Financial Agreement and Payment Policy

The financial policy form is one of the first pieces of information a new client will see. Download this template and adapt it to your practice needs.

Financial Agreement and Payment Policy

Financial Agreement and Payment Policy

Financial policy forms are one of the first pieces of information a new client will see. It has several important purposes:

Provides payment information: Financial policy forms tell the client what they need to know about your practice’s payment policy.

Sets boundaries: The client learns what to expect and the limits placed on them. Boundaries are a key component of the therapeutic process and the payment policy is one of the first opportunities for the therapist to implement them.

Financial policy forms are legal contracts: The client signs that they understand and agree to the policies outlined in the document which can come in handy if a payment dispute arises.

Builds rapport: It is usually brought up in the intake session and, as such, is one of the earliest interactions a therapist has with a client. It helps set the tone for the therapeutic relationship.

 

Content provided by TheraPlatform is educational and does not constitute any legal advice.

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