Package 2: Client Intake + Private Practice Admin Setup
Perfect for:
Therapists starting or restructuring a solo private practice who need both intake forms and the foundational documents for backend operations.
What's Included
Everything in the Basic Client Intake Package, Plus:
- Private Practice Startup Checklist (licensing, insurance, systems)
- Practice Policies & Procedures (solo or small practice)
- Technology & Systems Planning Guide
- Clinical Documentation Policy
- Emergency Protocol Cheat Sheet
- Hiring Readiness Self-Assessment
- Credit card authorization form
- Clients rights and responsibilities
- Client welcome letter
- 30-minute private consultation to review systems, priorities, or custom needs
Groundwork Trauma Education has been approved by NBCC as an Approved Continuing Education Provider, ACEP No. 7927. Programs that do not qualify for NBCC credit are clearly identified. Groundwork Trauma Education is solely responsible for all aspects of the programs.
Please confirm with your licensing board about CE eligibility.
