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Episode 11 | Group Practice Paperwork | The Group Practice Exchange



  • 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 *
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

Episode 11 | Group Practice Paperwork | The Group Practice Exchange

Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here: LEARN MORE HERE


Maureen Werrbach

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 suppor? 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 visit www dot members dot the group practice exchange dot com forward slash exchange. See you next week.


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. 

* 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.

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Meet your host


Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here:


The show

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.

Don’t miss an episode! Download The Group Practice Exchange Podcast on iTunes, Stitcher or Google Play and don’t forget to subscribe and rate TGPE

* 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.

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