Clinical Documentation &
Private Practice Assistance

Helping You Run a Compliant, Ethical, & Sane Private Practice—Without Burning Out Over Paperwork

If you're overwhelmed by documentation, unsure if your policies are defensible, or constantly wondering if your notes would hold up in an audit—you’re not alone. Most therapists weren’t taught this part of the job in grad school. But clinical paperwork isn’t just a checkbox. It’s part of ethical, effective care—& it can be a whole lot more manageable with the right support.

This is where I come in.

Let’s Make Documentation Easier, Not Harder

Custom templates, feedback, & strategic support to get your practice aligned & efficient.

Whether you’re just starting out or deep into private practice, having the right documentation systems in place makes everything smoother—from intakes to audits to clinical decision-making. I help therapists create or refine all of the clinical documentation necessary to complete the golden thread, including:

  • Intake Forms

  • Biopsychosocial/Psychiatric Evaluations

  • Treatment Plans

  • Progress Notes

  • Discharge Notes/Summaries

You don’t have to figure this out alone. I’ll help you create templates that reflect your actual clinical process (not some generic form you downloaded off a Facebook group), while also meeting ethical, legal, & insurance standards.

Not Just Compliance — Clarity

Support with ethical decision-making, insurance audits, & real-life clinical dilemmas.

We don’t work in a vacuum. Real life is messy. Clients ghost. Crises happen. Records get subpoenaed. Sometimes you need someone to talk through sticky cases or confusing scenarios without judgment. I offer clinical consultation & support around:

  • Ethical documentation practices

  • Navigating insurance audits & responding to documentation requests

  • Making clinical decisions you can actually stand behind if questioned

You can be an incredible therapist & feel unsure about what to write, how to say it, or whether it's “enough.”
Let’s clean up the confusion & get you grounded in clarity.

Policy Creation & Practice Systems That Actually Work

Boundaries are healthy. So are clear & universal policies.

Need to establish or update your practice policies? Want to create systems that support your values, protect your time, & still serve your clients well? I help therapists brainstorm, write, & revise policies that are compassionate, enforceable, & tailored to your unique practice. From late cancellations to dual relationships to documentation timelines, you deserve policies that reflect you.

Change Support That Feels Like Collaboration, Not a Lecture

Implementing change in your documentation style, your practice policies, or even your note structure can feel overwhelming. I support clinicians through the change process by offering constructive feedback, accountability, & concrete action steps. This isn’t about shame or rigidity—it’s about evolving your practice with integrity and intention.

Simple, Transparent Pricing that Honors Your Time—& Mine

Support ranges from $50/hour to $200/hour, depending on the service & level of involvement. After you complete the form below, we will schedule a first meeting via Zoom. This initial meeting is priced as a flat fee based on the amount of time scheduled. Payment is required when scheduling & can be made via Stripe, Venmo, or Zelle. 

  • 30 minutes: $75

  • 60 minutes: $150

  • 90 minutes: $200

Here’s a general breakdown to help you get a feel for where your needs might land:

  • Template Review & Feedback (e.g. reviewing progress notes, treatment plans, or intakes you’ve already created): $50–$100/hr

  • Custom Template or Policy Creation (e.g. building or revamping your documentation from scratch): $100–$150/hr

  • Clinical Consultation & Ethical Decision-Making Support (including audit prep, high-risk scenarios, documentation for complex cases): $150–$200/hr

  • Practice Policy Development, Systems Support, & Strategic Planning: $100–$150/hr

Need ongoing support?

If you're looking for regular or long-term collaboration, I offer discounted package rates when paid up front. This is a great option if you want to work through multiple systems or documents over time.

Not sure what you need?

Click THIS LINK to schedule a brief call.
Please also complete the form below to ensure I have a bit of background info prior to your call.

Let’s find the setup that works for your needs, your practice, & your budget.

Fill out the form below to reach out for the support you deserve that reflects the high quality care you’re already providing.