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Launch your private practice with confidence!

The Private Practice Bundle contains a set of intake client forms, office policy templates (informed consent, financial/no-show), financial planning worksheet, physician referral/visit report, video explaining best practices for onboarding your clients and MORE.

Best of all – EVERY item is an editable document so you can make changes to suit your needs and add your branding/business details.

These tools were developed by RDs with successful private practices and include years of knowledge and expertise combined into easy to use resources.

Special pricing on tools to launch your private practice.  These products purchased individually are $55. Save more than 10% by purchasing these together.

Set of TWO (2) Client Intake Forms

Stop wondering what to include in your intake form. Get both an abbreviated client intake form (4 pages) and a long-form client intake form (15 pages). Well-designed with checkboxes and areas for open responses, these professional-looking forms will set you up for success. Both are non-branded and can be edited to suit your practice.


Financial Tracker Worksheet + Tutorial Video

As a business owner, it’s important to have a system to track your finances – where the money is coming from and where it is going.

This Excel worksheet helps to monitor your business’s profits and losses. For those who access reimbursement, this document will also help to track payments and assess profits and turnaround time from insurance companies.


Referral Forms, Physician Report Templates & Patient/Client Goal Setting Tools

All you need to do is insert YOUR logo and company information in the specified areas to personalize these tools to your business! Use the dietitian report template to keep doctors and referral sources updated after visits. Quickly document goals and share with clients to support behavior change. Set of five (5) editable tools from seasoned private practice owner.


Client Consent Policy Template

Setting clear expectations with your clients is important.  What if the client expects results that are unrealistic or texts you and expects an immediate response?  It saves you a headache and keeps each of you on the same page.

This policy template covers: what to expect, what to bring, communication/HIPAA compliance, scheduling and includes a section for acknowledgment by client.


Financial Agreement Policy Template

Ever wonder what I should do with clients that no- show? Or if their payment or insurance does not go through?  How to let your client know what they are paying for? What about a refund policy?

Every private practice owner should have policies that address just that.  Often times these policies are wrapped up into a document that is called a “Financial Agreement.”  This policy template helps protect you and your business to ensure that you get paid.


Video Lesson: Client On-Boarding

The phone rings and you have a client/patient wanting to make an appointment!  So exciting!!

NOW what do you do?

This video lesson provides you with details on how to create a solid process for setting up your client (electronic or paper) and provide key documents.  It focuses on best practices so you can set-up a system that works for your practice.


Grab this exclusive Private Practice bundle today!

  • Take advantage of special bundle pricing on tools to launch your private practice.

  • These products purchased individually are $55! Save by purchasing these together.

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