8 Template Guides

Compliance Templates

Stay compliant without the headache. Our template guides include everything you need for proper documentation, billing, and HIPAA compliance.

Essential Templates

Billing

Billing & Insurance

Superbills, good faith estimates, and reimbursement guidance

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Compliance

HIPAA Compliance

Privacy notices, consent forms, and authorization templates

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Clinical

Clinical Documentation

Progress notes, treatment plans, and session documentation

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Setup

Getting Started

Practice setup, client management, and onboarding guides

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Compliance Checklist

Good Faith Estimate

Required for self-pay clients

Informed Consent

Before starting treatment

HIPAA Notice

Privacy practices disclosure

Progress Notes

Within 24-72 hours of session

All Template Guides

Compliance Templates10 min read

Good Faith Estimate Template: NSA Compliance

Comply with the No Surprises Act using our Good Faith Estimate template. Know when you need one and how to deliver it. Download free.

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Compliance Templates10 min read

Release of Information: HIPAA ROI Template

Create HIPAA-compliant Release of Information forms with all required elements. Understand expiration rules and proper use. Get our free template.

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Compliance Templates12 min read

Progress Note Template: SOAP Format Guide

Document sessions efficiently with our SOAP format progress note template. Meet requirements and stay audit-proof. Get the free template.

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Compliance Templates9 min read

Treatment Plan Template: Plans That Work

Write treatment plans that satisfy insurance and guide your clinical work. Master SMART objectives with our templates. Download free guide.

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Compliance Templates10 min read

Termination Summary Template: Document Endings

Document therapy endings properly for all termination types. Use our template with required elements and best practices. Download free.

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Compliance Templates10 min read

Intake Assessment Form: Complete Guide

Create comprehensive intake assessments that gather essential information. Include risk screening and standardized measures. Build yours today.

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Compliance Templates10 min read

Informed Consent Template: Protect Everyone

Create legally solid informed consent that truly informs clients. Cover required elements and confidentiality language. Get our free template.

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Compliance Templates10 min read

HIPAA Privacy Notice Template: Complete Guide

Create a HIPAA-compliant Notice of Privacy Practices with all required elements. Protect client rights properly. Download our free template.

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Built-in Templates in TheraFocus

Auto-generated superbills, good faith estimates, and progress notes. Pre-filled with client data and ready to use.

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