Are you a licensed practitioner
working under your license?

Do you see patients in-person or telemedicine
in the states where you’re licensed?

Do you have a website (or will have one soon?)

Cover your buns with these first legal steps you need:

Legal Starter Kit #4: Medical Practice.

what is the legal starter kit #4: medical practice?

The Legal Starter Kit #4: Medical Practice includes the legal documents you need for your patients, your medical records, and your website when operating a medical practice delivering patient care. It includes:

DIY Informed Consent Form (also called Consent to Treatment) – a written document that your patient signs and gives back to you BEFORE or at the VERY START of your first appointment to consent to receive medical treatment and agree to your policies around payment, cancellation and other important areas.

DIY Telehealth Consent Form – a written document that your patient signs BEFORE you start working with them to get their full and voluntary consent to your Telehealth policies to be sure they understand the benefits and risks of medical services via Telehealth.

DIY HIPAA Notice of Privacy Practices square

DIY HIPAA Notice of Privacy Practices – the document you’re required to give to patients under the HIPAA law outlining how you’re protecting their confidential personal health information.

DIY HIPAA Medical Records Release Form square

DIY HIPAA Medical Records Release Form – a simple document signed by a patient to give consent for the release of medical records or health information to others they designate.

DIY Website Disclaimer – a longer disclaimer for your website which limits your liability so people don’t get confused about your role and expertise and come after you.

DIY Website Terms & Conditions – a detailed legal document to protect all of your intellectual property on your website, including your content, text & images.

DIY Privacy Policy – a GDPR- compliant privacy policy detailing how you’ll keep website visitors’ personal information safe & confidential. This policy is required for many countries, and even some US states, and necessary for social media ads.

why do you need it?

So you can obtain patient consent to treatment, consent for Telehealth services, and outline your office policies, like payment, cancellation, insurance, and more.

So you have thorough legal language to disclaim your liability, protect your website content, and honor visitors’ privacy.

So you have robust written policies to fall back on if someone swipes your website copy or doesn’t pay you for your services.

So you can comply with HIPAA requirements to protect patient confidentiality and have a form ready to go to release medical records to other practitioners.

And, most importantly, so you can feel safe, secure, confident
and empowered to expand your services
and increase your reach!

So you can obtain patient consent to treatment, consent for Telehealth services, and outline your office policies, like payment, cancellation, insurance, and more.

So you have thorough legal language to disclaim your liability, protect your website content, and honor visitors’ privacy.

So you have robust written policies to fall back on if someone swipes your website copy or doesn’t pay you for your services.

So you can comply with HIPAA requirements to protect patient confidentiality and have a form ready to go to release medical records to other practitioners.

And, most importantly, so you can feel safe, secure, confident and empowered to expand your services
and increase your reach!

what’s included?

Each DIY template includes:

Legal Template – for you to download and complete

Thorough – but simple to personalize for your business

In plain English so it’s easy to understand

Created with deep care and Legal Love™

Audio Guide – to walk you through the template. You fill in the blanks and it’s ready to use! In just 1 hour, you will learn:

What it says and where to customize it

How it protects you

When to use it

How to use it

Each DIY template includes:

Legal Template – for you to download and complete

Thorough – but simple to personalize for your business

In plain English so it’s easy to understand

Created with deep care and Legal Love™

Audio Guide – to walk you through the template. You fill in the blanks and it’s ready to use! In just 1 hour, you will learn:

What it says and where to customize it

How it protects you

When to use it

How to use it

This DIY package is designed to give you legal templates that you can customize on your own and use immediately on your site. Know that it won’t create an attorney-client relationship between us and it is not personalized legal advice, but it’s an easy way to get your Informed Consent Form, Telehealth Consent Form, HIPAA Notice of Privacy Practices, HIPAA Medical Records Release Form, Website Disclaimer, Website Terms & Conditions and Privacy Policy in place quickly… with lots of Legal Love™!

can I really do it myself?

Yes, you can! Every DIY legal template is written in plain English and can be completed in 60 minutes or less.

Listen to the audio guide and follow along as I explain each section, and you’ll easily see where to fill in the blanks for your business.

the investment?

one payment of $1797

four payments of $457

Important Note:
Please note that these documents are legal templates to complete and personalize yourself. They do not create an attorney-client relationship and are not to be construed as legal advice. Always have a local attorney review any legal document that you use in your business to be sure they comply with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.

“Lisa’s templates have helped me feel confident and effective as I develop the legal aspects of my new project.”

Legalities can make me nervous creating undesirable slow downs. Now I feel confident and effective. Truly thankful!

Jennifer King Blackledge, Ph.D

Licensed Psychologist

“My mind is at ease, and instead of having lingering doubts about my next venture, I am ready to plunge ahead feeling protected and thrilled!”

Working with Lisa was truly a joyful experience! I was seeking legal guidance and clarity, and was able to find that from our 1-Hour Power Hour. I now feel fully secure and confident with my next steps going forward.

As a Physician Assistant, legal matters aren’t my strong suit. Starting my own business was daunting, but Lisa made the process seamless and enjoyable. What I found was more of a friendly conversation with her, rather than a consultation.

I would HIGHLY recommend seeking Lisa’s expertise to guide you on legal questions, as she is open and honest, and uses a language that you can easily understand, but is also rooted in compassion. Thank you, Lisa!

Amber Bender, PA

Physician Assistant & Functional Health Practitioner

“I don’t think I would have found the words ‘legal clarity’ on my own prior to our call, but that’s how I feel now.”

I had a wonderful Power Hour with Lisa. I just feel more confident that I’m on the right track legally and that all the hard work I’ve put into building this course is legally sound. It’s the confidence that I’m not missing any major blind spots simply because I didn’t know where to look for them in the first place.

I told my husband “She was just like me, but a lawyer!” I’ll definitely be coming back for any legal questions in the future.

Suzanne Jenkins, MD

Physician/Creator of The Holistic Healing Method for PCOS Online Course

“I feel like I hit the trifecta with your legal expertise, business insight, and health coaching support!”

I truly appreciate Lisa’s knowledge, expertise and insight…it is soooo very helpful.

Liz Schick MS, PT, LMP, ATC, CSCS, HLC

Physical Therapist, Hand Therapist, Athletic Trainer, Health Coach

have questions?

Purchase a 30-Minute Power Hour with Lisa
to ask questions about the templates
after you’ve completed them.
(Note that this does not include a legal review
of your documents.)

want it done for you?

Don’t have time?
Apply here
to see if Lisa can help you
or can refer you to another attorney.