Solo and Group Practice Toolkit Products

Private Practice Products

Everything you need to run your practice with clarity, ease, and professionalism,
so you can spend less time on admin and more time doing what you love.

Everything you need to run your practice with clarity, ease, and professionalism, so you can spend less time on admin and more time doing what you love.

Solo Practice Essentials

Just getting started? These tools will help you build your foundation the right way.

Solo Practice Paperwork Bundle

All the core documents you need to legally and ethically run your practice, fully customizable and therapist-tested. Includes intake forms, informed consent, HIPAA documents, policies, and more.

Starting a Private Practice Checklist

Your step-by-step roadmap to launching with confidence. Covers everything from setting up systems to finding your first clients. No more guesswork, just clear, actionable steps.

Group Practice Tools

Ready to expand your team? These tools help you hire, support, and lead with confidence.

Group Practice Paperwork Bundle

Simplify onboarding and compliance with our templates. Includes employee agreements, clinician onboarding forms, supervision notes, and more.

Clinician Performance Review

A guided evaluation tool to help you provide clear, supportive, and structured feedback to your clinicians no micromanaging required.

Admin Assistant Performance Review

Support your admin staff with intentional feedback and conversations. This form helps you track performance, give guidance, and build team culture.

Operations & Finance

The systems behind the scenes that keep your business profitable and organized.

Clinician Dashboard

Track productivity, revenue, and caseloads. A plug-and-play spreadsheet designed specifically for group practice owners who want to understand their numbers.

Clinician Cost Spreadsheet

Not sure if you can afford to hire, or how much a clinician is really costing you? This tool helps you calculate profitability, salary structure, and targets.

Employee Manual Template

Create a clear, legally sound employee manual that sets expectations and protects your practice. Easy to customize and built for mental health businesses.

Ready to Build the Practice You Envisioned?

Let’s take the guesswork, overwhelm, and isolation out of your business journey.

Ready to Build the Practice You Envisioned
Stay in the loop by subscribing to our newsletter!