Running a practice means you’re not just doing therapy—you’re also setting expectations, protecting your time, and making sure clients know how your practice works.

This Informed Consent & Practice Policies Editable Template is a done-for-you starting point you can customize for your own practice. It’s designed to be client-friendly, practice-protective, and easy to edit—with bracketed placeholders you can quickly update using Find/Replace.

You’ll receive 4 files

• Start Here (quick directions + file order)

• Editable Workbook (instructions + examples to support customization)

• Master Informed Consent Document (backup copy)

• Editing Informed Consent Document (your working copy)

Topics included

• Telehealth & technology expectations

• Communication boundaries + social media policy

• Confidentiality and limits

• Fees, payment timing, insurance responsibility language

• Scheduling, attendance, late cancellation, and no-show language

• Telehealth “unable to conduct session” policy (example included)

• Professional services outside of session (forms/letters/admin/legal)

• Ending/transferring services + grievance process + client rights

How to use

• Save the Master as your backup

• Edit the Editing Document using the workbook prompts

• Replace all bracketed fields (example: [Practice Name])

• Export your final version as a PDF for clients (keep an editable copy for future updates)

Disclaimer

This product is not legal advice and does not create a professional relationship. You are responsible for ensuring your final document complies with your license, ethics code, state laws, and payer requirements.