A digital tablet displaying a guide titled 'The Ultimate Paperwork Packet for Therapists'
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THE FORMS THERAPISTS NEED FOR A THRIVING PRIVATE PRACTICE

The Ultimate Paperwork Packet

for Mental Health Professionals

The Ultimate Paperwork Packet is your go-to solution for streamlining documentation in your mental health practice. Packed with professionally crafted, customizable forms, it takes the hassle out of creating, updating, and organizing paperwork, so you can focus on building a client-centered practice.

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IMAGINE IF YOU COULD…

✓

Easily meet documentation needs with forms suited to therapy practices.

✓

Enhance professionalism with polished, comprehensive paperwork.

✓

Save time with ready-to-use templates that let you focus more on your clients.

Imagine transforming your practice with The Ultimate Paperwork Packet—no more endless hours spent creating, updating, and organizing forms. Instantly downloadable and fully customizable, these templates give you the freedom to focus on delivering exceptional care.

INTRODUCING

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The Ultimate Paperwork Packet

A cover page titled 'The Ultimate Paperwork Packet for Therapists.' Surrounding pages contain text about paperwork policies, and guidelines

Maintain professionalism with ready-to-use forms and boost efficiency with customizable templates for every aspect of your private practice. These templates will support your growth, save you time, and ensure smoother operations in your practice.

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Featured In:

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  • Logo with two interlinked white circles and the text 'CAMFT' on a red background.
  • Promotional graphic for podcast episode 26 featuring Kelley Stevens discussing mental health and burnout, with a photo of a woman smiling in front of a yellow lamp.
  • Podcast promotional graphic for 'Money Skills for Therapists'. The host, Linzy Bonham, is pictured on the left and the guest, Kelley Stevens, on the right. The title of the episode is 'Money Scripts for Private Practice with Kelley Stevens'.
  • Cover page featuring a photo of a woman smiling, titled 'The Flourishing Therapreneur,' with her name Claire Blakey, MA, LMFT, PMH-C, at the bottom.
  • Logo for SimplePractice Learning, featuring the words 'SimplePractice' with a small leaf above the 'i' and 'LEARNING' below.
  • Logo for Therapist Network with the tagline 'crafted by therapists for therapists' in black text on a white background.
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MEET YOUR COACH

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I’m Kelley Stevens, LMFT. I know firsthand how essential clear, organized paperwork is to running a successful practice.

These templates were created to provide therapists with a streamlined, professional approach to documentation, giving you peace of mind that your practice is well-supported. I’m thrilled to share them with you!

GET TO KNOW ME

What’s Inside The Ultimate Paperwork Packet?

A digital flyer titled 'What's Inside' with a photo of a woman sitting on a white couch in the upper center. The flyer lists seven lessons related to private practice business and clinical forms, supervision logs, group practice, maternity leave, and marketing templates.

CHAPTER 1

PRIVATE PRACTICE BUSINESS FORMS

CHAPTER 2

PRIVATE PRACTICE CLINICAL FORMS & TEMPLATES

CHAPTER 3

PROGRESS NOTES CHEATSHEET AND TEMPLATES

CHAPTER 4

SUPERVISION LOGS & WORKSHEETS

CHAPTER 5

STARTING A GROUP PRACTICE *FREE BONUS MODULE

CHAPTER 6

MATERNITY LEAVE

CHAPTER 7

FREE MARKETING TEMPLATES

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Explore My

The Private Practice Roadmap

Take my step-by-step course to open your cash-pay private practice this year. Get every tool you need to open your doors and start seeing clients.

Hint: It’s not as hard as you think!

I'm READY
LEARN MORE
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Marketing for
Therapists

Fill your practice with cash-pay clients who are the perfect fit for you. Learn the strategies over 2,000 therapists have used to create a full caseload while marketing in a way that feels genuine and true to who you are.

I'm READY
LEARN MORE
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WANT MORE?

Join The Private Practice Club 

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The Private Practice Pro

Get the most out of your private practice with the The Private Practice Club.

A monthly membership designed to help you grow your private practice with clarity, confidence, and support. Inside, you’ll get instant access to Kelley Stevens’ two best-selling courses—The Roadmap Course and Marketing for Therapists—plus live monthly coaching calls, bonus trainings, and a private community of like-minded therapists.

This is your one-stop hub for strategy, mentorship, and sustainable momentum.

JOIN THE WAITLIST

ANSWERS TO YOUR BURNING QUESTIONS

FAQs

  • Yes! These templates are fully customizable, so you can adapt them to suit the specific needs and style of your practice.

  • While our forms undergo review by an attorney, it’s important to note that 'lawyer reviewed' is often a marketing term used widely across private practice coaching platforms. Each therapist must carefully assess the suitability of these documents within the legal framework of their specific state and profession. When purchasing products from non-attorneys, ensuring compliance with your licensing board and state regulations is your responsibility. I hope this answers your question!

  • These templates are comprehensive, but it’s essential to check your state’s regulations to ensure they meet your licensure requirements. You may need to make adjustments to stay compliant.

  • If you’re already using an EHR platform and are happy with their templates, you may not need this packet. Practice documentation should be standardized, so if you’ve received similar documents from your EHR or another source, you might find these redundant.

  • The “No Surprises Act,” implemented on January 1, 2022, impacts private pay clinicians and clients who choose not to use their insurance for therapy. It requires therapists to provide a Good Faith Estimate (GFE) to clients before services begin.

  • Yes, the packet includes intake forms tailored for adults, minors, and parents of minors to meet the specific needs of different populations.

  • Absolutely! These templates are designed to be versatile, whether you’re conducting sessions online or in person.

  • Not necessarily—use only the templates that align with your practice needs. They’re designed to give you options and flexibility.

  • Due to the digital nature of this product, all sales are final. If you have any questions before purchasing, feel free to reach out—I’m happy to help!

  • These templates provide a ready-made foundation, so you won’t have to create essential forms from scratch. This allows you to focus more on client care and less on administrative work.

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