taken the highest ethics of all counseling designations.

Many laws and ethics overlap, such as confidentiality. The forms are designed to comply with as many states as possible, but you may wish to check with your specific state board or local associations to see if there are any laws known to be "peculiar" to your state.

For example, a "minor" in a few states, when it comes to therapy, is considered under 16. In the Consent, Policies, and Agreements form, we have this area highlighted for you to know the law in your specific state so you can customize it.

The forms are extremely comprehensive. The Consent, Policies, and Agreements form is 8 pages long and we have never had any complaints regarding everything that is covered in the forms.

Q: Does the paperwork cover all designations like psychologists, marriage and family therapists, mental health counselors, etc?

A: Yes, we cross-referenced the paperwork across all the designations to ensure it meets the highest standards of our profession.

Q: Do you offer assistance if we need help with the paperwork? Do you charge for that?

A: This is a great question... "yes" of course we are here to answer any questions you have about the paperwork. "No," we don't charge to assist you with your questions.

Q: Are these forms good for someone who wants to start a private practice, but isn’t quite there yet?

A: Yes, yes and yes - 110%. If you're IN private practice or PREPARING to be in private practice, you need Attorney Approved paperwork.

Wanna know something cool... We hear that shortly after people purchase the paperwork, they get a new client. It's like sending the universe the message, "I am ready!"

Q: How do I access my therapist paperwork? What is all the hype with the NEW Paperwork Document Generator?

A: You get access to the platform that houses your paperwork + the Paperwork Document Generator.

The Paperwork Document Generator saves you a ton of time! By pre-filling the MOST common areas on the forms (i.e. name, credentials, practice name, address, etc...), the Paperwork Document Generator pre-populates your information into all forms. Once you’re finished, it emails you all of the documents in Word format so you can start using them right away.

Q: What therapy forms do I need for an initial session?

A: At a minimum, you’ll need all clients to complete the HIPAA form; Therapy Consent, Policies and Agreements; Biopsychosocial Intake forms; and a Good Faith Estimate (this form is required for private pay clinicians and clients who chose not to use their insurance.

If you take insurance, clients also need to complete the Assignment of Insurance Benefits; Mental Status Exam and Diagnosis form; and the Treatment Plan (although doing a Treatment Plan is recommended for best practice). Don’t forget to write your Progress Note after the session.

Q: How can I get a BIG discount on the paperwork?

A: SIMPLE... CLICK HERE