TERMS AND CONDITIONS THE ESSENTIAL PAPERWORK PACKET

NOTICE: These Terms and Conditions of Use are legally binding. It is your responsibility to read these Terms and Conditions of Use carefully prior to purchase, use or access to any of our books, written materials, online course and digital products. When you purchased the Essential Paperwork Packet from The Private Practice Pro (“[The Private Practice Pro]”), you were given a reasonable notice that these Terms and Conditions of Use existed (“Terms”). By moving forward with your purchase of the Paperwork Packet, you voluntarily agreed and continue to agree to abide by these Terms. You hereby irrevocably and unconditionally agree for yourself, your personal representatives, your heirs, next-of-kin, insurers, successors, and assigns, as follows: PAPERWORK PACKET DETAILS. The Paperwork Packet will include: • Practice Policies • Notice of Privacy Practices • Informed Consent • Consent for Telehealth • Intake Questionnaires • Release of Information • Responsibility to pay for Sessions • Credit Card Authorization • Super Bill • Estimate of Benefits • Good Faith Estimate • Insurance Opt-Out Form • Termination Summary Form

• The Nitty Gritty Details: • The 12 core documents provide a basis for all therapists when starting their business. From Practice Policies, Intake Questionnaires, Billing and Termination, these documents provide all therapists with essential information to help them with their practice.
• Frequently Asked Questions • What happens when specific documentation laws change? • While the Private Practice Pro team makes every effort to stay up to date on documentation laws, the user of these documents are solely responsible to keep up to date on said laws both federally and in the state of their practice. In the case of a documentation change, you will receive an email with information regarding that change from the Private Practice Pro Team. In addition, documentation changes are posted in our private Facebook group. You can access that group here (please link). • How is the paperwork delivered? Can I change or add things to the forms? • Absolutely, the paperwork is instantaneously delivered to you in Word format via email. These forms are designed to be modified according to your personal and professional needs and your state laws and regulations. You can customize it with your practice details, logo, information, practice specifications, etc. However, please comply with and modify your forms per your stage's legal, ethical, and clinical regulations. Some therapists choose to modify their social media, text, or office hours policies. It is crucial to develop practice policies that honor your boundaries and values. You may use these documents in your current electronic health record (EHR). If you need assistance loading these documents into your EHR, I recommend the virtual assistants at Castle Admin Services, [email protected]. • Is this paperwork packet different then what’s offered on an EHR platform? • No, if you are currently using a EHR templates and are happy with their contents you likely won't need our packet. Practice documentation should be standardized. Therefore if you have already received copies of these documents from somewhere else you might find these redundant. • What forms do I need for an initial session? • At minimum, you’ll need all clients to complete the Privacy Policies; Informed Consent and Telehealth Consent forms; Policies and Agreements; Intake forms; and a Good Faith Estimate (this form is required for private pay clinicians and clients who chose not to use their insurance
• What is the “No Surprises Act” and what do I need to do about it? • The “No Surprises Act” was implemented January 1, 2022. It impacts private pay clinicians OR clients who chose NOT to use their insurance for therapy services. Therapists now have to provide a Good Faith Estimate (GFE's, included in this packet) to the client prior to services commencing.
• What if I work with children? Do you have a specific intake form for specific populations like that? • Yes, and included in the packet are intake forms for Adults, Minors, and Parents of Minors. • Have technical issues? • Email the Private Practice Pro team using [email protected].

