Resources and tools

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Practical clinical and business tools built by a working clinician for mental health professionals.

Featured Products

Kansas Umbrella Insurance Chart
$10.00

A complete, color-coded map of every major insurance umbrella accepted in Kansas, showing which plans live under each parent company, who sends the contract, who handles authorizations, and exactly where to apply. Includes:

  • Multiple payer umbrella groups (Optum/UHC, BCBS/Anthem, Aetna, Cigna/Evernorth, Centene, TriWest/TRICARE, Medicare/CMS, ProviDRs Care)

  • Credentialing portals and links for each payer

  • KanCare MCO breakdown (Sunflower, UHC Community Plan, Healthy Blue)

  • The distinction between where you apply vs. who sends the contract (finally explained clearly)

Informed Consent Bundle- COMING SOON!
$0.00

Informed consent is more than a form. It is the foundation of an ethical, transparent, and legally sound therapeutic relationship. This bundle gives you six professionally written, fully editable Word document templates so you can spend less time drafting and more time doing the work you trained for.

What is included:

  • Individual Therapy Informed Consent - covers confidentiality, fees, cancellation, emergency procedures, client rights, and therapeutic approaches

  • Telehealth Informed Consent - includes platform details, technology risks, emergency location protocol, and client responsibilities

  • Minor Client Informed Consent - covers parental consent, mandated reporting, minor assent language, and custody considerations

  • Group Therapy Informed Consent - addresses shared confidentiality responsibilities, group participation guidelines, and member conduct expectations

  • Privacy Policy - covers HIPAA compliance, how client information is stored, used, and protected

  • Practice Policies - covers scheduling, communication, social media, payment, and other practice specific expectations

Each template is written in plain language, grounded in ethical best practice, and designed to be customized with your practice name, credentials, fees, and policies in minutes.

Instant download. Six Word documents. Built by a clinician, for clinicians.

Disclaimer: These templates are provided as a professional starting point and are not a substitute for legal advice. Always review documents with a qualified attorney before use in your practice.

Mental Health Billing Reference Sheet
$10.00

Does the world of mental health billing feel like it requires a second degree just to understand it? Between CPT codes, modifiers, denial codes, coordination of benefits, and knowing when your client actually owes you money, it can feel overwhelming, especially when you are also trying to show up fully for the people in your care.

The Mental Health Billing Reference Sheet was created to take the guesswork out of billing so you can spend less time deciphering insurance language and more time doing the work you trained for.

Clinical Language Reference Sheet
$0.00

Writing progress notes shouldn't feel like staring at a blank page at the end of a long clinical day. This free reference sheet gives you the language you need, right when you need it.

The Clinical Language Reference Sheet is a quick-access guide built for mental health professionals. It covers clinical terminology, intervention language, and documentation phrasing so your notes are clear, professional, and clinically sound.

Whether you are brand new or just need a reliable reference at your fingertips, this sheet takes the guesswork out of clinical writing.

Free instant download. Built by a Kansas clinician, for mental health professionals in private practice.

The full library

Informed Consent Bundle- COMING SOON!
$0.00

Informed consent is more than a form. It is the foundation of an ethical, transparent, and legally sound therapeutic relationship. This bundle gives you six professionally written, fully editable Word document templates so you can spend less time drafting and more time doing the work you trained for.

What is included:

  • Individual Therapy Informed Consent - covers confidentiality, fees, cancellation, emergency procedures, client rights, and therapeutic approaches

  • Telehealth Informed Consent - includes platform details, technology risks, emergency location protocol, and client responsibilities

  • Minor Client Informed Consent - covers parental consent, mandated reporting, minor assent language, and custody considerations

  • Group Therapy Informed Consent - addresses shared confidentiality responsibilities, group participation guidelines, and member conduct expectations

  • Privacy Policy - covers HIPAA compliance, how client information is stored, used, and protected

  • Practice Policies - covers scheduling, communication, social media, payment, and other practice specific expectations

Each template is written in plain language, grounded in ethical best practice, and designed to be customized with your practice name, credentials, fees, and policies in minutes.

