Holistic Practitioners Starter Kit Companion
Use the holistic practitioners Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Holistic Wellness Services Agreement
- Client Wellness & Goals Intake
- Wellness Session Plan
- Informed Participation & Scope Acknowledgement
- Modality & Communication Consent
- Session Readiness & Contraindication Checklist
- Wellness Session & Client Response Notes
- Adverse Response / Referral Record
- Holistic Practitioner Service Estimate & Quote
- Holistic Practitioner Client Invoice