Therapists & counselors in solo or small practice
The Private Practice System
Run your practice — not your client records.
- ✦PHI-free by design — your EHR stays your system of record
- ✦25 AI-assist prompts for your profile, inquiry replies & marketing
- ✦Command-center dashboard, client pipeline, finances & more
- ✦Set up in an afternoon — works alongside SimplePractice / TherapyNotes
You became a therapist to help people — not to spend 15+ hours a week on admin. The Private Practice System is a calm, all-in-one Notion workspace for the business side of a growing practice: finding clients, managing inquiries, marketing, referrals, and finances — so the work that causes burnout finally lives in one organized place.
PHI-free by design
Unlike other therapist templates, it’s built so you never need to store protected health information in it. Your EHR stays your system of record — this handles everything around it, so nothing sensitive has to live in the wrong place. (It doesn’t make your practice HIPAA-compliant on its own; that depends on how you use it.)
What’s inside
A command-center dashboard, a launch & setup tracker, a PHI-free client pipeline, a marketing hub with a referral tracker and content calendar, an income & expense tracker with tax categories and a built-in profit formula, a 25-prompt AI-assist library, and a policy & SOP vault with a start-here guide.
Not affiliated with Notion. Not legal, tax, or clinical advice; for practice administration only and not for storing PHI.
A look inside
Click any image to view it full-size.
