The Private Practice Foundations Workbook™

A premium APS-aligned template toolkit designed to help you start private practice with confidence, clarity, and ease.

Stepping into private practice shouldn’t feel confusing, stressful, or overwhelming — but for many psychologists, the biggest barrier isn’t the clinical work…

It’s everything else.

What documents do I need?

How do I set up my admin properly?

What’s required for Medicare or AHPRA?

What if I forget something important?

This workbook was created to take that pressure away.

The Private Practice Foundations Workbook brings together the essential templates, forms, and workflows psychologists rely on every day - all in one organised, professional, editable package.

With clear instructions and APS-informed guidance throughout, it becomes your go-to resource for setting up (or cleaning up) the foundations of your practice without guesswork or hours of research.

You get structure, clarity, and a ready-made system you can feel confident using.

⭐ What’s Included (Everything You Get)

A complete, premium-quality toolkit designed to help you feel organised and professionally aligned from day one:

✔ Client Onboarding Essentials

• Comprehensive Client Intake Form
• Psychology Services Consent & Practice Agreement
• Client-Facing Practice Information Sheet
• Full New Client Onboarding Checklist (plus a print-friendly desk version)

✔ Clinical Documentation Templates

• SOAP Session Note Template
• DAP Session Note Template
• Initial Assessment + Mental Status Examination Template

✔ GP & Referrer Communication

• Referral Acceptance Letter
• 6-Session Review Letter
• 10-Session Completion Letter
• Discharge Letter

✔ Professional Guidance Throughout

Every template includes a clear introduction and instructions written in the tone of an APS-informed supervisor — so you know:

• why the template matters,
• when to use it,
• how to adapt it ethically, and
• what to consider from a professional standards perspective.

⭐ Why This Workbook Is So Helpful for Psychologists

Psychologists tell us they want to start private practice with confidence — but they’re often held back by:

❗ Feeling unsure about what documentation is required

❗ Worrying about missing a crucial step

❗ Not having time to create everything from scratch

❗ Feeling overwhelmed by admin, systems, or compliance

❗ Wanting templates that feel professional, not “cobbled together”

This workbook solves all of those problems at once.

You get clarity, organisation, and professionally aligned tools without the stress of figuring it all out alone. Everything is ready for you to personalise, adapt, and build upon as your practice grows.

⭐ A Clear, Ethical, Organised Start to Private Practice

This resource helps you:

• Set up your practice with confidence
• Strengthen your systems and documentation
• Reduce admin overwhelm
• Save hours (or weeks) of trial-and-error
• Support APS/AHPRA-aligned record keeping
• Present professionally to clients, GPs, and referrers
• Feel calm and grounded as you begin this next chapter

Whether you're starting soon, planning ahead, or tidying up your current processes, this workbook gives you the strong foundation every psychologist deserves.

Download your workbook today and take the first step toward a practice that feels organised, ethical, and confidently yours.

⭐ Who This Is Perfect For

This pack is designed for:

• Psychologists preparing to start private practice
• Clinicians who want to feel organised without spending hours creating documents
• Early-career practitioners wanting a simple, supportive foundation
• Anyone feeling unsure about what paperwork they actually need
• Practitioners wanting reassurance they’re starting with solid, professional templates

If you're preparing for your first clients, this pack gives you the essentials — calmly and clearly.

⭐ What You’ll Feel After Using It

Expect to feel:

✔ More prepared and less overwhelmed

✔ Organised, with the essentials ready to go

✔ Reassured that your documents reflect everyday professional expectations

✔ Confident in your early admin and setup

This isn’t about perfection... it’s about support, clarity, and a strong foundation.

⭐ Ready to Begin Private Practice With Confidence?

You don’t need to create everything from scratch.

You don’t need to worry if you’re missing something important.

You can start with structure, clarity, and support.