Chart & Charge + Boundary Proof — Complete Edition

Chart & Charge + Boundary Proof — Complete Edition

NEW & IMPROVED · 2026 Edition (formerly Bulletproof Practice)

Document right. Get paid right. Keep the wrong clients out.

For clinical and relaxation therapists alike:

• Your online professional identity
• A new-client intake form
• Screening scripts for before they book
• SOAP note templates, both personal and physician-facing
• Language that referring providers respect
• Receipt and invoice standards
• HSA/FSA setup and your NPI number
• Boundary scripts for when a client crosses the line

What’s new in 2026:

• New name: Chart & Charge + Boundary Proof — Complete Edition
• Corrected NC Board references (bmbt.org) and licensing details
• Updated SOAP examples with clear weak vs. strong comparisons, plus a physician-facing note
• Updated receipt and HSA/FSA guidance, with CPT time-unit notes
• Screening and boundary scripts renumbered and easier to find
• Redesigned slides: larger, easier-to-read text in every box, clearer spacing, Canva-ready

Format: 82-slide PowerPoint (Canva-ready). Open on a computer, tablet, or phone.

Created by Julie Barton, MS, LMBT #6489, ATC-Ret., Dynamic Bodywork LLC.

Not NCBTMB-approved CE. This is general education, not legal or billing advice.