Free Tools

Free therapist tools, organized by what you are trying to solve

Explore calculators, helpers, and client resources across business, documentation, marketing, legal operations, and client education.

Financial & Business Calculators

Estimate revenue, pricing, overhead, and transition planning with therapist-focused business calculators.

Income Planning

Private Practice Salary Calculator

Estimate your private practice revenue, expenses, and projected annual profit as a therapist using your session fee, workload, and operating costs.

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Overhead Audit

Software Rent Calculator

Calculate how much recurring EHR subscriptions, add-ons, and annual price increases can cost over the lifetime of your private practice.

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Schedule Recovery

No-Show Cost Calculator for Therapists

Estimate how much missed appointments cost your therapy practice each year and how much automated reminders could help you recover.

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Career Transition

Quit My Agency Calculator

Estimate how much runway you need to leave your agency job, how quickly you can save it, and when a solo therapy practice could replace your current income.

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Pricing Policy

Sliding Scale Fee Calculator for Therapists

Estimate an ethical sliding-scale session fee based on client income, your full fee, your sustainable minimum, and the frequency of therapy.

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Tax Planning

Quarterly Tax Estimator for Therapists

Estimate federal and state quarterly self-employment taxes based on your net private practice income to avoid underpayment penalties.

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Tax Planning

Solo Practice Tax Deduction Checklist

Track common therapy-specific deductions from CEUs and home office expenses to malpractice insurance and software subscriptions.

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Billing Workflow

Out-of-Network Reimbursement Estimator

Help clients estimate their insurance reimbursement for out-of-network sessions based on coinsurance, deductible, and session fee.

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Business Metrics

Client Lifetime Value Calculator

Calculate the total revenue a single client brings over their entire stay to inform marketing and retention spend.

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Business Metrics

Break-Even Caseload Calculator

Determine the exact number of weekly clients needed to cover all practice expenses before turning a profit.

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Practice Setup

Insurance Credentialing Checklist

Track every step of CAQH and insurance paneling with an interactive credentialing checklist for solo therapists.

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Clinical & Documentation

Speed up clinical documentation with assessment scorers, note builders, intake templates, and audit checklists.

Productivity & Self-Care

Plan a sustainable caseload, track documentation time, manage referrals, and protect your energy with workflow helpers.

Marketing & Practice Growth

Sharpen your positioning, content, and directory presence with focused marketing and private-practice growth tools.

Organize operational decisions, policy planning, and practice admin with practical legal and back-office helpers.

Compliance Check

HIPAA Risk Assessment Quiz

Answer a short HIPAA readiness quiz for your therapy practice and get a risk-level snapshot, your top operational gaps, and a secure EHR next-step recommendation.

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Billing Workflow

Superbill Template PDF Generator

Generate a therapist superbill PDF with practice details, client information, diagnosis codes, and session fees in one ungated browser download.

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Legal Compliance

Good Faith Estimate (GFE) Generator

Generate a therapist-ready Good Faith Estimate with practice and client details, expected services, diagnosis, and per-session fees to support No Surprises Act compliance.

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Practice Policy

Cancellation Policy Generator

Draft a clear late-cancellation and no-show policy tailored to your solo practice, including notice windows, fees, and exceptions.

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Documentation

Telehealth Informed Consent Generator

Generate a telehealth informed consent covering platform, emergency protocols, privacy, and state licensure for your therapy clients.

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Compliance Check

HIPAA Compliance Checklist for Solo Practices

Walk through the administrative, physical, and technical safeguards a solo therapist needs for HIPAA compliance with an interactive checklist.

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Legal Reference

State Mandated Reporter Lookup

Look up mandated reporting requirements, definitions, and hotline numbers for child, elder, and dependent-adult abuse in every U.S. state.

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Clinical Safety

Emergency Safety Plan Template

Build a printable Stanley-Brown safety plan with warning signs, coping strategies, support contacts, and means-restriction steps for clients in crisis.

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Legal Reference

Subpoena Response Checklist

Walk through the legal and ethical steps to take when your clinical records are subpoenaed, with a state-by-state reference guide.

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Compliance Check

Business Associate Agreement Tracker

List every software vendor and track the status, version, and expiration of your required HIPAA Business Associate Agreements.

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Legal Compliance

Notice of Privacy Practices Builder

Generate a baseline Notice of Privacy Practices document covering required HIPAA disclosures and patient rights.

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Client Handouts & Resources

Offer polished handouts and client-facing resources that support education, intake, and ongoing care conversations.

Client Handout

Values Card Sort (Digital)

Help clients rank the values that matter most with a digital card sort they can reorder, personalize, print, and reopen from a shared link.

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Client Handout

Grounding Techniques Worksheet

Print a client handout covering 5-4-3-2-1, paced breathing, cold-water reset, and other sensory grounding strategies.

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Client Handout

CBT Thought Record Template

Help clients track triggers, automatic thoughts, cognitive distortions, evidence for and against, and balanced reframes.

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Client Handout

Client Mood Tracker (Printable)

Print a 30-day mood and habit tracker for clients to bring to sessions and visualize patterns over the month.

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Client Handout

Sleep Hygiene Psychoeducation Handout

Share a clean, evidence-based handout on sleep hygiene practices to support clients with insomnia or anxiety.

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Client Handout

Coping Skills Toolbox Checklist

Build a printable toolbox of coping strategies across senses, distraction, movement, and connection for distress tolerance.

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Client Handout

Boundary Setting Script Generator

Help clients generate polite but firm scripts for setting boundaries with family, work, or friends in difficult scenarios.

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Clinical Safety

Customizable Crisis Resource Card

Create a wallet-sized card for clients featuring the 988 lifeline, crisis text line, local resources, and personal safety contacts.

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Client Handout

Gratitude Journal Template

Print a simple weekly gratitude journal template to encourage positive-psychology homework between therapy sessions.

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Client Handout

Emotion Regulation Flashcards

Print flashcards that help clients (especially teens or neurodivergent clients) identify and label complex emotions.

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