Price: Starting at $450
Customized Practice Templates
Save time and create more consistent communication with professionally written templates customized for your practice.
The Customized Practice Templates service is designed for independent physicians, psychologists, medical evaluators, behavioral health providers, and small healthcare practices that repeatedly send the same emails, text messages, notices, or internal instructions. Instead of rewriting messages each time or relying on scattered drafts, you will receive a polished, organized template library tailored to your practice’s services, tone, and administrative needs.
What Is Included
The standard package includes:
- A 30-minute virtual consultation
- Up to 10 customized templates
- Practice-specific wording and branding
- Editable Word or Google Docs files
- Clearly labeled placeholders for names, dates, locations, and other changing information
- One round of reasonable revisions
- A categorized template library for easy future use
Email Communications
Professionally written responses for appointment inquiries, intake instructions, follow-up care, and scheduling updates.
Templates are selected based on the needs and priorities of your practice.
Template Options
The Customized Practice Templates service can be used to create templates for various practice communications, including:
Patient Notices
Clear templates for appointment reminders, office policy updates, fee changes, and billing notifications.
Internal Instructions
Structured guides for staff regarding daily tasks, software workflows, or administrative protocols.
Digital Intake Info
Standardized wording for digital forms or patient portal messages to ensure consistent data collection.
Investment
Customized Practice Templates Package
Starting at $450. Includes up to 10 customized templates.
Additional Templates
Additional templates may be added for $45 each. A custom quote may be provided for larger template libraries or projects involving multiple providers, specialties, locations, or departments.
Important Information
- Services focus on administrative communication and practice workflow; they do not include legal, medical, or coding advice.
- The fee covers template customization and polishing only; the client must provide the initial rough drafts, bullet points, or general content for high-specialty or clinical communication.
- Templates do not include clinical documentation forms (e.g., intake forms, medical history, or consent forms), which must be handled within your EHR.
- Reasonable revisions are defined as minor changes to wording, formatting, or placeholders within 14 days of delivery.
- Note: Templates should be used for general administrative purposes only. Never include Protected Health Information (PHI) in an unsecure or non-HIPAA-compliant manner.
Create a Template Library That Works for Your Practice
Stop searching through old email threads or rewriting the same messages from scratch.
Receive professional, consistent templates your team can personalize and use whenever they are needed.
How It Works
Step 1
Identify Your Needs
During a 30-minute consultation, we will review the communications your practice sends most often and identify the templates that would save your team the most time.
Step 2
Customize Your Templates
Each template will be written around your practice’s specialty, services, preferred tone, workflow, and administrative requirements.
Step 3
Review and Use
You will receive editable copies of your completed templates, organized by category and ready for your practice to review, personalize, and begin using.