Stop the No Shows! Get a Policy in Place.

Ever wonder what I should do with clients that no- show? Or if their payment or insurance does not go through?  How to let your client know what they are paying for? What about a refund policy? Every private practice owner should have policies that address just that.  Often times these policies are wrapped up into a document that is called a “Financial Agreement”. 

Every private practice owner should have policies that address just that.  Often times these policies are wrapped up into a document that is called a “Financial Agreement”. 

This agreement template is available for your usage in a word document. It is filled with policies on: 

  • Process
  • No-show, late, and rescheduling 
  • Types of services, Scope of Work
  • Payments that are accepted
  • Authorization to bill medical insurance and the “what ifs”

All of this is available is a professional agreement template that can be customized or copy and paste to an EHR.  Check out the example below: 

File Type .docx
File Size 318 KB
Number of Pages 5
Product Terms and Conditions

Always have a lawyer review your final agreement prior to use. The author is not a lawyer. This document is to be used as a tool for creating your agreement.  The author is not responsible for the topicality, correctness, completeness or quality of the information provided. All materials are protected under copyright are only attended for use by the individual who purchased the template.

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