113 How to Streamline Your Private Practice Forms for 2025

Badass Therapists Building Practices That Thrive

Ensure your counseling practice's paperwork is as polished as your professional skills. Join me, Dr. Kate Walker, as we embark on a journey to refine your intake paperwork and consent forms with the precision and care akin to planning a personal milestone like my daughter's graduation. Discover the vital steps to keep your documentation up-to-date, the importance of annual reviews in light of frequent updates from the Behavioral Health Executive Council (BHEC), and how to navigate their website for rule changes. I’ll share the tips and tools you need, including free resources from Texas Counselors Creating Badass Businesses, and stress the importance of a final professional review.
Explore the intricacies of informed consent, client records, and setting firm professional boundaries. Allow me to shed light on the essential elements of a compliant client services agreement, from professional fees and meeting policies to confidentiality limits. We’ll even touch on the exciting potential of tools like ChatGPT to elevate your intake paperwork and note-taking. Whether you're operating solo or within an agency, understanding the nuances of maintaining accurate and compliant documentation is crucial. Engage with this conversation and leave with actionable insights to keep your practice running smoothly and within regulatory lines.

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Hoofdstukken

1. Getting Your Paperwork in Shape (00:00:00)

2. Informed Consent and Client Records (00:12:52)

3. Drafting LPC Intake Paperwork for Compliance (00:27:28)