Essential Policies for Therapy Practices- Templates Bundle; (includes 5 policies + informed consent templates)
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Practice Policy & Informed Consent Template Pack
Essential Documentation for Private Practice Therapists
Running a therapy practice means wearing a lot of hats—clinician, business owner, and compliance officer. This downloadable template pack is designed to make the legal and administrative side of your practice easier, faster, and more professional.
Whether you’re just starting out or tightening up your documentation for audits, this bundle gives you everything you need to set clear expectations, protect your practice, and stay aligned with ethical and legal standards.
✅ What’s Included
You’ll receive six fully editable Word documents (.docx format), ready for customization with your practice name, contact information, and specific procedures:
📝 Informed Consent for Psychotherapy Services
A comprehensive client agreement that incorporates and summarizes all five included policies.
Outlines the therapy process, risks, rights, boundaries, and responsibilities—all in a single, client-facing form. No need for multiple signatures or scattered policies.
⏰ Late Cancellation & No-Show Policy
Sets clear expectations around attendance, notice periods, and applicable fees.
Protects your time and encourages consistency.
💳 Client Financial & Payment Policy
Details payment expectations, billing procedures, insurance disclaimers, and your clinic’s fee schedule.
🔐 HIPAA & Confidentiality Policy
Explains client privacy rights, how protected health information is handled, and when disclosures may be legally required.
📞 Client Communication Policy
Outlines acceptable methods of communication, expected response times, and boundaries for out-of-session contact.
🚨 Emergency & Crisis Protocol
Clarifies that your practice does not provide emergency services and directs clients to 24/7 crisis resources.
💡 Features
Delivered as a .zip file containing all six Word documents
Fully customizable—just plug in your practice details
Designed for compliance, clarity, and professionalism
Created by a licensed therapist with experience managing multi-state group practices
📌 How to Use
Review and personalize each policy with your practice details
Keep all policies for internal documentation
Use the Informed Consent as the main client-facing agreement
Upload to your EHR or client portal for e-signature
Optional: Link or provide copies via your website footer, client portal, or printed in-office
⚖️ Disclaimer
These templates are for educational and informational purposes only and do not constitute legal advice.
It is your responsibility to ensure they align with your state laws, licensing board requirements, and insurance contracts.
Redistribution without permission is prohibited.
