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Wanting to raise your rates, but not sure how to communicate it to your clients? Here is a thorough, clear template to use! It includes the notice, the reason, the updated Good Faith Estimate, and the fine print. Congrats on raising your rates!

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A thorough, clear template to communicate your updated rates to a client who may be returning after a long break from therapy. It includes all of the information so they can make an informed decision about returning.

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When you receive a Client Records Request (ugh), it’s best practice to see if the requestor would accept a Treatment Summary instead. This template allows you to provide the information the requestor is asking for, while protecting client confidentiality as much as possible.

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A clear, thorough way to communicate to clients if/when you won’t be accepting their insurance anymore. This includes a notice, the reason, client options, and an updated Good Faith Estimate.

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For both Supervisors and Supervisees to stay up-to-date on goals, questions, how the process is going, and clear on the agenda for the meeting. This includes a fillable worksheet to bring to supervision meetings, and is a helpful tool to track your progress and what you’re learning.

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Scripts for all of the awkward in-betweens with clients/potential clients. Scripts include:

• No-shows

• Card Declined

• Inclement Weather

• Follow-up after a Phone Consultation

• Reminder about a New Office Location

• Reaching out to Waitlist Clients

• Out of Office Message

• Reminder to Complete Paperwork

• Check-in with Current Clients about Scheduling

All sales are final