Necessary Forms in Private Practice

One of the biggest fears new practice owners face is whether they have all the right forms in place. With so many options out there (some sites offering hundreds!), it’s easy to feel overwhelmed.
This guide simplifies the process by outlining the essential forms you need to open your practice — plus a few optional ones to consider as you grow.

What You’ll Learn in the Guide:

• Foundational forms every private practice needs to get started.
• What to include in your intake form (and why insurance verification matters).
• How to craft a clear, comprehensive informed consent that protects you and your clients.
• Why the Good Faith Estimate is required for private-pay clients.
• The role of a Release of Information form in building safe collaboration with other providers.
• Suggested additional forms that can make your practice run more smoothly.
• and more...!

Ready to set up your practice with confidence?
Download the guide and make sure you have all the forms you need.