DISCLAIMER(S). General Disclaimer. To the fullest extent permitted by law, The Private Practice Pro, its affiliates, successors, assigns, agents, consultants, representatives, employees, volunteers, and licensees, expressly disclaim any liability for any direct, indirect or consequential loss or damage incurred by participant or others in connection with the purchase of the Essential Paperwork Packet, including without limitation any liability for any accidents, delays, injuries, harm, loss, damage, death, lost profits, personal or business interruptions, misapplication of information, physical or mental disease, condition or issue, physical, mental, emotional, or spiritual injury or harm, loss of income or revenue, loss of business, loss of profits, loss of contracts, loss of anticipated savings, loss of data, loss of goodwill, wasted time and for any other loss or damage of any kind, however and whether caused by negligence, breach of contract, or otherwise, even if foreseeable. Assumption of Risk. You assume all the risk of your access and any subsequent actions you choose to take as a result of the influence, information or the Essential Paperwork Packet provided to you by The Private Practice Pro. You agree that you must evaluate and bear all risks associated with the use of any content, including any reliance on the accuracy, completeness, or usefulness of such content. Educational Purposes Only. The Private Practice Pro are not medical, legal, financial professionals, and by providing documents to you via the Essential Paperwork Packet, we are not offering our professional services and you expressly agree we are not acting in any professional capacity, including medical, legal, financial or otherwise by providing the Essential Paperwork Packet. The Essential Paperwork Packet is for educational purposes only. None of the documents provided should be construed as medical, legal or financial advice.

No Guaranteed Outcomes. There is absolutely no guaranty of building a successful private practice as a result of purchasing the Essential Paperwork Packet. WAIVER AND RELEASE OF LIABILITY. You fully and forever release and discharge The Private Practice Pro, as well as any of its affiliates, agents, contractors, officers, directors, shareholders, employees, joint venture partners, successors, transferees, assignees, licensees, volunteers, contributors, , the venue, (collectively “Released Third Parties”), as applicable, from any and all injuries (including death), losses, damages, claims, demands, lawsuits, costs and expenses, including legal fees and expenses, and any other liability of any kind, of or to The Private Practice Pro, your property, or any other person, directly or indirectly arising out of or in connection with your participation in and use of the Essential Paperwork Packet, whether such claims arise from negligence, breach of any duty imposed by law, mistake or error in judgment, or from any other cause, and whether such claims are known or unknown, or suspected or unsuspected (all such claims, demands, losses, liabilities, damages and causes of action are referred to collectively herein as the “Released Claims”). AGREEMENT NOT TO SUE; INDEMNITY. You covenant and agree that (i) you will not institute or attempt to institute any legal action, arbitration, demand or proceeding against The Private Practice Pro or Released Third Parties based upon any Released Claim, (ii) you will indemnify, defend and hold harmless The Private Practice Pro and Released Third Parties from and against any losses, claims, liabilities, expenses or damages, including attorneys’ fees and costs, incurred in connection with the defense of any Released Claim or any other breach of your obligations under these Terms, (iii) you will indemnify, defend and hold harmless The Private Practice Pro and Released Third Parties for any and all claims or demands, including reasonable attorney's fees, that arise from or otherwise relate to use of the Essential Paperwork Packet and related materials, and (iv) your violation of these Terms or the rights of another.

INTELLECTUAL PROPERTY. To honor and protect The Private Practice Pro’s intellectual property, you agree not to disclose, reproduce or distribute the Essential Paperwork Packet written materials, or methods to any third party without The Private Practice Pro’s prior written consent, which consent shall be its sole discretion to grant or deny. You understand that The Private Practice Pro’s written materials are protected by United States intellectual property laws, and you agree not to copy, reproduce or distribute any such materials for any reason without The Private Practice Pro’s prior written consent, which consent shall be in its sole discretion to grant or deny. LIMITED LICENSE. Subject to and in accordance with these Terms and other guidelines or instructions The Private Practice Pro includes in the Essential Paperwork Packet, The Private Practice Pro grants a limited, non-transferable, non-sublicensable, non-exclusive, revocable license (“License”) to make individual use of the Essential Paperwork Packet. More specifically, unless explicitly authorized in these Terms or by the owner of the materials, you may not modify, copy, reproduce, republish, upload, post, transmit, translate, sell, create derivative works, exploit, resell, share, trade or distribute in any manner or medium (including by email or other electronic means) any material from the Essential Paperwork Packet. You may, however, from time to time, download, revise and use the individual pages of the Essential Paperwork Packet for your individual use, provided that you keep intact all copyright and other proprietary notices.

