Office Management
Treatment Termination Due to Lack of Progress Letter

This letter template can be used by therapists to discontinue a therapeutic relationship with a client who is not making progress. (0720)

Insurance Payer Appeals Letter (Timely Filing)

This letter can be used by therapists to appeal an insurance payer denial when a claim has been denied due to timely filing. (0720)

Volunteer Confidentiality Agreement

This form can be given to volunteers to ensure they understand the importance of preserving confidentiality when using, discussing, storing, transmitting, or otherwise handling client information. (0720)

Letter to Colleagues Seeking Referrals

This letter template can be used by therapists who are seeking referrals from other professionals. (0720)

Reopening Your Practice Safely During COVID-19

This document provides guidelines for reopening your therapy practice for in-person sessions to avoid health and safety risks associated with COVID-19. (0720)

HIPAA Compliance Checklist

This document is a checklist for therapists to ensure they follow HIPAA compliance protocol. (0720)

Ethical Payment Practices for Therapists

This document outlines ways therapists can adhere to sound ethical practices regarding fees. (0720)

Security Checklist for Electronic Devices

This checklist outlines “HIPAA-friendly” security measures for electronic devices. (0720)

Client Information Form

This form is to obtain or update client information. (0720)

Supervision Contract

This contract is designed to be used for professional supervision.