This paid review is designed for healthcare and wellness private practice owners who want clarity around their intake forms and client-facing policies.

 

The fee paid for this Document Clean-Up Review will be credited toward document drafting or update services if you choose to move forward with implementation within 30 days of the review.

 

Prior to the call, the attorney will:

• Review up to 8 intake-related documents (e.g., intake forms, consent forms, financial policies, cancellation policies, telehealth policies, HIPAA acknowledgments)

• Identify legal gaps, risk areas, and outdated provisions

• Flag which documents are usable, which require updates, and which may be missing

During the call, the attorney will:

• Walk through key findings during a focused 25-minute review call

• Provide a clear, written roadmap outlining recommended next steps and available implementation options

 

This review is ideal if you’ve pieced documents together over time or want confirmation that your current forms are actually protecting your practice.