A static web-based toolkit designed by a private practice clinician, for private practice clinicians. These tools help manage private practice workflows with the confidence of knowing all client data stays 100% local on your machine for HIPAA compliance and security.
Tools to streamline clinical documentation, resource management, and client support.
Fillable templates for professional clinical letters, including Emotional Support Animals (ESA), Academic Accommodations, and Clinical Referrals with diagnosis-based suggestions.
Fillable templates for psychotherapy session notes across multiple formats including DAP, SOAP, BIRP, and standard progress notes with ICD/DSM diagnosis pickers.
A tool to find, organize, and manage trusted professional referrals for your clients.
Interactive tools for tracking clinician wellness check-ins, caseload capacity, and work-life balance.
A dynamic tool to generate full intake packets including Informed Consent, HIPAA notices, and practice policy agreements.
A client-side visualization tool generating pie charts representing the prevalence of different diagnoses in your practice caseload.
Generate treatment plan objectives and interventions based on diagnosis, theory, or symptoms with SMART goal generation aids.
Static database of evidence-based clinical assessments categorized by diagnosis and symptom presentation.
Customizable, fillable crisis and safety plan templates that can be completed collaboratively with clients and exported.
Manage the financial aspects and general business information of your private practice.
Tools and guidance for projecting revenue, managing estimated quarterly taxes, and tracking practice income and expenses.
A dedicated area to organize and securely export essential practice identifiers like NPI, EIN, taxonomy, and license numbers.
Supports the ongoing maintenance of professional licensure, continuing education, and supervision requirements.
A client-side log to manage Continuing Education credits. Track total hours, renewal cycles, and mandatory breakdown categories (Ethics, Suicide Prevention, Diversity).
A dynamic interface to log, calculate, and verify clinical supervision hours for both supervisors and pre-licensed associates.
Foundational information and a detailed checklist for launching a solo mental health private practice.
A step-by-step checklist covering business entity formation, obtaining an NPI/EIN, setting up business banking, liability insurance, and choosing an EHR.
Curated guides and links to state business hubs, Small Business Administration (SBA), SCORE mentors, and healthcare legal guidelines.
Practice utility extensions, dashboard widgets, and user interaction tools.
A customizable daily landing page providing quick shortcuts to all active tools, quick clinical calculator widgets, and daily reminders.
Direct channel for clinicians to request new templates, CPT codes, DSM/ICD entries, or feature improvements.