Open Your Doors

Open your practice with paperwork you can trust. Open Your Doors is a complete private practice starter kit with 11 professionally written documents, plus a Start Here guide, so you can spend your launch energy on clients instead of formatting forms.

Created by a licensed therapist and clinical supervisor with 14 years of clinical experience, more than 7 years in private practice, and licenses in 8 states.

What's inside

Client paperwork

• Informed Consent & Practice Policies: communication, confidentiality, crisis, payment, cancellation, and ending-therapy policies in one signed document
• Notice of Privacy Practices: HIPAA notice with an acknowledgment of receipt
• Telehealth Informed Consent: with client location, emergency contact, and disconnection plan
• Client Emergency Contact Form
• Authorization for Release of Information

Clinical

• Biopsychosocial Intake Assessment: 13 sections, from presenting problem and risk assessment to mental status exam and plan

Billing & compliance

• Fee Schedule: with rows matched to standard psychotherapy session lengths
• Good Faith Estimate: built around the No Surprises Act requirements for self-pay clients
• Superbill: with place-of-service codes and telehealth modifier guidance
• Business Associate Agreement: for vendors who handle client information

Bonus: Private Practice Launch Workbook (11 pages)

• Purpose reflection, mission statement builder, and ideal-client profile
• 46-step launch checklist, from EIN to website
• 25 honest disadvantages and 25 advantages of private practice
• 50 client FAQs with sample answers for your website or consultation calls

Plus a Start Here guide with a suggested new-client packet, a 20-minute customizing checklist, and what to review for your state and license.

Two formats for every document

• Fillable PDF: click and type. Works in the free Adobe Acrobat Reader.
• Editable Word (.docx): add your logo, adjust any policy, or paste the text into your EHR's form builder.

Who it's for

Counselors, therapists, social workers, MFTs, and psychologists who are opening a private practice, moving from group to solo practice, or replacing outdated paperwork. Works for private-pay and insurance-based practices, in person or by telehealth.

How you'll receive it

Instant digital download: one zip file containing 11 fillable PDFs, 11 editable Word documents, and the Start Here guide. Nothing is shipped.

Good to know

• This license covers one individual clinician with unlimited clients. For group practices, choose the Group Practice License.
• These are professional templates, not legal advice. Laws vary by state and license, so review your final documents with an attorney or your professional association's risk-management service before use.
• Because this is a digital product, please see our refund policy before purchasing.

One set of paperwork for your whole team. The Group Practice License gives your practice the complete Open Your Doors starter kit, licensed for up to 10 clinicians, so every clinician uses the same consistent, professional documents.

Created by a licensed therapist and clinical supervisor with 14 years of clinical experience, more than 7 years in private practice, and licenses in 8 states.

What the group license covers

• One group practice (one business entity), at all of its locations
• Up to 10 clinicians, including licensed clinicians, associates, and interns
• Administrative and front-desk staff
• Storing the templates on your practice's shared drive or EHR
• Unlimited clients

More than 10 clinicians? Contact Jefferson Resource Group for an extended license.

What's inside

• Informed Consent & Practice Policies
• Notice of Privacy Practices
• Telehealth Informed Consent
• Biopsychosocial Intake Assessment
• Client Emergency Contact Form
• Authorization for Release of Information
• Fee Schedule
• Good Faith Estimate (No Surprises Act)
• Superbill
• Business Associate Agreement
• Private Practice Launch Workbook (bonus, 11 pages)
• Start Here guide with group license terms

Two formats for every document

• Fillable PDF: click and type. Works in the free Adobe Acrobat Reader.
• Editable Word (.docx): add your practice logo, set practice-wide policies once, or load the text into your EHR so every clinician's intake packet matches.

Why group practices choose it

• Consistent policies and fees across every clinician
• Faster onboarding for new associates and interns
• One license instead of buying a kit for each clinician

How you'll receive it

Instant digital download: one zip file containing 11 fillable PDFs, 11 editable Word documents, and the Start Here guide with your group license terms. Nothing is shipped.

Good to know

• The license belongs to the practice. Clinicians who leave the practice need their own license to keep using the templates.
• These are professional templates, not legal advice. Laws vary by state and license, so review your final documents with an attorney or your professional association's risk-management service before use.
• Because this is a digital product, please see our refund policy before purchasing.