Practice

Financial Agreement

A complete fee and payment policy covering session rates, accepted payment methods, superbills, cancellations, cards on file, and unpaid balances. Edit the bracketed amounts and terms to match how your practice actually bills.

Pro Tool

Financial Agreement

An editable financial agreement for private practice: session fees, payment methods, insurance posture, cancellations, cards on file, balances, and sliding scale \u2014 on your letterhead.

  • Seven sections covering every money conversation in advance
  • Cancellation and card-on-file authorization language
  • Unpaid-balance and sliding-scale policies included
  • Prints on your letterhead with signature and date lines
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