Instant download. Six Word documents. Built by a clinician, for clinicians.

Disclaimer: These templates are provided as a professional starting point and are not a substitute for legal advice. Always review documents with a qualified attorney before use in your practice.

Kansas Umbrella Insurance Chart
$10.00

A complete, color-coded map of every major insurance umbrella accepted in Kansas, showing which plans live under each parent company, who sends the contract, who handles authorizations, and exactly where to apply. Includes:

  • Multiple payer umbrella groups (Optum/UHC, BCBS/Anthem, Aetna, Cigna/Evernorth, Centene, TriWest/TRICARE, Medicare/CMS, ProviDRs Care)

  • Credentialing portals and links for each payer

  • KanCare MCO breakdown (Sunflower, UHC Community Plan, Healthy Blue)

  • The distinction between where you apply vs. who sends the contract (finally explained clearly)

CE Tracking Log
$0.00

Keeping track of your continuing education hours should not be another thing on your to do list that stresses you out. This free Excel template does the work for you.

The CE Tracking Log is a fully editable spreadsheet built for mental health professionals. Log each training as you complete it and watch your totals update automatically. No math, no guessing, no scrambling at renewal time.

Inside you will find three tabs: a CE Log where you enter each training, a Dashboard that shows your hours completed, hours remaining, and ethics hours at a glance, and a How To Use tab so setup takes less than five minutes.

Free instant download. Built by a clinician, for clinicians.

FLORIDA Insurance Umbrella
$10.00

If you are a mental health provider in Florida, you already know that figuring out which insurance company owns what, who to credential with, and who actually sends the contract is a full-time job on top of the one you already have.

Florida's insurance landscape is one of the most complex in the country. You have Centene running Sunshine Health with four separate specialty plans. Humana Military managing TRICARE East, not TriWest. Aetna Better Health still active for Medicaid even after exiting commercial plans entirely. AvMed now under Sentara with Optum managing behavioral health. Simply Healthcare operating under WellPoint and Elevance. Florida Blue using Lucet for behavioral health authorizations while Medversant handles credentialing verification behind the scenes.

That is before you even get to the Florida-specific plans most national resources never mention.

The Florida Insurance Umbrella Reference Chart was built to give you one place to look it all up.

What is included:

17 umbrella groups covering every major payer accepted in Florida, including all Florida Medicaid SMMC managed care organizations, Medicare Advantage plans, TRICARE East, EAPs, and regional carriers specific to Florida.

For each payer you will find the parent company and all affiliated plans, exactly where to apply for credentialing, who manages behavioral health and who sends the contract, whether a referral is required for mental health services, geographic coverage notes for Florida-specific plans, and timelines.

Florida-specific details you will not find in a national chart:

  • Sunshine Health Mindful Pathways (SMI Specialty Plan) and the full Centene Florida plan family

  • Florida Blue credentialing through Availity

  • Aetna Better Health of Florida

  • Simply Healthcare

  • Florida Community Care with 120-day continuity of care window for new Medicaid members

  • Capital Health Plan serving only the Tallahassee and Big Bend region

  • Health First Health Plans serving the Space Coast and expanding Central Florida

Who this is for:

Mental health providers in Florida at any stage. Whether you are newly licensed and applying to your first panels or an experienced clinician expanding your caseload, this chart gives you the full picture without the hours of research.

$10 Instant PDF Download

Clinical Supervision Hour Tracker
$0.00

Working toward licensure is a long road. The last thing you need is to lose track of your hours along the way.

The Clinical Supervision Hour Tracker is a free, editable Excel template built for mental health professionals working toward licensure. It tracks all three hour categories in one place: Clinical Hours for direct client contact, Professional Hours for assessments, treatment planning, CE trainings, and research, and Supervision Hours broken down by individual and group.

Enter your sessions as you go and your Dashboard updates automatically showing your totals by category, your grand total, and how many hours you still need to meet your requirements.

Three tabs included: Hour Log, Dashboard, and How To Use.

Free instant download. Built by a clinician, for clinicians.