Running a private practice means 40% of your week goes to admin — scheduling, notes, billing, treatment plans, and chasing insurance. You didn't get a clinical license to become a billing specialist. Private Practice Manager handles the paperwork so you can stay in the room: intake workflows, CPT-coded session logs, clinical notes in DAP/SOAP/BIRP/GIRP, treatment plans with SMART goals, superbill generation, and crisis documentation — HIPAA-aware from day one. ## What's included - **Client intake workflows** — consent checklist, insurance verification steps, PHQ-9 / GAD-7 baseline screening, presenting problem templates - **Session logging with CPT guidance** — 90791 (intake), 90837 (60-min), 90834 (45-min), 90832 (30-min), 90847 (family with patient), 90853 (group), 90839 (crisis); telehealth modifiers, no-show logs - **Clinical notes** — DAP, SOAP, BIRP, GIRP templates generated from your session summary; risk assessment boilerplate included - **Treatment plans** — SMART goals, LTGs / STOs, intervention frameworks (CBT, DBT, ACT, EMDR, MI); 90-day review reminders; goal progress tracking - **Billing assistant** — superbill field generator, self-pay invoices, sliding scale calculator, monthly revenue summary by CPT code - **Crisis documentation** — Stanley-Brown Safety Plan template, C-SSRS scoring guide, mandated reporting checklist - **Licensure hours tracker** — log individual, couples, group, supervision hours toward LCSW / LPC / LMFT goals - **Caseload analytics** — active clients, no-show rate, upcoming treatment plan reviews, revenue forecast - **HIPAA-aware** — runs in ClawHQ's encrypted IronClaw environment, works with client codes never real names; psychotherapy notes treated with stronger protection than treatment records ## Limitations - **Not an EHR** — pairs with SimplePractice / TherapyNotes / TheraNest for client portal + telehealth video; this is the documentation + ops layer - **Not a payment processor** — generates superbills + invoices; collection via your existing rails (Stripe, Ivy Pay, IvyPay, insurance clearinghouse) - **Not legal counsel** — mandated reporting flags are starter; complex custody disputes or subpoenas need attorney - **Not a clinical supervisor** — generates supervision-hour logs; clinical supervision must come from a licensed supervisor - **Solo + small-group focus** — group practices with 10+ clinicians should evaluate enterprise EHRs ## Best fit Solo LCSW / LPC / LMFT / psychologists in private practice, plus small group practices (2-5 clinicians). Especially valuable for pre-license clinicians tracking supervision hours toward licensure + early-career therapists where 3 hours/week of recovered admin time at $150/session rate = $1,950/month back in clinical capacity. The CPT-code guidance alone prevents the most common billing mistake (90834 vs 90837 misuse) which insurance audits catch and claw back.
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