Going out-of-network shouldn't mean building your practice's paperwork from scratch.
The Private-Pay Therapist Practice Kit is the complete operations kit for LCSWs, LPCs, psychologists, and counselors running (or launching) a private-pay practice: a 7-sheet Excel workbook that plans your fees and tracks your money, plus 9 client-ready document templates covering intake, informed consent, superbills, Good Faith Estimates, cancellation policy, and session notes.
WHAT'S INSIDE (exact contents):
7-sheet operations workbook (XLSX, native formulas, no macros):
Fee & caseload planner — session fee x sessions/week scenarios, 5 sliding-scale tiers, annual revenue projections (computed from YOUR inputs)
Client tracker — initials/pseudonyms ONLY by design (privacy-first; fictional SAMPLE rows included to show the format)
Session log — paid + superbill-issued flags with automatic summaries
Monthly income & expense tracker — 12 months, 6 expense categories, automatic net + annual totals
Superbill data sheet — per-superbill records (CPT examples, units, fees, balances)
Cancellation & no-show log — enforcement tracking with fee totals
Setup guide sheet with the full standing disclaimer
Document pack — 6 DOCX templates:
Client intake form
Informed-consent-for-private-pay template
Superbill template (provider block, service lines, totals)
Good-Faith-Estimate worksheet (No Surprises Act style)
Cancellation policy one-pager
Session-notes template (SOAP + DAP formats)
3 of those as fillable PDFs (intake form, superbill, Good Faith Estimate)
Getting-Started Guide PDF + single-practitioner license README
WHO IT'S FOR:
Out-of-network / private-pay therapists, counselors, and psychologists — solo or small group — who want admin templates that respect clinical privacy instead of generic business forms.
PRIVACY BY DESIGN:
Every tracker uses initials or pseudonyms only. No worksheet asks for patient names, emails, or identifying data. All sample entries are fictional and labeled SAMPLE.
IMPORTANT — PLEASE READ:
Business and administrative templates ONLY. This kit is not legal advice, clinical advice, or tax advice; it contains no treatment protocols, no diagnosis content, and no coding directives. HIPAA, licensing, and insurer compliance remain the practitioner's responsibility. Review every template with your attorney and billing advisor and verify current requirements (including No Surprises Act / Good Faith Estimate rules) before client use. Financial projections are computed from your inputs — illustrative, not promises of income.
7-sheet operations workbook (XLSX, native formulas, no macros):
Fee & caseload planner — session fee × sessions/week scenarios, 5 sliding-scale tiers, annual revenue projections (computed from YOUR inputs)
Client tracker — initials/pseudonyms ONLY by design (privacy-first; fictional SAMPLE rows included to show the format)
Session log — paid + superbill-issued flags with automatic summaries
Monthly income & expense tracker — 12 months, 6 expense categories, automatic net + annual totals
Superbill data sheet — per-superbill records (CPT examples, units, fees, balances)
Cancellation & no-show log — enforcement tracking with fee totals
Setup guide sheet with the full standing disclaimer
Document pack — 6 DOCX templates:
Client intake form
Informed-consent-for-private-pay template
Superbill template (provider block, service lines, totals)
Good-Faith-Estimate worksheet (No Surprises Act style)
Cancellation policy one-pager
Session-notes template (SOAP + DAP formats)
3 of those as fillable PDFs (intake form, superbill, Good Faith Estimate)
Getting-Started Guide PDF + single-practitioner license README
Key features
Fee & caseload planner → session fee × sessions/week scenarios with 5 sliding-scale tiers and annual revenue projections computed from your inputs
Privacy by design → every tracker uses initials or pseudonyms only; no worksheet asks for patient names, emails, or identifying data
Superbill tools → a superbill data sheet for per-superbill records, plus a superbill template in DOCX and fillable PDF
Full client document pack → intake, informed consent, Good Faith Estimate, cancellation policy, and SOAP + DAP session notes
Money tracking in one place → session log with paid + superbill-issued flags, a 12-month income & expense tracker (6 expense categories), and a cancellation & no-show log with fee totals
Native formulas, no macros → the workbook runs in Excel and compatible spreadsheet apps
Frequently asked questions
Does the kit collect patient information?
No — by design, every tracker uses initials or pseudonyms only. No worksheet asks for patient names, emails, or identifying data, and all sample entries are fictional and labeled SAMPLE.
What document templates are included?
6 DOCX templates — client intake form, informed-consent-for-private-pay, superbill, Good-Faith-Estimate worksheet, cancellation policy, and a session-notes template (SOAP + DAP) — with 3 of them (intake, superbill, Good Faith Estimate) also as fillable PDFs.
How does the fee planner work?
It combines your session fee and sessions/week scenarios with 5 sliding-scale tiers to project annual revenue. Projections are computed from your inputs — illustrative, not promises of income.
Is this legal or clinical advice?
No — business and administrative templates only. The kit is not legal advice, clinical advice, or tax advice; it contains no treatment protocols, no diagnosis content, and no coding directives.
Can I use the templates with clients as-is?
Review every template with your attorney and billing advisor and verify current requirements (including No Surprises Act / Good Faith Estimate rules) before client use; the templates must be customized to your practice.
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