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Document Package

Our Document Package contains a Core Disclosure Statement / Informed Consent that includes what we consider to be the bare minimum content, keeping in mind that document requirements vary state-to-state. The Core Disclosure Statement / Informed Consent covers a wide range of topics such as billing, cancellation, telehealth, and termination policies. 

Included with your Document Package, you have access to gallery of “Add-On” modules that you can choose to incorporate and customize to fit your practice. Examples of Add-On sections include LGBTQ+ affirmative mental health care, electronic communication policies, and adolescent confidentiality. We also include a set of Supplemental Forms, such as a Collateral Consent and Release of Information.


M&M Review / Systems Analysis

Have you ever experienced an adverse event in your practice? We offer what we call an M&M (Morbidity and Mortality) Review / System Analysis. Rooted in a century-old medical practice, an M&M Review offers a safe, non-blaming space to learn from past difficulties and improve future client care. Whether you’re dealing with a disgruntled client or concerned about potential vulnerabilities, our process focuses on examining systems to improve your knowledge base.

Our M&M Review includes a pre-meeting analysis of your questions and relevant factors, followed by a one-hour video call with Fran and Karen.