Episode 11 05 Dec, 2016
Group Practice Paperwork | The Group Practice Exchange
-
With
In today’s podcast episode 11, I explore the topic of paperwork in group practice. As you grow, fine tuning your paperwork, making sure it covers everything that makes your practice run smoothly, is important. Your group is different than others. What one group practice needs may not be what another group practice needs. In today’s episode, I discuss some of the paperwork that I use in my group practice. Take a listen!
We discuss various paperwork:
New Client Paperwork Packet *
Credit Card on File Form
Authorization for Teletherapy (online/phone counseling)
Authorization for Counseling Outside the Office
Release of Information *
HIPAA Forms *
Consent for Treatment Forms *
Demographic Form *
Employee Contract
Independent Contractor Contract
Sample Profit & Loss Spreadsheet
Business Plan Form
Marketing Log for Therapists
Client Appointment Form (*if you are not using an EHR system, this tracks all appointments)
Employee Manual Template
Insurance Termination Request
Fee Schedule Increase Request (Insurance)
If you are interested in purchasing these packets from me, you can visit https://thegrouppracticeexchange.com/group-practice-startup/
Maureen Werrbach Hermann is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here: LEARN MORE HERE
Thanks For Listening
Thanks for listening to The Group Practice Exchange podcast. Like what you heard? Give us five stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners with monthly office hours, live webinars, and a library of trainings ready for you to dive into. See you next week.
Resources
Here are the resources and guides we recommend based on this episode
All Call Technologies
All Call Technologies provides customized virtual phone services for mental health professionals and small medical offices. All systems include encrypted voice mail for HIPAA compliance. And “Dial Through” allows the clinician to make calls out and show the business number as the caller ID.
To receive a $50 discount off of your setup fee enter code TGPE.
