Therapy & Mental Health
Therapist Practice Starter Bundle
$89
3 complete kits — the operational backbone for launching or running a therapy private practice. HIPAA compliance & privacy paperwork. Insurance credentialing & superbill documentation. Golden-thread treatment planning & audit-readiness forms. 27 fillable PDFs, all in one organized ZIP.
✓ Instant digital download · ✓ Fully editable · ✓ Yours forever
Secure instant download through Etsy.
What's inside
- 00-START-HERE.pdf — Quick-start guide listing every file and how to use it
- 00-START-HERE.pdf — Quick-start guide listing every file and how to use it
- 06-Claim-Submission-and-EOB-Tracker.pdf — Claim log tracking DOS, CPT, billed/allowed/paid amounts, and patient responsibility by payer
- 07-Claim-Denial-and-Appeal-Log.pdf — Denial tracking with denial code, reason, appeal deadline, and appeal outcome columns
- 08-Recredentialing-and-Revalidation-Calendar.pdf — Multi-payer recredentialing due-date calendar with lead-time reminders
- 09-New-Payer-Onboarding-Checklist.pdf — Step-by-step checklist for adding a new insurance payer from application through first claim
- 00-START-HERE.pdf — Quick-start guide listing every file and how to use it
- 01-Case-Conceptualization-Worksheet.pdf — Presenting problem, history, diagnostic formulation, and case theory in one structured document
Disclaimer: Folio publishes general information about the operational and administrative side of running a private practice. It is not legal, medical, clinical, tax, or compliance advice, and it does not create a professional relationship. Rules vary by state, payer, and profession and change over time. Verify requirements with the primary sources cited, your licensing board, and your own qualified advisors before acting.
