Designing Policies and Procedures That Reflect Your Practice

Designing Policies and Procedures That Reflect Your Practice

Every thriving private practice needs a strong foundation and that starts with your Policies & Procedures document. Think of it as the heartbeat of your business: how it runs, how you communicate your boundaries, and how you protect your work and wellbeing.

This workshop is designed for both new and seasoned practice owners who want to move beyond generic EHR templates and “plug-and-play” business kits. Together, we’ll explore what makes your practice yours: your values, systems, and language, and how that comes to life in your policies.

This isn’t about quick tips or motivational soundbites. It’s about nuance. We’ll get in the weeds of what actually works for your practice, how your internal structure, communication style, and ethical stance can be woven into the practical framework of your documents.

You’ll have space to ask questions, explore the why behind your choices, and learn how to keep this living document aligned with your growth each year. Because your policies aren’t just paperwork; they’re a reflection of your care, your integrity, and the kind of practice you’re building.

What We’ll Cover:
During this workshop, we’ll share examples and insights pulled directly from our own Policies & Procedures documents to help you shape and strengthen yours. We’ll explore how to write about key areas with clarity, warmth, and professionalism, including:

• Professional relationships and boundaries
• Payment for services and fee agreements
• Policy on fee changes
• Professional letters
• Late cancellation and no-show policies
• Termination or ending therapy
• Confidentiality

We’ll discuss how to translate your values and clinical stance into clear, client-facing language, so your policies not only protect your business, but also reflect the care and integrity at the heart of your practice.

What to Expect:

• A live, interactive session (no recording or replay)
• Real conversations about real challenges
• Guided prompts and examples to strengthen your policies
• Group discussion and Q&A

What to Bring:

• A laptop or notebook
• Your current practice policies (if you have them)
• An openness to reflect, revise, and clarify your systems

Additional Details:

• Location: Zoom
• Time Zone: Eastern Standard Time (EST)
• Preparation: Brew your tea, show up as you are, and let’s talk shop together.

You’ll leave with clearer language, renewed direction, and practical updates to strengthen how your practice runs- inside and out.

Check us out at Mindful Healing Counseling Services, LLC!

https://www.mindfulhealingcounseling.com/your-healers