For solo & private-practice therapists

The Solo Therapist HIPAA Starter Kit

13 editable privacy, consent, and intake documents to open your practice the right way, without a blank page or a multi-thousand-dollar legal bill.

Get the kit $99 · Word + PDF

Professional templates and educational materials, not legal advice. Have an attorney in your state review before use.

The Solo Therapist HIPAA Starter Kit

The paperwork to open your doors

The templates a new private practice typically starts with, in plain language, ready to fill in and adapt.

1
Notice of Privacy PracticesThe privacy notice HIPAA requires you to give patients
2
NPP Acknowledgment of ReceiptPatient signature confirming they received it
3
Informed Consent for TreatmentConsent to treat, plus fees and financial policy
4
Telehealth Informed ConsentFor video and phone sessions
5
Consent for Electronic CommunicationsEmail, text, and voicemail preferences
6
Authorization to Disclose PHIRelease records to a third party
7
Business Associate AgreementThe contract you sign with your vendors
8
HIPAA Policies & ProceduresYour internal privacy and security manual
9
Security Risk Assessment WorksheetThe risk analysis the Security Rule requires
10
Good Faith EstimateRequired for self-pay clients (No Surprises Act)
11
New Patient Intake FormDemographics, insurance, and reason for services
12
Request for Access to RecordsThe form a patient uses to request records
13
Social Media & Communication PolicyHow your practice handles social media and messaging
Preview of the documents inside the kit

Built for solo and small practices

Plain language, real blanks

Fill in your practice name once and the kit comes together. No 80-page enterprise binder you'll never read.

Current federal rules

Built around HIPAA, the Security Rule, and the No Surprises Act, and ready for your attorney to finalize.

Editable Word + print-ready PDF

Brand it, edit it, print it, and sign it. Yours to reuse across your practice.

One-time purchase
$99 one practice license
  • All 13 documents, Word + PDF
  • Start Here guide with a one-hour setup checklist
  • Attorney-reviewable starting points
  • Instant download
Get the kit

Versus the $1,500 and up an attorney charges to draft these from scratch.

Please note: These documents are professional templates and educational materials, not legal advice, and purchasing them does not create an attorney-client relationship. HIPAA and state law vary and change. Fill in every field and have an attorney licensed in your state review the documents before you use them. Support covers downloads and file questions only; we cannot give legal advice, review your filled-in documents, or make compliance determinations. By purchasing you agree to our Terms of Use and Privacy Policy.

Opening a practice? Get EMRFlow Solo.

The kit gets you ready to open. EMRFlow Solo runs the day to day: scheduling, clinical notes, billing and superbills, client intake, and telehealth, all in one place.

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Questions, answered

Is this legal advice?

No. These are templates and educational materials. Have an attorney in your state review them before use.

Can you help me fill them in or tell me if my practice is compliant?

We can help with downloads, formats, and where to find things in the templates. We do not give legal advice, review your completed documents, or make compliance determinations for your situation. Those questions are for an attorney licensed in your state.

Will these make my practice HIPAA-aligned on their own?

No document set can do that by itself. Being aligned with the rules is about what your practice actually does day to day. These give you the written foundation the rules expect, ready for your attorney to finalize.

What format are the files?

Editable text documents you can open, fill in, and export to PDF.

Do I need all of them?

Most new practices use the patient-facing forms (1 through 6) on day one, send the BAA (7) to each vendor, and keep the policies and risk assessment (8 and 9) on file. The Good Faith Estimate (10) is for self-pay clients.

Can I use these for telehealth?

Yes. The kit includes a dedicated telehealth consent, and the electronic communications consent covers email and text.