Chart & Charge

Bulletproof & Chart/Charge combines two complete systems — clinical documentation that earns physician referrals and boundary protection that keeps the wrong people from ever reaching your table — because your time (and peace) is worth more than buying them separately.

SOAP templates. HSA/FSA setup. Receipt standards that stop rejected claims. Screening scripts that filter bad actors. And a complete intake form that — fun fact — people seeking “extras” absolutely will not fill out. That’s the whole point.

You get both files

• Desktop / 16:9 — open on a laptop.
• Phone / 4:5

Same pack. Same prompts. Two layouts. No extra charge.

What You Get (Everything You Need):

• Professional SOAP note templates designed for physician referrals and insurance
• HSA/FSA receipt standards and billing tools that prevent claim rejections
• Comprehensive intake + screening forms that act as a natural safety filter
• Boundary enforcement scripts (including creepy text / inappropriate inquiry responses)
• Cancellation / no-show policy templates and enforcement language
• Client discontinuation protocols
• Clinical documentation best practices for solo LMBTs
• 
  

It Pays for Itself the First Time You Use It:

• Stop HSA/FSA claim rejections
• Earn more physician referrals with polished clinical notes
• Enforce policies confidently without drama
• Handle red-flag situations in minutes instead of days of stress

This is not NCBTMB-approved CE — no renewal hours, no padding. Just real, practical tools that protect your practice, your license, and your sanity.

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

Disclaimer: Educational materials only — consult your accountant/attorney for your specific situation.