THE PRIVATE PRACTICE PRO RESERVES THE RIGHT TO TERMINATE YOUR ACCESS TO UPDATES OR FURTHER PURCHASES FROM THE WEBSITE AT ANY TIME IF THE PRIVATE

PRACTICE PRO FINDS THAT YOU HAVE VIOLATED THESE TERMS.

SURVIVAL. You understand that the terms of these Terms shall survive the purchase of the Essential Paperwork Packet.

DISPUTE RESOLUTION/BINDING ARBITRATION. Prior to the binding arbitration, either party asserting a dispute shall first attempt to resolve said dispute in good faith. Said party shall provide notice with documentation (if any) to the other party detailing said dispute. The receiving party shall have 60 days to respond. In the event that the parties cannot resolve said claim with said 60 day period, then the parties shall submit to binding arbitration. The dispute shall be settled by binding arbitration in California which will occur via telephone by an arbitrator that is mutually approved by the parties. The costs of the arbitration will be shared equally by the parties; provided, that the prevailing party will be entitled to reimbursement by the other party of its reasonable costs and expenses incurred therein, including its reasonable attorneys’ fees and costs. LIMITATION OF LIABILITY. YOUR USE OF THE ESSENTIAL PAPERWORK PACKET IS AT YOUR OWN RISK. NEITHER, The Private Practice Pro NOR ANY OF ITS SUBSIDIARIES, DIVISIONS, AFFILIATES, AGENTS, REPRESENTATIVES OR LICENSORS (INCLUDING OUR INDEPENDENT CONTRACTOR CONTRIBUTORS) SHALL BE LIABLE TO YOU OR ANYONE ELSE FOR ANY LOSS OR INJURY OR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE OR SIMILAR DAMAGES ARISING OUT OF YOUR ACCESS OR USE OF, OR YOUR INABILITY TO ACCESS OR USE THE ESSENTIAL PAPERWORK PACKET AND THE INFORMATION AVAILABLE THEREON OR ARISING OUT OF ANY ACTION TAKEN IN RESPONSE TO OR AS A RESULT OF ANY INFORMATION AVAILABLE IN THE ESSENTIAL PAPERWORK PACKET. YOU HEREBY WAIVE ANY AND ALL CLAIMS AGAINST The Private Practice Pro AND ITS SUBSIDIARIES, DIVISIONS, AFFILIATES, AGENTS, REPRESENTATIVES AND LICENSORS (INCLUDING OUR INDEPENDENT CONTRACTOR CONTRIBUTORS) ARISING OUT OF YOUR USE OF THE ESSENTIAL PAPERWORK PACKET AND THE INFORMATION AVAILABLE THEREIN. AMENDMENTS. The Private Practice Pro may amend these Terms from time to time. It is your responsibility to check this website periodically for changes to these Terms. If The Private Practice Pro does amend these Terms, the date at the top of this website indicates when these Terms were last updated. Amendments to these Terms will take effect on the date on which we publish the amendments on this website, and from then on will govern the relationship between you and The Private Practice Pro in respect of your use of this website. Continued access will constitute agreement to the updated Terms. CHOICE OF LAW. These Terms shall be governed by the laws of the State of California without regard to its conflicts of law provisions. If any provision of these Terms is held to be invalid or unenforceable, such provision shall be fully severable, and these Terms shall be construed and enforced as if such provision had never comprised a part of these Terms. ENTIRE AGREEMENT. These Terms represents the entire agreement between the parties with respect to the

subject matter of these Terms and supersedes all prior agreements and understandings between the parties. ALL RIGHTS RESERVED. All rights not expressly granted in these Terms and Conditions of Use or express written here are reserved by The Private Practice Pro. CONTACT. If you have any questions about any term of these Terms of Use, please contact us at [email protected].