Congratulations on initiating the process to start private practice.  It is an exciting adventure.  Starting in a private practice can be very rewarding, but it can also be overwhelming.  APPT is here to be a support to you on this journey. 

APPT has compiled multiple general documents (all taken from Simple Practice general documents) that might be of assistance to you.

Intake documents:

  • Notice of Privacy Practices
  • Informed Consents
  • Practice Policies
  • Releases of information
  • Intake questionnaire


Most if not all EHR programs have paperwork/forms available to modify. These programs should also have the ability to write and store notes (with note templates).  Billing, claims, and other management tools should also be available in these packages.

Pinterest also has multiple forms available for review and could be adapted to meet your needs.

It is strongly encouraged that you identify a mentor/consultant in your specific field of interest.  Should you need to search for a mentor/consultant you can refer to the list of therapists in APPT that are able to provide mentoring or consultation.

(possible link to members or mentor members).