The Private Practice Money Maker Bundle

 

This bundle is for clinicians and coaches who are ready to hit the ground running, triple their monthly income, and gain clients. 

 

Are you in private practice? Are you looking to get started but do not know where to begin with paperwork? Need to cut back on time? Figure out your finances? 

 

No need to reinvent the wheel, I have already done it.

 

The issue is the time it takes to create an effective intake packet to cover everything you need.

 

I HAVE THE SOLUTION FOR YOU!

 

What's Included? 124 pages of Money Makey Magic!

 

Clinician Email Templates:

  • Scheduling Consultation
  • Consultation confirmation and additional information
  • Missed Consultation
  • Limited Availability
  • Waiting List
  • Welcome /Client Onboarding
  • Follow-Up #1
  • Follow-Up #2
  • Assigning Clients
  • Failed Payment
  • Group Attendees 

 

Extras:

  • Coupon link for EHR system
  • Instruction link on how to add templates to Gmail

 

Private Practice Financial Templates: 

  • Budget Tracker
  • Client Information and Payment Log
  • Private Consultation & Follow-Up Log
  • Private Practice “Bookkeeper” with Profit and Loss Statement

 

Coaching Intake Packet:

  • Welcome letter
  • Payment Arrangement Form
  • 2) Copies of your Coaching Agreement Monthly Invoice
  • Accountability Form
  • Confidentiality Agreement
  • Coaching Success Guidelines
  • Coaching Code of Ethics
  • How to prepare for coaching sessions form
  • Client Call Notes
  • On-going Coaching Call Form
  • Monthly Review Form
  • Goals worksheet
  • Invoice Receipt
  • Coaching History Form
  • Intake Packet
  • Referral request form

 

Extras:

  • 83 coaching questions to ask your clients

 

Private Practice Intake Packet:

  • Informed Consent Service Agreement
  • HIPAA Notice of Privacy Practices
  • Authorization for Electronic Communication
  • Authorization to Release Information
  • Financial Agreement and Fee Schedule
  • Reduced Fee Agreement
  • Super Bill
  • Credit Card Authorization Form
  • Therapist Invoice
  • Informed Consent for Telehealth
  • Mental Status Exam
  • New Client Intake Form
  • Adolescent Consent Form & Parent Agreement to Respect Priva
  • Adolescent Intake form
  • Couples Intake Form
  • Therapy Process Note

 

Extras:

  • 3 - Weekly Schedule Planner
  • 3 - Goal-Setting Planner
  • 3 - Weekly Notes Planner

 

Private Practice Money Maker Bundle

$150.00 Regular Price
$99.00Sale Price

    Hello!

    Events

    I'm Malika O'Neill, LPC and I am the founder and CEO of The Pleasure Collective. I am dedicated to creating safe spaces for the exploration of sexuality and mental health so you can start living your best life.

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    Want To Know More? Read A Longer Bio HERE 
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