Therapy Practice Foundations - Startup Guide

Telehealth Practice Foundations: Startup & Organization Guide

Practical tools to help you plan, organize, and prepare for your telehealth therapy practice.

Starting a private practice involves many decisions. This digital bundle gives you a structured place to begin—with checklists, worksheets, and an expense planner to help you identify next steps, compare platforms, estimate costs, and establish useful work routines.

Designed for therapists starting a telehealth practice or improving their existing systems.

What you receive

• Telehealth Practice Launch Checklist: Work through practice planning, requirements to verify, technology setup, client onboarding, session preparation, and launch readiness.
• Platform Comparison Worksheet: Compare three platforms side by side, test their features, and record your decision.
• Telehealth Platforms Fact Sheet: Begin your research with brief descriptions and website links for Doxy.me, SimplePractice, TherapyNotes, Ensora Health, and iTherapy.
• Startup Expense Planner: An editable Excel workbook that automatically calculates startup expenses, amounts already paid, estimated monthly operating costs, operating reserves, and additional funding needed.
• Session-Prep Sheet: Three pre-session questions with space for client responses, name and date, and notes during the session.
• Weekly Closeout Checklist: Review outstanding work and prepare for the following week.
• Start Here Guide: Instructions for using the resources and opening, editing, and saving your files.

What you will gain

A clearer picture of your next steps, a practical way to evaluate technology, and a budget you can update as your plans develop. You will also have reusable tools to support session preparation and weekly organization.

Format: Digital download containing printable PDFs, fillable PDF worksheets, and an Excel expense planner. A PDF reader that supports fillable forms and Microsoft Excel are recommended for the interactive files. No physical product is shipped.

This is a planning and organization bundle. It does not include client intake or consent forms, individualized consultation, or legal, tax, or compliance advice. Verify requirements for your profession, practice location, client locations, and payment arrangements.