Clinician Manual Companion Pack: Smart Templates™ Series for Group Practices

Streamline Your Practice with Essential Tools and Templates

The Clinician Manual Companion Pack offers a robust collection of forms, templates, and resources designed specifically for group practice owners or clinical directors working in outpatient mental health setting. This pack is the perfect addition to the Clinician Manual Template or can stand alone as a comprehensive toolkit to optimize your practice's operations and compliance.

What’s Included in the Companion Pack?

This all-in-one bundle provides everything you need to manage your practice efficiently and maintain compliance with clinical and administrative standards:

Reduced Fee (Sliding Scale) Management (7 templates)

A carefully developed system to help your practice offer reduced fees while upholding fairness, transparency, and compliance. This section provides everything you need to manage reduced fee requests with confidence:

• Reduced Fee Application

• Reduced Fee Application (RFA) Policy

• Reduced Fee Application Workflow

• Reduced Fee Chart

• Client Letters: Approved Application, Declined Application, and Renewal Notice

Client Crises Resources (3 templates)

Provide your clinicians with clear, actionable tools to handle client crises with professionalism and care.

• SAFE-T Suicidal Assessment

• Crisis Cheat Sheet

• Client Safety Plan

Other Emergencies Resources (3 templates)

A comprehensive set of policies and templates for managing emergency situations such as fires, natural disasters, medical emergencies, workplace violence, or other critical incidents with clarity and control.

• Emergency Action Plan (9 pages)

• Emergency Operations and Action Plan Summary

• Critical Incident Form

Clinical Documentation Templates (5 templates)

Designed to balance thoroughness with efficiency, these templates help clinicians document effectively without overwhelming paperwork while meeting insurance and clinical standards.

• Progress Notes (Individual & Couple)

• Intake Session Notes (Individual & Couple)

• Discharge Summary Note

Clinical Audit Template

An exceptional resource that guides practices through a structured clinical audit process to ensure documentation meets high-quality standards and is ready for any insurance review.

• Fully customizable Excel template for clinical audits

Client Letters (5 templates)

A curated collection of professionally crafted client letters designed to address a variety of clinical and administrative needs, offering clarity, compassion, and compliance.

• Termination Letters (General & Against Advice)

• Treatment Verification Letter

• Emotional Support Animal Recommendation Letter

• Academic Accommodations Support Letter

PCP Notification Form

• Ensures compliance with state regulations using our professionally designed PCP Notification Letter.

Intake Documents (17 templates)

Our intake document templates are top-tier, providing comprehensive support throughout the client onboarding process.

• Schedule of Fees and Financial Policies

• Practice Policies

• Informed Consent for Telehealth

• Informed Consent for Psychotherapy

• HIPAA Notice of Privacy Practices

• Financial Agreement

• Consent for Non-Secure Forms of Electronic Communication

• Demographic Form

• PCP Information Form

• Credit Card Authorization

• Adult Intake Questionnaire

• Parent Questionnaire (for minors)

• Informed Consent for Treatment of Minors

• Couples Counseling Initial Intake Form

• Consent to Receive Services from Clinician Under Supervision

• Guarantor Agreement

• Information and Agreement for Collaterals

• Release of Information (ROI)

Who is it For?

This manual and companion pack are ideal for:

• Group Practice Owners – Ensure consistency and compliance across your clinical team.

• Clinical Directors & Supervisors – Standardize procedures and enhance clinician onboarding.

• Therapists Expanding into Group Practice – Build a solid operational foundation from the start.

Get Started Today!

Purchase now to receive an instant download of this comprehensive toolkit. Transform your group practice with resources that boost efficiency, support compliance, and enhance client care.

🔹 Instant Download – Get immediate access to all templates upon purchase.

🔹 Editable Formats – Provided in Word or Excel format for easy customization.