Fundamentals series:

Completing a Biopsychosocial History

Learn everything you need to know about conducting a thorough Biopsychosocial History for both a child and adult with these 10 page templates ... PLUS a video tutorial.
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What to Expect

Video Tutorials

60+ minutes of video training detailing exactly how to attract your ideal clients to your practice and screen new referrals with confidence!

Biopsychosocial History Templates

This training includes two 10-page Biopsychosocial History templates, one for children and one for adults. You'll be able to download editable PDF, Pages (for Mac), and Word versions of both templates ... covering family history to current symptom presentation, including everything in between.

The Golden Thread

These templates give you almost all of the information you need in order to create a diagnostic impression and establish the "golden thread" of medical necessity that insurance companies want to see reflected in your treatment plan and session notes. 

Set the Tone for Treatment 

In addition to family history and current symptom presentation, you can use these templates to gather extensive information about your clients' hobbies, social interactions, career, and other areas of life before they even come into your office. This allows you to quickly build rapport and jump starts the treatment process.

** Before You Enroll **



Would you like even more support starting your private practice? Because I've already created your entire intake and documentation process ... with attorney approved paperwork! 

Check out our 5+ hour training ...

Fundamentals of Private Practice: Everything You Need to Welcome New Clients Into Your Practice Today! 
The Fundamentals course covers everything found in the Biopsychosocial History training PLUS: 

* 5+ hours of video tutorials
attorney approved intake paperwork 
* attracting your ideal client
* screening referrals
* how to talk to clients about the financial stuff
* 10 page Biopsychosocial History templates for children and adults
* how to complete a Mental Status Exam
* risk assessment template
* sample crisis plan and template for your clients
* scripting for your first session
* how to talk about a diagnosis
* sample treatment plans for both children
* treatment plan template that stands up to an audit
* a dozen sample goals for common diagnoses
* how to write a 90 second session note (for real!)
* care coordination with other providers
* termination process
* tutorial on the most common CPT codes used by private practice therapists

PLUS you'll walk away with a rock solid understanding of exactly what insurance companies are looking for so you can rest easy knowing your documentation will stand up to an audit!

Private practice doesn't have to be a long-term dream for "someday" down the road ... with this training, you'll have everything you need to feel confident jumping into your dream practice right now!

Patrick Jones - Course author

Jill Williams, LCSW

Jill owns a booming, 6-figure private practice in the mountains of western North Carolina, where she provides support to women with high functioning anxiety and trauma histories. She has been completing Biopsychosocial Histories with clients and patients since 2009.

When not at work, you'll find Jill enjoying the beauty of the forests and mountains around her home.
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