Episode 11 | Group Practice Paperwork | The Group Practice Exchange
WITH MAUREEN WERRBACH
- Episode 11 | Group Practice Paperwork | The Group Practice Exchange 00:00
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 *
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 is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here: LEARN MORE HERE
Thanks For Listening
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Here are the resources and guides we recommend based on this episode
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.
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* I am an affiliate for some of the businesses I recommend. These are companies that I use in my own group practice, and make recommendations based off of my experience with them. When you use some of these companies through my links, I receive compensation, which helps me continue to offer great free information on my podcast, blog, Facebook group, and website.
Meet your host
Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here:
The podcast is structured so that you get practice building tips in small doses, where an episode can be listened to (and a group practice building lesson can be learned) in a single car ride.
Episodes are structured into categories: coaching sessions where I coach a group practice owner on a specific topic, tips of the day by yours truly, real talk where you get to be a fly on the wall while an established group practice owner and I talk about the highs and lows of ownership, and trainings done by experts in the field.
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* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.