Welcome to your Practice OS

This is the business side of your practice in one place: clients, sessions, money, licensing, and marketing. It is built to stay out of your way and show you what needs attention.

<aside> 🔒 Do not store client PHI here. No names, no session notes, no clinical detail. Notion is not HIPAA covered on standard plans. Track clients by a coded ID (for example C-014) and keep clinical records in your EHR. This template runs the business around your practice, not the clinical record.

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Make it yours in 3 steps

1. Clear the sample rows in each database and add your own. The samples are here so the dashboard looks alive.
2. Set your default session rate on each client. Sessions inherit it, and Revenue only counts sessions you mark Completed.
3. Open Practice Home each morning. This Week, Needs Follow Up, and Money Snapshot are the three things to glance at.

Questions or a problem with the template: [email protected]